Southdown, I like people who just call the facts. I see the low poo a threat to immediate lithium future. I had expected lithium to make a better start when the first big make of projects started late 2009-2010. We now are into a second lithium wave which is being countered by the low poo, if lithium can come through the next 5 years, I think the momentum will be unstoppable. I still think it will be a tight race. If the god of EV's Tesla fails it won't be a good look for the whole industry. Who can forget the Better Place company, a great idea, with wrong timing. I was in Beijing in 2010, I could not believe the amount of electric bikes etc. Apparently mostly lead acid, with lithium emerging at the time. Whole shops just devoted to electric bikes and scooters, a real eye opener to the future.
