Do we have enough lithium for the EV boom?, page-50

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    I can't see recycle supply of lithium being a driver at all in the short time. Given the lifecycle of batteries and current low percent of EVs sold into the transport market how can recycle feature significantly as a portion of supply? There will be a 5-10 year lag between lithium demand and recycle supply. This gap would only start to close years after EVs capture a major portion of market. So mid 2020s?
 
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