When the hype begins, the factories begin and the E.V manufacturers ramp up. The first thing they think of is ,"supply chain surety". You do not commit to billions of dollars and buy lithium this week for sales next week. I mean really, do they think a billion-dollar gigafactory opens with enough lithium purchased each week for their needs. They will need many months of supply and that will be duplicated across countless projects, and by countless E.V manufacturers worried about the scarcity of supply.
Great News, page-220
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