One thing seems certain...the Car manufacturers seem to have...

One thing seems certain...the Car manufacturers seem to have capitulated trying to extend their ICE lifespans and are pouring in the $$ into EV's:

Volkswagen to invest $800 million, build new electric vehicle in U.S.

https://www.reuters.com/article/us-autoshow-detroit-volkswagen/volkswagen-to-invest-800-million-build-new-electric-vehicle-in-us-idUSKCN1P81R1

I still think all the estimates of EV uptake will be easily outperformed and when adding the completely underestimated (IMO) demand from Stationary Storage on Li ... @johnwightman - even IF Greenbushes can up their output by 20%, there will be plenty of work left for all the producers that manage to come into production (last year and this year)...for all the Juniors it will depend on how many of the current producers will struggle with output increases or not...but by then we will be very close to a next level battery chemistry...therefore it's absolutely critical to be in full production capacity in the next 12-24 months with minimum debt!!! This will allow those producers to make some very good money for 3-5 years.

All IMO