An excellent write up on how EVs are becoming mainstream replacing ICE engines from China to Europe and the US. If one translate this demand for EVs into demand for lithium we wouldn’t be surprised to see the market in sharp deficit leading to much higher prices in the next two to three years.
https://cleantechnica.com/2019/02/16/fossil-vehicle-sales-are-officially-now-decreasing-in-china-europe-us/