I came across this article written 9th Dec 2015. What I really liked was:
Investor Reward Factors
At some point in the discernible future, it is possible to envision that most or all of the world’s auto production – estimated at 60 million vehicles per year – could be replaced with electrified vehicles. Lithium demand under this scenario…well, just do the math. The question then arises as to whether or not there would even be enough recoverable lithium to meet such a demand – which would lead inevitably to price rationing (at vastly higher lithium prices.)
