Tic Toc ...Here, Gerrit Fuelling point at 2023-2024 as the beginning of serious supply struggles for OEMs , very good paper :
https://www.linkedin.com/pulse/ev-production-lithium-supply-going-match-gerrit-fuelling/ If Bill Gates is right again it's not spodumene that VW and the others will need in 2025 but way more brine :
https://insideevs.com/news/441460/bill-gates-solid-state-batteries-quantumscape/amp/ When both will happen, the already tight supply from salars won't be abble to feed the lithium cravings from the OEMs, especially as the demand will turn from hydroxide to chloride in the same time. Then, the demand could increase even more as :
- Ev penetration accelerate due to solid state ( safer , faster charging, cheaper, more density and the ICE END )
- More Lithium into batteries
- Advantages of Brine over Hardrock as feedstock
I begin to believe , the old sage who posted a couple years ago , that it was worth at least 135 $ a share even back then :
https://stockhouse.com/companies/bullboard/v.nlc/neo-lithium-inc?postid=26698443 Priceless !