Is Elon Musk Wrong About Lithium?Interesting article. Bottom line is all of these companies will need lithium. I think a lot of people are asleep at the switch and there's going to be a resource deficit causing a mad dash...hopefully including CRE.
"Tesla's marketplace is likely to look very different from the current one, with Bloomberg Energy Finance (BNEF) predicting the company could be going up against ~500 EV brands by 2030 from a few dozen currently."
https://www.baystreet.ca/commodities/4389/Is-Elon-Musk-Wrong-About-Lithium