North American Lithium...supply chain securityMine it...convert it....manufacture with it...recycle it.
Let's just do it here in North America. More & Faster
Or you one day have assembly lines halted because there are no more juice boxes. They will be inconveniently unavailable for all but Byd and similars.
Of course it will happen.
We are putting the ball on the tee for it to happen.
Guard against it.
https://www.cnbc.com/amp/2024/02/14/us-energy-chief-concerned-about-chinas-critical-minerals-dominance.html
Global supply estimates are generally garbage.
Even if supply and demand was truthful...the peanut butter may not get spread around equally or to the edges the way OEMs would need.