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A great chart by @benchmarkmin below. The lithium disconnect. Lithium is the real bottleneck in the EV revolution. Automakers don’t want to sound the alarm about the shortage.. which would most certainly drive prices to even higher levels. https://twitter.com/sdmoores/status/1440592664697585670
The lithium deficit in 2025 will be bigger than industry was in 2016. @benchmarkmin #EV #Battery
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