Safest play of his 4 picks, not bad.. not bad.  I certainly agree with his assessment about overall lithium demand changes in the next few years:

"The constrained supply and increasing demand will result in higher lithium prices. Frankly, even with new mines coming online over the next decade, it will not be enough to meet demand -- thus prices of lithium will rise."

Thanks for posting this S.A. article link, WB DT.    Okiedo