IMHO, it all depends on how stubborn the government regulation are going to be. Should they keep the “hard core” approach in EU and China and in some US states, then we could see double digit growth of EVs (which is probably the most important Lithium consumption segment) for next 10 years.

Unless of course the common sense prevails in those institutions and someone would see, that storing electricity in a battery to power a car does not really help the environment (very unlikely), which could cause some troubles and flatten those CAGRs in the future.

My long term bet is, that Thacker Pass will not be fully mined. Taking into consideration my personall circumstances, 20 years of production would do the trick :-)