Thanks for the post. Strongly agrees that the Lithium requirement should not only be calculated for EV, but electricity storage in general will be a huge need. I also think it is important to see the whole electrification in the big picture because it also makes the best sense for lac`s future and opportunities for future increases in SP.
The big joker can be about lac`s management as skilled as we expect, and they think long term enough. It is my expectation that Lac could become a really good long-term investment also in 10 years.
Has the feeling that $ 50 can be well reached within 2 weeks.