Just finished watching Jon Evans interview. Nothing earth shattering; just Jon being Jon in his usual quietly confident manner. A couple of things stuck out to me:

1.  realistically look at future lithium contract prices to be between USD $20-30K/ton as opposed to the spot price which is up to $70K, and

2.  he mentioned that one of the reasons lithium supply is so far behind is that lithium companies are small and haven't had the pockets to invest in expansion or new projects during down cycles. He says he expects bigger players will come into the industry and he said they're needed. The way he said it makes me wonder if this is part of their partnering plan (he mentioned Rio Tinto as an example)

Another good interview.