Thinking about that, I can actually imagine a scenario, under which the demand for lithium will drop. I guess, you are all familiar with my theory, that existing infrastructure will not be able to support the rapid development of EVs.

Also, should the global recession hit the road, people would just stop buying new cars, including EVs. At the moment, EVs are pretty much a luxury item hence not really available for the middle class. A recession of a reasonable size may delay adoption of EVs, quite a lot.

The last scenario is clear: total restart with people having other problems than EV. When I was studying various theories of the economy, I also came across of the work of Karel Marx, I do not remember much, just that it is impossible to reform capitalism and the system will implode itself. Just wondering if GS do not know bit more about that. Cheers