Sorry for the title, but I hope I got your attention. I just watched this presentation by Rodney Hooper that he gave at the Lithium & Battery Raw Materials convention in Phoenix in early July. Some of you may have already seen it, but if you haven't I can't recommend it highly enough. I learned so much that I never knew about the demand for battery grade lithium. Howard's knowledge and analysis of the factors that go into battery grade lithium demand are impressive to say the least. I usually just take for granted that lithium supply will be high for the foreseeable future, but he spells out why, and it makes Goldman Sachs' analysis seem quite silly. 

Put what he says is the context of Cauchari coming online early next year!

Lithium: Is the Structural Deficit Here to Stay?