https://www.youtube.com/watch?v=xkR-Y3NVdZg
Great overview of the Lithium industry. It is of course seen from the positive side, but still very objective. It lasts an hour, but there were things that stuck:
- there will be a shortage of Lithium, very good explanation.
- it takes a very long time to build up production for Lithium. From project start to production, up to 10 years. There we have taken a good bite with Lac.
- It is necessary for the US to become a producer, so that ESG is ensured
- The large energy companies, oil industry etc. may well become buyers of Lithium companies, not just EV companies.