How is the price coming down when demand explodes and every nation starts competing for Li not to mention Cobalt, Copper and other metals and minerals ?

Sounds like magical thinking to me. and to the IMF...

They note:

"The total value of metals production would rise more than four-fold for the period 2021 to 2040, rivaling the total value of crude oil production."

And as you note " At this moment there is a shortage of some raw materials needed to manufacture Li-ion batteries..." No Kidding ! I wonder why?

"As soon as the supply chain adapts.."

How? How is the supply chain ( that independent entity that morphs apparently, independent of physical limits) going to adapt?

Where is the excess energy going to come from for that?

A big push in demand DOES NOT lower prices even if the minerals were available.

Pixie dust, magical thinking and hopium!


Human being tired of being lied to.

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