Lithium vs Uranium?? Also graphite.

The coming boom in Lithium.
Ahead of the herd story.

Building America’s mine to battery to EV supply chain

The world’s leading lithium battery companies in 2016 produced 29 gigawatt-hours (GWh) of batteries. By 2028 forecasted production is expected to hit 1,049 GWh, an increase of 3,516%!

All lithium batteries contain some form of lithium in the cathode and electrolyte materials. The battery anode is generally graphite-based, containing no lithium.

Bloomberg forecasts there will be a 54-fold increase in EVs between 2017 and 2040, when global light-duty EV sales are expected to hit 60 million; there are currently about 4 million EVs in the world.

Globally, battery makers and automobile manufacturers are scrambling to ensure they have enough supply of the silvery-white metal.

Juniors: the next wave

Junior miners that have projects anywhere close to production between now and 2040 are bound to do well in the current lithium market, which as mentioned, is facing long-term supply shortages, despite what you read about a glut.
Remember, supply would have to increase at a CAGR of 19% over the next six years to meet 2025 demand.

https://aheadoftheherd.com/Newsletter/2019/Building-Americas-mine-to-battery-to-EV-supply-chain.htm