EVs are and will remain by far the largest market for LIB. LIB supply commitments increase all the time with China the most ambitious. Thailand is getting into LIB battery making in a big way and may offer 50-100 GWh in 2030, helping to close the gap in supply vs demand. The Europeans may do the same eventually. However, just one successful EV car model can need 100GWh/year.
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