Capital is there. But that capacity isn't going to come online over-night. "Just sourcing mines"... the capacity for raw materials doesn't exist. New mines have

Capital is there. But that capacity isn't going to come online over-night. "Just sourcing mines"... the capacity for raw materials doesn't exist. New mines have to be dug. That means acquiring property with materials, permitting, sourcing equipment to dig the mines, digging the material, building refining equipment, building factories to package the batteries. All of this takes time to bring online. I'm not saying capacity will never exist, but for the next 5-10 years, auto manufacturers are going to be fighting for as much lithium and battery raw materials as they can get their hands on. Tesla has a handle on this, Ford doesn't. How many years is it going to take for that capacity to come online while Ford/ GM/ etc bleed market share?