I’ve seen analysis that says we have enough lithium globally, especially if we use existing working recycling techniques widely. And there are other battery che

I’ve seen analysis that says we have enough lithium globally, especially if we use existing working recycling techniques widely. And there are other battery chemistries with earth abundant materials (e.g. iron redox) that could ease the lithium supply concern. But I think you’re right that geopolitics will play a huge role. As we’ve seen with the war in Ukraine and Russian gas, resources are not uniformly distributed, and we can’t rely on frictionless international trade to work consistently.