Assuming the denser batteries have the same amount of lithium per kg, I don't see how we'll see a halving of lithium demand. That would only be possible under t

Assuming the denser batteries have the same amount of lithium per kg, I don't see how we'll see a halving of lithium demand. That would only be possible under the incorrect assumption that battery demand is static. That's already not true with current technology as EVs are gaining market shares rapidly, but also the new technology will be opening new usages, so it will opening new markets, further driving the demand. But I also have no idea about its chemistry!