[Lquid]

Here is a link to a Goldman Sachs report on the near future production of lithium and cobalt. It is just a projection from one bank, but they do see a dramatic increase in production in the next 1-3 years. They don’t mention US production numbers.
EV detractors and doubters often point to current levels of production on these two metals and extrapolate how many EV’s can be produced going forward. It will be interesting to monitor this going forward.

Goldman Sachs: bull market for battery metals is over as lithium, nickel, cobalt projects come on stream — South China Morning Post

The bull market for battery metals – cobalt, lithium and nickel – is over, with their prices expected to drop over the next two years despite rising demand for electric vehicles (EVs), according to Goldman Sachs. The US bank’s analysts forecast that there…

apple.news

 

[JohnPaul]

I couldn't get the Apple News link to work, so here's a link to the original article for those who need it.

Bull market for battery metals is over amid oversupply, Goldman Sachs says

The prices of cobalt, lithium and nickel are expected to drop over the next two years despite rising demand for electric vehicles, according to Goldman Sachs.

www.scmp.com

Thanks for sharing @Lquid

 

[Lquid]

Thank you for correcting the link