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David Elliott
Zeihan on Geopolitics
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Comments by "David Elliott" (@davidelliott5843) on "Lithium: The False Profit of Electrification || Peter Zeihan" video.
Back in 2008 Tony Seba forecast the fall in cost of batteries. He was laughed at. 2003 prices proved his predictions were exactly right. Tony says the price fall has only just started. Some are still laughing but the smart money is on Tony. By the way, lithium is important but actually a small percentage of what goes into batteries. Iron, manganese and phosphate are plentiful = cheap. Cobalt and nickel are rare, expensive and batteries really don’t need then any more.
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