Nice find MC.  Had not listened to that podcast.

From Coutts mouth...at least 250 bil in the ground.  About 5 bil to develop.  Not a bad investment for the big boys.

The Scramble for EV Battery Metals Is Just Beginning

https://www.wsj.com/articles/the-scramble-for-ev-battery-metals-is-just-beginning-11638443405

Making the global economy more environmentally sustainable will require a lot more natural resources. This is an irony the mining industry will need both to exploit and to defuse.

Electric vehicles highlight the problematic opportunity for miners. Although a Tesla or Porsche Taycan doesn’t have a tailpipe and usually generates much less carbon than a traditional car over a multiyear lifespan, its big lithium-ion battery requires more metal than an internal combustion engine. Consulting firm Rystad Energy expects annual lithium demand from EVs and energy storage to rise by a factor of more than 20 times by 2030 compared with last year’s level.