Is the Developing World Poised for an Electric-Vehicle Boom?

If you had to separate the speakers at this year's Lithium Supply and Markets conference into two camps, you could do it like this: There are those who believe that the electrification of the automobile will proceed at a steady, orderly pace, and that over the next 10 or 15 years the world's lithium producers together to mine and process an additional 7 or so percent each year. Then there are those who believe anything could happen--who think this kind of orderly extrapolation is blindly conservative. And generally, these optimists--who believe that there's no telling how quickly electrically-powered vehicles of all kinds will spread, but that it'll probably be far more dramatic than most forecasters expect--happen to do business in either China or India.

Is the Developing World Poised for an Electric-Vehicle Boom? | Popular Science