My opinion on this is;
IF a global recession were to hit, and some of the global indicators suggest warning signs that MAY suggest the "conditions precedent"![]()
are showing signs that it is possible, the global electrical disruption unfolding that is being mandated by Governments and global conglomerates like SK will be one of the driving reasons that:
1. Recession if it happens will end as this disruption will help pull the globe out of it.
2. Avert said recession
The investment that has underpinned this revolution has been committed, the world now awaits the construction of the infrastructure (64 approx giga factory's that we know of) and commissioning. This means jobs and capex right through the supply chain from the folks digging up ore at Sconi to the people repairing plugs at charging stations.
We are in the orphan phase of the biggest change to how we consume energy since oil circa 1904.
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