Interesting graphic.
Some key suggestions (not sure they're facts)
- EV battery market expected to grow from $17b in 2019 to $95b in 2028
- China 46%, Korea 26%, Japan 10%, other 8%...so not much done in US/Europe.
Tesla/BMW/VW/others may be planning battery security outside of China.
Box seat as we keep ticking boxes.
All IMHO, DYOR.
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