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Li-related News/Articles/Reports, page-5268

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    Mate, the other thing to remember is pretty much every EV made is sold. There’s none sitting in warehouses waiting for a buyer. The battery is the limiting factor in current EV production. When they say ‘we had an increase in EV sales of 30% this year’ it’s really hiding the fact it could have been an 80% increase but they couldn’t make enough to sell - there’s that much pent up demand.
 
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