We need the next cost tier down vehicles. That market is huge.
The legacy oems in europe and north america are dragging the chain because they cant compete. We have them from China, Tesla should have some models in 2025.
At the moment the balance is too tight and China can tilt it using it's non profitable supply.
Europe has its next milestone of co2 targets with huge fines next year so should see a pump of EVs there.
North America I think Musk has been in Trumps ear and there will be a focus on lithium mining, manufacturing facilities located in the USA and company tax 15% plus production tax credits. Should lift demand.
Just need that fta between arg and usa.
imo
dyor
Li-related News/Articles/Reports, page-8951
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