2025 Charts, page-266

I am questioning the demand side?? and do not have any data to back up my comments.
First countries like Norway are currently 90 % electric, car sales in NZ are something like 10% of all new cars electric. The adoption phase is going to be longer than a mandated phase - most mandates have gone now.
Beijing is largely electric (and its atmosphere is greatly improved).
Telsla currently has its factories built and being supplied (India ?)
BYD is producing large volumes and being supplied.
Tesla grid storage is great .. but that technology will be replaced with heavier but safer salt type technology?
The optimus robots, large in number but not significant volumes?
Recycling is already a viable option which will only increase in the next 10 years?
The large companies such has GXY - ORE - have been snapped up and now have scale.
We seem to have reached a point where cost of production will determine the supply side?
I am not sure we will see an explosion in demand that cannot be managed by the big producers?
A few years ago the graphs highlighting the gaps in demand vs supply were common I have not seen an updated version showing what has actually happened and predictions for future demand / supply.
Not sure we will see a third Li rally like the previous.

I still hold a 500k shares in AGY, like every one uncertain if they will ever get to production (let alone profitably).