Nice short
These analysts have no shame
They’ve been predicting Lithium oversupply since 2015
They are still dramatically underestimating the global shift to electric transport and home power
They are forecasting too few
EVs
Trucks
Buses
Ships
Planes
Motorbikes
Scooters
and that’s just transportation
What about Home Storage? The Tesla Powerwall is yet to truly be rolled out
Don’t know why anyone pays any attention to these guys
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