Honestly mate I’ll go even further.. I’m talking about a full efficiency revolution in every aspect of life.. we are absurdly innefficient in this world..we are going to have multiple streams converge to optimise energy usage and conversions and all that initial energy input is going to be given from the sun and stored.
Autonomous EVs making travel insanely cheap, Artificial intelligence making travel amd producing insanely cheap, IOT monitoring efficiencies and combining with AI optimising systems, Recycling technology advances in combination with cheap energy from solar etc.
EVs are a tiny part of it.. the Moron Stanleys of this world have completely missed where the real demand will come from, just watch Teslas battery storage growth next year
All this needs Lithium, that’s why to me AGY is a no brainer and I couldn’t give a damn what the SP does day to day
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