I think the landslide will come when EV's get something to make them impossible not to have. I don't know what that will be but I am sure it will happen.
All the true disruptions have come when the item becomes something people can't live without. Internet, smart phones (turned something that made calls into something that does just about everything) even horse and cart to cars (increased speed, reduced travel time, increased comfort etc etc). To be a true disruption EV's will need that edge and it won't be from price alone. I don't know whether that will be automation or something else. Automation for people who commute would be giving them potentially 2+ hrs extra useable time a day. That's worth a lot. But for now an EV just does what an ICE does.
Don't get me wrong I think cost will drive demand enough to keep the better battery mineral stocks in play but it will be the shift change whatever that is that will help us hit the exponential part of the S curve.
PLS Price at posting:
83.3¢ Sentiment: Buy Disclosure: Held
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