I've ignored them once, at my own peril. Will I ignore them twice. Yes! Why? Because this time i's different!
Yes, the EV/ESS wave is coming off a very low base but all signs are for an exponential rapid growth that all will have under estimated. Could be the quickest adoption of a new technology that we have ever seen. Why?
Because our world needs it as the impact of climate change is getting clearer and more dramatic by the day driving the need to act against it. You combine global agreements and policy commitments to action (in a post Trump world, or he could even flip!) with a clear lower cost business case and new convenience (self driving, almost no power outage risk) and lower costs due to economy of scale, and you will see an uptake on an unprecedented scale!
PS: It pains me to contribute to a thread Nolan has started. I am just amazed he is the complete opposite over at his other fav thread, AUZ.
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- Morgan Stanley forecasts 30 per cent drop in lithium prices by 2025
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