The current price for Spod is around $450 dmt.
There is a massive over supply
To think that Spod could get back to $850 in a couple of years is a dream.
I think the market is working out that full EVs is not what the market wants.
Mainly becuase of range and price.
It will be interesting what new models come out over the couple of years
But I think hybrids will become the choice
Cheers