True, but due to power/weight advantage, they are what is needed for larger vehicles, including trucks, ferries, planes, which will need very large batteries, as a result, increase consumption. late this decade, supply will need to meet the initial needs of those applications, assuming SS commercialise late decade, thus I reckon have a long timeline (at least 12 years) before their long lifecycle starts to impacts demand....
Good News & Bad News, page-5738
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