Really appreciate you taking the time SF and your general knowledge on the S/D fundamentals is as good as you can get from a retail perspective!
It seems we’ve moved on from the days of the converters having significant risk of being the bottleneck and the battery makers are certainly not holding back on expansion.
Recession is obviously a risk given the price of the EVs currently but for me we are finally seeing the governments of the world get fully behind the energy transition, and that momentum should be somewhat recession proof. As for the public’s perception of the transition, it amazes me that there are still people questioning whether electrification will indeed happen, like they just can’t get past the “but I will have to stop for 30 minutes if I am driving from Brisbane to Sydney ”…..
Good News & Bad News, page-21214
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