PLS 4.45% $2.79 pilbara minerals limited

Good News & Bad News, page-25957

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    EV Sales on their own are no longer a good measure of the supply vs demand balance

    In January last year Tesla + VW had 9-12 month wait lists. Massive backlog with raw material shortages + supply chain disruptions

    Fast forward to today, you can Order an EV from Tesla + VW and collect next week..... there isn't a waitlist

    That tells me all I need to know about the market balance today

    https://hotcopper.com.au/data/attachments/5141/5141700-4c7cf8dca69acd2038247b65effa2512.jpg

 
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