selfYour first sentence can be challenged. It's not obvious that manufacture of EVs will increase as a spike - at least during the near term time that EUR has to get itself going.
https://www.youtube.com/watch?v=hNfquYHvaCk#:~:text=Sales%20growth%20of%20electric%20vehicles,40%25%20over%20the%20same%20period.
What's worrying potential buyers of EVs is the present wretched supply of charging points. If the charging points are increased in number then the electricity supply grid will blackout.
These problems may wiell be solved in years to come. But EUR is supposed to be producing in the immediate future, at current low prices for lithium.
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