Yes I believe I got calculations wrong. Trying to work out demand as its obviously needed to correct current downturn. Just read that there is 1400GWH of battery capacity planned to be installed in US by 2030 as to get subsidies most components must be made in US not sourced from China including Lithium I believe. Even if Trump gets in i can't see him reversing all new allowances as he doesn't like China ( Loves Putin obviously). Thats alot of Lithium to be sourced outside China. Tesla planning to make CATL batteries under licence.
Ann: At The Market Raise, page-148
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