..by 2030 EVs could have a new competitor in Toyota’s hydrogen fuel cell vehicles…it may not steal EV’s thunder but could marginalise its market share.
..China EV lead in global EV rollout has gone way ahead of everyone else but Toyota will not want to play on the rules others have set, in particular the Chinese.
..point is not to say that EV won’t grow successfully but to say that in 5-10 years a lot can change in the EV/Lithium space. This sector despite its revolution would be more fluid that we imagine.
..you won’t know where exactly lithium stands a decade out.
