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19:20
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Originally posted by Papillons
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Hey b4...the 20-25% by 2025 is from VW's own projection (see I think p. 21 of the presentation)...LE made the point that with disruptive market shifts (like for example the smart device revolution), historically analysts et al tend to get 'over-excited' about the speed of the shift (ie overestimate short term demand increase), but underestimate the scale of the long term shift. (To an extent we're seeing the first bit play out with battery graphite - lots of over egging of short term expectations these last few years, huh!?)
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@Trommel @Riskon22 and @Bailey241 and any others as to what their thoughts are
(20min delay)