India with 2,300,000 buses -now another 800,000 going electric. Big excavators going electric - long haul trucks - forget the small EV market -for my money no way current lithium production will keep pace for all these BIG batteries. And India does not mine lithium. Like iron ore -no one is factoring in just about every day with a couple of wars in progress a lot of steel being blown up every dayEvery country on earth now making tanks -ships -subs - missiles and a lot of it being blown up as we speak
2023 - the year for ICG, page-1663
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