Be careful, CJ, don't hurt yourself straining to disagree. I made no decision.
Adamas made a decision to ignore mild hybrids as a source of demand growth in their calculations of same.
There's nothing unclear about their decision, they simply didn't think mild hybrids were a source of meaningful NdFeB demand growth.
You might disagree, but your math is as nonexistent as ausheds.
My point was that Adamas shares my stance on mild hybrids. They would likely agree that mild fake hybrids are a potential BEV sales killer.
Yes, their numbers are high, but neither insensible nor invisible, as yours are.
Adamas Intelligence Report - Electric Growth, page-27
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