"Battery factories are slowing down their planned capacity...

"Battery factories are slowing down their planned capacity increases to prevent prices from going up at a faster rate" - S&P Global Analysts, 11/03/2022.

Good to see commentary surrounding manufacturers on the thematic of supply/demand imbalance (slowing down their planned capacity increases to prevent prices from exponentially increasing), as this will materially affect their profitability in terms of affordability for consumers.

Stating the obvious here but we need to see extreme increases in oil/gas output, or we could begin to overcook things for the EV market.
Personally, which I'm sure we all agree with, I hate seeing petrol prices atm & clearly it can have a material effect on the performance of the market in terms of consumer discretionary spending being eroded in conjunction with the other macroecon aspects at play (Rates, Inflation [supply & logistic disruption adding heavily]). Hard for policymakers to combat but we need Oil/Gas output to increase or Invasion halts.

Couple of articles below - hope we can resolve this Russia/Ukraine invasion over the coming weeks, in order to continue the transition of the century in a mature setting.

https://thedriven.io/2022/03/10/why-russias-invasion-and-surge-in-oil-and-metals-prices-is-bad-news-for-evs/
https://cleantechnica.com/2022/03/06/elon-musk-we-need-to-increase-oil-gas-output-immediately/