Hey mate, have you seen total EV's numbers out of EU for October?
I see China racked up 160k units in October, some 104% y-o-y increase. If EU come in at 165k units, same as September, annualized and looking forward, that's 3.9 mill units, or 4.33% of overall vehicles sales.
Ann: Multiyear offtake agreement executed with new customer, page-48
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