- the fact that Toyota moved forward it EV plan five years ahead of schedule does tell a lot more about the EV potential in the next two or three years, given Japanese car makers conservative nature. They are more the game follower type than the leader type
- LG Chem just revised its battery production plan, aiming to increase Li battery sales by 5 times in 2025, instead of its original plan also indicated that the demand is there
- we all knew there were 75 gigafactories in the pipeline at the beginning of 2019, now this figure has been revised again to 91.
- the constrain on Lithium will change the landscape for EV auto makers competition, i.e. battery makers can have a huge impact on EV makers, that is why i speculate Panasonic and Samsong did what they did to Tesla and Germany auto makers
- so i am saving every penny from now on, postpone holidays, major purchases and etc so that i can pick up valuable shares at the current prices, with the help of the "Wall Street professionals"
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