1 equation .... CATL + Telsa = more battery demand..
https://www.theverge.com/2020/5/14/21258650/tesla-million-mile-battery-catl-china-kilowatt-hour-cost-range-improvement
https://www.electrive.com/2020/05/15/new-tesla-battery-to-break-100-kwh-barrier-catl-involved/