Thanks for the feedback. I'd like to see those figures attatched to actual data. We agree BEVs will end up dominating PM demand in the end (I'd say in a decade or so). The data I'm using suggests they'll be less important than combined hybrids in 2025 (in China, Europe) and through to 2030 in the US. Hopefully Biden will hurry that along.
Here's another set of demand projections I haven't looked at closely yet: seems less thoroughly researched than the McKinsey paper referenced above. https://www.automotivemanufacturingsolutions.com/download?ac=283989
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