Hard thing to forecast tbh and none of these analysts have been close over the years. They all missed how much market share LFP would take which has eaten away at nickels market share.
Same could be said for larger vehicles which will enter the market in the short to medium term semi / cyber truck etc.
Also what happens if Tesla gets the 4680 cells working to spec? Then all of a sudden we are comparing LFPs which cost $50 to $75 with tesla 4680 which could cost around the same
Hard thing to forecast tbh and none of these analysts have been...
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