Thanks @lostman,
Yeah I know EU is over 50% in H1-2023.
The US market is also over 50% in H1-2023.
In this year, all the other small EV OEMs are doing well in contrary to what they did in 2022. Some of them in China was nearly bankrupted in 2022 but their sales in H1-2023 are much better than 2022 sales.
What I'm saying here is, again, just follow the growth rate of EV sales in the world.
Then have a look at the lithium projects, if they are really expanding and producing more every year.
Don't worry about the manipulative media news about oversupply.
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