Banter and General Comments, page-14039

Hi Rob,
Yes, we’ll have to wait and see.
I’m still expecting the disruptive growth to surprise massively to the upside, and catch the industry (Li miners) with their pants down in a few years.
There needs to be billions invested NOW in future upstream supply, but there isn’t.
McKinsey are good too but their mobile phone forecasts were out by 2 orders of magnitude.
Tony Seba will be closer than most “traditional” analysts imo re EV disruptive growth.
Fast forward to say 2030 - with price parity “old news” and charging an absolute non-issue, I simply cannot see how ANYONE would choose an ICE vehicle over EV. Well, Colin might, but he’s a special breed indeed!
Fun times ahead!
GL
Cheers