I will state that material shortages will be 2024.
Demand is now becoming unprecedented and remember that the stimulus packages which are truely energy transformers in both the EU and USA are only just kicking in.
My call is that supply will not meet demand from 2023. This is a risk.
The sector is a hive of activity and now with literally all the global car makers on board and then the mergence of other transport providers (shipping then dare I say air) then it cannot be stopped.
The big daddy for me is the private sector in the US, if corporate america fully gets behind EV , renewable energy (or at least 50%) then watch out.
Banter and general comments, page-1696
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