Sorry but I think you're a little confused. EV sales drive demand for the product we sell, being Lithium. Yes, demand drives sales, but sales are the important thing. You don't make money from demand alone. You make money from sales. Demand can be sky high, but if production (or otherwise) can't meet the demand, it can be futile. If sales are high, then demand must be high. So sales are key if you ask me. And the money made from those sales ultimately pays for our Lithium. Let's not overcomplicate things here.
And 'specific to CXO' doesn't mean 'exclusive to CXO'. Again, you seem to be confused with the points being made. 'Specific' just means 'clearly defined' or 'relating to a particular thing'... if you don't think EV sales relates to CXO, I can't help you.
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