Yep, stocking up time, plus demand drive in CN is pushing yet more EV's. Also BYD is looking to sell into emerging markets now...
Although I think the real long tail will come from time shifting electricity supply, that will drive EV's sales plus fixed installs...
If another wave of shorters leave, I will take that as a clear indication that we are over the worst.
As always DYOR.
Banter and general comments, page-37465
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