Small bickies. Tesla’s < 400kpa vehicles compares to >10Mpa conventional vehicle for each of Toyota, Nissan-Renault and VW. Also China will make 2M EVs this year and is growing exponentially.
The big volume occurs when the major ramp up EVs (as they are). VW sold 10,000 EVs in 24hrs (deposits taken - won’t be delivered for a while tho)... so this is happening. Tesla makes pretty and impressive cars - but they’ll be insignificant in terms future Li volumes IMO.
Day to day discussions on S/P, page-11987
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