GCarIf we can get to Stephans 19M ev sales projection (large...

GCar

If we can get to Stephans 19M ev sales projection (large majority lithium-based EVs) that will do wonders for the sector.That is a number I am hoping for!

That is 17.1 million more cars sold in the next 10 months to get us there (including March). Meaning we need to sell an average of 1.71 million cars per month until the end of the year. Over that 10month period we need to on average sell about 450,000 extra cars per month then the year before. That is unless, I made a calculation error, typing this up quickly between meetings.

January 2024 showed us that it is possible, but work needs to be done (minimal recessions in EV growing countries, trump does not get in and kill EV policies, interest rates falling, government incentives, and most importantly, car companies are allocating production to actually occur).

Here is an old chart from around 2020 (I think) that I once used and saved. My belief is that this trajectory continues to play out. 19M puts us a little under, but close enough. We need this Osborne effect to play out, even if old OEM is kicking and screaming along the way. If so, we are very close to the Valley of Death, and our sector will shine.

I hope this gives you the insights into my thought process that you were after. Need to prepare and jump into next meeting. Have a great weekend.