LTM 1.95% $7.03 arcadium lithium plc

ev-volumes.com always has a higher numbers but if they keep it...

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    ev-volumes.com always has a higher numbers but if they keep it consistent their growth rate should be roughly the same. The growth could have been a couple of % higher if the subsidies were not slashed to zero in Germany at the end of last year. In the US the ramp up of the updated Tesla model 3 might have cost a few % points as well. I think overall there is a big number of new strong BEV models this year, which should help to increase the growth rate again. I think 25 - 30 % year on year growth rate for the full year is still possible. I think China will continue to surpise. Higher oil prices should also help. But high interest rates and general inflation throttle EV sales. But I think high oil prices are still a net possitive for EV sales.

    https://hotcopper.com.au/data/attachments/6099/6099299-9698cbd6f5683bb42fcacf91d7f11538.jpg


    https://hotcopper.com.au/data/attachments/6099/6099297-082ceaec396e1535b7875d1dc57c2cf5.jpg


 
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