....Tesla models are the only Western make in the global top ten of EV sales.
....with Tesla facing global boycott, demand for lithium (other than from Chinese EV makers) will drop amidst increasing supply.
....this is a new negative catalyst for EV/Lithium, which means an even longer winter hibernation is in store.
https://x.com/CarlCapolingua/status/1899729318923935958
