Morgan Stanley on China #Lithium #EVs
Jun auto data shows challenges for lithium demand continue. NEV sales +10% MoM & +30% YoY, PHEVs continue to dominate +88% YTD, vs BEVs +11%"
"Inventory in value chain continues to accumulate, now 115kt vs 67kt start 2024"
https://x.com/CarlCapolingua/status/1813438800267473156
- Forums
- ASX - General
- EV/Lithium
EV/Lithium, page-853
-
- There are more pages in this discussion • 124 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)