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
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