EV sales numbers now at record 10% (and 25% in the ACT), despite the jawboning in the press. It's a matter of time before the wave becomes a flood.
https://www.mynrma.com.au/electric-vehicles/news/ev-sales-february-2024
When that happens, anyone in Lithium, copper, REE's and god knows what else will finally be popular again. Like when Robert Downey Jr came back end everyone forgot all that back catalog. Dude was made of metal too.
If you are worried it an anomaly, check out what MG , BYD and Xaomi just did to their EV pricing. It just hit parity and lower to the average price for a medium hatch, it's on like donkey kong.
Happy Tuesday morning to you all.
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