On my figures they still understate demand IMO. Once vehicles like the Tesla are more available and more people get to see touch and feel I believe demand for EV's will skyrocket! Who wouldn't want one?
In addition they have undersold the benefits of storage both in Australia where those who have solar panels will no longer accept the low feed in tarrif as the exisiting agreements finish as well as storage for base load for renewables.
What about when the third world identify that the cost of battery storage will be far less than the cost of poles and wires to bring the populous out of poverty and provide the basic necessities like power for light cooking and heat not to mention pollution reduction.
If China and India meet their targets they expect 20m EVs on the road by 2020. Tesla is ramping up production and battery producers can't meet demand now!
It is not far away. The sea change is coming and they still have NFI in my opinion!
Galaxy... GXY... Chart..., page-1750
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