Replying to discol's article link.
Interesting, that livewiremarkets article suggests 10.64m EV (incl. PHEV) sales in 2023, a very marginal increase from 2022. source Statistica Global Insights.
A source I have been using for a number of years suggests 14m (rounded), a 30-35% variance.
Source - EV-Volumes - The Electric Vehicle World Sales Database
I trust EV-Volumes and I doubt the Statistica fact of a growth of a mere 350k EVs from 2022-23.
So how did they get it so wrong and what does that say about their lithium demand forecast?
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