Interesting CITI only see 2 million extra ev's need to be sold over their base case which they think unachievable.
Not that I know their base case, 2 million more could easily come with China with the relaxed rules on car loans.
Volvo had an excellent qtr in EV sales. U.K. Fleet EV sales are growing, India is also buying up E.V's Sccoters and 3 wheelers.
I see EV growth in 2024 being higher than predictions.
It won't take long to work out the new car loan law will impact sales in China as weekly sales are published.
My children have just returned from Morrocco. I had a look at their latest EV news
https://www.intellinews.com/morocco...v-battery-gigafactories-says-minister-319874/
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