EVs made up 30% of all new car sales worldwide in 2022. China accounts for 60% of those sales. These figures are accelerating YoY.
https://www.cnbc.com/2023/08/15/china-can-become-worlds-number-1-car-exporter-by-2023-moodys.html
Just my own observations: price parity is already here today. Example in Australia, the battery electric MG4 costs less than a hybrid i30, Civic and Corolla. As a tech savvy petrolhead even I know EVs are the future.
Also, I think LLL will do alright, lithium prices go up and down. Mali government is being obstructive but money talks in the end.
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