Tesla will be just fine. Don't forget Australia's sales are a drop in the ocean. New model coming up and still tracking ok in the major markets I believe. Meanwhile EV sales globally are up 20% for the first half of this year despite marginal growth in the US and Europe.
Whats important for RNU is not that Tesla does well it's that EV sales keep growing and sucking out the oversupply of graphite from China so they can't keep prices down which is hopefully what's gonna happen soon.
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