BYD is killing it, and the digital Auctions recently are creating free market price discovery for Li- instant 30% above spot prices in the last few weeks.
Evan in Aussie EV sales are starting to eat into ICE engine numbers, although China's the real show.
Heavy vehicles and residential battery storage are next cab off the rank...
I think they'll be some refining and fine tuning of the Li battery that'll Iron out tge wrinkles.
Gold Price, page-255
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