Double digit demand growth is downstream from the end user (at present many OEM's cant meet EV orders due to lack of cells), becuase there are bottlenecks upstream at the converter, the supply chain is blocked, given conversion capacity has not expanded as expected. So we have pent up demand at one end and a blockage at the other, and becuase the blockage is at step 2 in the chain, miners are wearing the brunt.
Are you not aware of the current issues across the supply chain?
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