The common themes I continue to hear/read:
1. Demand for EVs exceeds supply by an order of magnitude.
2. Supply of batteries cannot keep up with demand.
3. Governments all over the world are legislating the demise of ICE.
4. Lithium and other battery metal mine developments have stalled due to lack of finance.
5. Almost all the big lithium brine operators in South America are facing water issues, environmental concerns and peasant uprisings.
6. The call for less atmospheric pollution has become the issue of the century.
7. Stationary batteries are the go-to solution for grid peakers.
8. My wife won't let me buy her another car unless its electric (chicks, due to their ongoing affinity with electric appliances, love the idea of EVs).
All comes to he who waits - and wait by the river long enough and all your enemies will float past.
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