Thank you for your monthly visit simone, and your tin foil hat theory's.
The good news, is we know that there is plenty of spod to feed the next leg up in the thematic, probably through 2023, but after that, a bit of a concern, as 2021 (yes 7 months away) is the year cost of EV's reach parity with ICE.
See you next month, missing you already.
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