If the product is there already in spod and follow on chemicals, the hurdle is in battery production capacity. Consumer demand is high as shown in waiting lists for everything with a lithium battery. Once battery capacity comes on line (who knows how quickly this can happen or is happening) the tables will turn in our favour.
How strong does the consumer demand need to be to speed this process up? Or is it irrelevant and purely based upon the funds available to expand production? Are there any numbers out there that quantify the real production shortfall at present rather than the calculated demand (which is just a guess) for the future?
Good News & Bad News, page-179
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