Good News & Bad News, page-32568

Oz finally made the top 20 list. Once we get through this macro BS, hold on to your hat. The 5% milestone is the adoption tipping point, according to Bloomberg. However, how do we keep the momentum, given the brewing deficits. As per dfs1 post today, new producer train wrecks with both recoveries and production at <50% of announced nameplate capacity (paper supply), if they cant survive spod pricing at $3,000, Chems at $30k, the solution is pricing needs to stay above those numbers. I also wonder what % of the ~10% of wannabes that do come online experience the same issues. Once again, how do we maintain the EV momentum, short term noise, cycles within a supercycle and all that jive;