Couldn't agree more. However possibly TESLA haven't seen lithium shortage from their converters - because converters are all rushing to provide for them (and announcing TESLA as a customer does wonders for those converters)? Would be difficult for him to say anything other than lithium is in over supply if converters are all rushing to supply TESLA - because hey, it's TESLA...
Interesting to see what the CEO's of the OEM's say once they start producing en masse.
Good News & Bad News, page-4189
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