The great thing about Lithium is whilst Tesla is seen as a bellwether, it's not the be all and end all given the Lithium is product agnostic.
Hurts sentiment yes but we just need the other Chinese manufacturers to continue on a tear. China is huge market and if they go mostly EV by the late 2020s it's going to hurt ICE manufacturers a lot as they previously got a lot of volume from that market and they will almost be forced to pivot.
The great thing about Lithium is whilst Tesla is seen as a...
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