Chinese OEM's aren't ordering more lithium based on a elon maybe delivery a new car at the end of the year.
And just because Tesla produces a cheaper car, doesn't mean it leads to more EV sales in total. It may just cannibalise existing sales or detract from competitors.
It's a whole lot of hope that I don't think really moves the needle at this stage in my view. That's what makes a market though.
I've been of the view that EV demand will disappoint for some years now, and my view hasn't changed.
Chinese OEM's aren't ordering more lithium based on a elon maybe...
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