Yep, not good that BYD sales of BEVs is down on the same period last year and the previous month. The trend for growing PHEV sales isn't good either given that they use much less lithium. That turns the entire lithium demand story on its head.
It's funny how holders have now diverted attention to energy storage as the main driver of lithium growth given that the "exponential growth" story for EVs is falling apart. It's a good diversion tactic by holders.
Good News & Bad News, page-44768
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