ITM Chart, page-640

Hi Tizard, I think it really does depend on who you listen to and how you analyse statistics.

The advance in tech in this space is pretty amazing really. Range, cost, charging speed are all being solved much quicker than I thought. Sure there are always challenges, my ICE vehicle has issues sometimes!

Two of the three most valuable car manufacturers globally are pure electric, that says a lot I think.

Nothing is ever linear, especially material supply, but IMO I don’t think sector demand in the long term is going to be the issue for ITM. I think it’s more company specific and having the resource, and potentially tech development.

Anyway will be an interesting watch!