Nothing goes in a straight line but global sales were still up 70% year on year in January. Meanwhile hydrogen vehicle sales fell 30% last year on less than 15k global sales!
Battery materials markets always going to be volatile, with the concentrated supply chains, but personally think we aren’t far away from parity pricing on ev’s. Let’s revisit in a few years and see where we are at, there are obviously lots of legacy interests with a lot on the line in this space.
ITM Megathread, page-959
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