Speaking of shorters and Tesla's rise, check out the numpty in this video!!!!! Classic case of refusing to adapt and getting caught up in your own fantasy story! Hilarious!
...and, speaking of lack of upstream investment, check this slide out:
Looks like about $100-125 billion required upstream of cell manufacturing, with $50-$70 billion at the mining end!!! $50-$70 billion!? It's a shame that the "manufacturers" don't appreciate the realities of the timelines involved in bringing new mining operations on line.
It's gonna get real interesting over the next couple of years, as these problems start becoming reality for those battery and auto co's wanting to aggressively expand.
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