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  1. GCar
    13,710 Posts.
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    16/07/24
    00:40
    Post #: 74765523
    What they thought it 2018:

    upload_2024-7-16_0-22-52.jpeg


    Note the 2023 total forecast above of about 500 GWh.


    Nek minnit…..


    ACTUALS 2023:

    “In 2023, global power battery shipments reached 865.2GWh”


    In 2018, this forecast by BNEF for demand in 2023 was out by about 70%.
    Ponder that.

    Imo beware when the headlines read “demand lower than expected”.

    Dyor!
    AGY Price at posting: 8.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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