Yes, I saw something similar to that also in regards to battery sizes increasing. Overall, the cell energy deployed is a better measure of raw chemical demand than just EV sales due to that average battery size variability. Looking at Rodney's figures 1.33 X 1.10 = 46%, their deployed GWh prediction is 48%, which is similar to the Adamas figure near 50%.
Yes, I saw something similar to that also in regards to battery...
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