Few relevant things.
It seems as though China reached peak emission last year. Yes, last year.
https://www.economist.com/china/2024/05/30/has-china-reached-peak-emissions
BHP is predicting peak oil demand to happen as early as next year. Yep, next year. They've stated that solar, wind and EVs are the reason behind this coming oil decline (stating the obvious really). NOBODY is suggesting oil and gas will be gone anytime soon, just that oil production will soon decrease will battery production grows exponentially.
Cybertruck ramping hard and fast. Elon said they produced 50% more 4680 batteries last quarter.
Sweet charts from https://x.com/a_niche_guy
Please do yourselves a favour and wrap your head around phase change disruptions and s-curves if you haven't already. Ref below.
Few relevant things. It seems as though China reached peak...
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