Hi,
Here is exactly my view:
The Goldman Sachs people haven't got a clue what they are talking about.
They also assuming that by 2030 EVs will reach 30% of sales of new cars. I wonder on what planet they are living.
I follow the Lithium market and EV sales very closely and I believe 30% share of EV cars will be achieved in 2026 and 80% by 2030.
K
NdPR price, page-838
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