BYD: Electrifying Shipment Results But With Risks Aplenty
https://seekingalpha.com/article/4227309-byd-electrifying-shipment-results-risks-aplenty
Worth a read. Apart from BYDs optimistic EV sales forecast I liked that there was even a waiting time for EV license plates. That means that despite being already the single largest market for EVs in China there is a lot of unsatisfied demand TODAY..... Not 2030 or 2040
The following one is only anecdotal but it all goes in the right direction:
Shenzhen Relaxes Purchase Policy on Battery Electric Vehicles to Lift Sales
https://www.yicaiglobal.com/news/sh...cy-on-battery-electric-vehicles-to-lift-sales
re:Lithium demand surge, page-960
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