And that is going to be a MAJOR catalyst for a re-rate across...

And that is going to be a MAJOR catalyst for a re-rate across the board.

Watch the other players follow suit - and then watch everyone start to think (with a 6 month lag to the STT).... "Oh. Wait a sec. If they are building all those cars... Where are the batteries coming from? Don't they have to dig stuff out of the ground to make that work?"

Research.
Revelation.
Realisation.

Panic