Carlos Ghosen, Chairman & CEO of Renault - Nissan speaks at Davos about the car revolution: Source Bloomberg.
To paraphrase, Carlos suggests that the speed of change with regard to EVs and autonomous EV cars will happen way faster than most expect. He's talking a mere 6 years for a major car revolution driven by the necessity to reduce emissions. And every car manufacturer is gearing up for the change NOW. Including his (Renault- Nissan).
From my humble point of view EVs are fairly simple technology compared to smart phones and computers. So the EV/battery revolution will sweep the world in the relative blink of an eye. The demand for lithium, I suggest, will be far, far greater than anyone expects.
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