FYI - looks like Tesla became bigger than Exxon today...
Tesla’s Market Value Overtakes Exxon In Historic Paradigm Shift [TSLA > XOM]
https://cleantechnica.com/2020/07/0...es-exxon-in-historic-paradigm-shift-tsla-xom/
“Tesla Inc.’s market value has surpassed Exxon Mobil Corp.’s in a sign that investors are increasingly betting on a global energy transition away from fossil fuels.”
When will this market shift towards EV's amount to production numbers and therefore battery manufacturing increases and therefore a Class I Nickel shortage?
Hopefully we'll know soon enough... Before LFP becomes a credible replacement battery chemistry!!
I would be a lot less optomistic if Tesla had failed by now...
The coming nickel boom, page-67
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