PLS 5.83% $3.07 pilbara minerals limited

I think you have made a fairly reasonable set of assumptions...

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    I think you have made a fairly reasonable set of assumptions there but are being a bit too conservative with the BEV proportion of total sales. 2060 is a long way out but depending on government legislation, how soon solid state batteries are developed for the mass market and many other factors I would suggest that the majority of car sales in Australia would be BEVs well before then. So the demand on the grid by BEVs will be substantial but because it will happen gradually over a period of time the network will be updated to match the demand as it grows, it won't be "killed" as suggested by our chief FUD spreader.
    Last edited by Quamera: Tuesday, 21:43
 
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