The 'underestimation' of demand is good point and a topic for exploration.
But unless some energetic [sic] soul or analysis house makes an attempt to numerically quantify the dimensions of the increase in future demand, above that previously predicted, then apart from us agreeing on the main theme of this, this cannot really go anywhere. Yep, demand is gonna rise. Yep, mowers, batteries in your garage, vehicles of all kinds, yep, and all the rest.
The market has a way of factoring in the future, but the further off into the future those developments are perceived as being, the less they are priced in now. They are less certain. Many international forces could overtake our 'green disruption'.
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