My foresight has been utter shxt but i have to say even without rate raise, i won't be surprised to see lithium bust back to 2018 when battery tech advances with the likes of sodium-ion from CATL albeit current 1st gen still lackluster, and also with NIO battery swap station taking place opens up to all kinds of tech even possible with the likes of non-rechargeable aluminum-air battery as long as they can recycle / reproduce at lower cost with green energy rather than mining new materials.
On APX front, with CCP clamping down on data security even on their own homegrown big tech, i wonder how APX gonna grow in substantial way into China.
