AUS and Chem. I have said it before you are both right and both...

AUS and Chem. I have said it before you are both right and both wrong. EV of all types will add to REE demand. Though I have my preferences I will not express them, both of you have said I am wrong. I will say that the right solution for the end customer depends a lot on the tax structure of individual countries. England will favor EVs with its high tax on petrol and lower tax on Elec. US will favor Hybrids with very low tax on Petrol and ELEC. Within US it will change from state to state, the right solution for those living in CA (very high state taxes on both petrol and electric) will be a lot different than those living in TX ( Almost no state tax on Petrol and locale low cost supply and refining).
I think you should both be convinced at this point that you are not going to convince the other, no matter how long you discus it. You have both started slanting the data to your own favor. Personal attacts are becoming very common by both parties. The market will decide which technology will use the most total materiel. #vehicles X total NDPR used in vehicle = product used.

Who knows the impact of potential DOD plans at this point in time.

So for the rest of us why don’t you both drop it till some really new info about sales or vehicle solutions is published? This market right now is changing way too fast for either of you to be totally correct or wrong. What you both say will not change market demand at all. Both technologies will add to demand. I think at this point it is only ego’s that are being discussed. I recognize it because I have a big one as well.

Who will be the first to step up and say I am dropping this.