"5. Currently based on 2018 data, passenger EVs account for 1/3...

"5. Currently based on 2018 data, passenger EVs account for 1/3 of total LCE consumption, but obviously expected to increase to 2030. The "Other category" currently accounts for 2/3, and 'other' essentially is about say batteries in appliances such as phones, and probably EV scooters etc and probably the stationary energy storage market (particularly at the household level). But 'other' will also grow IMO to 2030."

Do you know if the 1/3 passenger EV split includes EV busses? If not, buses would likely make up a good portion of the "other" in addition to appliances, scooters etc.

https://www.bloomberg.com/news/articles/2019-03-19/forget-tesla-it-s-china-s-e-buses-that-are-denting-oil-demand?srnd=premium-asia