Just going over some old info - JP Morgan report and some numbers.
JP forceast 13mil EV/PHEV sales for 2023 (14.3 actual) - There goes that surplus - wonder what that does to the exponential implication across there curve.
ESS was also way higher, but lets not go there.
Supply from Africa and China should have slowed under there forecast aswell, if we are to believe SMM commentary.
WR1 General Discussion, page-24373
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