@jczuleta it has more to do with the entry of other brands and the competition that this brings. You need to look at the global EV numbers by the month and not the performance of one brand.
@jczuleta@elonmusk Australian ESG hard rock mines to produce quality spod for the Western converters. Side line China and its manipulation. I am all for it
@jczuleta You need 30 PLS to keep up with demand. I am never worried about anything coming out of Africa long term as it never last. Gold and diamonds the exception as you can put them in your pocket :) and don’t need infrastructure, roads, bridges , trucks, ports , boats and no Junta
@jczuleta precisely what i have written about on forums. The West will secure its own LIT from reliable nations with good ESG credentials and the Chinese will ship mainly to third nations who can only buy the cheaper EVs. Two part economy
@jczuleta Chinese sentiment is getting more and more eroded with what is happening globally. Will also gets less significant with the Western world moving away from
China and Juntas.
@CamClark473567@Andr_rej@benchmarkmin Afric spod won’t happen for a long time. too much corruption and be avoided by the west due to the russian and chinese influences