Discover and read the best of Twitter Threads about #megafactories
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1/x I am logging off for 2020 including from Twitter. Reflecting on a great year for the #EV industry:
1. A global pandemic and economic shutdown couldn't stop the industry. Final numbers TBD but I bet on another year of EV #growth and #ICE decline. Will be watching @rhomotion
1. A global pandemic and economic shutdown couldn't stop the industry. Final numbers TBD but I bet on another year of EV #growth and #ICE decline. Will be watching @rhomotion
2/x The make-up of ownership in the #supplychain continues to change. In lithium, Pilbara/Altura and Tianqi/IGO foreshadow that there is potential for more deals across the full supply chain before prices rise. Will be watching @amiller_bmi for more
reuters.com/article/tianqi…
reuters.com/article/tianqi…
3/x Yes, the #battery #chemicals price spikes will happen - my personal prediction is within the next 18 months. See point #1 - another year of not-enough-investment-in-supply isnt going to make demand easier to meet. Will be watching @CDMRawles for more
