EV demand
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 21, 2022 by Sam Jaffe · across every show →
Everything said about EV demand, oldest first
Jul 21, 2022 bearish
Jaffe: Lithium shortages will reduce non-China EV demand by 5% to 10%
“The EV demand outside of China, because China is going to be less affected by this because the Chinese investment in lithium has been has kept track with future demand requirements in twenty-twenty-five. But outside of China, we think that we have pulled back …”