The Dark Horse in the Lanthanide Stakes, page-60

The electric trucks and buses are will be the real kickers, China has (from memory) 11% of their buses electric which saves 250k barrels of oil a day........
When they move into trucks this will be the real game changer. When trucking companies have lower maintenance and no fuel costs (well lower), the companies that do not go electric will be priced out of the market, so they will all want electric trucks "real quick".

Am looking at NTU, but seems like plenty of squabbles and few facts, ie cash flow projections and the like that matter