Analysts that predict bubble will burst ? Most in catch up mode...

Analysts that predict bubble will burst ?
Most in catch up mode and will have to review the time frame of the notion of bubble burst.
especially considering VW plans and accelerating growth in Lithium Ion battery in China.

http://www.abc.net.au/news/2016-06-...h-electric-car-fleet/7521922?section=business

"Part of the plan includes a focus on battery technology and ride sharing, as well as a goal to introduce more than 30 all-electric vehicles by 2025"
Riding share would mean another gigafactory owned by VW.

Combine the above with MERCEDES BENZ plans and 500 klm technology /5 minute charging time and China"s output may be 6 to 7 million in 2017.

http://cleantechnica.com/2016/05/24/chinas-lithium-ion-battery-production-tripled-2015/

“The output of Li-ion battery exceeded 5 million for the first time in 2014 and reached 5.6 million in 2015, up by 3.13% year-in-year. As for the capacity, in 2015, the domestic output of power Li-ion battery increased to 15.7 GWh, triple than that of the last year. With the price of upstream raw materials increasing coupled with rising sales volume of the downstream products, most listed Li-ion battery companies have recorded great growth in both its revenues and net profits, CCM said.”
Many major companies have been investing in the country’s lithium-ion battery industry — Samsung SDI and LG Chem amongst them. As growth continues, local investment levels are likely to continue rising as well. Up to a point, of course."