Ann: MIN: Market Update and Teleconference Details, page-12

The batteries are pathetic, wind and gas turbine would be my call for S.A.
What would the pollies know?
A GT36 for its epic efficiency/turndown and a bunch of little LM6000 coffee grinders scattered around for partially loaded spinning reserve.
https://www.ansaldoenergia.com/business-lines/new-units/gas-turbines/gt36
I am not buying the Tesla story, it looks more like the short of the century.
BYD auto is more likely to succeed and that could drive a lot of Li demand. Even if that story plays out (which is far from certain) it doesn't mean lithium producers will make much money if they create an oversupply and flood the market.
Just like we saw with the oil and gas producers.
I haven't been burnt at all, once the market realises oil is not $60 a barrel and should be more like $80-100 these companies will be re-rated to where they should be. It's hypothetical about what I would do at that time, if theres no investments I may just buy a second house without a mortgage.
GLTA.