The title says supply vs demand. Ok, so where is the demand ? Can you quantify what all the Chinese cars being built and scheduled to be will require in LCE units. Then add Volkswagen and other german carmakers Tesla, GM, Ford, Hyundai, Nissan, Toyota ?
All the urban delivery trucks, the motorcycles, scooters, assisted bicycles, ect... Then all the portable tools, laptops, tablets and phones. And then all the traditial uses like ceramics, greases, gorilla glass, nuclear, ect...
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