The spring is getting compressed GM closes its plant is Oshawa and vows to invest massively in EVs. VW announced 2 weeks ago they are investing $50B over 5 years in EVs. EV sales are strongly up in China, in the USA and Europe. It's about 1.4 million EVs that will be sold this year. We see all kinds if new products popping up with li-ion in their core. Electruc bicycles, scooters, motorcycles, tuk-tuks, skateboard, etc.. Meanwhile, battery material stocks such as graphite and lithium are down. That doesn't make any sense!