RE:RE:RE:RE:RE:RE:ForecastRex...everyone likes to use 5 year averags as they include 2020 and 2021 low demand covid numbers.
Terrible comparision points. Even china was stll locked down in fall of 2022 yet.
Ev are not a red herring, Ev's are going to be biggest change to standard of living since internet was rolled out.
Time lag...2022 ev s dont really hit demand until 2023...just as 2023 doesnt effect things until 2024.
Same with wind turbines...opening a wind farm Oct 2022 doesnt effect things until 2023.