EV sales growth down again
With the bulk of the Model 3 backlog now appearing to be out of the door, the overarching theme in the EV market at the …
With the bulk of the Model 3 backlog now appearing to be out of the door, the overarching theme in the EV market at the …
China’s EV sales bounced in March after a weak Feb but we’re really waiting for the April data to see what is the impact of …
China’s cobalt ores net imports collapsed in March, to their lowest level since 2013 when our records start. The recovery in cobalt prices in April …
Continue reading “China’s cobalt ore imports collapse in March”
Houston, we have a problem! China’s EV sales collapsed 45% m/m in February. On a Jan-Feb basis they are still up 116% y/y so you …
Continue reading “Chinese EV sales collapse m/m in February”