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"Our analysts estimate that almost half of the decline will come from declining prices of EV raw materials..." Is Goldman confident this is a long term trend?
by fma 3y ago
"Our analysts estimate that almost half of the decline will come from declining prices of EV raw materials..."
Is Goldman confident this is a long term trend? I didn't see in their report that the decline in price is due to permanent increased supply or increased efficient extraction etc...
- mech765 3y agoI know that Tesla, for example, has either reduced or eliminated Cobalt from their batteries. Changing composition can reduce material cost.