> The current decline in lithium prices can be primarily attributed to the slowing growth of electric vehicle sales in China. This is coupled with the broader s

> The current decline in lithium prices can be primarily attributed to the slowing growth of electric vehicle sales in China. This is coupled with the broader slowdown in the Chinese economy. https://carboncredits.com/why-lithium-prices-are-plunging-and-what-to-expect https://carboncredits.com/why-lithium-prices-are-plunging-an... > California and the federal government had different rules related to the number of hours truckers may drive without a break. Under California law, truckers must take a 30-minute off-duty rest break for every five hours worked and a 10-minute off-duty break for every four-hour period. > Federal law, on the other hand, required fewer breaks, less often. In the court case IBT v. FMCSA, the Ninth Circuit Court of Appeals upheld the FMCSA’s decision to preempt California’s meal and rest break rules. The court upheld that interstate drivers are exempt from California’s meal and rest break rules because they are “incompatible” with federal regulations. > Barring an unexpected reversal by the U.S. Supreme Court, truckers in California will satisfy their meal and break obligations under federal regulations without the need to abide by California’s laws in this matter. > Specifically, these federal rules mandate a break of at least 30 consecutive minutes after 8 cumulative hours of driving time. It’s 30 minutes of break time every 8 hours not every 4 and the only time it was close to that was temporarily while California had regs that were in effect until SCOTUS overturned. https://www.gbw.law/blog/2021/march/what-are-california-s-rest-period-laws-for-truck https://www.gbw.law/blog/2021/march/what-are-california-s-re... I think you’re right though about long haul trucking in the near term though - I think EVs will probably move first if Tesla scales up production this year & capture the market and mind share and hydrogen will not be able to compete and you’re right about aviation in the short term. Shipping though is ambiguous because it’s still too early to tell who’s winning and aviation may switch long term as part of a decarbonization and anti-pollution push if that ever happens.