I tend to agree with you that euphoria is gone. T-P will be built of cause, but lithium is not gold, and production will meet the demand.

Germany is firing a coal plant for the winter. The new venture was formed in US to build an ion-sodium batteries plant. Veteran execs from Tesla, Northvolt hatch plan to scale grid batteries (cnbc.com)

 Evs will use lithium batteries of couse, but adoption will proceed slower than we thought, I think.

 $60?! I will be happy if LAC/LAAC gets to $38 in two or three years.

In the 1920s people thought that zeppelins would be the future of trans-Atlantic flights