What the "Battery Overcapacity" Story Misses: Chemical Sector Stress Indicators Tell a Different Tale
https://www.scribd.com/document/995972127/What-Pension-Fund-Exit-Strategies-Reveal-About-Crypto-Fundamentals-and-Price-148671
1) Why the "overcapacity" headline usually gets the story backwards Why do so many headlines insist battery manufacturing is headed for a glut? Because they look at installed gigawatt-hour (GWh) numbers and stop there