Watch the interview on TSLA, NIO: E.V. Demand Vs Lithium Battery Supply
There is a big push for more production and also a big environmental challenge to extract lithium, says Jan Szilagyi. He discusses the demand constraints for electric vehicles. He also talks about how Tesla (TSLA) is down more than 20% in 2022. He then goes over Nio's (NIO) earnings estimates. Finally, he notes E.V. demand versus lithium battery supply.