RE: CRM published21 Mar 2023 08:16
They pretty much state the obvious (i.e. humanity must go renewable, mobility must go clean, stuff needs battery) and guesstimate that demand outstrips supply by X ratio and Y price curve correlating with it. When it doesn't happen exactly like that - and why would it - they move the time horizons or blame macro events or shifts in technology. It's the same analytic skill as drawing an upward line on a board, as accurate as a horoscope.