The Timing of a Rebound in Spot

I never expected price to crest 40 Or 40,000 I think that if we look at 30,000 Every good project gets built At 30,000 what happens when it goes to 80 then that sets a mindset that all a high lit the in price is 80,000 And I think that's detrimental to the industry. The fundamentals of this mega trend are just still as they are so any undershoot of demand will have a compensatory period where it picks up again clearly China dominates at least for the present battery manufacturing but do they still dominate Ev consumption in a way that makes the story just a china story.