What's Going on in China?

China has been very vocal about boosting the e v and battery space. There's a lot of excess city there, especially in tiers three where companies invest heavily but fail to secure any contracts with large auter makers. But if you look at te kind of tier one, in tier too, you have companies like c a t l b, y d, eve energy,. gothan hitec and you know, they have capacity. They are building more and more capacity every year; most of that capacity is being taken by wato makers. And those companies, you now a very consotted grip on the supply chan and and on battry technology. Thes are markets that