There are some countries where the EV  transition was successfully implemented. Norway, China especially. And since Gang owns 51% in Argentina, I think LAAC SP might return to $6 with promised  LI production. I still hold a small position in LAAC but took the rest of my money and moved to the greener pasture.

Also, Toyota made an interesting move with the development of a hydrogen engine, we have to keep an eye on that.