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That's already 25% of their import cut induced by the Hormuz closure a few more years and they can make the import reduction permanent with EVs alone….
That's already 25% of their import cut induced by the Hormuz closurea few more years and they can make the import reduction permanent with EVs alone. Probably faster via demand shift to buses/taxis. then there's trains, electric ships, even drones for delivery. It'll go fastJavier Blas: CHART OF THE DAY: @IEA estimates