Overcapacity in the Battery Industry? Chemical Sector Stress Indicators Tell a Different Story

https://wiki-spirit.win/index.php/Why_a_Canadian_Pension_Fund%27s_Port-operator_Sale_Explains_Why_EU_Trade_Deals_Take_Years

Public commentary on the battery industry often assumes a simple math problem: build a lot of gigafactory capacity and you get overcapacity. That narrative feeds headlines, policy debates, and capital allocation