Good question. Why make such a comment? Seems very odd to say the least. I have not read anything close to his comments from any other company. If he was referring to Lithium cost he should have stated that. Most of us are aware the cost of Lithium, Cobalt, and Manganese are increasing very quickly. I'm going back to their recent announcement into the EV market. Very disturbing. Does he have a clue? Maybe like I was saying in previous posts!!