TSLA - Energy Demand And Transition Creating Interconnected Opportunities

• Slow pace of vaccination rollout and cases weigh on demand, with mobility signals still dampened.
• After oil market demand plummeted in the spring of 2020, by early 2022 supply and demand are expected to be better balanced.
• Commodity markets, including minerals connected to the energy transition, are becoming increasingly part and parcel of the transition's opportunities and sustainability plays.
• There's a deep bench and wide stadium of investments that connect to the "energy transition."

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