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

https://griffinucyk847.iamarrows.com/when-speed-becomes-trust-why-transaction-latency-not-token-fundamentals-predicts-crypto-reliability

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