NFI's upward and downward pressuresDownward = supply chain nightmares of the past couple years affected production.
Upward = massive green infrastructure spending worldwide but largely in U.S.
Prognosis (as Pibop kindly posted) is that supply chain problems are already easing up significantly and will continue to get better.
The increased green infrastructure spending has only begun.
This should translate to lots of new orders for electric busses at the same time production capability ramps back up.