RE:Fords F150 will be the break through Vehicle for NAwhat?? maybe on PAPER..just about every manufacturer is annoucing MAJOR supply chain issues..the worst (but not limited to) is the computer chip issues causing a number of plant shutdowns off and on this summer..VOLVO"s CEO was the most blunt that its geeting worse with no end in sight..just yesterday NFI group (one of the world's bigger bus makers moving big into EV now) just cut year end guidance by a 1/3 and said supply chain issues would extend into H1 2022..bottom line ..between CHINA trying to cap the Cu price and said above-demand might be challenged going into year end...dwdc
ps copper almost dropped to $4 in interday trading before recovering to $4.11