Exro Technologies Inc T.EXRO

RE:AnalogueMan: The road ahead of 10.11.21

[CoCa827]

Judith, pay no - some never graduate no matter how your try.

Here is something that might just be hard to read and plug to current market environment  - not for those still in kindergarten: 

To quote and rephrase James Carville's phrase from "It's the economy, stupid." to "It's National Security, stupid"
I have been singing this tune for over two years now.
This article by Alex Capri makes a good article to include in your bookmarks - it starts with:
"Beijing’s decades-long effort to position China as the world’s dominant EV player has triggered a chain reaction amongst other automotive contenders in Europe, North America, and Asia. State and non-state actors are moving to establish self-reliant, national, and regional EV ecosystems. Global value chains are in the process of localizing and ring-fencing as policymakers look to support their own stakeholders and agendas.”
.........."He then examines the fundamental nature of EV manufacturing and the strategic importance of its critical components, before turning to government policy***** initiatives in different parts of the world.”

https://www.hinrichfoundation.com/research/wp/tech/electric-vehicles-semiconductors-geopolitics/ -