Great InsightUS automakers are only now starting to deal with the reality that they overstated their ability to have affordable EVs in the market. This fact compounded by the wrong choices on battery type (high nickel vs LFP/mid nickel) will delay success of legacy OEMs. We won’t see a change in this politicized narrative until after the US Presidential election in November. Despite the rhetoric, another Trump presidency won’t kill the EV in the US.
Nano Still... a BUY
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