Interesting take on EVs from Peter Zeihan, about 6 minutes long:
His hypothesis is that EVs have reached a short-term peak, and may decline for a while until some fundamental changes happen.
You may have noticed that Ford and GM have cancelled most of their plans to produce EVs, and Tesla is scaling back planned expansion of production capacity.
There are several things going on here. Not part of the contraction in production is the fact that EVs...
Have EVs Reached A Short-Term Peak?
His hypothesis is that EVs have reached a short-term peak, and may decline for a while until some fundamental changes happen.
You may have noticed that Ford and GM have cancelled most of their plans to produce EVs, and Tesla is scaling back planned expansion of production capacity.
There are several things going on here. Not part of the contraction in production is the fact that EVs...
Have EVs Reached A Short-Term Peak?