The EV Industry Has A Battery Oversupply Problem: https://insideevs.com/news/716392/ev-industry-battery-oversuplly/… Overcapacity not oversupply, because some of the companies with new installed capacity will never get to production. As I have long suggested, the main problem in the EV industry has only 1 name: demand.
https://x.com/jczuleta/status/1780635479190163933
