Betting we get to mass market and production so US maintains its industrial base. I don’t think everything is known in the media. Brian Deese former EV policy wonk MIT Economic Adviser on Bloomberg was more optimistic and predicted rate of growth to pick up. Catch it. We are not going to be left behind by a fundamental shift in technology and Ford, GM etc know they are behind and have to catch up. Prices are coming down and good for consumers. Accelerator for EV and brake on carbon from a policy perspective. Public investment in infrastructure continues. China and BYD are not well positioned for US consumer and market. China has to decide if it wants overcapacity at any price and anti dumping laws or has it hit bottom?
LYC Price at posting:
$5.80 Sentiment: Buy Disclosure: Held
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