Running Commentary on the SP Movements., page-6296

India is already starting to ride the EV boom.. look at mahindra&mahindra and tata motors > both have commercial EV models and getting rewarded government contracts for EV buses, taxis etc.

Tbh after AVZ, I might look to nickel like ML suggests, or I've even considered stopping investments in the EV/ battery sphere as it is getting more mature and less exciting by the day. Next play for me will be manufacturing 3.0 > China will need to reposition their manufacturing sector to a more high skilled, high tech one and I'm wagering they will need industrial robotics that they cannot support domestically and will import from Japan/ Taiwan. I digress, but just imo, we should all worry less about AVZ (set an exit strategy/ ride it out to TO) and start thinking about our plays moving into the future.