EV Sales on their own are no longer a good measure of the supply vs demand balance
In January last year Tesla + VW had 9-12 month wait lists. Massive backlog with raw material shortages + supply chain disruptions
Fast forward to today, you can Order an EV from Tesla + VW and collect next week..... there isn't a waitlist
That tells me all I need to know about the market balance today
Good News & Bad News, page-25957
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