I believe there will be a transition of sorts but don't believe the narrative that the majority of vehicles sold will be EV.
Hybrid is the best starting point IMO.
Trump's rhetoric about China building car plants in Mexico to sell into the US was the trigger for me, that coupled with his 100-200% tariff rhetoric.....
I think Trump prefers a trade war to a hot war.
Only my uneducated opinion
Ann: At The Market Raise, page-121
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