I don't post that much however agree with your post 100%.
We need to remember that auto makers mare a roughly 10 year commitment to a car platform and then do variations each yer for styling etc. It's pretty clear that tens of billions of dollars are going into EV car platforms and that a one year blip in Chinese demand due to the withdrawal of government subsidies isn's sufficient to derail what will be a massive transition from ICE to EV. Follow the money.....
AGM, page-188
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