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Hi @secondsight I think you'll find that a lot of the...

  1. mjc159
    1,546 Posts.
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    16/04/18
    11:32
    Post #: 32477626
    Hi @secondsight

    I think you'll find that a lot of the efforts/focus by the big players in Europe (BMW, Mercedes, VW group) will be out of China, including batteries.
    Also, don't discount the commercial EV programmes, as the market for EV buses is China alone is already massive (as big a personal vehicles)

    https://www.ft.com/content/c527bc9a-ca94-11e7-ab18-7a9fb7d6163e
    https://qz.com/1169690/shenzhen-in-...ricas-biggest-citiess-conventional-bus-fleet/

    Cheers
    Muz
    ADO Price at posting: 1.4¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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