https://www.economist.com/business/semiconductors-pose-an-unwelco...

https://www.economist.com/business/semiconductors-pose-an-unwelcome-roadblock-for-carmakers/21803287

The worst appears to be over for the car markers, as semiconductor supply-chain issues are beginning to normalise. There will continue to be an receding impact in 2022 affecting overall vehicle numbers for 2022, however one can make a fair presumption that high margin vehicles will be prioritised to protect the reduced revenue line on the carmakers P&L - and fortunately these are the vehicles Carbon Revolution wheels are fitted to.

No doubt this semiconductor issue has been speed bump to Carbon Revolution where the market has overreacted. Opportunities like this are always welcome and rare to companies with a visibly bright future.