The geo political settings are synergising with the 3rd wave of the EV revolution. Tesla's SP mood swings will have a much lesser impact on the EV and E storage story going forward from here. Tesla took the risk and set the stage, but the big car manufactureres will now come forward and take over the reign. They have no choice and running out of time.
A democratic Senate in the US will facilitate the execution of Biden's EV & renewable energy promises. Global economic recovery from COVID-19 will be based on the interconnected 14 disruptive technologies currently playing out, incuding E mobility (unlike Australia who bets on doomed and soon-to-be stranded fossil fuel projects).
Chart, page-20261
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