...Morgan Stanley late to the party in this recognition, but...

  1. 1ronnie
    26,793 Posts.
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    05/09/24
    11:48
    Post #: 75540567
    ...Morgan Stanley late to the party in this recognition, but better late than never.

    Morgan Stanley vs #EV #Battery demand
    "Expect continued weakness next 12-18 mos, with 17% global EV penetration in CY26, -3% vs prior MSe"
    "Developed market weakness driving downgrade, geopolitical headwinds & EV affordability key barriers to adoption

    https://x.com/CarlCapolingua/status/1831497340102046151
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    lightbulb Created with Sketch.  Great analysis
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