...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
