...EV/Lithium is a sector impacted by tariffs. ...the tariffs...

  1. 1ronnie
    22,334 Posts.
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    22/06/24
    21:24
    Post #: 74441721
    ...EV/Lithium is a sector impacted by tariffs.

    ...the tariffs increases cost of EVs to consumers, reducing demand for global EVs, impacting supply chains (lithium), infrastructure development and delay the transition away from ICE vehicles.

    Stocks vulnerable to tariffs have underperformed YTD

    https://x.com/MikeZaccardi/status/1804253300348391659
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    lightbulb Created with Sketch.  Great analysis
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