Not sure if anyone follows Michael Dunne.
He left Detroit and spent 20 years in Shanghai, during the golden years of GM and VW there. He was teaching the Chinese how to build ICE cars.
He then witnessed the EV transition and is now back in America, teaching the yanks what he learnt in China, about building EV's....how ironic.
He knows how far ahead they are, and how screwed the west is without RE's
The shortages are real people.
This will continue to grow and grow, causing massive supply chain problems.
The 70 day export license is chocking the supply chain........slowing it down further and further....
RE game theory, has begun!
Not sure if anyone follows Michael Dunne.He left Detroit and...
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