It's a hard one... There was a big buy up in EV's in December, the 'rush' before subsidies ended. One would expect large declines in China and Germany month on month sales because of this.
Question is will EV's have the same sort of growth rates as a stand alone product, minus the subsidies?
Tie in rising interest rates and people worrying about rising mortgage bills, are we really going to be racing out there to buy a 70k ev? Or Ice for that matter.
Auto sales should slow as rates rise or the central bankers have failed on their objectives.
Maybe Tesla can be charted with inflation/CPI numbers. Tesla is too new and inflation/interest rates have not been like this since Tesla started to see a correlation but one
would assume there would be one.... Much like home sales/retail sales etc
Interesting 18 months ahead, not sure 1 analyst predicted this CATL move so yes from wayyyyy left field. Credit where it's due though, sneaky move but will pay off for them long term
Good News & Bad News, page-23877
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