I'm pretty much on the same page. It would depend how soon a recession arrives and how deep it is, causes etc. but the EV revolution certainly has the capacity to stave off or shorten a downturn as long as it's reached critical velocity. If it were to happen this year and be severe then we could tightened credit markets which made some of these expansion plans in the supply chain not go ahead...
Recession / Downturn Impact, page-6
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