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I liked the part where he stressed that 6 gigafactories for VW...

  1. mafredrudeboy
    96 Posts.
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    02/06/21
    17:27
    Post #: 53600098
    I liked the part where he stressed that 6 gigafactories for VW is not nearly enough and that Europe will need 30 gigafactories to cover its needs. Combine it with VW's in-house battery production over at least 20 %, vertical integration, CBAM (Carbon Border Adjustment Mechanis) in the near future.. I am really optimistic about the prospects here
    EMN Price at posting: 56.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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