Bear with me.
Being an old fogey like Sandy Munro I remember a time when Japanese cars were laughed at in the only for sales to soar as the 70s progressed
I believe we face the same situation with Chinese EVs today - admittedly trucks may take them longer.
This is going to put huge pressure...
I think John has made several major errors.
#1, I see no evidence that he understands what an 'S' curve is and what that means in terms of BEV sales growth potential. The fact that current sales are 2% is irrelevant if we are in a S curve environment.
#2, The exact arguments he makes about...
and
And there's the contradiction, unions and fast moving technology firms that have an increasing use of robots to replace people have an in built conflict. The result of which will be slower innovation, higher product prices and lower profits (with lower stock price growth).
My money is on IG Metall. It's not a matter of Musk vs the Union, it's a matter of Musk versus German culture that dates back over a century.
Good luck to Musk and I hope to be wrong.
We don't know how the Brexit negotiations will turn out. The worst case is the UK may have a 10% tax on exports to the EU on WTO rules - that may well be negotiated lower.
Shipping is not an issue, the Eurotunnel has the capacity to export millions of cars all over the EU mainland. Even with...
Yes.
My local Homedepot rents out trucks and vans. I have used this service, it was very easy and cheap. I suspect Homedepot or perhaps a 3rd party will be moving into this space.
In case you didn't know SpaceX already uses this alloy. That experience gives them a huge advantage and I going to suggest they have all that already figured out.