Tuesday, December 01, 2020 9:09:54 PM
good resource for DD and many others out there... VW making big progress... Chinese players as well ... big part of biz will be fleets which makes sense... do you want your car renters to go 0 to 60 in 3 seconds or 7 seconds... from what I read some fleet buyers prefer slower cars... service issues as well regarding fleet buyers .... McKinsey and Deloite reports out there as well... Glad I spent the time because I was clueless as to industry changes which are huge.. competition is gearing up and lots of major capital being deployed...
https://insideevs.com/news/457575/europe-plugin-car-sales-october-2020/
hopefully quick correction within a couple months... if longer ok cause i think economy tanks soon due to covid issues... huge disconnect with market and reality imo... but that's what free money and excess liquidity with QE provide...
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