Vinfast looks inetresting. Need more info are the actually currnely manufaturing in Vietnam?
As for EV's I think a big market is going to be short range delevery trucks. UPS, FEdex type as well as semis that deliver freight from local rail terminals in large cities. Government is pushing for this. The short teerm seems bright for them, but the cost of replacing batteries is hughe at tis time.
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