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'Warned 2000 tech slide; predicted 2008 meltdown in 2007. Forecasted 2020 global economic collapse in 2011, AND NOW- BY 2050 - THE MOTHER OF ALL CRASHES"

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  Economic and Markets 2023 Outlook WARNING  What Worked for the Past Decades Will Not For The Next WHAT'S COMING - GLOBAL RECESSION? DE...

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Thursday 10 March 2022

#TIME to Short #EVMakers As Chip, Battery and #Lithium Shortages #Devastate Production?

TIME to Short EVMakers?




Consider the state of supplies and resources as set out by the following articles and videos. In all, multiple variables are impacting production and deliveries leading to concerns as to whether the industry may remain viable. Last we heard, you make cannot something from nothing unless you are Lawrence Krauss selling snake-oil physics. Even then, it takes billions of years and lots of bangs...that won't make 4th quarter results. Hmm...

BE CAREFUL OUT THERE 

Investors' Insights Editors

Chinese EV firms face new hurdle as battery supply bottleneck leads to delays in deliveries

  • Last week, Xpeng had to apologise to customers for delays in deliveries of P5 sedans due to insufficient battery supply
  • Tesla asks buyers to wait for as long as four months before its vehicles are delivered
  • South China Morning Post
  • Read More

Global Chip Shortage to Stretch Through 2022 Says US - Bloomberg News


Jan 25, 2022 — The Biden administration has concluded that a global semiconductor shortage will persist until at least the 
e second half of this year, Read More








Factbox: World faces shortage of lithium for electric vehicle batteries - Reuters

MELBOURNE, Jan 21 (Reuters) - Lithium is in hot demand due to rapidly growing production of electric vehicles that use lithium-ion batteries, but there is a global supply shortage of the metal, with western countries racing to bring on new mines to compete with China.

Compiled by Sonali Paul; Editing by Rashmi Aich








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