The list of things that are gearing up because of the EV boom is a long and lucrative one. It’s not just about EVs anymore. EVs are simply one delivery mechanism in a massive worldwide energy transition.
Sure, September saw record EV sales up 91% year-on-year, with UBS forecasting that EV market share will reach 40% by 2030, and Tesla planning to rapidly accelerate production with 3 new factories in 3 countries and 20 million EVs coming off the line by 2030, for a 40x increase over this…
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