The chart of panel exports to India screams out that BRICS don't exist

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Oct 1, 2023Liked by Joseph Politano

Love the details on Europe! The data show that the EU has actually done quire a lot on EV and battery manufacturing, with more in the pipeline.

As usual, it doesn't do that with a big bang, but it has worked to build up these industries for some years now. Personally, I think Chinese automakers will capture some of the lower-price segments of the car market and European automakers will move further upmarket.

Whether the US or the EU can catch up on utility batters and particularly PV - and if it is worth to do it - remains to be seen.

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Thanks for another brilliant read, Joseph!

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