Compared to the supply chain for an EV motor, the supply chain for an ICE is incredibly complex and ripe for disruption. When that disruption occurs things are

Compared to the supply chain for an EV motor, the supply chain for an ICE is incredibly complex and ripe for disruption. When that disruption occurs things are going to get real interesting, real fast. (As one indicator to watch, Bosch is a German conglomerate that alone makes a surprisingly large fraction of the ICE supply chain and key parts in almost every major ICE from at the very least US and German manufacturers. Bosch has rumored a pivot for several years now that the time for them to get out of ICE vehicle parts is coming up as all the German manufacturers plan to go EV only. If Bosch makes that pivot they would hugely disrupt ICE costs. That's just one conglomerate of a dozen or less capable of that kind of disruption right now.)