Are you sure the constraint is shipping? That industry is very volatile but I had the impression the boom was 2020 and 2021 when everybody went on a buying spr

Are you sure the constraint is shipping? That industry is very volatile but I had the impression the boom was 2020 and 2021 when everybody went on a buying spree but governments forgot quite a lot of people need to get out of the house in order to make this work. Also the infrastructure is not elastic to that point. Now my impression was of "excess capacity" and rates going to the ground because the spree is over and inflation is the hangover. Probably it's a bit of everything, including people realizing EVs are far from being a panacea and the math doesn't add up for their finances. The type of people who usually are or follow the early adopters already have an EV, the rest of the market seems to not be that convinced. ( for many valid reasons )