I mean, the reduction of industrial subsidizes for EVs globally [0] along with recent supply chain scares [1] have made the economics for EVs much more difficul

I mean, the reduction of industrial subsidizes for EVs globally [0] along with recent supply chain scares [1] have made the economics for EVs much more difficult recently [2]. This should not be construed as "EVs are dying" but as I keep saying, EVs are going thru the same cycle that Hybrid ICE went thru 15 years ago. Assuming a 0 to 100% EV transition would happen globally in a handful of years is dumb. Heck, even Chinese automotive manufacturers primarily export ICE vehicles globally [3]. The transition will happen both slower than EV fundamentalists and faster than ICE fundamentalists assume. [0] - https://www.reuters.com/sustainability/climate-energy/global-ev-sales-growth-slowest-since-feb-2024-china-plateau-us-policy-changes-2025-12-12/ https://www.reuters.com/sustainability/climate-energy/global... [1] - https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/ https://www.reuters.com/world/china/china-tightens-rare-eart... [2] - https://www.spglobal.com/automotive-insights/en/blogs/2025/11/ev-battery-supply-chain-under-pressure https://www.spglobal.com/automotive-insights/en/blogs/2025/1... [3] - https://www.reuters.com/investigations/china-floods-world-with-gasoline-cars-it-cant-sell-home-2025-12-02/ https://www.reuters.com/investigations/china-floods-world-wi...