The Swiss bank UBS has predicted that as the battle for dominance in the world of EVs heats up over the next few years, Tesla will have another company to join it in the top ranks for global EV sales, and that company is Volkswagen. MarketWatch noted that UBS increased … [continued]
Steve Hanley beat me to writing an article about the advice auto analyst Adam Jonas released last week in which he advised his clients that GM’s electric car business made it a $100 billion company. Steve’s article does a great job touching on what Adam’s argument was, and should be read first to really get the rest of this one.
Demand is a mystery that can only be measured once supply is provided, and at that point, it’s not demand anymore. You only know what demand you really had after its gone. Supply is a fact you can easily measure, while demand is never really known or completely understood. Even worse, the supply you measure is usually only a part of the demand you once had, and the closer you get to the moment of supply, the more you know how real the demand is.
