I started collecting information for this post shortly after I completed my last post on this Subject in March. However the one thing that I didn’t have is a main theme. In mid-April I found one, or actually decided to continue with one that I started at the beginning of 2022.
My theme is the continued staking-out submarkets in the U.S. Electric Vehicle (EV) Market. This is a complex market that includes both the final assemblers of EVs, EV-component manufacturers, and charging infrastructure developers.