Comment / Morning Midas incident – EV supply chain profits, risks and winners

ID 265806289 © Kittipong Jirasukhanont | Dreamstime.com

You have surely read the latest news.

In short, Reuters reported yesterday, 4 June:

“The crew of a cargo ship carrying around 3,000 vehicles, including 800 electric vehicles [not totally accurate, understandably; the news was scant at the time, read on], abandoned it off the coast of Alaska after a fire broke out onboard, its operator Zodiac Maritime said on Wednesday. (…). Smoke was initially seen rising from a deck loaded with EVs [electric vehicles], the company said. (…) The vessel, Morning ...