Reply To: Pitching to Arnold

[Brian H]

Rematog wrote:
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Just as with the auto industry, the FF module factory will not make many of the components, they will be purchased, delivered and the module assembled. The capacitors, electrical components, vacuum pumps, for example, may be made by supplier industries.
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I haven’t seen any assertions to the contrary, so I’d assume that as many as possible of the components would be off-the-shelf, while others would be newly engineered and contracted out to specialist firms. But the quantities involved don’t compare to the auto industry, with its millions of units a year.

However, the EV industry, given the burst of battery tech that is coming down the pike, is likely to be both a much larger economic factor and a significant demand booster. The generator, distribution, and EV industries will be in a kind of positive feedback loop for some time, I wot! I’d also expect a huge and persistent boost in the availability of scrap steel and other materials as EVs with carbon fiber/aluminm bodies displace current auto stocks.