, 4 tweets, 3 min read Read on Twitter
"When change happens, when these critical thresholds occur, change happens fast." - @DiMartinoBooth

"Total vehicles are now at the same day supply level that they were in Dec 2008" - @DRuizG80

Great video courtesy of @realvision:
@ValueAnalyst1 really drives home some of your recent articles.

Traditional automakers are in massively precarious situation.

Amplified trade wars, increasing inventories, inflexible supply chains and required investment in EVs & autonomous are a lot to navigate.
Shocking how bleak @DiMartinoBooth & @DRuizG80 were on the global automotive sector without even mentioning the massive threat and required investments of EVs & autonomous.

Seems this trade war + traditional automotive decline may be the trigger for the next global recession.
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