FOUR THOUGHTS FOR THE DAY 20210501
1. We are already in a period of automobile Supply Shortage relative to Natural Demand
That Supply Shortage has the potential to total up to as much as 600 million vehicles during the 15 years through 2034
1. We are already in a period of automobile Supply Shortage relative to Natural Demand
That Supply Shortage has the potential to total up to as much as 600 million vehicles during the 15 years through 2034
2. This 600 million vehicle Supply shortfall will represent a huge portion of the Global Vehicle Fleet, which is only around 1,500 million vehicles today
- and it will be due to Battery Supply limitations
- and it will be due to Battery Supply limitations
3. One consequence of this lack of new vehicles may be to raise the value and longevity of Used Vehicles during those "Supply Shortage Years" beyond what many of us are expecting
4. Another consequence of this huge Supply Shortage of up to 600 million vehicles is that New Car prices should become much stronger for those vehicles that do make it to market
- and we may see a sustained period of Supply Overshoot to correct for the long period of shortages
- and we may see a sustained period of Supply Overshoot to correct for the long period of shortages
IS THIS THE BEGINNING OF A GOLDEN AGE OF AUTOMOBILES ?
- it certainly may be for those who equip themselves well enough to benefit from it . . .
- it certainly may be for those who equip themselves well enough to benefit from it . . .
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