Some on this list have disagreed with my thesis that we are now past the 
tipping point for EV.

I am always watching for additional evidence that it is true (or not true).

Today Ford Motor Co.’s stock was downgraded by an analyst at JP Morgan. The 
reason for the downgrade was that Ford did not have a clear EV strategy.

The market has apparently agreed with JP Morgan’s assessment, and Ford stock is 
significantly down today.

Add this to the “past the tipping point” ledger.

- Mark

Sent from my Fuel Cell powered iPhone
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