I have been reading about the semiconductor shortage and also the struggle to get the commodities for making batteries for things like electric vehicles.
Car manufacturers have been struggling to get chip supplies for their cars and are looking to secure batteries also for their EVs.
Securing the supply chain for commodities required in making batteries is now a concern for manufacturers.
There has been news of new investments in chip manufacturing but these will take time to come on stream.
One upside to this is that it will boost R & D in battery technology that does not rely on the commodities for current batteries.
Let me know your thoughts on how you think this will play out.
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Have a great week ahead.