Ongoing tariff disputes, particularly related to rare earth elements, are undermining battery supply chains, jeopardizing the profitability outlook for EV manufacturers like Tesla, Ford, and GM. The market is also skeptical about rapid charging capabilities and developed domestic rare earth mining, complicating US EV growth prospects. Amid these uncertainties, BYD, connected to Berkshire Hathaway, is identified as a safer investment alternative in the volatile global EV market, suggesting a protective move for investors wary of the current landscape.
"The ongoing tariff tensions, especially concerning rare earth elements, pose a major threat to battery supply chains and could significantly delay returns on EV investments for Tesla, Ford, and General Motors."
"BYD, potentially accessible via Berkshire Hathaway, is viewed as a relatively safer play amid global EV market uncertainties."
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