* #Tesla is still the company best placed to benefit from shift to #EVs. They are able to produce when others are struggling. However the #Cybertruck may get pushed back again and #Elon's #Twitter adventure will have knock-on effects. There will be increasing calls for him to go, and he may be pushed out. While #ChipShortages will start to be better, #EV prices will remain high, supply limited until next year. #VAG and #Korea also benefit. #Japan car industry will suffer longer term.

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