The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / New Paradigm Investing

URL:  https://boards.fool.com/but-for-what-they-lack-in-control-over-the-raw-34811784.aspx

Subject:  Re: EV battery tech espionage and US politic eth Date:  4/21/2021  3:43 AM
Author:  captainccs Number:  117581 of 117905

But for what they lack in control over the raw materials supply chain, the nation’s [sic] [Japan and South Korea] make-up for in higher environmental and RII scores compared to China.

The above is significant because it reveals the way the rating is calculated, it's not just output which is how I would rate most industries.

Battery shapes and sizes are almost as numerous as bellybuttons. I wonder what counts higher, innovative startups searching for the holy grail (solid state?), commodity producers (smaller shops), or well funded industrial behemoths (Tesla?) that benefit from scale and integration.

For investing purposes I don't think this is much of an issue.

Denny Schlesinger
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us