Part 5/13:
Although the analyst sees Tesla as the most efficient company in deploying resources for EV development—superchargers, factories, and supply chains—his long-term outlook remains cautious. He argued that the magnitude of investments needed for raw materials such as copper and nickel, as well as the global supply chain constraints, create fundamental hurdles. This, he claimed, would lead to many losers in the EV race, with Tesla likely still benefiting but within a broader context of intense competition and infrastructure demands.