The UBS documents that are referenced are available free of charge on the internet. They are essentially complete breakdowns of individual electric vehicles, e.g. the BMW i3 et al. They examine closely each part and describe it's impact on commodity demand, manufacturers and suppliers, etc. The final document is most relevant to investors, but there are excellent technology insights as well.
Highly recommend. DuckDuck UBS EV breakdown for pdfs. Link to discussion of recent Chevy Bolt breakdown: https://insideevs.com/swiss-financial-giant-ubs-tears-down-chevy-bolt/
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