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Lance's avatar

But those three things are still so relatively uncertain, all in the “near 50%” category, that we will move on to my actual (higher probability) predictions.

yes you are right.......those 3 things that you did describe are as you say.....relatively uncertain at this point......BUT.......they are definitely Food For Thought.........big time

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Andrew Marsh's avatar

Specifically on these three high probability items, the last one could be the most destructive.

Meanwhile, I note CCP is buying up car transporter ships like the are going out of fashion, ready for an even bigger push by 2026. Yet, the push into Europe is already underway, and renting / building an empty factory in the EU27 is an excellent way to claim localised production - yet side step import tariffs.

The USA will have all of this, all too soon. EU27 is the staging post.

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