Local Supply Chain

Making sense of what's 'in' and what's 'out'

Next Investors Oct 31, 2022

In an increasingly chaotic world full of competing narratives and conflict it can be hard as an investor to identify which macro themes are “in” or “out.” Understanding where the tailwinds are coming from, or will come from in the future, is a big part of making good, long term investments.

Power Day Launches Volkswagen’s EU Electric Vehicle Future

Next Investors Mar 16, 2021

Last night Volkswagen held its very creatively named “Power Day” where its executive team announced its massive move into electric vehicles and batteries.