BLNK - Why Tesla OEMs Are Not The EV Revolution Winners

• As the EV industry progresses, competition between Tesla and ICE majors transitioning to EV will increase, likely leading to lower margins.
• EV infrastructure is limited, production costs are high, and mass-market segments have not been reached, factors needed in order to accelerate adoption.
• Although the industry is projected to see massive growth, cost competition is likely, and has already begun; again leading to lower margins.
• If EVs do become the 'golden standard', heavy competition and lower margins are possible in the long-term, posing a risk to current high valuations.

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