There's a lot of talk about $NIO right now. I like the company, and the way it's pushing electric vehicle charging seems cool to me. Honestly though, I still struggle with avoiding the Chinese market. I still feel like if the government makes a negative decision there, it could have a huge impact on $NIO stock. Do you feel the same way or is it a needless worry?
For me, too. Geopolitics has kept me away and will continue to do so.
I don't really like the charging (swapping stations). On the face of it, a good idea, but. The electric car will be around for a few more years for the environmentally responsible middle class, and they almost all charge at home, preferably from solar. Further, setting up a charging (or swapping) station is not exactly easy. It's all about where drivers are willing to go. So far, they're very willing, but, who would be willing to drive off the highway or buy a car with a battery they'll have to drive off the highway to replace? The motorway sites are taken by Shell, Orlen and others. When electro-mobility starts to make economic sense to those, the chargers will literally spring up overnight, the places in the parking lots have plenty of electricity supply too, and it's just a matter of contracting the quantity. Typically there will then be around 15 minutes of charging. Well then who wants a car with which to save 10 minutes at the cost of going God knows where?
Cool view :) as far as I know they should just come through with a home charging solution.