The shift beneath the surface.
The cost and time required to retool combustion manufacturing creates a temporary opening. While manufacturers rebuild production capability, participants can establish fleets, sites, and customer relationships. As manufacturers gain momentum, our thesis is that the opening for early positioning narrows.
Our thesis: the early positioning window can close permanently for us when others secure the sites, contracts, and relationships we need. The next two to four years are our execution window: secure sites and launch fleet operations while manufacturers retool.
The shift is happening inside factories and supply chains. It does not wait for a headline. Start your own fleet and become part of the network.
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