Saw this on the BRK board. Relevant here too, I believe:
BYD, the China vehicle and battery maker backed by Warren Buffett’s Berkshire Hathaway, said on Sunday sales of new energy vehicles more than tripled in June to 134,036 from 41,036 a year earlier, underscoring the popularity of EVs in the world’s largest auto market.
The company’s sales in the first six months of the year soared by 315% year-on-year to 641,350 EVs, shaking off industry disruption from Covid-related lockdowns in Shanghai. BYD’s sales in June also topped May’s 114,943.
https://www.forbes.com/sites/russellflannery/2022/07/03/warr…