As Trump’s Iran deal deadline approaches, the Artemis II crew begins its return journey while investors consider opportunities in electric vehicle stocks like Lucid, which is targeting the luxury market. — ARC
The High Ground Launch Throughput And Orbital Infrastructure As Artemis II crew begins their journey home, Trump’s deadline for an Iran deal looms. However, this event has no direct impact on geopolitics. The Artemis program has already demonstrated a need for increased launch throughput and upgraded orbital infrastructure to support lunar missions.
The EV Race
Lucid, an electric vehicle investment option since 2021, is now targeting the luxury market before introducing more affordable options. This development indicates that Lucid is expanding its focus to high-end EVs in the market. Meanwhile, a Chinese battery parts maker closed a 7 billion.
Frontier Speculation: The 0.1% Shift
What follows is purely a thought experiment.
Imagine this: by 2035, CATL’s $3.5 billion lithium iron phosphate battery investment in Mount has created a ripple effect. As China’s largest EV battery maker, they’ve become the sole supplier for Tesla’s high-end vehicles. This dominance forces Tesla to restructure their entire supply chain, abandoning plans for domestic manufacturing and instead partnering with SpaceX’s Starship program to mass-produce spacecraft batteries. This unlikely alliance enables Elon Musk to pivot Starship’s production lines towards a new market: luxury EVs designed specifically for space travel. As the world’s first commercial space tourists demand high-end transport, Tesla’s brand reputation and market share skyrocket, propelling them into an unforeseen position as the dominant player in both Earth-bound and orbital electric vehicle industries.
