The current price drop is inconsequential.  It will rebound!  Last quarter will be a great earnings report.  What I am looking at now is 6 to 9 months down the road.  Some time ago the Accelera division of Cummings was born.  They are building a new production building in Jamestown.  One of their new lines coming out of their Jamestown plant will be EV Busses.  Bluebird busses.  1000 of them.

https://www.sustainable-bus.com/news/accelera-cummins-new-power-division-brand/

This is a dated article.  What caught my attention was the word NEW.

Together with unveiling the new brand identity, Cummins has announced that Accelera and Blue Bird have entered a deal to power a new fleet of 1,000 electric school buses across the United States over the next 12-18 months. “Production of the electric school buses will be significantly accelerated, more than doubling the zero-emissions school buses that the pair have put into operation since the start of production. With 1,000 new electric school buses on the road, 10,600 metric tons of harmful carbon emissions will be prevented annually”, Accelera says.

Now Cummings has made some EV Buses already so they have tested their drive motors and controls.  I think what they need is a good battery.  It also looks like the completion of their new factory will coincide with Cell production going live in Jamestown.  Just a coincidence !