https://transweb.sjsu.edu/sites/default/files/1234-US-transit-bus-mfg-industry.pdf
US bus manufacting has been on the decline. Looks like Biden wants to boost "made in America" production, with all the incentives to go electric.
Page 10 breaks down bus production in the US.
NFI Group is most definitely a target of ELVA.
Hopefull Gillig is, as they have 3x the volume.
Doc is from 2016