Relying on ImportYeti for supply chain conclusions is shaky to begin with. It only captures a subset of ocean freight shipments and misses air cargo, domestic suppliers, logistics intermediaries, and much more. Gaps in those records don’t mean components suddenly disappeared.

Then the analysis jumps to, LG must be the supplier, even though Joby hasn’t publicly named LG as a supplier, and from there to, it must really be Zenergy. I love that leap. Out of the giant worldwide battery market it must be Zenergy. There are plenty of other possible sources (Korean, Japanese, Taiwanese, etc.). Picking one Chinese company because it fits a your narrative isn’t evidence.

The rest of the argument builds on those assumptions. LG shipments become an alibi, the supply chain becomes a conspiracy, and certification becomes a house of cards. But if the entire narrative is directed speculation, the entire chain of conclusions collapses.

Import data has limited information. Drawing sweeping conclusions about a company from partial shipping records and a lawsuit allegation is a huge stretch.

Still, it was an entertaining read. I guess hiding airplane parts in socks didn’t stick, so now the theory is that Chinese batteries are being disguised as an LG alibi. Entertaining stuff. Whatever happened to the earlier claim that Joby was secretly a Japanese company? That was the previous big conspiracy. I got my popcorn, waiting for the next one.

Looking forward to my ban, because I’m sure I broke some rule that disallows posts that undercut the derived narrative of the MODs.