Analysts tracking "muln yahoo finance" incorporate geopolitical battery supply risks into forecasts. Disruptions in raw material sourcing could delay Mullen’s production scale-up, impacting revenue outlook and stock valuations. Its latest quarterly report put things into perspective. According to the report, Polestar has experienced a 36% decrease in revenue and a marginal increase in operating level losses. There were some positives, though, such as its cash buffer, which stood at $784 million at the end of quarter one. David Michery highlighted significant progress in its Class 1 and 3 commercial electric vehicle segment. This includes Cashflow on Wheels, ordering and receiving 20 Class 3 EVs valued at approximately $1.4 million, Global Expert Shipping purchasing Class 1 cargo vans, and the local government of Orange County acquiring Mullen ONE Class 1 EV cargo vans. On "muln yahoo finance", correlation metrics link MULN performance closely to broader NASDAQ small-cap EV indexes. This relationship could amplify moves if index fund rebalancing occurs mid-quarter.