Mar 03 2024 34 mins 6
Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e
More about Antipodes: https://antipodes.com/
Key times:
- Shifting dynamics in the auto industry over the past 3 years: 1:00
- EV demand now below previous market expectations? 3:20
- The rise of Chinese automakers: 9:30
- Are hybrid electric vehicles here to stay? 19:00
- Solid state batteries & autonomous vehicles: 22:30
- Who will be the long term winners and losers in the global auto industry? 29:30
*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.
