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Are EV Dreams a Nightmare?

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Manage episode 378155465 series 2422509
Konten disediakan oleh John Norris. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh John Norris atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This week, Ford announced plans to pause production on an electric vehicle battery assembly plant in Michigan. This was due to political pushback stemming from the realization that Ford was going to license the necessary technology from the Chinese firm CATL. However, given how far behind the US is in EV battery technology and supply-chain sourcing, is it realistic to imagine the Big Three expanding its EV production without technical assistance from China?

In this week’s Trading Perspectives, Sam and John discuss the current state of the EV market in the United States and what changes the Big Three have to make in order to compete without help from the Chinese.

  continue reading

134 episode

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iconBagikan
 
Manage episode 378155465 series 2422509
Konten disediakan oleh John Norris. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh John Norris atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This week, Ford announced plans to pause production on an electric vehicle battery assembly plant in Michigan. This was due to political pushback stemming from the realization that Ford was going to license the necessary technology from the Chinese firm CATL. However, given how far behind the US is in EV battery technology and supply-chain sourcing, is it realistic to imagine the Big Three expanding its EV production without technical assistance from China?

In this week’s Trading Perspectives, Sam and John discuss the current state of the EV market in the United States and what changes the Big Three have to make in order to compete without help from the Chinese.

  continue reading

134 episode

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