Collapse or Consolidation? Does America or China hold the trump card on electric cars?
Robert catches up with Elliot Richards for an in-depth discussion on the global automotive market, exploring China’s growing influence, the current state of the U.S. industry, and the impact of tariffs on American manufacturers.
They discuss the challenges facing the industry, recent technology advancements, and what the next few years could bring.
Timestamps
0:00 Discussion Points
5:00 Developments in China
13:00 Global Developments
14:50 CATL Batteries
17:25 Windrose Trucks
18:15 Industry Challenges
22:15 Technology Advancements
25:30 XPENG
29:00 Jaecoo & Chery
30:45 Jaguar Land Rover
34:30 Jaecoo
36:00 Chery History
38:00 Xiaomi
42:15 Maturing of China’s Automotive Industry
44:00 Current Economy
46:30 Solar
47:20 Jim Farley (Ford)
50:00 USA & China Automotive Industry
53:00 Canadian Market
54:50 Korea
56:00 Next Few Years
57:30 Hybrid and EVs in China Sales & Charging
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