There Will Be Only Two EV Makers: Tesla And The Chinese
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It is game over. We are looking at a radical transformation in the automotive sector.
In this video I discuss how many of the major automakers are falling behind in the EV race. They are basically producing enough to keep from being fined. This is a worthwhile approach if the belief that ICE sales are going to hold up is validated. If, however, EV sales continue to grow exponentially, this could be a problem in 4 years.
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