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Michael Dunne: When Every Car is Made in China
Manage episode 418562304 series 3433233
David Spisak에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Spisak 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Is the electric vehicle (EV) revolution facing an unexpected twist? Why are major automakers hesitating and what role does China play in the global EV market?
Tune in as we dive deep into these pressing questions with Michael Dunne, the global authority on EVs. Discover why "everyone other than Tesla should be terrified of BYD" and what it means when every car is made in China.
What We Discuss In This Episode
We start by addressing the unexpected drop in EV sales penetration globally. Countries like Germany and Sweden have scaled back their incentives, and even OEMs who have invested billions are reconsidering their commitments due to declining demand. What caused this shift, and is it a temporary blip or a long-term trend?
A significant portion of our conversation focuses on the strategic implications of the automotive supply chain. As Western automakers increase their reliance on Chinese manufacturing, they inadvertently weaken their own supply chains. Dunne outlines the risks associated with this dependency, particularly in terms of battery production and the refining of essential minerals, which are dominated by China.
This episode also explores the pivotal roles played by industry leaders and governments in this dynamic. From Elon Musk’s influence on the electric vehicle movement to China's strategic policies encouraging innovation and investment in the EV sector, these elements have collectively steered the global market towards a new reality.
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