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In this episode of Hashtag Trending, host Jim Love covers the new AI partnership between Databricks and Anthropic, a significant reduction of US scientists due to funding cuts, and Honda's 30% reduction in assembly line workers through AI and robotics. The show highlights Databricks' incorporation of Anthropic's AI models into their platform, the potential brain drain in the US scientific community, and Honda's advanced AI-driven automation in its China EV plant. Following the news, Jim Love interviews Licenia Rojas, Senior Vice President and Chief Architect at TD Bank. Rojas shares her journey in tech, insights into building inclusive and innovative cultures, and the importance of continuous learning, mentorship, and maintaining a customer-centric approach to technological advancements. 00:00 Introduction and Headlines 00:37 Databricks and Anthropic Partnership 02:59 US Scientists Contemplating Relocation 04:46 Honda's AI-Driven Automation 07:38 Interview with Nia Rojas from TD Bank 09:20 Licenia Rojas' Career Journey 12:51 The Importance of Mentorship and Learning 22:50 The Role of Chief Architect at TD Bank 24:25 The Evolution of Technology Architecture 26:44 The Myth of Long-Term Planning 27:05 Balancing Short-Term and Long-Term Goals 28:22 Outcome-Focused Architecture 28:41 Innovation and Experimentation at TD 30:42 Defining and Achieving 'Good' 32:11 Human-Centric Innovation 34:21 Employee Engagement and Idea Platforms 36:15 Overcoming Cynicism in Tech 39:16 Exciting Emerging Technologies 40:36 Security in Architecture 44:00 AI and Human Productivity 46:31 Career Advice for Aspiring Technologists 49:41 Conclusion and Final Thoughts
We have a great Round Up / Lowdown on Canadian specific topics.... You American's might wanna tune in tho! Mass Integration on the rise in Que, Elbows up over Pokemon cards in a Coscto parking lot... guess where. Yep. Brampton PP signalling with letter re Hola Muhola! Meanwhile Danielle Smith starts out with long list for Carneyage to undo for Alberta. Canada - The most European Non European country signals to the EU, meanwhile the EU wants to use their private capital to finance the war machine. You can't make this stuff up. What about Alberta and the national CPP. And did the tariffs on China effect our 600 million dollar investment on China EV's from the CPP? We go over the ICAIE report from late 2023 - The Growing Harms of Cross-Border Illicit Trade Vectors and Threat Convergence to Canada's National Security. If this doesn't get you thinking about our relationship with USA..... The depopulation exemption on ostriches is still in play although it might end and all due to PCR testing. Legit Climate change hysteria from MLA's in BC! And buckle up Canada - GFANZ is in play and USA is talking about it, in a Judicial Report. A sincere heads up from American oil rigs for Alberta to get their shit together quick Value for Value. You Canadian News deconstruction with zero ads. Please donate! Thanks for watching and listening. https://eh-list.ca/ Support the show directly: https://grimericacbd.com/ CBD and THC Tinctures and Gummies! https://grimerica.ca/support-2/ http://Grimerica.ca/shrooms and Micro Dosing The Eh-List YouTube Channel: https://youtube.com/@theeh-list?si=d_ThkEYAK6UG_hGX Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing/videos Support and extra content http://www.grimericaoutlawed.ca/support. Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com www.grimerica.ca/Shrooms and Micro-Dosing Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3 Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com Links to the stuff we chatted about: https://www.ourgreaterdestiny.ca/p/icaie-report-colossal-scale-of-international?utm_source=post-email-title&publication_id=832740&post_id=159156905&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://lawyerlisa.substack.com/p/eu-plan-to-use-europeans-private?utm_source=post-email-title&publication_id=1287362&post_id=159342647&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://x.com/ryangerritsen/status/1901634358730973274 https://x.com/Ab51_Project/status/1901750010079060063 https://x.com/AnnRolle_/status/1901017931057623156 https://x.com/chrisdacey/status/1901595877942174100 https://x.com/FoodProfessor/status/1901436700670234704 https://x.com/cbcwatcher/status/1901353901141508126 https://x.com/Bob31685906/status/1901307197092737056 Darren's links: https://www.theepochtimes.com/opinion/quebec-is-replacing-multiculturalism-with-integration-english-canada-should-do-the-same-5823509?utm_source=OP_article_paid&src_src=OP_article_paid&utm_campaign=opinion-2025-03-19-ca&src_cmp=opinion-2025-03-19-ca&utm_medium=email&est=KsP4djGXC2jVUacDJOoMv7sk9QQWwcwin4XOeq3RN%2Ba7ash1%2FVgsX%2BR0P1ZhNwR6 https://x.com/sarbrajskahlon/status/1900594893065703658/photo/1 https://x.com/abdaniellesmith/status/1900672150530650457?s=43 https://x.com/cnm5000/status/1901295018201223573/photo/1 https://bcrising.ca/save-our-ostriches/ https://x.com/tablesalt13/status/1901317991783973313?s=43 https://x.com/thevivafrei/status/1902115262582632766/video/1
Anthony Sassine examines Xpeng (XPEV) after the company's 4Q earnings report. The China EV maker says 4Q deliveries increased 52.1% Y/Y. Sassine discusses Xpeng's stance among China's competitors including BYD (BYDDY) which Anthony calls the "Steady Eddy" of EV makers, especially following its rollout of a new quick-charging technology. For Tesla (TSLA), he believes the company should take a page out of XPEV's book and focus on a cheaper EV model.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
THESE ARE MISSING SHOWS I WAS ABLE TO WRITE BUT NOT RECORD DUE TO ILLNESS. AM ADDING TO THE LIBRARY FOR COMPLETENESS. Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart NEW TESLA MODEL Y FEATURES AND PRICING UPDATE https://evne.ws/4jqKEBB ZEEKR 007 GT TO LAUNCH IN EUROPE AND CHINA https://evne.ws/3PM0dGz EV TAX CREDIT REMOVAL MAY RAISE PRICES FOR GM AND TESLA BUYERS https://evne.ws/4juLi0Z BMW CHALLENGES EU TARIFFS ON CHINESE EVS https://evne.ws/4jq9lOJ RIVIAN OPENS NEW SHOWROOM IN SAN FRANCISCO https://evne.ws/4jA8uuE VW CONSIDERS PARTNERSHIP WITH CHINESE AUTOMAKER https://evne.ws/40uIKqZ UK'S EV CHARGER GOALS QUESTIONED https://evne.ws/4jBGXt1 TESTING ELECTRIC DIGGERS FOR GREENER MAINTENANCE https://evne.ws/4aw8Z51 NISSAN'S BATTERY DEAL FOR FUTURE ELECTRIC VEHICLES https://evne.ws/4ggPmiH
In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry. They also explore the strategies of foreign automakers in China, the significance of local production, and the role of technology in maintaining competitiveness. The conversation highlights the importance of battery swapping standards and concludes with insights into the future outlook for the industry.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart NEW TESLA MODEL Y FEATURES AND PRICING UPDATE https://evne.ws/4jqKEBB ZEEKR 007 GT TO LAUNCH IN EUROPE AND CHINA https://evne.ws/3PM0dGz EV TAX CREDIT REMOVAL MAY RAISE PRICES FOR GM AND TESLA BUYERS https://evne.ws/4juLi0Z BMW CHALLENGES EU TARIFFS ON CHINESE EVS https://evne.ws/4jq9lOJ RIVIAN OPENS NEW SHOWROOM IN SAN FRANCISCO https://evne.ws/4jA8uuE VW CONSIDERS PARTNERSHIP WITH CHINESE AUTOMAKER https://evne.ws/40uIKqZ UK'S EV CHARGER GOALS QUESTIONED https://evne.ws/4jBGXt1 TESTING ELECTRIC DIGGERS FOR GREENER MAINTENANCE https://evne.ws/4aw8Z51 NISSAN'S BATTERY DEAL FOR FUTURE ELECTRIC VEHICLES https://evne.ws/4ggPmiH
Join hosts Lei Xing and Tu Le in this dynamic episode of China EVs and More as they dissect the week's most pivotal news and developments in the global EV, AV, and mobility sectors. From corporate shake-ups to industry resets, the discussion highlights critical issues shaping the future of mobility.Discussion Topics: • The sudden challenges and restructuring at Ji Yue, a joint venture between Geely and Baidu. • Analysis of the “reset” era in China's EV market and its implications for startups and legacy automakers. • BYD's dominance and its impact on both domestic and international markets. • Evaluating automaker strategies, from Volkswagen's 10-point plan for China to Stellantis' investments in Leapmotor and CATL. • NIO's ambitious goals for profitability and scale in 2025 and its evolving battery-swapping ecosystem. • Insights into the global implications of shifting EV production and market dynamics. • The collapse of GM's Cruise and its lessons for autonomous vehicle technology. • Predictions for market protectionism and its effects on EV exports, especially in South America.Companies Discussed: • Geely, Baidu, Ji Yue • BYD, Nio, Leapmotor • Volkswagen, GM, Stellantis • CATL, Tesla, Waymo • GAC, Huawei, XiaomiTune in for an in-depth exploration of the challenges and opportunities in the ever-evolving EV and mobility industries!
- VW Workers to Hold More Walkouts - Tesla Gets More Aggressive with Leases - Uber Launches Robotaxi Service in Abu Dhabi - Waymo Expands to Miami - Stellantis Signs Another Lithium-Sulfur Battery Deal - Lotus Shakes Up Sales Strategy - EU A “Must Win” For China EV Makers - Wuling Refreshes Hong Guang MiniEV - He Was a Designer at Mercedes and Worked at Taco Bell - Greenbrier White Paper a Must Read
- VW Workers to Hold More Walkouts - Tesla Gets More Aggressive with Leases - Uber Launches Robotaxi Service in Abu Dhabi - Waymo Expands to Miami - Stellantis Signs Another Lithium-Sulfur Battery Deal - Lotus Shakes Up Sales Strategy - EU A “Must Win” For China EV Makers - Wuling Refreshes Hong Guang MiniEV - He Was a Designer at Mercedes and Worked at Taco Bell - Greenbrier White Paper a Must Read
Europe wants to go green in a hurry. China has EVs to help Europe achieve their goal faster. What's the problem? The problem is that too many Chinese cars are flooding into France, Germany and Italy And that is putting enormous pressure on Europe's auto industry. Making things worse, European brands' sales are skidding in China, which used to be their forever profit machines. VW is now talking about closing three plants and laying off tens of thousands. And we are not even in a recession. Joining me to make sense of the pressure - he calls it a schism - is Roger Atkins, founder of Electric Vehicles Outlook. How will Europe see things through from here? Roger will also share what he loves and what he loves much less about driving his all-electric ID Buzz, the retro bus from VW. Along the way, we will also learn how to say sh-t-show in Chinese. Yes, I promise you there is such a word.
Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets with one day to go before Election Day -- and ahead of this week's Fed decision on interest rates. The future for Chinese stimulus also in the mix. The anchors discussed Nvidia and Sherwin-Williams being added to the Dow, replacing Intel and Dow, Inc. effective Friday. Hear what Cramer said about investing in Intel. Also in focus: Warren Buffett's Berkshire Hathaway boosts its cash hoard to $325 billion and unloads more of its stake in Apple, Tesla falls on China EV sales data, "Faber Report" on a federal regulator's rejection of a data center agreement involving Amazon -- plus the stocks taking a hit on that news.Squawk on the Street Disclaimer
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) UK Chancellor Rachel Reeves will pledge to “rebuild Britain” with her first budget, an historic moment that will include a major package of tax hikes and extra borrowing likely to define British politics for the rest of the decade. (2) UBS posted third quarter results that broadly beat expectations, while warning of headwinds ranging from the US elections to falling interest income. (3) The European Union has imposed higher tariffs peaking at 45% on electric vehicles from China, ratcheting up trade tensions between the world's leading export powers. (4) Google parent Alphabet showed on Tuesday that an expensive foray into artificial intelligence is starting to pay off, delivering better-than-expected traction for its cloud computing business and driving more usage for its flagship search engine. (5) Advanced Micro Devices slid in late trading after the chipmaker's revenue forecast missed analysts' estimates, a sign its artificial intelligence sales are growing more slowly than some had anticipated. (6) Democratic presidential candidate Kamala Harris argued a second Donald Trump presidency would be steeped in chaos and division — but not focused on Americans' needs — as she looked to rally voters from the National Mall one week before Election Day. See omnystudio.com/listener for privacy information.
So far this year, electric vehicle (EV) sales have been less than expected in the United States and Europe, but growth remains strong in China. Why is EV adoption slowing in North America, and what is different in China?We examine the latest sales numbers and the factors that could be contributing to slower growth in North America. Factors include a lack of charging infrastructure, the high cost of fast charging, high depreciation, and a current shortage of plug-in hybrid options. EV competitiveness with gasoline cars, especially in the compact car segments, remains an issue.To help us with the conversation, our guest this week is Lawrence Romanosky, a Calgary-based 'car guy' with 20 years of experience as a luxury car sales manager. Lawrence was responsible for the first rollout of the Porsche Taycan all-electric car at the dealership in Calgary in 2019. Check out his auto blog and website here.Content referenced in this podcast:LUGNUTZ self-service facility for automotive enthusiasts Wall Street Journal “What Scared Ford's CEO in China,” Sept 14, 2024 Article from Spectrum News on a study from iSeeCars.com “EVs depreciate more than any other vehicle type, study says,” November 2023 AAA Newsroom “Your Driving Costs: The Price of a New Car Ownership Continues to Climb,” September 2024, includes a special analysis comparing the cost of EV and hybrid ownership to gas-poweredElectrek “BYD $10,000 Seagull EV was the top-selling car in China last month,” September 2024 Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Thanks for tuning in to this mid-week episode of RealAg Radio, brought to you by Farmers Edge. Host Shaun Haney is joined by: Karen Proud with Fertilizer Canada on the permanent changes to the Canada Labour Code; Micheal Harvey with Canadian Agri-Food Trade Alliance on Canada deciding to place tariffs on China EV’s and steel;... Read More
China has rapidly become the largest producer of electric vehicles (EV) globally, with a nearly 40% increase in sales volume last year. In this episode, Colin Ellis talks with our analyst Gerwin Ho about the drivers behind this growth, how a drive to boost scale amid intense domestic competition has prompted them to look elsewhere and the difficulties they will encounter in boosting exports and setting up overseas production.Speaker: Gerwin Ho, VP-Senior Credit Officer, Corporate Finance Group at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's RatingsRelated Research:Auto and Auto Parts Manufacturers – China: Chinese EV makers will broaden expansion into emerging markets amid US, EU tariffs
Thanks for tuning in to this mid-week episode of RealAg Radio, brought to you by Farmers Edge. Host Shaun Haney is joined by: Karen Proud with Fertilizer Canada on the permanent changes to the Canada Labour Code; Micheal Harvey with Canadian Agri-Food Trade Alliance on Canada deciding to place tariffs on China EV’s and steel;... Read More
- GM Laying Off Workers in China - EV Sales Tank Without Incentives - Donald Trump Mellowing On EVs - VW Delays More EVs Again - GMC Gives New Terrain Truck Inspired Design - Global EV Sales Make Significant Gain - Nissan Dealer Profits Plunge - BYD Launching All-Electric Hot-Hatch - BYD Dominates China's PHEV Market - Ford Offers Free At-Home Charging
- GM Laying Off Workers in China - EV Sales Tank Without Incentives - Donald Trump Mellowing On EVs - VW Delays More EVs Again - GMC Gives New Terrain Truck Inspired Design - Global EV Sales Make Significant Gain - Nissan Dealer Profits Plunge - BYD Launching All-Electric Hot-Hatch - BYD Dominates China's PHEV Market - Ford Offers Free At-Home Charging
Tech Latest by Nikkei Asia brings you the newest updates from Asia's technology industry. In this episode, Jada Nagumo talks to Bangkok correspondent Francesca Regalado, about Chinese EV maker BYD's new Thailand factory. Read more on the topic, and other news from across Asia, at https://asia.nikkei.com Check out Francesca's story here: https://s.nikkei.com/3LmoYGT You can register for our weekly #techAsia newsletter here: https://asia.nikkei.com/member/register/newsletter/ Follow us on X at @NikkeiAsia: https://x.com/NikkeiAsia Please subscribe to us wherever you get your podcasts, and leave us a review to let us know what you thought about this episode. And for the Asian business, politics, economy and tech stories others miss, subscribe to Nikkei Asia here: https://asia.nikkei.com/member/register Thanks for listening! *We are taking a short break and will be back with a new episode on Aug.6.
- Honda Outsells Stellantis In U.S. - VinFast To Build EV Plant in Indonesia - Germany To Sit Out China Tariff Vote - SAIC Wants Assembly Plant in EU - China Files Against U.S. IRA With WTO - EVs Cheaper to Own Than ICE - Bollinger Appoints Jim Taylor as CEO - China EV Price War Spreads to ICE Cars - China EV Aces NCAP Crash Test
- Honda Outsells Stellantis In U.S. - VinFast To Build EV Plant in Indonesia - Germany To Sit Out China Tariff Vote - SAIC Wants Assembly Plant in EU - China Files Against U.S. IRA With WTO - EVs Cheaper to Own Than ICE - Bollinger Appoints Jim Taylor as CEO - China EV Price War Spreads to ICE Cars - China EV Aces NCAP Crash Test
Can you help me make more podcasts? Please consider supporting this show on Patreon as the service is 100% funded by those who watch & listen: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: https://EVne.ws/apple https://EVne.ws/googlepods https://EVne.ws/spotify https://EVne.ws/tunein https://EVne.ws/iheart EU INCREASES TARIFFS ON CHINESE ELECTRIC VEHICLES https://evne.ws/4b1ihEA FORD'S SECRETIVE LOW-COST EV TEAM EXPANDS WITH TOP TALENT https://evne.ws/4aWuVEY JLR ADOPTS CHERY PLATFORMS FOR FUTURE ELECTRIC AND HYBRID VEHICLES https://evne.ws/3Vq6Twt RENAULT PARTNERS WITH CHINESE FIRM FOR COST-EFFECTIVE TWINGO EV https://evne.ws/45pDYNx ALPINE A290 ELECTRIC HOT HATCH DEBUTS WITH 215BHP AND 236-MILE RANGE https://evne.ws/3VGWm12 EV TAX CREDITS SAVE BUYERS OVER $1 BILLION IN 2024 https://evne.ws/3zbNMyo CATL AND BYD COMPETE TO DEVELOP FASTER 6C CHARGING BATTERIES https://evne.ws/3VH5K4X NIO LAUNCHES ADVANCED 4TH-GEN BATTERY SWAP STATIONS https://evne.ws/3Vq6UR3 MERCEDES EQE SUV: BIG DISCOUNTS AND 0% APR OFFER https://evne.ws/3VGm1aa POLESTAR LAUNCHES NEW SPACE IN SHEFFIELD https://evne.ws/45oqj9k
G'Day and welcome to Overdrive a program that looks at cars and transport from a variety of angles. In this program we look at • Queensland has made Public Transport trips 50c but not zero. Is it a good idea • New road safety ad from South Aust Police – will it do any good • Self-driving vehicles expected on UK roads by 2026 following new legislation • America's heavy tax on Chinese EVs and China's possible retaliation and • Road test – Alfa Romeo Tonale For the long versions of this programme go to drivenmedia.com dot AU or iTunes and Spotify podcasts or for information including pictures use social media and look for cars, transport, culture. We are working towards a new web site to provide more visual material to back up our audio efforts. If you would like to help with Overdrive as a community activity in any capacity, send an email to feedback@drivenmedia.com.au I'm David Brown. Thanks for listening. Web Site: Driven Media: drivenmedia.com.au Podcasts iTunes: Cars Transport Culture Spotify: Cars Transport Culture Or our social pages Facebook Cars Transport Culture Instagram Cars Transport Culture Or YouTube site Cars Transport Culture Search for Cars transport culture Originally broadcast 1 June 2024
Featuring: Richard McGregor, Senior Fellow for East Asia, Lowy Institute discusses China, Japan and South Korea starting first summit talks since 2019. Linda Lew, China Cars Reporter discusses President Xi Jinping vision for EVs in China. David Chao, Global Market Strategist, Asia Pacific at Invesco, discusses his outlook on markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.
We are live in Paris at Vivatech where Tesla CEO Elon Musk slams President Joe Biden's China EV tariffs, telling CNBC his company is very competitive in the country without them. French President Emmanuel Macron tells our U.S. colleagues exclusively that Europe is lagging behind the U.S. in the field of A.I. and that France should be leading the field in innovation. Nvidia shares pop on Wall Street but it's not enough to reverse a losing session off the back of strong jobs and manufacturing data Stateside. On this side of the Atlantic, UK retail numbers disappoint, potentially heaping pressure on European equities. And speaking at the G-7 on the shores of Lake Maggiore, Italy, U.S. Treasury Secretary Janet Yellen calls for greater cooperation among the member countries in the face of Chinese overcapacity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
PREVIEW: #PRC: Conversation with colleagues Anne Stevenson-Yang and Gordon Chang re the extremely long wait for China EV manufacturers to pay their bills and why? More tonight. undated Peking train
PREVEW: BYD: #MEXICO: Conversation with colleague Professor Evan Ellis of the Army War College re BYD looking to build a plant in Mexico to work around the tariffs imposed on the heavily subsidized and dumped China EV. More later. 1857 Qing Dynasty
U.S. stocks rose Tuesday. Plus, ChatGPT launches its latest model, China EV tariffs could stifle EV adoption, and forecasters are torn on interest rates. Learn more about your ad choices. Visit podcastchoices.com/adchoices
President Joe Biden hikes tariffs on Chinese electric vehicles. US Secretary of State Antony Blinken is in Ukraine to reassure Kyiv of American support. Reuters exclusively reports that the US and Taiwan quietly held joint military drills in the Pacific. And a January 6th Capitol officer and a rioter are both on ballots in US congressional primaries. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can you help me make more podcasts? Please consider supporting this show on Patreon as the service is 100% funded by those who watch & listen: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: https://EVne.ws/apple https://EVne.ws/googlepods https://EVne.ws/spotify https://EVne.ws/tunein https://EVne.ws/iheart Tesla Unveils Updated Model 3 Performance in China https://evne.ws/44IOcIp Tesla Model Y Offers New Low APR https://evne.ws/3wxAdZq Tesla Factory Expansion Protest in Berlin https://evne.ws/3V2mGCI Fisker Faces New NHTSA Probe Over Brake Issues https://evne.ws/44DLsw3 Biden's New Tariffs on Chinese EVs and Potential Impact https://evne.ws/44KPN0j BYD Launches Affordable Electric SUV Sea Lion 07 https://evne.ws/4beyffG DTNA Expands Clean Transportation in Portland https://evne.ws/44F1khQ China Launches Major Sodium-Ion Battery Facility https://evne.ws/3yfnefn Mercedes Mass-Produces Axial-Flux Motors for EVs https://evne.ws/3UZ0Rnr
Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.
Welcome to the Money Matters Show! This week the whole crew is back to bring you the latest information in financial markets. This week we discuss the latest developments coming out of the EV market and how the latest Biden proposal for tariffs could impact China EV producers. This week stocks traded higher but next week's inflation report could put pressure on stocks, we talk about how to be prepared. Lastly, we go through several companies and their stocks performance as of late and where these companies could be headed moving forward. This is one of those shows you do not want to miss as we head into a volatile week!If you would like to contact us to learn more about our firm and our process call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
From the BBC World Service: Shares in major Chinese electric carmakers have fallen following reports that the U.S. is preparing to bring additional tariffs against Chinese companies, specifically aimed at EVs and other sectors. Then, rat remains have been found in sliced bread in Japan, triggering recalls. And the Eurovision Song Contest, watched by 200,000,000 people worldwide, has faced controversy over Israel’s inclusion in the show. Support our nonprofit newsroom today and pick up a fun thank-you gift like our new Shrinkflation mini tote bag or the fan favorite KaiPA pint glass!
From the BBC World Service: Shares in major Chinese electric carmakers have fallen following reports that the U.S. is preparing to bring additional tariffs against Chinese companies, specifically aimed at EVs and other sectors. Then, rat remains have been found in sliced bread in Japan, triggering recalls. And the Eurovision Song Contest, watched by 200,000,000 people worldwide, has faced controversy over Israel’s inclusion in the show. Support our nonprofit newsroom today and pick up a fun thank-you gift like our new Shrinkflation mini tote bag or the fan favorite KaiPA pint glass!
Hablamos sobre el recall del Cybertruck debido a un problema con el pedal del acelerador. Pero el tema principal son los despidos en Tesla y los resultados financieros de Tesla. Destacamos la caída de rentabilidad de Tesla y la disminución en las ventas de coches eléctricos en general. La situación en la fábricas de Tesla y la salida de altos ejecutivos de nuestra compañía. Especulamos sobre la posibilidad de que el negocio de los supercargadores de Tesla sea vendido a otra compañía, y acabamos con la rocambolesca historia de un empleado que fue despedido mientras leía sus emails en el coche. - Los despidos en Tesla afectarán a las plantillas de EEUU, China y Europa - Tesla's Most Crucial Metric Drops to the Lowest in Three Years - Tesla gives update on Cybertruck, 1,000 in a week - Here's how Tesla repairs your Cybertruck accelerator paddle - Tesla Cybertruck deliveries resume with a minor tweak - 100 Supercharger Stations - Más cifras negativas para Tesla en China. Las ventas de Giga Shanghai caen un 18% - China EV insurance registrations for week ending Apr 28 - Elon Musk's no.2 at Tesla goes back to China as the CEO isolates himself at the top - People and Culture | Tesla - Tesla Tells Excited Young Interns That Their Internships Have Been Canceled - Getting laid off while on autopilot is a new one - Tesla fired its entire new ad team in recent layoffs - Tesla launches another round of layoffs ELON está presentado por Matías S. Zavia (@matiass) y Álex Barredo (@somospostpc). Su tema original está compuesto por Nahúm García (@nahum). — Alojado en Cuonda (@cuonda)
Three news stories summarized & contextualized by analytic journalist Colin Wright.China EV price war to worsen as market share takes priority over profit, hastening demise of smaller playersSummary: A wave of discounts on popular electric vehicles in China has resulted in price-drops of an average of 10% on 50 models over the past three months as carmakers compete to grab market-share in the hottest EV market on the planet.Context: Only a few Chinese EV-makers are profitable right now, and some—including BYD—are investing heavily in expanding to foreign markets, which is causing all sorts of disruptions in those markets, as local competitors can't come close to these Chinese brands' prices; this price war is also raising alarm bells within companies like Tesla, which has traditionally been a dominant player in this space, but which is being elbowed-out as these new, cheaper, increasingly high-quality players establish a global toehold.—South China Morning PostOne Sentence News is a reader-supported publication. To support my work, consider becoming a free or paid subscriber.Student protesters seek amnesty to keep arrests and suspensions from trailing themSummary: Hundreds of student and faculty protestors have been arrested for protesting what they consider to be their institutions' and governments' role in Israel's invasion of the Gaza Strip, and negotiations between protestors and the folks running the universities where the protests are centered are partially focused on amnesty for those who have been arrested or otherwise punished.Context: A lot of ink has been spilled reporting on the day-to-day of these protests, in part because of their relevance to various political culture wars that are playing out in the US right now, but alongside these arrests and the in some cases violent crackdowns on protestors by police who have been called in by those running these universities, protesting faculty and students have been punished from within the school system, booted from their jobs or expelled—and those latter concerns are now included in negotiations, alongside demands that the universities divest from weapons companies and Israel-associated entities, even as the culture war-style commentary continues to dominate most of the conversations and headlines about these protests and those involved with them.—The Associated PressEPA severely limits pollution from coal-burning power plantsSummary: Last week, the Environmental Protection Agency announced a new regulation that will require coal plants in the US reduce their greenhouse gas emissions by 90% by 2039—a year earlier than originally planned.Context: The EPA also said coal plants will face stricter limitations on their mercury emissions, will need to better control toxic ash seepage into water supplies, and will have to constrain their wastewater discharge; all of which is being seen as a practical cap on the lifespan of coal plants in the US, as these regulations can only be met at great expense, and analysts are generally assuming the folks running these plants will run the numbers and find that it makes more sense to shut them down than to upgrade them in such a way that they can continue to legally operate.—The New York TimesView of Athens from the Tourkovounia hills last week, as a cloud of dust blew north from the Sahara desert, cloaking the Greek city in an orange haze; this is a semi-regular occurrence, but the dust clouds of recent years have been more concentrated than usual, which makes it hazardous for locals' respiratory health and impacts normal, everyday behavior in all sorts of ways.—The New York Times7Number of years the Canadian federal government and Alaskan state government have banned fishing of chinook salmon on the Yukon River, in order to allow the species to recover from years of overfishing that has depleted its population.Seven years is about the length of a salmon's total lifecycle.—CBC NewsTrust Click Get full access to One Sentence News at onesentencenews.substack.com/subscribe
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024Featuring: David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
This week the boys are back and we came in hot with a few good stories including Beat Booby Flay, China EV cars, Elon Musk and Don Lemon interview, and the new Roadhouse movie. Listen in for more.. BUMP Energy powers this podcast.Follow us on all social media at time for another or check out our website at timeforanother.comSend us an email at timeforanotherpodcast@gmail.com
“One thing I can add is the awakening, the shaking up, the shaping up of the rest of the global auto industry from the Chinese is in full swing. The Chinese are coming. And if the Western automakers are prepared, they're going to have a much tougher moment than when they confronted the Japanese or the Koreans. The Japanese [and] Koreans, they're very successful. Let's say in the U.S., but this is a whole different issue - the geopolitical aspect. But you know, they're coming.” - Lei Xing Fresh out of the studio, Lei Xing, founder of AutoXing & co-host of China EVs & More, shared his insights into the Chinese electric vehicle (EV) market and its implications for the global EV market. Lei discussed his career journey and the inspiration behind covering the China EVs market through his podcast. He broke down the competitive dynamics between Tesla and BYD based on their current strategies for global market expansion and technological challenges. He shared his perspectives on whether Chinese EV makers can rinse and repeat the solar panel strategy against the rest of the automotive companies in the world. Last but not least, he shared the groundbreaking innovations at CES 2024 and emphasized the challenges and opportunities ahead for Chinese manufacturers and their vision for long-term success in the EV industry globally. Episode Highlights: [0:50] Quote of the Day #QOTD by Lei Xing. [1:21] Introduction: Lei Xing from China EVs & More. [8:60] China EVs and more podcast and their coverage. [10:17] Lessons learnt from Lei Xing's career journey. [11:40] Overview of the global EV landscape & China's market share in EVs. [15:27] The China smart EV makers after BYD. [20:15] The competitive advantage of Chinese EV makers. [23:26] How Tesla Invigorates the EV Competition in China. [24:36] The one thing that Lei Xing knows about China EV makers that very few do. [27:00] How Chinese EV makers are competing in the global market. [30:57] Can Chinese EV makers rinse and repeat the solar panel strategy to win the EV market? [32:50] How BYD emerged in the US since 2011. [37:21] Tesla vs BYD in AI, autonomous driving and robotics. [41:43] How Tesla is competing in China and other parts of the world. [46:40] Breakthroughs in EVs and self-driving cars at CES 2024. [51:14] The bet on hydrogen fuel cars by Japanese automotive makers. [53:14] Outlook for Chinese EVs in the 5-10 years. [56:33] Will China EVs go upstream to the hypercars against Ferrari? [58:03] What does success mean for Chinese EV companies in the next 5-10 years? [59:43] Closing. Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig.
Episode 227: Neal and Toby discuss why Tesla has lost the top EV spot to BYD in China. Plus, Harvard's president Claudine Gay resigns following the shortest tenure in the university's history and what a plane collision in Tokyo means for the airline industry as a whole. Next, how Covid slashed vast consumer choices and the 16-year old phenom that is trying to become the dart champion of the world. And finally, U-Haul released their 2023 wrapped and the states people are moving to may surprise you. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Reports reveal high ranking Israeli military leaders were aware of plans for October 7th by Palestinian resistance forces.
In October's Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the month's key developments in batteries and battery materials. This month, that includes the emergence of a Moroccan EV battery ecosystem sponsored by China, recent developments in the Chinese EV market, lithium pricing and the outlook, recap on cell prices, margins and impacts, the EU vs China EV spat and the dangers of underestimation of capex in new project studies.
On this episode of Growth Stories, IBD's Ed Carson and Ilaria Mazzocco of the Center for Strategic and International Studies take a look at how BYD is challenging Tesla for the top spot in electric vehicle sales — and what the intensifying competition says about the broader China EV market.
Welcome to Courtside Financial, your go-to podcast for in-depth discussions on business and technology! In this episode, we're unraveling some intriguing insights from the Chinese electric vehicle (EV) market.
In this episode, we cover:The sky-high interest rates: Why they are where they are and when we might see relief.Our trading tip of the month that you won't want to miss.Stocks that hit 52-week lows. Spotlight on: KO, PEP, GM, BAC, MMM, SQ, TGT, CAG. Which ones are on our radar?The investment opportunity that's flying under most radars.Dive deep into the ongoing Kaiser strike. What's happening and why it matters.After its recent surge, what's next for oil prices? Crash or continue rising?Best sectors to invest in during a down market.Beyond AI: Predictions on the next big innovation.NVDA's run: Has it peaked or is there another catalyst on the horizon?Updates on the Israel-Hamas conflict and its market implications.Tesla's stock dip following China EV sales drop. Is now the right time to jump in?Discussing war-related investments: Focusing on GD, XOM, DVN.And, a look into the recent buzz: Is Congress buying defense stocks? A sign of things to come or just business as usual?Don't forget to subscribe, like, and comment below with your insights!
The three-hundred-sixty-third episode of the DSR Daily Brief Stories Cited in the Episode: Zelenskyy heading to New York to court the rest of the world No sign of Kim Jong Un as his Russia visit continues and Seoul expresses concern over Putin meetings House punts on Pentagon bill, an ominous sign as shutdown looms Beijing blasts 'protectionist' EU probe as China EV stocks slip Rogue Russian pilot tried to shoot down RAF aircraft in 2022 Senate subpoenas Saudi's $700bn sovereign wealth fund over US dealings ‘Just Ken' no more? Barbie sidekick among 12 finalists for National Toy Hall of Fame Learn more about your ad choices. Visit megaphone.fm/adchoices
The three-hundred-sixty-third episode of the DSR Daily Brief Stories Cited in the Episode: Zelenskyy heading to New York to court the rest of the world No sign of Kim Jong Un as his Russia visit continues and Seoul expresses concern over Putin meetings House punts on Pentagon bill, an ominous sign as shutdown looms Beijing blasts 'protectionist' EU probe as China EV stocks slip Rogue Russian pilot tried to shoot down RAF aircraft in 2022 Senate subpoenas Saudi's $700bn sovereign wealth fund over US dealings ‘Just Ken' no more? Barbie sidekick among 12 finalists for National Toy Hall of Fame Learn more about your ad choices. Visit megaphone.fm/adchoices
The three-hundred-sixty-third episode of the DSR Daily Brief Stories Cited in the Episode: Zelenskyy heading to New York to court the rest of the world No sign of Kim Jong Un as his Russia visit continues and Seoul expresses concern over Putin meetings House punts on Pentagon bill, an ominous sign as shutdown looms Beijing blasts 'protectionist' EU probe as China EV stocks slip Rogue Russian pilot tried to shoot down RAF aircraft in 2022 Senate subpoenas Saudi's $700bn sovereign wealth fund over US dealings ‘Just Ken' no more? Barbie sidekick among 12 finalists for National Toy Hall of Fame Learn more about your ad choices. Visit megaphone.fm/adchoices
China's EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Research and Head of APAC Auto Research, and Rebecca Wen, who covers the China EV battery and auto parts sector at J.P. Morgan. This episode was recorded on September 5, 2023. This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
The Daily Business and Finance Show - Monday, 4 September 2023 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Tesla's China-made EV sales surge in August Looking to stay in NYC for a visit? Good luck using Airbnb Transocean says selling stockholder offering 82.6M shares AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley Nestle-partnered weight loss capsule succeeds in pivotal trial Is the stock market open on Labor Day? Luckin Coffee looks for alcoholic jolt with new drink in China Lithium miner Albemarle raises Liontown Resources takeover bid to $4.3B Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia, check! Powell, check! PCE and jobs on deck. And if you want to figure out where markets go from here, there's one index our guest is watching closely for clues. She joins us with the ticker and the trades she likes. Plus, from the economy to national security. It's complicated, and costly when it comes to U.S.-China relations. Fixing one of the main concerns could come with a $40 billion price tag. And finally, NIO is getting ready to report Q2 results as the China EV race heats up. We have the action, the story and the trade on that name, plus two retailers on deck.
Original Release on July, 27th 2023: With higher quality and lower costs, China's electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping the global auto market. It's Thursday, July 27th at 8 a.m. in New York. Tim Hsaio: And 8 p.m in Hong Kong. Adam Jonas: For decades, global autos have been dominated by established, developed market brands with little focus on electric vehicles or EVs, particularly for the mass market. As things stand today, affordable EVs are few and far between, and this undersupply presents a major global challenge. At Morgan Stanley Equity Research, we think the auto industry will undergo a major reshuffling in the next decade as affordable EVs from emerging markets capture significant global market share. Tim, you believe China made EVs will be at the center of this upcoming shakeup of the global auto industry, are we at an inflection point and how did we get here? Tim Hsaio: Thanks, Adam. Yeah, we are definitely at a very critical inflection point at the moment. Firstly, since last year, as you may notice that China has outsized Germany car export and soon surpassed Japan in the first half of this year as the world's largest auto exporter. So now we believe China made EVs infiltrating the West, challenging their global peers, backed by not just cheaper prices but the improving variety and quality. And separately, we believe that affordability remains the key mitigating factors to global EV adoption, as Rastan brands have been slow to advance their EV strategy for their mass market. A lack of affordable models actually challenged global adoption, but we believe that that creates a great opportunity to EV from China where a lot of affordable EVs will soon fill in the vacuum and effectively meet the need for cheaper EV. So we believe that we are definitely at an inflection point. Adam Jonas: So Tim, it's safe to say that the expansionary strategy of China EVs is not just a fad, but real solid trend here? Tim Hsaio: Totally agree. We think it's going to be a long lasting trend because you think about what's happened over the past ten years. China has been a major growth engine to curb auto demands, contributing more than 300% of a sales increment. And now we believe China will transport itself into the key supply driver to the world, they initially by exporting cheaper EV and over time shifting course to transplant and foreign production just similar to Japan and Korea autos back to 1970 to 1990. And we believe China EVs are making inroads into more than 40 countries globally. Just a few years ago, the products made by China were poorly designed, but today they surpass rival foreign models on affordability, quality and even detector event user experience. So Adam, essentially, we are trying to forecast the future of EVs in China and the rest of the world, and this topic sits right at the heart of all three big things Morgan Stanley Research is exploring this year, the multipolar world, decarbonization and technology diffusion. So if we take a step back to look at the broader picture of what happens to supply chain, what potential scenarios for an auto industry realignment do you foresee? And which regions other than China stand to benefit or be negatively impacted? Adam Jonas: So, Tim, look, I think there's certainly room to diversify and rebalance at the margin away from China, which has such a dominant position in electric vehicles today, and it was their strategy to fulfill that. But you also got to make room for them. Okay. And there's precedent here because, you know, we saw with the Japanese auto manufacturers in the 1970s and 1980s, a lot of people doubted them and they became dominant in foreign markets. Then you had the Korean auto companies in the 1990s and 2000s. So, again, China's lead is going to be long lasting, but room for on-shoring and near-shoring, friend shoring. And we would look to regions like ASEAN, Vietnam, Thailand, Indonesia, Malaysia, also the Middle East, such as Morocco, which has an FTA agreement with the U.S. and Saudi, parts of Scandinavia and Central Europe, and of course our trade partners in North America, Mexico and Canada. So, we' re witnessing an historic re-industrialization of some parts of the world that where we thought we lost some of our heavy industry. Tim Hsaio: So in a context of a multipolar trends, we are discussing Adam, how do you think a global original equipment manufacturers or OEM or the car makers and the policymakers will react to China's growing importance in the auto industry? Adam Jonas: So I think the challenge is how do you re-architect supply chains and still have skin in the game and still be relevant in these markets? It's going to take time. We think you're going to see the established auto companies, the so-called legacy car companies, seek partnerships in areas where they would otherwise struggle to bring scale. Look to diversify and de-risk their supply chains by having a dual source both on-shore and near-shore, in addition to their established China exposed supply chains. Some might choose to vertically integrate, and we've seen some striking partners upstream with mining companies and direct investments. Others might find that futile and work with battery firms and other structures without necessarily owning the technology. But we think most importantly, the theme is you're not going to be cutting out the world's second largest GDP, which already has such a dominant position in this important market, so the Western firms are going to work with the Chinese players. And the ones that can do that we think will be successful. And I'd bring our listeners attention to a recent precedent of a large German OEM and a state sponsored Chinese car company that are working together on electric vehicle architecture, which is predominantly the Chinese architecture. We think that's quite telling and you're going to see more of that kind of thing. Tim Hsaio: So Adam, is there anything the market is missing right now? Adam Jonas: A few things, Tim, but I think the most obvious one to me is just how good these Chinese EVs are. We think the market's really underestimating that, in terms of quality safety features, design. You know, you're seeing Chinese car companies hiring the best engineers from the German automakers coming, making these beautiful, beautiful vehicles, high quality. Another thing that we think is underestimated are the environmental externalities from battery manufacturing, batteries are an important technology for decarbonization. But the supply chain itself has some very inconvenient ESG externalities, labor to emissions and others. And I would say, final thing that we think the market is missing is there's an assumption that just because the electric vehicle and the supporting battery business, because it's a large and fast growing, that it has to be a high return business. And we are skeptical of that. Precedents from the solar polysilicon and LED TVs and others where when you get capital working and you've got state governments all around the world providing incentives that you get the growth, but you don't necessarily get great returns for shareholders, so it's a bit of a warning to investors to be cautious, be opportunistic, but growth doesn't necessarily mean great returns. Tim, let's return to China for a minute and as I ask you one final question, where will growing China's EV exports go and what is your outlook for the next one or two years as well as the next decade? Tim Hsaio: Eventually, I think China EVs will definitely want to grow their presence worldwide. But initially, we believe that there are two major markets they want to focus on. First one would be Europe. I think the China's export or the local brands there will want to leverage their BEV portfolio, battery EV, to grow their presence in Europe. And the other key market would be ASEAN country, Southeast Asia. I think the Chinese brands where the China EV can leverage their plug-in hybrid models to grow their presence in ASEAN. The major reason is that we noticed that in Southeast Asia the charging infrastructure is still underdeveloped, so the plug-in hybrid would be the more ideal solution to that market. And for the next 1 to 2 years, we are currently looking for the China the EV export to grow by like 50 to 60% every year. And in that long-terms, as you may notice that currently China made vehicles account for only 3% of cars sold outside China. But in the next decade we are looking for one third of EVs sold in overseas would be China made, so they are going to be the leader of the EV sold globally. Adam Jonas: Tim, thanks for taking the time to talk. Tim Hsaio: Great speaking with you Adam.Adam Jonas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people to find the show.
BlackRock's former China head joins Citadel Securities, and Renault directors bail on struggling China EV venture Subscribe to our free newsletters. Are you a big fan of our shows? Then please give our podcast account, China Business Insider, a 5-star rating.
With higher quality and lower costs, China's electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping the global auto market. It's Thursday, July 27th at 8 a.m. in New York. Tim Hsaio: And 8 p.m in Hong Kong. Adam Jonas: For decades, global autos have been dominated by established, developed market brands with little focus on electric vehicles or EVs, particularly for the mass market. As things stand today, affordable EVs are few and far between, and this undersupply presents a major global challenge. At Morgan Stanley Equity Research, we think the auto industry will undergo a major reshuffling in the next decade as affordable EVs from emerging markets capture significant global market share. Tim, you believe China made EVs will be at the center of this upcoming shakeup of the global auto industry, are we at an inflection point and how did we get here? Tim Hsaio: Thanks, Adam. Yeah, we are definitely at a very critical inflection point at the moment. Firstly, since last year, as you may notice that China has outsized Germany car export and soon surpassed Japan in the first half of this year as the world's largest auto exporter. So now we believe China made EVs infiltrating the West, challenging their global peers, backed by not just cheaper prices but the improving variety and quality. And separately, we believe that affordability remains the key mitigating factors to global EV adoption, as Rastan brands have been slow to advance their EV strategy for their mass market. A lack of affordable models actually challenged global adoption, but we believe that that creates a great opportunity to EV from China where a lot of affordable EVs will soon fill in the vacuum and effectively meet the need for cheaper EV. So we believe that we are definitely at an inflection point. Adam Jonas: So Tim, it's safe to say that the expansionary strategy of China EVs is not just a fad, but real solid trend here? Tim Hsaio: Totally agree. We think it's going to be a long lasting trend because you think about what's happened over the past ten years. China has been a major growth engine to curb auto demands, contributing more than 300% of a sales increment. And now we believe China will transport itself into the key supply driver to the world, they initially by exporting cheaper EV and over time shifting course to transplant and foreign production just similar to Japan and Korea autos back to 1970 to 1990. And we believe China EVs are making inroads into more than 40 countries globally. Just a few years ago, the products made by China were poorly designed, but today they surpass rival foreign models on affordability, quality and even detector event user experience. So Adam, essentially, we are trying to forecast the future of EVs in China and the rest of the world, and this topic sits right at the heart of all three big things Morgan Stanley Research is exploring this year, the multipolar world, decarbonization and technology diffusion. So if we take a step back to look at the broader picture of what happens to supply chain, what potential scenarios for an auto industry realignment do you foresee? And which regions other than China stand to benefit or be negatively impacted? Adam Jonas: So, Tim, look, I think there's certainly room to diversify and rebalance at the margin away from China, which has such a dominant position in electric vehicles today, and it was their strategy to fulfill that. But you also got to make room for them. Okay. And there's precedent here because, you know, we saw with the Japanese auto manufacturers in the 1970s and 1980s, a lot of people doubted them and they became dominant in foreign markets. Then you had the Korean auto companies in the 1990s and 2000s. So, again, China's lead is going to be long lasting, but room for on-shoring and near-shoring, friend shoring. And we would look to regions like ASEAN, Vietnam, Thailand, Indonesia, Malaysia, also the Middle East, such as Morocco, which has an FTA agreement with the U.S. and Saudi, parts of Scandinavia and Central Europe, and of course our trade partners in North America, Mexico and Canada. So, we' re witnessing an historic re-industrialization of some parts of the world that where we thought we lost some of our heavy industry. Tim Hsaio: So in a context of a multipolar trends, we are discussing Adam, how do you think a global original equipment manufacturers or OEM or the car makers and the policymakers will react to China's growing importance in the auto industry? Adam Jonas: So I think the challenge is how do you re-architect supply chains and still have skin in the game and still be relevant in these markets? It's going to take time. We think you're going to see the established auto companies, the so-called legacy car companies, seek partnerships in areas where they would otherwise struggle to bring scale. Look to diversify and de-risk their supply chains by having a dual source both on-shore and near-shore, in addition to their established China exposed supply chains. Some might choose to vertically integrate, and we've seen some striking partners upstream with mining companies and direct investments. Others might find that futile and work with battery firms and other structures without necessarily owning the technology. But we think most importantly, the theme is you're not going to be cutting out the world's second largest GDP, which already has such a dominant position in this important market, so the Western firms are going to work with the Chinese players. And the ones that can do that we think will be successful. And I'd bring our listeners attention to a recent precedent of a large German OEM and a state sponsored Chinese car company that are working together on electric vehicle architecture, which is predominantly the Chinese architecture. We think that's quite telling and you're going to see more of that kind of thing. Tim Hsaio: So Adam, is there anything the market is missing right now? Adam Jonas: A few things, Tim, but I think the most obvious one to me is just how good these Chinese EVs are. We think the market's really underestimating that, in terms of quality safety features, design. You know, you're seeing Chinese car companies hiring the best engineers from the German automakers coming, making these beautiful, beautiful vehicles, high quality. Another thing that we think is underestimated are the environmental externalities from battery manufacturing, batteries are an important technology for decarbonization. But the supply chain itself has some very inconvenient ESG externalities, labor to emissions and others. And I would say, final thing that we think the market is missing is there's an assumption that just because the electric vehicle and the supporting battery business, because it's a large and fast growing, that it has to be a high return business. And we are skeptical of that. Precedents from the solar polysilicon and LED TVs and others where when you get capital working and you've got state governments all around the world providing incentives that you get the growth, but you don't necessarily get great returns for shareholders, so it's a bit of a warning to investors to be cautious, be opportunistic, but growth doesn't necessarily mean great returns. Tim, let's return to China for a minute and as I ask you one final question, where will growing China's EV exports go and what is your outlook for the next one or two years as well as the next decade? Tim Hsaio: Eventually, I think China EVs will definitely want to grow their presence worldwide. But initially, we believe that there are two major markets they want to focus on. First one would be Europe. I think the China's export or the local brands there will want to leverage their BEV portfolio, battery EV, to grow their presence in Europe. And the other key market would be ASEAN country, Southeast Asia. I think the Chinese brands where the China EV can leverage their plug-in hybrid models to grow their presence in ASEAN. The major reason is that we noticed that in Southeast Asia the charging infrastructure is still underdeveloped, so the plug-in hybrid would be the more ideal solution to that market. And for the next 1 to 2 years, we are currently looking for the China the EV export to grow by like 50 to 60% every year. And in that long-terms, as you may notice that currently China made vehicles account for only 3% of cars sold outside China. But in the next decade we are looking for one third of EVs sold in overseas would be China made, so they are going to be the leader of the EV sold globally. Adam Jonas: Tim, thanks for taking the time to talk. Tim Hsaio: Great speaking with you Adam.Adam Jonas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people to find the show.
The push toward electric vehicles in the United States and European Union is actually creating a giant strategic opportunity for China, whose carmakers already dominate global markets for batteries and clean energy technology. And the threat of Beijing taking over the electric vehicle industry across the two continents is shaping debates about jobs, trade and the fight against climate change. E&E News reporter David Ferris breaks down how the US and Europe are responding in different ways to the China EV threat. Plus, EPA is opening up $7 billion in funding from the Inflation Reduction Act to states, cities and nonprofit groups to grow residential and community solar projects. David Ferris covers the intersection of transportation and the electric grid for POLITICO's E&E News. Josh Siegel is a congressional energy reporter for POLITICO. Nirmal Mulaikal is a POLITICO audio host-producer. Alex Keeney is a senior audio producer at POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy
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Krystal and Saagar discuss the tumultuous DeSantis 2024 announcement over Twitter Spaces with Elon Musk, Trump mauls DeSantis with mocking memes, Dems Freak over Republican progress on Debt Ceiling, Uvalde One Year Later as there is nearly zero consequences for the cops who abdicated their duty, CIA admits Ukraine behind Drone attacks on Russia, Krystal looks into how one city solved their Rent Nightmares, Saagar looks into Biden losing to China on the Electric Vehicle race, and we're joined by guest Skanda Amarnath from Employ America to talk about 1 Weird Trick That Could Solve the Debt Ceiling.Skanda's Article: https://www.employamerica.org/blog/14th-amendment-debt-ceiling-perpetual-bonds-the-treasurys-political-misjudgments-are-hiding-in-technocratic-failure/To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/To listen to Breaking Points as a podcast, check them out on Apple and SpotifyApple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623 Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl Merch: https://breaking-points.myshopify.com/ Learn more about your ad choices. Visit megaphone.fm/adchoicesSee omnystudio.com/listener for privacy information.
Krystal and Saagar discuss the tumultuous DeSantis 2024 announcement over Twitter Spaces with Elon Musk, Trump mauls DeSantis with mocking memes, Dems Freak over Republican progress on Debt Ceiling, Uvalde One Year Later as there is nearly zero consequences for the cops who abdicated their duty, CIA admits Ukraine behind Drone attacks on Russia, Krystal looks into how one city solved their Rent Nightmares, Saagar looks into Biden losing to China on the Electric Vehicle race, and we're joined by guest Skanda Amarnath from Employ America to talk about 1 Weird Trick That Could Solve the Debt Ceiling. Skanda's Article: https://www.employamerica.org/blog/14th-amendment-debt-ceiling-perpetual-bonds-the-treasurys-political-misjudgments-are-hiding-in-technocratic-failure/ To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/ To listen to Breaking Points as a podcast, check them out on Apple and Spotify Apple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623 Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl Merch: https://breaking-points.myshopify.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
- VW's Q1 Profits Plummet - VW Cleans House at Cariad - Lamborghini Sets All-Time Records - EV Sales Jumping in Germany - GM Sticks with Indiana For Battery Plant - China EV Market Getting Saturated - Baojun Yep Gets EV Pickup Variant - Daimler Updates EV Bus - BYD To Manufacture in Vietnam - Vietnam Massively Boosts Rare Earth Production
- VW's Q1 Profits Plummet - VW Cleans House at Cariad - Lamborghini Sets All-Time Records - EV Sales Jumping in Germany - GM Sticks with Indiana For Battery Plant - China EV Market Getting Saturated - Baojun Yep Gets EV Pickup Variant - Daimler Updates EV Bus - BYD To Manufacture in Vietnam - Vietnam Massively Boosts Rare Earth Production
Every Sunday, Gerard and Laurent debrief last week news in the Energy Transition.On the menu:- Laurent behind enemy lines at Flame (LNG conference)- China EV sales are obliterating legacy foreign automakers- 8-hour storage: RWE sets a record in Australia- Lithium control: Chile vs Australia + has the price finally reach its bottom?- Tesla Superchargers- Avaada Brookfields - 1bnUSD investment (India)
Life Time sees memberships rise. China EV sales jump despite falling car sales overall. And a major recession gauge plunges into triple digits for the first time since 1981. Host: Jackson Cantrell. Learn more about your ad choices. Visit megaphone.fm/adchoices
Los Tesla están tan baratos que casi podemos comprar uno nosotros, incluso siendo podcasters pobres pero honestos. Patrocinador: Vivolt es un gestor energético independiente que te ayuda a ahorrar en tu factura de la electricidad o del gas de tu casa o de tu negocio. No es un algoritmo ni un comparador. Son empleados expertos que analizan tus necesidades, y te explican claramente la empresa que más te conviene. — Yo lo he usado, y ojalá hubiera nacido esta empresa hace tiempo. Increíble. Si Elon decide bajar el precio de los Tesla, nosotros contraatacamos bajando su valor. Analizamos las jugarretas cutres de Twitter con las que ha enfadado a docenas de personas bloqueando Tweetbot, y se nos cae la baba mirando la Starship. Tesla baja agresivamente el precio de los Model 3 y Model Y en España: casi 10.000 euros de ahorro según versión Judge rejects Elon Musk's bid to move trial from S.F. | Automotive News Tesla drops Model 3 prices in Europe | Electrek Tesla shuts down protesters – no compensation for price drop Xpeng, Huawei join Tesla in China EV price war: · TechNode Tesla Cybertruck Will Come With DIY Scratch Removal Solution Diseñe su Model S | Tesla PeopleFamiliarWith on Twitter: "$TSLA semi getting towed on Gerber Road. Say it ain't so. https://t.co/QcIKm099cP" / Twitter Looming Twitter interest payment leaves Elon Musk with unpalatable options | Financial Times Origin DNS error | www.theinformation.com | Cloudflare SpaceX limitará la interferencia de Starlink en el espacio | Digital Trends Español ELON está presentado por Matías S. Zavia (@matiass) y Álex Barredo (@somospostpc). Su tema original está compuesto por Nahúm García (@nahum). — Alojado en Cuonda (@cuonda)
➤ Porsche finetunes E-Performance for future series models ➤ F-150 Lightning Wins 2023 North American Truck of the Year ➤ New 2023 Jaguar I-Pace arrives with design tweaks and new trim levels ➤ MINI Confirms Two Electric Vehicles Will Be Launched In 2023 ➤ 2024 Mercedes-Benz EQG Spied During Winter Testing For The First Time ➤ Suzuki takes first crack at EV with the most conceptual of concepts ➤ Tesla ends Toyota Camry's 28-year winning streak ➤ Tesla Megapack installed in Australia's biggest electric bus depot ➤ Euro NCAP announces best in class results in a record year ➤ CharIN gains new members such as Nio - electrive.com ➤ Opinion: Mazda's rotary range extender is a silly idea ➤ EV transition will benefit most US vehicle owners ➤ Half of Americans think Li-Ion EV batteries are unrecyclable ➤ China EV market getting through rough patch and should return to normal ➤ New VW boss seems lukewarm on EVs, wants to bet on synthetic fuels
Greatest scam ever! Keep em' FAT! 2023 outlook - what comes next. Updates on New Years and the weather in Cali. Announcing the winner of the 2022 Closest to The Pin Cup! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Back at it! Happy New Year - Fed still walking the walk - Monday - Holiday - Greatest scam ever! Keep em' FAT! - New Speaker - Wore them down - McCarthy ! Market Update - Rolling over into the EOY 2022 - Lots of talk about Higher Rates for Longer - 3.5% Unemployment? - Earnings start to roll in this week - JPM, WFC, C, BAC - Recession - Yield Curve Still Inverted, Key Indicators Rolled over California weather update - What is going on? Asset Classes 2022 Asset Class 2022 Sectors 2022 Sectors 2022 S&P 500 Valuations Simple Math - 2 components of valuations made easy - earnings and confidence growth can be maintained - Earnings - last year $215 - exp 2023 $225 - Multiple = Confidence of Growth (Currently at 17 forward) - Recessions usually under 15 (way under) Simple Math Employment Report - Better (lower) wage growth got markets moving - 3.5% unemployment (from 3.7%) - 235k +/- jobs added - Manufacturing jobs lagging - Markets offsided - moved up big after report digested - US Dollar sank, metals rose, Yields came in GDP Report - Latest quarter shows expansion - but.... ISM Blended Composite - Services finally moved under 50 - full contraction now ISM Composite Da' Fed - Federal Reserve Chairman Jerome Powell on Tuesday stressed that central bank policymakers remain committed to wrestling high inflation under control, even though the methods to do so can prove to be politically unpopular. - Speech today seems to warn that the Fed is not going to back down, even if it hurts the economy. - "Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time," Powell said Tuesday in remarks prepared for delivery at a conference held by Sweden's central bank. "But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy." Musk News - Richard Branson said that Elon showed up on his kitchen at 2:30 am ? - Branson said he woke up in the middle of the night to find the SpaceX CEO barefoot in his kitchen downstairs with his fast asleep baby X Æ A-12 after a staff member had let him in. WHAT????????????? - TESLA - Cut prices in China - Backlash! ---- Elon Musk was the second person ever to amass a personal fortune of more than $200 billion, breaching that threshold in January 2021, months after Jeff Bezos. ----- The Tesla Inc. chief executive officer has now achieved a first of his own: becoming the only person in history to erase $200 billion from their net worth. TESLA ---- Disgruntled Tesla Inc. owners swarmed showrooms in China over the weekend to complain about missing out on another round of price cuts as the company tries to boost sales in the world's biggest electric-vehicle market. - Meanwhile - Tesla's Chinese suppliers jumped after the electric automaker slashed prices for some models in China. ---- Now almost 40% cheaper in China as compared to US prices) ----- Price cuts as China ends EV subsidy (news pounded China EV plays) - Shares of Anhui Shiny Electronic Technology closed 8.8% higher and Hengdian Group DMEGC Magnetics gained nearly 9%. Zhejiang China Electrics closed 7.92% higher and Shandong Jinjing Science & Tech rose more than 6%. Wells Fargo - Instead of its previous goal of reaching as many Americans as possible, the company will now focus on home loans for existing bank an...
➤ New photo leaked which appears to show Cybertruck casting ➤ Looking at the calendar for the week ahead ➤ Assessing reporting on Tesla China production ➤ IRS provides update on EV credit changes ➤ Report on initial Taiwan results ➤ Norway crosses EV adoption milestone ➤ Update on Tesla virtual power plant in Texas ➤ Rivian and Mercedes announces partnership pause ➤ Toyota reportedly reevaluates EV plans Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
① Beijing scraps tests for COVID19 when entering public places. What to brace for in the next weeks and months to come? ② EU, Western Balkans summit: will EU enlargement go further? ③ Think tank report shows U.S. dominates global arms sales. ④ China EV sales boom in Nov. What does it say about China's EV market? ⑤ Why Netherlands wrestles for an official apology for its role in slavery?
➤ Tesla's sales and production numbers for China in September have been posted, here is what we can take away from the reports ➤ Model S/X receive approval for tax exemption in China ➤ EV startup announces plans to use Tesla parts ➤ GM announces new business unit ➤ The Boring Company releases new novelty product Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU
- Scout Production Starts in 2026 - VW to Get EV Raw Materials from Canadian Mines - More EV Startups in China - China EV Startups Struggle to Make a Profit - Genesis Teases Interior of BEV Concept - Ford F-150 Lightning Gets Free Charging - Polestar to Supply Boat Batteries - Toyota's New Sienta - Limited Mercedes Race Car Has Big Price Tag - Climate Change Hurting Auto Production - Ford to Lay Off 3,000 Employees - Big Tires Hurt EV Range
- Scout Production Starts in 2026- VW to Get EV Raw Materials from Canadian Mines- More EV Startups in China- China EV Startups Struggle to Make a Profit- Genesis Teases Interior of BEV Concept- Ford F-150 Lightning Gets Free Charging- Polestar to Supply Boat Batteries- Toyota's New Sienta- Limited Mercedes Race Car Has Big Price Tag- Climate Change Hurting Auto Production- Ford to Lay Off 3,000 Employees- Big Tires Hurt EV Range
- U.S. OEMs Slowly Build Back Inventory - Commercial Vehicles Sales Slow in China - Tesla Sales Record Spells Trouble for China EV Makers - VW Had New Phaeton Ready - Bentley Adopts Airline Seat Specs - Opel Converts EV Van to Flatbed - Biden Wants States to Track Vehicle Emissions - BMW Doubles EV Sales - Volvo Drops Out of ACEA - Pete Brock on AAH
- U.S. OEMs Slowly Build Back Inventory- Commercial Vehicles Sales Slow in China- Tesla Sales Record Spells Trouble for China EV Makers - VW Had New Phaeton Ready- Bentley Adopts Airline Seat Specs- Opel Converts EV Van to Flatbed- Biden Wants States to Track Vehicle Emissions- BMW Doubles EV Sales- Volvo Drops Out of ACEA- Pete Brock on AAH
➤ Elon Musk comments on Tesla's Master Plan Part 3 and Tesla's level of interest in mining ➤ Albemarle looks to expand US lithium capacity ➤ Report on Samsung's 4680 battery progress ➤ Tesla begins Long Range Model Y deliveries from Giga Texas ➤ Q2 delivery expectations fall ahead of report ➤ Volkswagen CEO Herbert Diess comments on Tesla ➤ Discrimination lawsuit continues ➤ Correction on China EV incentives ➤ Tesla lays off portion of labeling team ➤ SpaceX faces lobbying pressure (https://www.votervoice.net/SpaceX/Campaigns/95756/Respond) Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Kia EV6 GT On The Start Line At Goodwood Festival Of Speed ➤ Tesla expands availability of new Texas-built Model Y and raises the price ➤ Toyota, Subaru Shares Drop On "embarrassing" Recalls Of First EVs ➤ The Citroën My Ami Buggy Sold Out In Under 18 Minutes ➤ Electric Vehicle Maker Polestar Announces CarPlay Support ➤ TuneIn Announces Integration With Electric Vehicle Manufacturer Rivian ➤ German finance minister calls for ending e-car subsidies, carmakers protest ➤ CATL launches CTP 3.0 battery ➤ China Considers Extending Electric-Car EV Tax Exemptions, State TV Says ➤ Tesla drives China EV export rebound; Europe absorbs big chunk of the shipments ➤ Coming soon: EV and battery sold separately ➤ Rome to cut down on electric scooters ➤ This New ABB Facility Will Produce One DC Fast Charger Every 20 Minutes
Kelvin Wong, Analyst, CMC Markets, discusses how the support from Chinese policymakers will help prop up the sector, which will also get a lift potentially from a rebound in broader Chinese markets. See omnystudio.com/listener for privacy information.
- BrightDrop Makes 1st Deliveries to FedEx - Daimler Using LFP Batteries for Long Haul Truck - Honda Breaks Ground on New EV Plant in China - VW Test Helps Increase Renewable Energy Use - EV Production Updates - BMW Digitizing All of Its Production Plants - GM Drops 4-Year Degree Requirement for Salaried Workers - Ford Tries Direct Sales in China - Plasma Ignition Proves Better Than Spark Plugs - R.I.P. Maryann Keller
- Chinese Leadership Doesn't Trust Tesla- Expensive EVs Threaten EV Revolution- Entry Level EVs Need to Sell Well- Car Color Affects Depreciation- Volvo Truck Pushes Forward with Fuel Cells - Volvo's FCEV Rock Hauler- Opel Jumps into Fuel Cell Segment- Bridgestone and Dow Develop Run Flat Tire- Lamborghini Helps Ukrainian Supplier- BMW Invests In E-Drive Manufacturing…- …And Autonomous Forklifts
Tu & Lei go over March sales and BYD's continued strength despite all the prevailing headwinds and challenges that the other EV makers seem to be running into. Tu explains that the China EV space is being told in chapters starting with Tesla is coming to the current chapter of BYD begins to dominate. Lei continues on with a brief history of BYD and the important milestones in its brief but eventful history and how each inflection point in its history builds up to the announcement that it'll no longer build ICE vehicles. Tu also points out that the current direction of the auto sector, investing heavily to bring in-house battery cell R&D & chip design, BYD has been a pioneer in those two areas. Lei then turns to some of the challenges that BYD faces and what they still need to confront if they're to continue to build momentum, gain share and finally enter foreign markets with their passenger vehicles. Tu and Lei move the talk over to Geely and how they're trying to turn past issues with Chinese build quality on its head by building Smart, Lotus, and Polestar brands in China for the foreign markets. Tu and Lei close the pod by talking about what they expect and how severe the lockdowns in Shanghai and Jilin will be to the automotive sector in Q2'22.
Show #1390 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of information. It's Tuesday 1st March, it's Martyn Lee here and I go through every EV story so you don't have to. Welcome to a new PATREON PRODUCER RICHARD GOLDSMITH. If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. LUCID SLASHES 2022 VEHICLE PRODUCTION FORECAST - Lucid Group is cutting its car production forecast for this year by as much as 40%, sending shares of the electric vehicle start-up tumbling 14% during after hours trading. - The company on Monday cited supply chain constraints and parts quality issues for slashing production to between 12,000 and 14,000 vehicles, down from initial expectations of 20,000. - Rawlinson said Lucid also will delay its second vehicle, an electric SUV called Gravity, to the first half of 2024. It was initially expected in 2023. He said the delay is to refine the product and give more time to impose best practices from launching the Air. - Lucid said customer reservations now exceed 25,000 units, reflecting potential sales of more than $2.4 billion. That's up from 17,000 units in November. Original Source : https://www.cnbc.com/2022/02/28/lucid-slashes-2022-vehicle-production-forecast.html KIA EV6 NAMED 2022 CAR OF THE YEAR - he all-new Kia EV6 has been named the 2022 Car of the Year in the prestigious Car of the Year (COTY) awards. - 59-strong jury consisting of highly respected motoring journalists from 22 European countries. - The Kia EV6 was initially listed for consideration for the top award alongside over sixty models that launched during 2021. In November, the COTY jury whittled this longlist down to a seven-strong shortlist, six of which were electric vehicles (EVs) - The Kia EV6 received a total of 279 points to claim victory and be crowned 2022 Car of the Year, followed by the Renault Mégane E-Tech (265 points), Hyundai IONIQ 5 (261 points), Peugeot 308 (191 points), Škoda Enyaq iV (185 points), Ford Mustang Mach-E (150 points) and Cupra Born (144 points). - The 2022 Car of the Year award is the latest in a growing number of globally renowned awards bestowed on the EV6 since its introduction last year. Other titles recently claimed include: 2022 Irish Car of the Year; 2022 What Car? ‘Car of the Year'; ‘Crossover of the Year' at the TopGear.com 2021 awards; ‘Premium' winner in the German Car of the Year 2022 awards; and joint winner of the inaugural ‘Best Cars of the Year' 2021/2022 awards. - The EV6 is the first of seven dedicated EV models Kia plans to launch by 2026. Original Source : https://press.kia.com/eu/en/home/media-resouces/press-releases/2022/Kia-EV6-named-2022-Car-of-the-Year.html - The EV6 was crowned this year's winner in a ceremony at the Palexpo exhibition centre in Geneva, Switzerland, which would typically now be hosting the Geneva International Motor Show but for its cancellation for the third year running. - The EV6 – the first Kia to win the award, and the third pure battery-electric car to do so – scored 279 points as it saw off challenges from six other shortlisted cars in a closely fought competition. - The EV6 follows the Nissan Leaf in 2011 and the Jaguar I-Pace in 2019 as winning BEVs - The Car of the Year is an independent organisation supported by nine automotive publications, including Autocar, from nine European countries. Original Source : https://www.autocar.co.uk/car-news/new-cars/kia-ev6-named-car-year-2022 KIA EV6 WHOLESALE SHIPMENTS EXCEEDED 6,000 IN JANUARY 2022 - According to Kia, last month, EV6 wholesale sales (closely related to production) amounted to 6,378. Interestingly, only 115 units were sold in South Korea, while the rest were envisioned for export. - Cumulatively, the company produced over 35,000 EV6, out of which about 11,000 were sold in South Korea. For reference, the Hyundai Ioniq 5 wholesale sales amounted to 2,103 in January, which is far below the average from previous months. - Retail sales of the Soul EV and Niro EV outside of South Korea amounted to respectively 532 and 5,419 - Kia BEV sales in last month: EV6: 3,407 (6,378 wholesale) incl. 115 (South Korea) and 3,276 (Europe) Niro EV: 5,419 (outside South Korea) Soul EV: 532 (outside South Korea) Total: at least 9,358 (up 114% year-over-year) or 4.4% of the total volume Original Source : https://insideevs.com/news/570499/kia-ev6-wholesale-january-2022 US: HYUNDAI IONIQ 5 SALES SURGES IN FEBRUARY - Hyundai Motor America reports record-breaking retail February 2022 sales in the US - the Hyundai Ioniq 5 noted 2,555 units in its second full month of customer deliveries, after 989 in January. That's a pretty strong number (4.9% of the total Hyundai volume), comparable to some of the Ford Mustang Mach-E monthly results in 2021. - So far this year, Hyundai sold over 3,500 Ioniq 5 and almost 3,700 cumulatively Original Source : https://insideevs.com/news/570720/us-hyundai-ioniq5-sales-february2022/ FELICITY ACE CARGO SHIP CARRYING PORSCHES, VWS, AND LAMBORGHINIS HAS SUNK - The Felicity Ace, the cargo ship that caught fire while carrying thousands of brand new Volkswagen, Porsche, and Lamborghini vehicles, sunk Tuesday morning, according to a press statement. - The Felicity Ace became submerged around 253 miles away from the Portuguese archipelago of Azores around 9 a.m. local time on Tuesday. - “The weather was pretty rough out there,” Pat Adamson, a spokesperson for the Felicity Ace's operator - Before Tuesday, the last update from the vessel's owners, Japan-based Mitsui O.S.K. Lines transportation company (MOL), came on February 25, saying the boat was stable and had been boarded by salvage crews. - The Felicity Ace's fire was reportedly complicated by a number of electric cars onboard Original Source : https://www.roadandtrack.com/news/a39278137/felicity-ace-cargo-ship-sinks/ ELECTRIC VEHICLES DOMINATE UK CAR OF THE YEAR AWARDS 2022 - The results from the first round of voting in the UK Car of the Year Awards 2022 sees eight manufacturers triumph in 10 categories. Doubling up on Awards were Skoda – winning with its Fabia and Enyaq models in the Best Supermini and Best Medium Crossover categories respectively – and Hyundai. The Korean manufacturer's IONIQ 5 topped the Best Family Car crown - Another manufacturer picking up its first UK Car of the Year Award was Fiat. The company's 500-e was deemed by the judges to be the Best City Car in this year's competition. - BMW's victory in the Best Large Crossover category – with the iX – ensured that the Germany manufacturer remained the most successful brand at the UK Car of the Year Awards. - this year sees another electric car voted best in its class as the Porsche Taycan was crowned Best Luxury Car. Original Source : https://electriccarsreport.com/2022/03/electric-vehicles-dominate-uk-car-of-the-year-awards-2022/ ATTO 3 FIXED PRICING CONFIRMED, AS BYD GEARS UP TO POWER 1 MILLION EVS A YEAR - EV Direct has confirmed there will be no hiking up of or bargaining on prices for the BYD Atto 3 electric crossover after the announcement it will sell through Eagers Automotive dealerships on Thursday. - Previously only available to order online through the EV Direct website, the Eagers deal includes a 49% stake in the BYD import group and along with a deal with mycar will see the fledgling import company secure exposure to some 80% of the Australian population, enabling regional test drives. - The BYD Atto 3 launched in late February with great fanfare, and with the announcement that the electric crossover from China EV giant BYD would become the most affordable EV on the market currently, priced from $44,900. Original Source : https://thedriven.io/2022/03/01/atto-3-fixed-pricing-confirmed-as-byd-gears-up-to-power-1-million-evs-a-year/ APPLE HAS WON AN ELECTRIC VEHICLE PATENT COVERING A NEXT-GEN LIQUID COOLING SYSTEM Original Source : https://www.patentlyapple.com/2022/03/apple-has-won-an-electric-vehicle-patent-covering-a-next-gen-liquid-cooling-system.html COPENHAGEN AIRPORT TO INSTALL 1,350 CHARGING STATIONS Original Source : https://www.electrive.com/2022/02/28/copenhagen-airport-to-install-1350-charging-stations/ NORTHVOLT TO TRANSFORM A FORMER PAPER MILL IN SWEDEN INTO A EV BATTERY GIGAFACTORY - Original Source : https://www.futurecar.com/5234/With-Over-$50-Billion-in-Contracts-Northvolt-to-Transform-a-Former-Paper-Mill-in-Sweden-into-a-EV-Battery-Gigafactory ITALIAN UNION SEES DEAL ON TERMOLI BATTERY PLANT BY MARCH 10 Original Source : https://finance.yahoo.com/news/italian-union-sees-deal-termoli-130203880.html HERE ARE ALL THE EVS THAT COME WITH FREE CHARGING Original Source : https://www.edmunds.com/car-news/evs-with-free-charging.html CITY OF HOUSTON PURCHASES 100 ELECTRIC VEHICLES TO REPLACE AGING FLEET Original Source : https://www.bizjournals.com/houston/news/2022/02/28/new-fleet-of-97-electric-vehicles.html 5 WAYS US STATES CAN GET MORE ELECTRIC SCHOOL BUSES ON THE ROAD Original Source : https://www.greenbiz.com/article/5-ways-us-states-can-get-more-electric-school-buses-road TRAINS WITH BATTERIES BIG ENOUGH TO POWER SMALL TOWNS Original Source : https://www.forbes.com/sites/alanohnsman/2022/03/01/the-new-frontier-in-electric-vehicles-trains-with-batteries-big-enough-to-power-small-towns/ NEW 2022 FISKER OCEAN SUV ON SALE IN THE UK FROM £34,990 Original Source : https://www.autoexpress.co.uk/fisker/ocean/106327/new-2022-fisker-ocean-suv-sale-uk-ps34990 QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What's the best looking EV on the market right now? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/
Lei starts off with a hammer, throwing all of the mindblowing numbers from China EV market from 2021. Tu & Lei marvel at how it really was an amazing year for EV adoption and growth. After the long discussion and unpacking of the statistics, Tu and Lei talk briefly discuss the history and catalysts that helped get the sector to where it is now. Inflection points like Tesla entering the market, NIO & XPeng launching, transitioning to Tesla then launching ShanghaiGiga and manufacturing vehicles locally. Tu moves onto how western media still tends to lump all of China EV Inc into the same bucket and argues that since the sector is market-driven, a more nuanced discussion needs to take place that includes, pricing segments, features, and positioning. Lei moves to discuss the media interview with current Volkswagen China CEO, Dr. Wollenstein, and his post-mortem on 2021. Lei and Tu then talk about the announcement of BYD and Nuro partnering to deliver autonomous delivery vehicles to be manufactured in California by BYD.They close out the pod discussing U Power, an electric vehicle platform developer looking to find partners that can develop top hats for their platform and takeaways from U Power's keynote.
https://twitter.com/derznovich Access our Live event on the link above!! Just a short teaser to tell you about an experiment we are planning to try on Monday morning BJ time, Sunday night U.S. time. Joyce and I will be hosting a Twitter Live interview with James Gao of BEN and Tu Le of Sino Auto Insights and the China EVs and More podcast. If we manage to figure out the technical stuff, it will start at 8:00 am Monday China time, and that's 7 pm Eastern, 4 pm Pacific on Sunday. In this upcoming episode, we are going to talk about the China EV market, which is poised to surpass 3 million vehicles this year and 5 million next year. We're going to talk about China's EV startups, international brands, and what makes China so disruptive in the EV space. We'll touch on some issues like range, design, battery size, and charging. We'll bring it back to the issue of emissions and the environment, and take your questions. If all goes well, we'll play a game of buy-sell-or-hold with our esteemed guests, and our audience will get to play too! So looking forward to seeing you there with us, LIVE, on the Environment China podcast on Twitter Spaces, Sunday night US time, Monday morning China time! You can access the Live event on the link above.
Lei declares that this is the 'Week of Big Bets!'Tu and Lei unpack various automakers' September sales numbers and the overall outlook of the China EV market. They take a close look at Tesla reconciling sales vs. capacity and where they go next.They then move onto NIO's move into Norway and how asset-heavy it seems to be. Tu and Lei close out the pod with a chat about Geely including Polestar's ambitious growth plans.
➤ Elon Musk provides updated timeline on FSD Beta 10.1, gives clarification on FSD Beta request button plans ➤ Tesla pushes new FSD Beta version 10.0.1 ➤ Elon Musk alludes to big September in Germany ➤ China's World New Energy Vehicle Congress welcomes Elon Musk as remote event speaker ➤ Model 3 delivery estimates updated ➤ Former Neuralink co-founder comments on departure Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Jeffrey Yu Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Tesla stock has had a fabulous run and now a pullback, but Tesla is just another car company, and they are a USA car company. There are better growth companies elsewhere in China EV stocks.Welcome back tribe members! Today I'm discussing "Six Reasons Why I am Selling My Tesla Stock". If you enjoy this video feel free to SUBSCRIBE! Make sure to follow me on social media for even more coverage of the stock market.The Power of a Tribe: https://www.amazon.com/dp/B096TWBDM3/...Get Surfshark VPN at https://surfshark.deals/INVESTORS and enter promo code INVESTORS for 83% off and 3 extra months for free! Follow Me: Facebook: https://www.facebook.com/BestofUSLLC/Instagram: https://www.instagram.com/bestofusinv...Twitter: https://twitter.com/BestOfUsInvestSubscribe:https://www.youtube.com/channel/UC-hq...Help Kerry and Nita win the race against Childhood Cancer and keep their daughter Shay's memory alive. Your support makes a direct impact in the fight against Pediatric Cancer at Children's of Alabama by helping advance research in finding a cure for cancer. http://give.childrensal.org/bestofusWe have Up-Graded Our Discord: Kerry's Portfolio, Trades and InsightsThis is the new link: https://discord.io/bestofus. It is now organized by topics and will be easier to navigate and communicate.
With the support of the government, Tesla broke ground on a major Shanghai factory in 2019 and last year began delivering Model 3 vehicles made at that site to customers in China. Tesla has been a poster child for Beijing's efforts to demonstrate that China is letting more foreign businesses into its relatively closed market, however that's not stopping them from pushing Chinese owned EV companies to the forefront of the EV race. Wuling Hong Guang Mini EV has overtaken Tesla Model 3 as the world's most popular electric vehicle for the first time, and other Chinese EV brands aren't too far behind. On this episode we break down how Tesla can dominate China EV market and secure it's position as the top EV brand in the world.Guest: Alex Guberman, Creator & Host - E for ElectricE for Electric Youtube Channel ➜ http://bit.ly/EforElectric#Tesla #Elon #China~How Tesla Can Dominate China w/ Alex Guberman | E for Electric~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook
The is a special double episode with one of the best minds in the lithium/cathode/battery arena – Dr Yuan Gao. I have been proud to call Yuan my friend for nearly a quarter of a century. In today's episode we discuss new safety regulations for the China EV market that will take effect in January. The new rules will likely have an impact on cathode/battery pack choices in China – perhaps for several years. You will learn the details. The new content is about 30 minutes – as a bonus I have included episode 43 which was recorded in Santiago, Chile in June, 2019. Even if you listened last year, you will likely learn something new listening again. For new listeners, I absolutely recommend E43. I edited out first few minutes so it begins with questions rather than the lengthy intro.
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