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Home > Good Value > State of play for EV stocks & the auto industry winners and losers
Podcast: Good Value
Episode:

State of play for EV stocks & the auto industry winners and losers

Category: Business
Duration: 00:34:40
Publish Date: 2024-03-04 02:10:04
Description:

Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e

More about Antipodes: https://antipodes.com/

Key times:

  • Shifting dynamics in the auto industry over the past 3 years: 1:00
  • EV demand now below previous market expectations? 3:20
  • The rise of Chinese automakers: 9:30 
  • Are hybrid electric vehicles here to stay? 19:00
  • Solid state batteries & autonomous vehicles: 22:30
  • Who will be the long term winners and losers in the global auto industry? 29:30

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security. 

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