AD #3932 - EV Sales Forecasts Lowered as Trump Wins; Lucid’s Rawlinson Makes More Money Than GM’s Barra; China SSB To Drop Anode, Separator
About this episode
The discussion covers the impact of Donald Trump's reelection on EV sales forecasts, highlighting potential cuts to subsidies and relaxed fuel economy rules that could lower EV market share in the US. The episode also reviews recent earnings from JLR, Lucid, and Rivian, noting Lucid CEO Peter Rawlinson's high compensation. Key industry moves include Stellantis partnering with Infineon on electrical architectures, Audi launching a China-specific EV brand, and Chinese firms advancing solid-state battery technology. Additionally, China's strong car sales driven by scrappage incentives and leadership changes at BorgWarner are covered.
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