AD #4089 - BYD #3 Globally by Market Cap; U.S. Smuggles in Chinese Minerals; AV Race Car Smashes Track Record
About this episode
The podcast covers how the US is circumventing China's mineral export restrictions through third countries, impacting critical battery and semiconductor supplies. Tesla faces challenges but remains the most valuable automaker globally, with BYD ranking third by market cap. China's EV exports are booming despite US policy changes, while Ford plans affordable EVs with new battery tech. Autonomous vehicles make headlines as a self-driving race car breaks a track record in Italy. Rivian expands its quad motor lineup and micro-mobility spinoff. Used car prices rise due to supply constraints. Volkswagen posts mixed sales results, and Bentley unveils a futuristic EV concept with unique design features.
Ford Model T
"...y're working on the EV equivalent of a modern day Model T that will be out in twenty twenty seven. We don't..."
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