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Indhold leveret af Antipodes Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Antipodes Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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State of play for EV stocks & the auto industry winners and losers

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Manage episode 404505677 series 2973891
Indhold leveret af Antipodes Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Antipodes Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

47 episoder

Artwork
iconDel
 
Manage episode 404505677 series 2973891
Indhold leveret af Antipodes Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Antipodes Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

47 episoder

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