Скачать или смотреть Catalysts for growth in the Electric Vehicle market

Don't worry about the competition. It doesn't matter whether it is Ford, Rivian, Tesla, GM, VW, Polestar or the Chinese manufacturers BYD, XPENG, Nio or Li. The market is so big, nobody can serve it all.

The industry that has been built around internal combustion engine vehicles is worth trillions. These are the events that will accelerate the move towards EV's and unlock the biggest industry disruption we will experience in our lifetimes.

Thank you once again to Wu Wa and his amazing drone footage of the Giga Shanghai factory and port.

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--Contents--
0:00 Current electric vehicle growth rate
1:42 The actual size of the market
4:06 The oil price and its impact on EV adoption
5:13 Government Incentives and Controls
6:13 Balance of Trade and Inflation
7:43 Geo-political risk
8:20 Innovation
10:22 Breaking the barriers to adoption
11:15 One billion vehicles to be replaced