Robotaxi is the only currently operating lithia mind in america. There's only one of them, im, and it ends upso by thacker pass - which is where they're trying to build the second one,. Its environmental review right now. So i'm really curious to see the the lithium belt. Is it even possible at this point for the us. To sort of step away from this dependence on china? Can it cant even be done? I think that it absolutely is.
Everyone has a strategy for the electric, autonomous mobility era, and the gang regularly discusses private sector strategies, but what about nation state competition for the future of transportation? Alex, Kirsten and Ed are joined by Nathan Picarsic of Horizon Advisory to dissect the evolution of China's industrial strategy, from traditional automotive to EVs to AVs and beyond. From Tesla's unique factory deal and recent publicity issues to China's domination of the EV supply chain, geopolitical competition meets mobility technology in this wide-ranging discussion.