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Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
The Global Automotive Market Is Still Flat, Right?
The wild card, I think, is back to that guidelines to spur domestic consumption. What's happening there is still a majority of the market. So there are continuing to be stimulus watch out because at the end of the day, it's not any V consumption. It's consumption and automotive has really carried a lot of this consumption.
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