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13min chapter
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Forward Guidance
China's Dominance in the Electric Vehicle Market
The chapter explores how China's strategic focus on electric vehicles has propelled them to a dominant position in the market, driven by advancements in battery technology and supply chain management. It forecasts intense competition in the mass market EV segment, as Chinese manufacturers offer competitive pricing and technological superiority. The chapter also discusses the expansion of Chinese auto manufacturers into international markets and the shifting landscape towards hybrid and electric vehicles.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode