Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
EV Subsidy
CATL will just sign a strategic cooperation with Huawei. The frying print says they're working on a high-end smart EV brand. I'm not sure if that's pointing to existing ones or there will be another new brand coming out. And CATL has invested into several OEMs already. So this play with Huawei is encompasses, I think, quite a lot of different brands.
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