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Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
EV Sales - Is China a Good Place to Start?
There is 12 trillion RMB on the sidelines right now because people have not been able to spend any money in China outside of the automotive sector. We could see, I can see 50% growth in Europe and the U.S., which would mean almost 3 million units in Europe. And that would be close to a million and a half units in the United States.
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