Do you anticipate that in the decades to come, the chinese will seek to expand their permaneve military bases overseas and parts of the world where there are precious metals required for future batteries? The simple answer is yes, of course. And they have sort of strategic and doctrinal discussions that support that reality.
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.