MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence
China EVs & More
CATL and BYD
The West wants to create a non-Chinese supply chain, right? But everyone seems to have slightly different approaches. Europe has the same strategic ambition as the US, but yet we see CATL coming into Hungary. We see VW only mistaken, both around Bodeo-Plant in Germany. So we see Europe more willing to accept Chinese companies into Europe at the same time as nurturing home-grown competitors. The US seems to be taking a much more strict approach, which is we don't want China involves at all.
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