Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
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What's Next for Mercedes-Benz in 2023?
Mercedes is relatively more independent now that they've pushed the Dharma truck into those sub- sub-rentity and all these within a larger VW group. And then we're still waiting for the mini, what's happening with mini with that spotlight automotive. That's been awfully quiet recent years. So those are some of the things that we can look forward to in 23. I mentioned that I could see the ET5 selling easily 20,000 units a month towards the end of 2023. We both were long Neo because they seem to have launched all their major products for 2022. Now we'll reap the benefits of a good number of new products for 2023.
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