Is It About Industrial Policy?

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

There's been some concern about the extent to which china dominates the he e v supply chain. How real are those fearsnd, and how real are they? S, it's hard to oversell how real they are. They don't start with just am, you know, batterye cell and battery production facilities. They start all the way up stream. The critical materials that most of our current battery chemistries depend upon are tend to be relatively rare,. Ere distributed in consolidated fashion, types of extractive resources. And China has taken a pretty deliberate approach to gobbling those up.

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.