Investing Experts cover image

Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan

Investing Experts

00:00

The Future of Electric Vehicles

I don't see them taking over the entirety of cars and trucks on the road for a long, long time. I mean, airliners have no idea how to replace kerosene jet fuel with a different sort of technology. You know, they are still just at their infancy. Tesla's definitely got the lead on that. But, you know, I do think they will. It's like we're just seeing it begin to take up a modest chunk of total unit sales for cars. Same concept in China, there's another huge demand growth.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app