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Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
Is Ford Desperate?
Ford is considering an interesting tactic, which is possibly owning a plant. The geopolitical part of it is a huge play here because Michigan is kind of an underdog. Ford already has a relationship with BYD in China. I don't think GM or Ford can be successful without BYD or CATL on the LFP side.
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