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.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app