Can the West Catch Up to China’s EV Surge? w/ Michael Dunne of Dunne Insights

CHAPTERS 📖
(00:00:00) Introduction and Guest Overview
(00:01:31) China's Dominance in Car Exports
(00:03:04) The Rise of BYD and China's EV Market
(00:04:58) EV Adoption Trends Across the Globe
(00:06:46) Future of Robo-Taxis and Autonomous Vehicles
(00:08:07) PHEVs vs. BEVs: Consumer Preferences
(00:10:49) Chinese Auto Export Strategies
(00:12:32) China's Cost Advantage in Manufacturing
(00:15:02) Tesla’s Role in China's EV Revolution
(00:18:59) The "Techno Kings" and EV Innovation
(00:20:13) Legacy Automakers Struggle to Compete
(00:22:06) China's Overseas Manufacturing Expansion
(00:23:56) Impact of US and European Tariffs on Chinese EVs
(00:24:56) Western OEMs' Survival Strategies
(00:26:50) Joint Ventures as a Path Forward
(00:34:23) Inflation Reduction Act and US EV Strategy
(00:39:22) China's Supply Chain Advantage
(00:42:41) Stimulating Demand in China and the US
(00:53:59) The Role of Chinese Investment in US Manufacturing
(00:57:08) Elon Musk's Influence on US EV Policy
(00:57:44) China's Long-Term Strategy and Economic Leverage
(01:00:39) Final Thoughts: A Shifting Global Auto Market

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Links 🌍

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Podcast:
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X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein