China EVs & More

Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023

Dec 20, 2022

36:36

Highlights

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Episode notes

Neo S8 and MyBok Ultra Luxury Models - What's Next?

02:07

China, EVs, and Strong Values

01:56

EV Subsidy

03:34

Introduction

2min

Is Ford Desperate?

3min

Is CATL Protecting CATL?

2min

EV Subsidy

4min

The Chinese Government Is Just Going to Let It Rip, Right?

2min

EV Sales - Is China a Good Place to Start?

3min

The Global Automotive Market Is Still Flat, Right?

2min

Neo S8 and MyBok Ultra Luxury Models - What's Next?

2min

GM CEO, William Durant, a Strategy of Vertical Integration

2min

10.

Is the Russian Doll Strategy Taking the Hit Right Away?

2min

11.

2min

12.

Is ABB Audi BMW Bens the Most Successful in 2023?

3min

13.

What's Next for Mercedes-Benz in 2023?

2min

14.

P7 Refresh

2min

15.

COVID - The Last Episode of 2022

3min

16.

China, EVs, and Strong Values

2min

Tu and Lei start out the podcast with a discussion on rumors of Ford building a battery factory that CATL would use to fab cells for Ford vehicles. This evolves into broader discussion about CATL & Huawei's ambitions.

Lei then talks the broader China economy for 2023 and how exports will likely continue to be strong next year.

Tu and Lei move the pod over to Li Auto's ambition and current sales of the L8/L9.

Tu and Lei then discuss some of the topics they discussed for their Deutsche Bank investor call including how they would rank who would be the most successful in 2023 out of ABB (Audi, Bimmer, Benz).

Tu ends this pod with a brief update on the product rollout for XPeng in 2023 with three new or refreshed products on their way.

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China EVs & More

Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023

Neo S8 and MyBok Ultra Luxury Models - What's Next?

China, EVs, and Strong Values

EV Subsidy

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Discoverhighlights

Save anymoment

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