Gianni Kovacevic

Gianni Kovacevic, an author and energy investor, shares insights on the automotive industry’s challenges, particularly Ford’s failure to adapt to electric vehicles. He discusses China's rapid ascendance in the EV market and how global automakers are falling behind. With a keen eye on lithium and phosphate markets, Gianni emphasizes their investment potential amidst looming shortages. He also highlights the importance of electricity in automotive energy and shares lessons from his Tesla road trip, painting a vivid picture of the future of EV adoption.

Gianni Kovacevic, an insightful author and investor specializing in energy and automotive transitions, explores the seismic shifts in the auto industry. He critiques Ford for failing to adapt, highlighting its massive EV write-down and sluggish pivot to electric vehicles. Gianni reveals how China’s dominance in EVs stems from aggressive adoption, reshaping global markets. He discusses investment opportunities in lithium and phosphate, and shares his perspective on the future of EV technology, dismissing hydrogen in favor of electric solutions. Kovacevic also stresses the need for the West to innovate and collaborate, especially with Chinese firms.

Gianni Kovacevic, investor and author of "My Electrician Drives a Porsche," shares his extensive knowledge of global energy markets. He details the historical evolution of energy from whale oil to renewables, highlighting the significance of copper and lithium in future energy transitions. Kovacevic discusses the geopolitical impacts of oil, the rise of electric vehicles, and the challenges facing nuclear energy. With insights into China's energy landscape and the shift towards renewable sources, he paints a compelling picture of our energy future.