John Murphy

John Murphy, a managing director at Haig Partners with deep expertise in the auto sector, shares insights on the waning EV tax credit's impact. He argues that without the subsidy, demand for electric vehicles will plummet, forcing automakers to pivot back to profitable truck sales. Murphy also discusses the fragmentation of powertrains affecting profitability and highlights the opportunity in aftermarket services. The conversation raises intriguing questions about the possible resurgence of internal combustion engines amidst evolving market dynamics.