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Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold
Forward Guidance
China EV Industry and Investment Opportunities
The China EV industry witnessed a surge in startups around 2018-2020, including prominent names like NIO, XPeng, and Li Auto. China's electrification story was well-founded due to the country being a significant energy importer, leading to environmental challenges from heavy gasoline consumption. The entry of Tesla and the lifestyle trend towards pro-planet choices in the West reinforced the logic of China's electrification. The shift to electric vehicles was crucial in addressing the environmental issues of air quality in major Chinese cities like Shanghai and Shenzhen, making it a compelling case from both geopolitical and industrial standpoints. The speaker's experience as a former chief strategy officer of a Shanghai EV startup provided valuable insights into the industry's growth and potential for investment opportunities.
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