State of play for EV stocks & the auto industry winners and losers

Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7e

More about Antipodes: https://antipodes.com/

Key times:

• Shifting dynamics in the auto industry over the past 3 years: 1:00
• EV demand now below previous market expectations? 3:20
• The rise of Chinese automakers: 9:30 
• Are hybrid electric vehicles here to stay? 19:00
• Solid state batteries & autonomous vehicles: 22:30
• Who will be the long term winners and losers in the global auto industry? 29:30

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.