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55. EVs: Tesla against the world - Redefining Energy podcast
2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch up on Tesla.
What’s the current state of play in the EV market? Among the OEMs, which are the Tesla challengers, and which are the laggards? Do the SPACs have any future? What are the Chinese up to? What to think about innovative outsiders such as Rivian and Rimac? What about vertical integration, software developments, autonomy, and new services?
A refreshing open conversation with our friend James Carter, a 25-year veteran of the Automotive industry and recognized sharpest mind on the future of mobility.
References:
Benchmark Mineral Intelligence: https://www.benchmarkminerals.com/
Rho Motion: https://rhomotion.com/
A great thanks to Aquila Capital for supporting the show: https://www.aquila-capital.de/en/
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