Five months ago, we recorded our most incendiary episode yet. In The EV Inferno, we wondered whether EV sales were about to fall off a cliff, or whether we’d just hit a bump in the road.
With the benefit of time, the picture’s becoming a little clearer, if no cleaner.
In this episode, we look at how the EV market might be fracturing between the EU, the US, and China, and what that means for legacy OEMs and startups, particularly when it comes to plug-in hybrids.
Of course, we can’t escape the travails at Tesla, and we look at the strengths that old-school car makers are bringing to the EV market as companies like Fisker stumble and fall.
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⏰ Time stamps
00:00 Pre-roll
00:55 Intro
04:11 The U.S. Market View
08:10 Tesla cancels the $25k czar
19:03 The return of the hybridc
24:17 OEMs are failing to effectively educate consumers
32:14 Is China running a different race?
33:30 The risk to consumers of EV startups failing
39:49 We were wrong about BMW's EV strategy
52:01 Outro
52:13 Post-roll
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52 mins