EV Market Insights
Nathaniel discusses the growing potential of the drayage market for electric vehicles, particularly in California, highlighting Tesla's collaboration with Frito Lay. The conversation shifts to the broader implications of onshoring and reshoring in the U.S. supply chain, especially in light of recent manufacturing announcements following the IRA. Notably, there's a tension with Europe as it seeks to establish its own policies to avoid reliance on imports, particularly in the battery industry.In this clip
From this podcast
Catalyst with Shayle Kann
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
Related Questions