EV Market Dynamics
A nuanced discussion reveals the complexities behind the current electric vehicle market slowdown, highlighting oversupply in manufacturing and softening demand. Companies are grappling with low lithium prices and the consequences of past stockpiling strategies, leading to uncertain decision-making in a volatile market. The conversation underscores the paradox of market behavior, where companies often act contrary to rational expectations.In this clip
From this podcast
Catalyst with Shayle Kann
Unpacking China’s cheap battery costs
Related Questions