EV Adoption

The video discusses the evolving landscape of China's EV market, highlighting the industry's consolidation and the price war initiated by Tesla. It explores the challenges of oversupply, regulatory changes, and consumer confidence issues. The discussion also covers the potential for market consolidation and the role of Chinese automakers in emerging markets, emphasizing their growing influence and market share.

How might consolidation in the Chinese automotive market lead to a healthier industry?

Discuss the role of Chinese automakers in emerging markets like India and Southeast Asia.

What are the expectations for EV sales growth in emerging markets for 2023?