What happens when Chinese Automakers arrive?
Welcome to this snippet of our 23rd Gold Nugget, “The New Trade War”. The US announced a 100% tax on Chinese Automakers EVs, and the EU is launching CBAM in 2026. This episode examines the consequences of such protective measures for our industry.
We compare the current situation with past events and predict the possible outcomes for European foundries. We also discuss the competitive advantages of certain electric vehicle brands. And spoiler alert: it is not the obvious answer.
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