This podcast episode analyzes the evolving landscape of the automotive industry, particularly focusing on the transition from internal combustion engines (ICEs) to electric vehicles (EVs). It explores the changing nature of cars, car production, and car manufacturing, emphasizing the trend towards vertical integration and the rise of China as a major automotive player. The episode also delves into the challenges associated with the transition to EVs, discussing raw material supply constraints, battery costs, and the need for transformative supply technology. Additionally, it explores the impact on the metals industry and identifies key factors driving down battery prices and emerging battery technologies.
