Link to the previous EVs episode from 2021 referenced in this podcast: https://www.podbean.com/eas/pb-gy3zp-ff1e7eMore about Antipodes: https://antipodes.com/Key times:Shifting dynamics in the auto industry over the past 3 years: EV demand now below previous market expectations? The rise of Chinese automakers: Are hybrid electric vehicles here to stay? Solid state batteries & autonomous vehicles: Who will be the long term winners and losers in the global auto industry? *Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security.