EP18 - Revisiting The EV Inferno: how has the EV market changed, five months on?

Five months ago, we recorded our most incendiary episode yet. In The EV Inferno, we wondered whether EV sales were about to fall off a cliff, or whether we’d just hit a bump in the road.With the benefit of time, the picture’s becoming a little clearer, if no cleaner.In this episode, we look at how the EV market might be fracturing between the EU, the US, and China, and what that means for legacy OEMs and startups, particularly when it comes to plug-in hybrids.Of course, we can’t escape the travails at Tesla, and we look at the strengths that old-school car makers are bringing to the EV market as companies like Fisker stumble and fall.📨 Subscribe to Looking Out - The Newsletter, the partner newsletter to this podcast.https://automobility.substack.com🤝 Connect with us on LinkedInDrew -   https://www.linkedin.com/in/drewpasmith/Joe - https://www.linkedin.com/in/joseph-simpson-92863a2/📸 Follow us on Instagramhttps://www.instagram.com/lookingoutpodcast/⏰ Time stamps00:00 Pre-roll00:55 Intro04:11 The U.S. Market View08:10 Tesla cancels the $25k czar19:03 The return of the hybridc24:17 OEMs are failing to effectively educate consumers32:14 Is China running a different race?33:30 The risk to consumers of EV startups failing39:49 We were wrong about BMW's EV strategy 52:01 Outro52:13 Post-roll🎧 Listen and subscribe to the podcastApple - https://podcasts.apple.com/au/podcast/looking-out-the-podcast/id1636199763Spotify - https://open.spotify.com/show/0YschSrj672jQOGt3R5eE5?si=a65818eba9de47c1Other platforms and streaming - https://podcast.lookingout.ioThat's it for this episode! Thanks for listening.If you like what you hear, please leave a review for us on your favourite podcasting platform. It helps other folk like you find us!And you can sign up for Looking Out - The Newsletter, the sidekick to our podcast, here: automobility.substack.com