Winners and losers in the auto industry

With recent news headlines such as BYD selling more electric vehicles than Tesla, and Toyota’s push with solid state batteries, Antipodes investment director Alison Savas and portfolio manager Andy Gibson discuss the state of play in the global auto industry. 

Key times:

  • Shifting dynamics in the auto industry over the past 3 years: 1:00
  • EV demand now below previous market expectations? 3:20
  • The rise of Chinese automakers: 9:30 
  • Are hybrid electric vehicles here to stay? 19:00
  • Solid state batteries & autonomous vehicles: 22:30
  • Who will be the long term winners and losers in the global auto industry? 29:30

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security. 

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4 March 2024