Episode 5: The Electric Vehicle Mandate and Auto Disruption

 

Episode 5: The Electric Vehicle Mandate and Auto Disruption  

Welcome to Point of More Returns. In this episode 5 we discuss the California zero emissions electric vehicle mandate and the potential impact/disruption on the automotive industry. How are traditional automakers going to respond? Will there be a shift in vehicle production and what does the new automotive industry look like? What other industries and businesses will be impacted?

Disclaimer: Always seek investment advice from a licensed investment professional that has done a thorough analysis of your situation, goals, risk tolerance, etc before making investment decisions. The topics discussed are our opinions and should not be taken as investment advice. 

Episode Introduction - 0:50

The Electric Vehicle/Gas car legislation in California by 2035 – 1:54

Will other states follow suit? – 2:42

 Impact from an investment, risks, consumer impact – 3:05

The status of the current auto market – 4:28

When will the US convert to majority electric vehicles on the road? – 6:08

The ripple effect of electric cars impact on other industries – 8:22

Cathy Wood of ARK anticipates 45M EVs will be sold in the next 5 years (Barrons.com) – 10:51

Charging Stations – 14:23

Who are the key players in the electric vehicle movement – 17:41

What happens to the future price of EVs with increased production? - 19:03

Challenges of EV production with lithium batteries – 26:18

The solar panel movement may also pick up – 30:12

Going nuclear!! – 33:25