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 LinkedIn
Drew - https://www.linkedin.com/in/drewpasmith/
Joe - https://www.linkedin.com/in/joseph-simpson-92863a2/

📸 Follow us on Instagram
https://www.instagram.com/lookingoutpodcast/

⏰ Time stamps
00:00 Pre-roll
00:55 Intro
04:11 The U.S. Market View
08:10 Tesla cancels the $25k czar
19:03 The return of the hybridc
24:17 OEMs are failing to effectively educate consumers
32:14 Is China running a different race?
33:30 The risk to consumers of EV startups failing
39:49 We were wrong about BMW's EV strategy
52:01 Outro
52:13 Post-roll

🎧 Listen and subscribe to the podcast
Apple - https://podcasts.apple.com/au/podcast/looking-out-the-podcast/id1636199763
Spotify - https://open.spotify.com/show/0YschSrj672jQOGt3R5eE5?si=a65818eba9de47c1
Other platforms and streaming - https://podcast.lookingout.io

That'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