GN 23 - The new Trade War
Welcome to our 23rd Gold Nugget. The US announced a 100% tax on Chinese EVs, and the EU is launching CBAM in 2026. In this episode, we examine the consequences of such protective measures for our industry.
We compare the current situation with past events and predict the possible outcomes for European foundries. We also discuss the competitive advantages of certain electric vehicle brands. And spoiler alert: it is not the obvious answer.
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The skinny
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