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Go for growth?, China cuts, and Drilling & Chilling

The Exchange

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Is This a Tipping Point Year for Ev?

This is a tipping point year for e v, and who might be the biggest losers from that? Is it the traditional auto makers who are not aggressively investing to keep up? Yesn i think ultimately, you know, the companies that ar thaare lagging behind an investment? Rrr, are going to lose overtime. But i think this year you almost have half of your product being launched. That is, it is e v a specific so it's really a big year. And we do think o ave the penetration rates that we're looking for right now, four % 22, five % 23 and six % 20 24 probably have some real material upside.

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