Odd Lots The Electric Vehicle Revolution Is On, and It’s Going to Change Everything
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Jan 24, 2022 
Nat Bullard, Chief Content Officer at BloombergNEF and an expert in electric vehicles and energy technology, dives into the electric vehicle revolution's sweeping impact. He discusses how this shift will alter not just the auto industry but various sectors, consumer behaviors, and workforce dynamics. Bullard highlights the challenges traditional automakers face adapting their models, the intricate nature of battery production, and the changing relationship consumers have with vehicles. The conversation paints a vivid picture of how EVs are transforming American culture.
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The Changing Landscape of Car Buying
- EV buying experiences differ, especially with direct sales models.
- Legacy automakers face challenges integrating EVs into existing dealer networks and recurring revenue models.
Cultural Shift in Manufacturing
- Manufacturing car bodies and interiors remains similar between EVs and traditional cars.
- Core IP and corporate identity differ, impacting areas like engine development and the supply chain.
Battery and Motor Sourcing
- Tesla and some Chinese manufacturers like CATL and BYD produce their own batteries.
- Many automakers rely on third-party suppliers for motors and increasingly for batteries.