AAH #649 – EV Darwinism: The Suppliers Which Will Go Extinct

May 25th, 2023 at 2:57pm

Listen to “AAH #649 – EV Darwinism: The Suppliers Which Will Go Extinct” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPICS:
- The threat of vertical integration
- Were eAxles a bad bet?
- Suppliers being left out of software defined vehicles
- Ford Capital Markets Day

PANEL:
Michael Robinet, S&P Global Mobility
Keith Naughton, Bloomberg
Gary Vasilash, on Automotive
John McElroy, Autoline.tv

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AAH #648 – EV Battery Recycling: Pitfalls & Possibilities

May 18th, 2023 at 2:57pm

Listen to “AAH #648 – EV Battery Recycling: Pitfalls and Possibilities” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPICS:
- What’s the most valuable material from recycled batteries?
- Where do you get the batteries from?
- Who is buying recycled materials?
- Does battery form factor affect how it’s recycled?
- Does cell-to-pack make it harder to recycle?
- How hard is it to recycle solid state batteries?
- What’s the recycle value of LFP, sodium and sulfur batteries?

PANEL:
David Klanecky, CEO, Cirba Solutions
John Voelcker, Car and Driver
Sean McElroy, Autoline.tv
John McElroy, Autoline.tv

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Thanks to our Sponsors: Bridgestone and BorgWarner
 

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AAH #647 – The EV Transition: How Bad Will the Bloodbath Be?

May 11th, 2023 at 2:57pm

Listen to “AAH #647 – The EV Transition: How Bad Will the Bloodbath Be?” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPICS:
- How/will automakers survive the EV transition?
- What will happen with the upcoming UAW negotiations?
- What’s with all the job cuts? Do automakers see a downturn?

PANEL:
David Welch, Bloomberg
Joe White, Reuters
Gary Vasilash, on Automotive
John McElroy, Autoline.tv

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Thanks to our Sponsors: Bridgestone and BorgWarner
 

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AAH #646 – Is Tesla Turning Into a Legacy OEM?

May 4th, 2023 at 2:57pm

Listen to “AAH #646 – Is Tesla Turning Into a Legacy OEM?” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPICS:
0:00 The first half of the show is about the Buick Envista.
28:21 The second half gets into the latest industry news. And the panel debates whether or not Tesla is starting to look like a legacy car company.

PANEL:
Sam Russell, Marketing Director, Buick
Stephanie Brinley, S&P Global Mobility
Gary Vasilash, on Automotive
John McElroy, Autoline.tv

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