Source link: https://open.spotify.com/episode/0NFUrGchTJStO3uTK5oHFK?si=5d4dd1c390f04a42
export is the bright spot
higher energy self-sufficience
EV as % of fleet (not new car sales)
Companies operating at a loss
besides all sorts of subsidies, low borrowing rate is a root cause (with a high savings rate)
