Karl Brauer and Henry Greene assess the EV sector. They discuss how the political picture has turned against EVs and look at the rate of recent adoption. “It’s going to be very difficult for carmakers” of any stripe to “continue sales at the same rate” with the expiration of U.S. EV tax incentives, Henry says. He’s looking abroad to materials makers and international EV adoption – but still likes Tesla (TSLA). Karl thinks the U.S.-based “pure EV” makers like Rivian (RIVN) and Lucid (LCID) are in trouble.

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