Here are highlights from the latest episodes of ‘Daily Drive’, Automotive News’ weekday podcast, March 21-24, hosted by Jamie Butters.
“I think it’s just so tough to be a supplier right now. … The supplier is always the first one that gets hit really, really hard.”—Martin French, U.S. managing director for Berylls
“Well, I think it’s not just about the money or the plants themselves. The bigger deal is that they really are taking control of North America as a region as a separate entity.”–Larry P. Vellequette, Automotive News staff reporter, on Volkswagen Group’s investment and strategic evolution in North America
“It is a really big step because, if you think about it, Fremont in California was where they could figure it out. But California is obviously a big EV market, so that was like baby step No. 1. And then China was a huge step — that’s obviously a huge EV market. … Now they’re just going right to the heart of the European EV market.”–Laurence Iliff, Automotive News Silicon Valley staff reporter, on the opening of Tesla’s plant in Germany
“This remains a supply constraint story, although I would argue that we’re starting to get in that range where … we’re pushing some consumers out of the market.”—Jeff Schuster, president of global forecasting for LMC Automotive, on inventory, inflation and interest rates
— Listen to these and other shows at autonews.com/dailydrive.