Understanding China's EV Market

Bloomberg put on their New Energy Forum (BNEF) recently in San Francisco. Many aspects of the world's transition to clean energy were discussed, but perhaps none were more insightful into the direction of the path that auto makers will take than this talk by speaker Colin McKerracher.

Click here to watch the talk "Understanding China's EV Market"

It's been said that when China sneezes, the world catches a cold. If that's true, what happens when the Chinese government aggressively encourages EV technology in the market to the exclusion of traditional ICE vehicles?

When watching this video, keep in mind two questions:

1. What will the effect be on the legacy auto makers?
   
   
2. How well is Tesla positioned (or positioning) to take advantage of this windfall?

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