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Podcast: Thoughts on the Market
Episode: Adam Jonas: The Inconvenient Truths About EV Batteries
Description: With the rapid adoption of electric vehicles, onshoring the critical battery supply chain poses significant challenges and will drive sizable investments.----- Transcript -----Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Auto and Shared Mobility Team. Along with my colleagues bringing you a variety of perspectives, today we'll be talking about the global EV battery supply chain. It is Thursday, June 1st at 9 a.m. in New York. The rapid adoption of electric vehicles has brought to investor attention some r...