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Podcast: Thoughts on the Market
Episode: A Bumpy Road Ahead for Onshoring EVs
Description: Our Head of Global Autos & Shared Mobility Adam Jonas discusses why the electric vehicle market may see a small reset in 2025, but ultimately accelerate under a Trump Administration.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head of Global Autos and Shared Mobility. Today, I'll be talking about the outlook for U.S. automakers and electric vehicles.It's Thursday, January 2nd at 1pm in New York.With Trump's inauguration just around the corner, we've seen a resurgence i...