Canada Opens Up to Chinese EVs - Ford BYD Partners? - Peak for TSLA?

Описание: Chapters (YouTube)

0:00 — Intro music
0:16 — Welcome: David + Bill, schedule update (electric boats guest moved)
0:50 — Bill’s Friday conflict: beekeepers conference + Bobby reminder
1:09 — Main story: Canada opens door to Chinese-made electric vehicles (why Tesla benefits)
2:04 — 49,000-unit cap + 6.1% tariff: who wins (Tesla, Volvo) and why it’s surprising
2:47 — China quality split: domestic vs export batteries (e-bike factory anecdote)
3:41 — Security / supply-chain concerns: vetting ties, inverters, “weird” components
4:52 — Quick weather detour: cold snaps, Texas grid, electric heat vs natural gas
5:24 — Tesla Canada: Model Y Performance deliveries delayed (tariff adjustment)
7:15 — Ford talks with Build Your Dreams (BYD): hybrid batteries + “Trump advisor” warning
8:26 — Global reality check: electric vehicle adoption in Europe, China, Norway
9:00 — Middle East hedging: Lucid in Saudi Arabia + local brand “Ceer”
9:53 — Greenland tangent: geopolitics vs “legacy” and naming jokes
13:08 — Back to Ford: China-made extended-range Bronco + export / North America question
13:45 — Plug-in hybrid debate: why it “doesn’t make sense” + owners not plugging in
15:59 — Tesla “peak sales” talk: competition surge + brand reputation vs market size
17:22 — Tesla valuation shift: robots / automation / artificial intelligence angle
18:48 — Rivian and Lucid “going to zero” claim (and why they disagree)
19:23 — Why Lucid likely won’t go to zero: Saudi backing + take-private possibility
20:17 — Market check-in: red day, Bitcoin/gold chatter, inflation-hedge discussion
22:50 — EV World News article: EVs outperform diesel in extreme Arctic cold (Alaska study)
26:15 — North Dakota fracking tangent: economics + “Ham/Hamm” drilling headline mention
28:00 — Venezuela oil reserves: why to be skeptical (heavy crude, economics vs geology)
31:05 — Proven reserves explained: price assumptions + reclassification history
33:31 — EV adoption impact on future oil demand and long-term oil economics
34:21 — Refining bottleneck: limited refinery capability for Venezuela’s heavy oil
36:07 — Asphalt nerd corner: granite vs limestone aggregate and why it matters
37:25 — David upcoming appearance: E360 TV panel (green energy economics)
38:41 — Electric ships story: Fleet Zero raises $43 million, battery swapping shipping model
40:25 — Wind / sails / kites tangent: efficiency ideas for shipping
42:52 — Fleet Zero model details: smaller ships, shorter routes, battery swapping logistics
45:19 — Port infrastructure: swap stations, cranes, charging with wind/solar
46:39 — Manufacturing plans: Houston HQ + production capacity claims skepticism
48:31 — Wrap-up: schedule for the rest of the week (Mike tomorrow, Bobby Friday)