Shownotes Transcript
The US auto market is facing an unprecedented supply shock as major automakers including Audi, Mercedes, and Jaguar Land Rover suddenly halt shipments following Trump's 25% tariff bombshell. Container shipments to the US have plummeted 67% in just one week! Meanwhile, NIO is executing a massive leadership overhaul as CEO Li Bin races to achieve profitability by Q4. With Ledao sales falling short of targets and NIO delivering just 27,313 vehicles in Q1 (compared to Xpeng's 94,408), can their aggressive price cuts of up to 50% save them? This episode breaks down the global supply chain crisis and what it means for consumers and investors alike.
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