Thailand, every mention
6 scenes · ← back to Thailand
tap a year for its mentions
every year anyone Michael Dunne 3TP Huang (TP Wang) 1Nat Bullard 1Ethan Zindler 1
Verbatim, from the transcripts: the passages where Thailand comes up
How China is reshaping the global auto market
- ▶ 8:11 Michael Dunne So Mexico, Europe, South Africa, Thailand, Middle East, Africa, they're going everywhere all at once.
- ▶ 16:27 Michael Dunne They're getting beaten down in traditional markets like Thailand.
- ▶ 30:53 Michael Dunne Whereas China is not going to go after a Thailand or even a UK, but they could do significant damage to us.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 31:53 Nat Bullard Like, uh, I was, I was in Thailand last month, and there are ads for, uh, you know, the, the, the extended range EV pickup trucks from China all over the place.
Demystifying the Chinese EV market
- ▶ 30:11 TP Huang (TP Wang) The Western countries, but rather a lot of the global South countries like Brazil, Thailand, Indonesia, Central Asia, probably a lot of the Middle Eastern countries, I would say.
Building out a U.S. solar supply chain
- ▶ 18:29 Ethan Zindler That complained, essentially, that there were companies from Cambodia, Malaysia, Thailand, and Vietnam that were, um, providing, um, equipment into the U.S. that was using, um, Chinese-made cells and, and wafers, uh, further up the value…