Only 10% EV Market Share by 2023?! with Analyst Cliff Banks

"We'd need a World War II strategy to pull this off." Cliff Banks, founder of AUTOVATE and The Banks Report, has spent a decade bringing automotive investors, dealers, and tech firms together to understand the role of capital in retail transformation. Unlike many EV optimists, Cliff brings a decidedly measured view—one shaped by capital flows, manufacturing realities, and political headwinds. His forecast for 2030 EV adoption? 10-15%. Not 50%. What we cover: The manufacturing reality...