Thinking in Markets

S1E201 - The Risk Inside the Charging Hub


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Michelle and Vox use Japan’s petrol-station charging experiments as a company case study for a larger EV question. Listeners will learn why converting fuel stations is not enough, how Japan’s hybrid-centered market slows BEV adoption, and what investors should monitor before treating charging infrastructure as a simple growth story.

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Thinking in MarketsBy Vox