Welcome to our 23rd Gold Nugget. The US announced a 100% tax on Chinese EVs, and the EU is launching CBAM in 2026. In this episode, we examine the consequences of such protective measures for our industry.
We compare the current situation with past events and predict the possible outcomes for European foundries. We also discuss the competitive advantages of certain electric vehicle brands. And spoiler alert: it is not the obvious answer.
Listen to Gold Nugget and learn how to position your foundry:
Share your experiences in the comments on LinkedIn or Substack. Are you more of the email type, or do you have an exciting topic for us? Send an email to podcast@aluminiumtogold.com.
This podcast is about how to make money in the foundry industry. Is there any money, or is it just squeezing everyone to save cents? So, we're not talking about properties, microstructures, atoms, or casting parameters. We want to speak to everyone in the industry.
We'll see you in the comment section, or you can hear us again in our next Gold Nugget on Gigacastings on July 4th!
Best regards,
Staffan and Fabian
GN 23 - The new Trade War