Tariffs Kill North America EV Battery Dreams

From FutureAZA.

Thank you Mark from @TheTeslaLife for joining the discussion.
0:00 – Intro & Welcome: EVs Struggling in North America, Mark from Tesla Life Joins
0:19 – Tariffs Paused on the Show: Introducing Canadian Ambassador Mark
0:48 – Giga Michigan Battery Factory Cancelled: $100M+ Subsidies Lost
1:25 – Tariffs Create Uncertainty: High Upfront Costs in Low-Margin Battery Business
2:33 – Michigan Demands $23M Back: Project Dead Due to Economic Shifts
2:57 – Quebec Pronunciation Lesson: “Kuh-beck” (Jeff Beck’s Sister)
3:29 – Two Quebec Battery Projects Halted: Expansion Paused, Supply Plant Cancelled
4:36 – Tariffs Kill Cross-Border Battery Economics: 25%+ Cost Increase
5:12 – GM Ends Bright Drop Van Production in Ingersoll, Ontario
6:01 – Northvolt Canada Plant Abandoned: Government Pulls Funding After Bankruptcy
6:41 – Industry Headwinds: Uncertainty Freezes Investment in New Plants
7:17 – Ford Lightning Production Suspended: Aluminum Refinery Fire & Profit Shift
8:34 – Q&A Segment Begins: Viewer Questions from Last Week
8:46 – Austin Tesla Owners Club Afterparty: Post-Shareholder Meeting at Boring Bodega
10:00 – Tesla Supercharger Curve: Why 250 kW Peak Drops Early
11:28 – Battery Longevity vs. Speed: Tesla Prioritizes Warranty & 300K+ Mile Life
12:31 – Viewer Comments: Manure-Scented Air Fresheners, Baseball Nostalgia, GM FSD Claim
13:57 – GM Claims FSD by 2028: Skepticism Based on Past Promises & Cruise Failure
15:21 – No Superchargers in Bellingham, WA: Vote in Tesla’s Quarterly Poll
16:12 – Pronunciation Win: “Quebec = Kbeck” Confirmed by Viewers
16:36 – Kia’s CO₂ Air Freshener Joke: “Die Early Like Gas Drivers”
16:52 – Wrap-Up: Support Tesla Life (Wed 4PM PT), Like & Subscribe, See You in Austin
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