Anthony Macdonald
speaker
4,537 appearances
16 recordings
1 series
first heard Apr 2026
last heard 2d ago
Anthony Macdonald’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 16 in all, peaking in Sep 2026 with 4.
Appearances
there's a lot going on here.
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Number one, Chinese EVs.
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The customer demand for them.
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You know, that's put pressure on VW's revenue.
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I mean, including in Germany, where it's always had massive market share, home market, we're talking sort of 20% market share for the VW brand, about 40% if you clu include those sister brands.
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At the same time, it's been hit with tariffs in the US.
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In the US, Volkswagen has about 2% market share, but 2% of the US market, that's like having a thousand percent of the Australian market.
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Yeah.
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Right?
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That's that's a lot of cars.
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Sold.
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I mean, it's sales in China, also dropped off more recently.
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All that is hitting revenue, right?
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At the same time, and the real story here is the costs, right?
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It costs Volkswagen Euro forty seven hundred dollars to make a car in Germany, you know, which is two and a half times more than what it'll cost it to make it in China.
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So you can either take that difference, you know, it's trying to make them in Germany.
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If it was making them in China, it could cut prices so it could keep up with the Chinese EVs, or it could have a run at a better margin, right?
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At the moment it's running skinny margin, its share price is tanking, costs.
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Of capital goes up, it's sort of like in this doom loop almost, and it's just getting pinched.
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It's just
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Showing 1101–1120 of 4,537 · page 56 of 227
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