EC
Public post
Ed Conway
Sep 2026 • linkedin
Post excerpt
The existential crisis of the Western car industry will be one of the defining economic stories of the next decade.👇 It will be grisly and difficult, and a tough time to be a free trader. It will be even tougher than the last "China shock" which began to hollow out industrial regions in Europe and America - because this is much more skilled labour, much higher-paid jobs, that are being disrupted. But it also speaks to something else, a decades-long story of how American and European firms quietly outsourced much …
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