# SK Hynix Shares Plunge Most on Record in Deepening Korea Selloff

An episode of [Bloomberg Intelligence](https://invisiblenetwork.ai/podcast/326301337), 13 Jul 2026, 18 min.

Audio: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/7f534b8c-9e91-429a-b102-ae3c00090c6d/52f0ec4d-579f-4272-bea5-b486010e898f/audio.mp3?utm_source=Podcast&in_playlist=0ad812bf-fd15-4012-a18c-ae3c00090c76

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses top tech stories. An AI-fueled stock rout in South Korea spilled over into the US market Monday, as SK Hynix Inc. American depositary shares fell as much as 9.3%. Taiwan Semiconductor Manufacturing Co. reported a 36% jump in quarterly sales, meeting elevated expectations while signaling global demand for AI computing remains intact. -Tamlin Bason, Bloomberg Tech Litigation Analyst, discusses Apple filing a lawsuit against OpenAI, alleging that the company systematically stole its intellectual property by asking former Apple employees to bring information about unreleased products. Apple is seeking monetary damages and an order requiring OpenAI to halt the alleged conduct and destroy any proprietary materials, which could disrupt OpenAI's device ambitions and slow its recruiting pipeline. -Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, discusses how electric-vehicle charging companies are adjusting their merger and acquisition strategies as they strive for scale and profitability across Europe. The industry is still rife with competition, but cash-strapped companies are selling to survive, and some networks, such as Instavolt, are getting rid of assets in periphery markets while doubling down on their core ones. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios, podcasts, radio news. You're listening to the
[0:10] Speaker 1: Bloomberg Intelligence podcast. Catch us live weekdays at ten am
[0:14] Speaker 1: Eastern on Apple, Cocklay and Android Auto with the Bloomberg
[0:17] Speaker 1: Business app. Listen on demand wherever you get your podcasts,
[0:21] Speaker 1: or watch us live on YouTube.
[0:24] Speaker 2: Switch gears to technology? Why not? Mandy sing joints us here,
[0:28] Speaker 2: globalhead of tech Research for Bloomberg Intelligence. Lots of ways
[0:31] Speaker 2: to go here, man deep, Start with sk Heinex. What
[0:34] Speaker 2: did you make of their US listing on Friday? And
[0:37] Speaker 2: maybe how that in the stocks trading off today? You know,
[0:40] Speaker 2: five percent and then traded off pretty I think was
[0:44] Speaker 2: it fifteen percent in yeah Korea?
[0:46] Speaker 3: Yeah, and it costs me down about nine percent on
[0:48] Speaker 3: the day.
[0:48] Speaker 2: What do you make of all that?
[0:50] Speaker 4: I mean, I think the data day volatility will be there,
[0:54] Speaker 4: and uh, we're kind of going through a phase where
[0:58] Speaker 4: everyone is trying to figure out the next leg of
[1:01] Speaker 4: this AI infrastructure build out and how the companies would
[1:05] Speaker 4: be reporting, especially the hyperscalers. I mean, at the end
[1:08] Speaker 4: of the day, everything comes down to the CAPEX numbers
[1:13] Speaker 4: for twenty twenty seven and twenty twenty eight, and we'll
[1:16] Speaker 4: learn about that when they report earnings, the hyperscalers and
[1:21] Speaker 4: you know there is some profit taking right now. But overall,
[1:26] Speaker 4: I thought the IPO was well received in terms of
[1:30] Speaker 4: you know, the first day bump that we saw in
[1:34] Speaker 4: terms of a close and everyone, the long term investors
[1:38] Speaker 4: do think this is a multi year cycle for memory names,
[1:42] Speaker 4: and even though they are cyclical and there is a
[1:46] Speaker 4: fear around peak earnings, I think on the whole, everyone
[1:50] Speaker 4: buys into this multi year buildout for AI.
[1:54] Speaker 3: It feels increasingly like everyone's taking their cue from the
[1:57] Speaker 3: COSP from what happens in Korea and that the tail
[2:01] Speaker 3: is wiking the dog here is that the case?
[2:03] Speaker 5: Man?
[2:04] Speaker 3: Deep? I mean, when you come in the morning, do
[2:05] Speaker 3: you look at what's happening in Korea and say, okay,
[2:07] Speaker 3: now I have a better picture of what's going to
[2:09] Speaker 3: happen globally because that sets the tone every day.
[2:12] Speaker 4: No, I mean, for me, it's just another data point
[2:15] Speaker 4: where yeah, I look at the futures, I look at
[2:18] Speaker 4: how the markets have reacted, But at the end of
[2:21] Speaker 4: the day, there are some data points that weigh a
[2:24] Speaker 4: lot more from me, and the hyper scale Capex guide
[2:29] Speaker 4: is one of them. And if I know that all
[2:32] Speaker 4: these companies are raising their capex for next year, and
[2:36] Speaker 4: we're into a thirty year of a seventy percent increase
[2:40] Speaker 4: in capex, and if next year is going to be
[2:42] Speaker 4: another fifty percent, then there is not much to worry
[2:45] Speaker 4: about at least for the next twelve to eighteen months.
[2:48] Speaker 3: Okay, And it looks like some of those hyperscalers really
[2:50] Speaker 3: don't report earnings until the end of this month. Next
[2:53] Speaker 3: tomorrow we're going to get the big banks reporting. We're
[2:55] Speaker 3: also going to hear from TSMC and ASML, two big
[2:59] Speaker 3: big names globally. How do you see that kind of
[3:03] Speaker 3: filling the vacuum between now and when the hyperscalers do
[3:06] Speaker 3: report and give us a better picture of their capex
[3:09] Speaker 3: plans for twenty twenty seven and beyond.
[3:11] Speaker 4: Yeah, I mean TSMC reported their monthly number today and
[3:16] Speaker 4: you know, we are easily tracking over a forty percent
[3:19] Speaker 4: increase or a year over year, and the seasonality was
[3:23] Speaker 4: better than expected. So when you look at TSMC's results,
[3:27] Speaker 4: which hasn't really used their pricing power like the Memory
[3:30] Speaker 4: guys have, so in the case of Memory top line,
[3:33] Speaker 4: you see a lot of pricing growth. TSMC, on the
[3:36] Speaker 4: other hand, has been a lot more balanced in terms
[3:39] Speaker 4: of volume versus pricing. And it's just a question like
[3:44] Speaker 4: the durability of TSMC's growth ASML's growth. And all of
[3:48] Speaker 4: these Memory guys, whether it's ske Heinex or Micron, have
[3:52] Speaker 4: talked about raising their own capex, so that means ASML
[3:56] Speaker 4: is a beneficiary of Memory capex. And right now everyone
[4:03] Speaker 4: buys into this thesis that you have to keep investing
[4:06] Speaker 4: to keep raising their capex just to increase the supply
[4:10] Speaker 4: by fifteen twenty percent, and even that would not be sufficient.
[4:14] Speaker 4: That's what the skehih next cheerman said is we will
[4:17] Speaker 4: double our supply through twenty thirty at a kegre of
[4:19] Speaker 4: fifteen percent, but we will still be under supplied. So
[4:24] Speaker 4: the demand growth will outpace fifteen to twenty percent supply
[4:28] Speaker 4: growth that these companies are investing in.
[4:31] Speaker 2: Okay, again, the numbers is blown me away, dude, But
[4:34] Speaker 2: I'm going to take what you're seeing face value. If
[4:37] Speaker 2: I'm a Meta or Google or Amazon, what do I
[4:41] Speaker 2: want to put up a big capex forecast or not?
[4:45] Speaker 2: Where are we in that play?
[4:46] Speaker 5: There?
[4:47] Speaker 2: Does a mark I want to see these guys keep
[4:49] Speaker 2: spending or we kind of pass that.
[4:52] Speaker 4: I think the market wants to see them spending at
[4:54] Speaker 4: the same time show some revenue lift to their top lines.
[5:00] Speaker 4: So in the case of Meta and Microsoft and Google,
[5:03] Speaker 4: they want to see that cloud business get a bump,
[5:07] Speaker 4: the core ads business get a bump from AI, and
[5:11] Speaker 4: the AI contribution has to be very clear. So like
[5:15] Speaker 4: Google Cloud growth, for example, has surpassed fifty percent. Now
[5:19] Speaker 4: expectations why they were growing traditionally Cloud rose growing twenty
[5:23] Speaker 4: to twenty five percent. That additional twenty five percent plus
[5:28] Speaker 4: growth is coming from AI. So similarly, you want to
[5:32] Speaker 4: see that reflected in all the hyperscalers that are reporting
[5:36] Speaker 4: that this is the AI portion, and hence we are
[5:39] Speaker 4: raising our capex, and I think the market will cheer
[5:41] Speaker 4: for that.
[5:42] Speaker 6: Stay with us.
[5:43] Speaker 3: More from Bloomberg Intelligence coming up after this.
[5:49] Speaker 1: You're listening to the Bloomberg Intelligence podcast. Catch us live
[5:53] Speaker 1: weekdays at ten am Eastern on Applecarplay and Android Auto
[5:56] Speaker 1: with the Bloomberg Business app. Listen on demand wherever you
[5:59] Speaker 1: get your podcasts, or watch us live on YouTube.
[6:03] Speaker 2: Right now, we want to talk about Apple. They're in
[6:05] Speaker 2: the courts fighting Open AI regarding intellectual property. It's I
[6:11] Speaker 2: don't know it's legal stuff, folks. But let's get to
[6:14] Speaker 2: an expert because I'm not really sure what's going on here.
[6:16] Speaker 2: Talent Basin joins us here tech litigation analysts for Bloomberg Intelligence.
[6:20] Speaker 2: He's based in London. Talent summarize what's going on here
[6:24] Speaker 2: with open ai and our good friends at Apple.
[6:28] Speaker 6: Yeah, sure, parl Yeah. So this is a intellectual property case,
[6:31] Speaker 6: and specifically it's on trade secrets. On trade secrets are
[6:35] Speaker 6: sort of the most cloaking dagger form of intellectual property disputes,
[6:39] Speaker 6: and sort of reading the complaint over the weekend, that's
[6:42] Speaker 6: you know, there's no exception here. So Apple is accusing
[6:44] Speaker 6: open Ai of a coordinated orchestrated attempt to gain some
[6:49] Speaker 6: of it's proprietary know how relating to making devices for
[6:54] Speaker 6: the next iteration of AI rollouts. So they started about
[6:58] Speaker 6: a year and a half ago and open ai spent
[7:02] Speaker 6: about six point five billion dollars to acquire a companied
[7:06] Speaker 6: coyled io. This had been founded by some former Apple executives.
[7:12] Speaker 6: One of those executives is now the head of software
[7:15] Speaker 6: development at open ai. And what this lawsuit lays out
[7:18] Speaker 6: is at various stages where even engineers at Apple were recruited,
[7:26] Speaker 6: were asked to bring Apple devices to open AI interviews
[7:30] Speaker 6: and to share proprietary information. So what Apple was doing
[7:34] Speaker 6: is they have sued, they want an injunction. They want
[7:36] Speaker 6: to put a stop to what they see as an
[7:37] Speaker 6: attempt to shortcut Open Eyes, attempt to shorten its way
[7:41] Speaker 6: into the devices.
[7:43] Speaker 3: Okay, so lawsuits typically take a long time to get resolved,
[7:47] Speaker 3: and of course technology and technological change happens very very quickly.
[7:52] Speaker 3: What are you thinking about in terms of timeline for
[7:54] Speaker 3: any kind of landmark not even decisions, but landmark events
[7:59] Speaker 3: in this loss to affect the technology that both sides
[8:02] Speaker 3: are working on.
[8:04] Speaker 6: Yeah, and that's an excellent point. These cases long often
[8:07] Speaker 6: do have long tails to them. However, I think what
[8:10] Speaker 6: we're expecting over the next two to three weeks is
[8:13] Speaker 6: Apple to file up, follow up with a request for
[8:16] Speaker 6: a preliminary injunction. Really, what it's going to ask the
[8:20] Speaker 6: court to do is put some guardware else around what
[8:22] Speaker 6: it says are as trade secrets, preservations of evidence. So
[8:26] Speaker 6: it's going to be probably looking for something in three Q,
[8:29] Speaker 6: if not in four Q, for an early ruling on
[8:32] Speaker 6: that preliminary injunctioning request, and we do think Apple has
[8:35] Speaker 6: a pretty strong argument here. Courts are you know, it's
[8:39] Speaker 6: so difficult to pull those trade secrets out of a
[8:42] Speaker 6: product if it goes to market. So I think, now
[8:44] Speaker 6: no products have shipped yet, I think Apple is going
[8:47] Speaker 6: to have a fairly strong chance to get that temporary
[8:50] Speaker 6: preliminary injunction probably in the next few months. After that,
[8:54] Speaker 6: we're going to have to see you know that there's
[8:55] Speaker 6: potentially going to be settlement talks as I go forward,
[8:59] Speaker 6: But I think Apple's eyes right now are on getting
[9:02] Speaker 6: some near term relief in this.
[9:05] Speaker 3: How do you think about the employees that have left
[9:08] Speaker 3: Apple and gone over to open Ai. What kind of
[9:11] Speaker 3: risks did they face?
[9:12] Speaker 6: Now, Yeah, a few of them have been named in
[9:16] Speaker 6: this lawsuit, and for those name defendants, the risks are
[9:20] Speaker 6: very high. So we've seen these litigations play out. Some
[9:24] Speaker 6: other high sticks instances are Weaimo, which is Google self
[9:28] Speaker 6: driving car division. About five years ago it sued Uber
[9:32] Speaker 6: over sort of self driving car technology. The executive there
[9:36] Speaker 6: ended up going to jail. This was somebody who left
[9:39] Speaker 6: Weimo went to Uber. So the stakes can be pretty high.
[9:42] Speaker 6: Right now, there is no criminal component to this case. However,
[9:45] Speaker 6: for trade secrets disputes, that can sort of escalate quickly,
[9:49] Speaker 6: So I think everybody is going to be a little
[9:51] Speaker 6: bit on edge. And it's also interesting because there's such
[9:53] Speaker 6: a talent warrant right now, not just between these companies,
[9:56] Speaker 6: for all companies trying to gain as much AI talent
[10:00] Speaker 6: as possible. So I think we're going to have to
[10:01] Speaker 6: see if this has sort of a dampening impact on
[10:04] Speaker 6: how much poaching we're seeing in the industry.
[10:07] Speaker 2: On Wall Street, there's something called garden leave. When you
[10:10] Speaker 2: leave one firm for another. There you can't go start
[10:13] Speaker 2: work at that new firm for at least six months,
[10:16] Speaker 2: sometimes longer, to try to preserve some of the corporate
[10:21] Speaker 2: in intellectual property from the firm you're leaving. Is there
[10:23] Speaker 2: anything like that in technology?
[10:26] Speaker 6: Technology is generally pushed back on that, just because sort of,
[10:29] Speaker 6: again as pointing out, a lot of the development and
[10:32] Speaker 6: this is so fast paced that having an executive having
[10:36] Speaker 6: a star engineer sort of sit on our sidelines for
[10:38] Speaker 6: six months can be really a disadvantage. So sort of
[10:41] Speaker 6: we've seen across the entire tech space is resistance to
[10:45] Speaker 6: that sort of garden leave type scenario. We'll see get
[10:48] Speaker 6: going forward if firms are more open to implementing that,
[10:52] Speaker 6: But so far we've seen a lot of reluctance.
[10:56] Speaker 3: What does this mean for open aiy's ability to recruit,
[10:59] Speaker 3: you know, tech folks from other firms in Silicon Valley.
[11:03] Speaker 6: Yeah, I do think it's a bit of a reputational
[11:06] Speaker 6: risk right now. I think until there's more clarity on
[11:09] Speaker 6: what's going to happen with this lawsuit. And again, this
[11:12] Speaker 6: is not the first time open ai has been sued,
[11:15] Speaker 6: so I think there's been a lot of litigation that's
[11:17] Speaker 6: attached to it. So I think it probably does over
[11:19] Speaker 6: the near term, until there's more clarity, it probably does
[11:22] Speaker 6: put a bit of a dampening impact on its ability
[11:25] Speaker 6: to go out there and recruit some of the biggest
[11:27] Speaker 6: names that it may want.
[11:29] Speaker 4: Stay with us.
[11:30] Speaker 3: More from Bloomberg Intelligence coming up after this.
[11:36] Speaker 1: You're listening to the Bloomberg Intelligence podcast. Catch us live
[11:40] Speaker 1: weekdays at ten am Eastern on Apple, Cocklay and Android
[11:43] Speaker 1: Auto with the Bloomberg Business app. Listen on demand wherever
[11:46] Speaker 1: you get your podcasts, or watch us live on YouTube.
[11:50] Speaker 2: When you think about the charging of the EV business,
[11:52] Speaker 2: I think of it as still an industry that's in infancy,
[11:55] Speaker 2: still growing, trying to add capacity. So when I read
[11:58] Speaker 2: this kind of surprised me. There has been an increasing
[12:02] Speaker 2: number of charging network acquisitions in Europe. Again, I wasn't
[12:05] Speaker 2: expecting to see that from this industry at this stage
[12:09] Speaker 2: of its life cycle. Ryan Fisher, ev Charging team leader
[12:12] Speaker 2: for Bloomberg bn EF, joins us from London. So Ryan,
[12:16] Speaker 2: we're seeing some consolidation in Europe of the charging business.
[12:20] Speaker 2: What's going on there?
[12:22] Speaker 5: Yeah, so thanks Paul. What we've started to see is
[12:25] Speaker 5: a numerous amount of acquisitions that you've kind of got
[12:28] Speaker 5: well funded players and then you've got a load of
[12:30] Speaker 5: smaller businesses who are trying to stay aflow and they're
[12:33] Speaker 5: starting to be acquired. You've also seen some mergers. There's
[12:36] Speaker 5: a merger just happened last week between a couple of
[12:39] Speaker 5: the biggest providers MR and Evini in largely Scandinavia, where
[12:44] Speaker 5: they got some German assets. I think that are also
[12:46] Speaker 5: going to be transferred in that deal, which makes them
[12:48] Speaker 5: the biggest company. So more and more of them thinking
[12:50] Speaker 5: about scale as an opportunity. And obviously you said kind
[12:53] Speaker 5: of a surprise maybe difference between what you see in
[12:55] Speaker 5: Europe and what you sing in the US within these
[12:57] Speaker 5: markets as well.
[12:58] Speaker 2: So give us a sense of kind of where the
[13:01] Speaker 2: charging network in Europe. I don't know if you can
[13:03] Speaker 2: call it Europe writ larger or if it's country by country. Again,
[13:07] Speaker 2: I would say here in the US, I mean just
[13:10] Speaker 2: barely a blip on the screen. Talk to us about
[13:12] Speaker 2: in your world over in Europe.
[13:14] Speaker 5: Yeah, yeah, So there's hundreds of thousands of these things
[13:17] Speaker 5: been installed, and often the question is like, oh, I
[13:18] Speaker 5: can't buy an EV there's no charges. Well, actually they've
[13:21] Speaker 5: been installed at such a pace that utilization has been
[13:24] Speaker 5: a bit of a problem for some of these companies,
[13:26] Speaker 5: and then the revenues because there's just so many charges
[13:29] Speaker 5: for people to choose. So then it becomes like if
[13:31] Speaker 5: you're buying a network, like what's actually considered a good network,
[13:35] Speaker 5: and some of them have more charges at the site,
[13:37] Speaker 5: some of them had these really fast power chargers, and
[13:40] Speaker 5: that makes a big difference to like whether you want
[13:41] Speaker 5: to buy it. As well as fundamentally, do they actually
[13:44] Speaker 5: own the land, and what's the right to expand and
[13:47] Speaker 5: have you got good grid connections and all this is
[13:49] Speaker 5: coming into play when somebody's fundamentally assessing like do I
[13:52] Speaker 5: want to buy this company or not? When you think
[13:56] Speaker 5: about the US, it's just so heavily dominated by Tesla's
[13:58] Speaker 5: and I think then you've also got all of the
[14:01] Speaker 5: policy environment which has affected people's confidence to roll things out.
[14:06] Speaker 5: They've got rid of the Navy grants. Obviously, they've got
[14:10] Speaker 5: rid of the grants for the actual buying of the
[14:12] Speaker 5: vehicles as well. But we are seeing pockets of companies
[14:15] Speaker 5: raising money and rolling out and having a bit more
[14:18] Speaker 5: interest in preparation for what obviously is a growing fleet.
[14:21] Speaker 5: Like sales might be consistent, but the actual fleet of
[14:24] Speaker 5: electric vehicles is therefore still growing, and it's somewhat monopolistic.
[14:29] Speaker 5: I alluded to a point about Tesla, and I'll just
[14:30] Speaker 5: remake that one, so on market share that they own
[14:34] Speaker 5: a big portion of the market. You want to go
[14:35] Speaker 5: to a fast charger, you're probably going to turn up
[14:36] Speaker 5: a Tesla in the US. But weirdly that actually is
[14:40] Speaker 5: having some consequences for the market because a lot of
[14:42] Speaker 5: the cars are changing to new eight hundred vault platforms,
[14:45] Speaker 5: and this means that you can get super fast charging
[14:48] Speaker 5: rates that can get you like five ten minutes and
[14:52] Speaker 5: you're on the move, whereas the Tesla chargers don't have
[14:55] Speaker 5: that higher voltage availability. They've sort of announced it with
[14:58] Speaker 5: these V four kind of, but actually they've only installed
[15:01] Speaker 5: like ten sites with them. So in a weird way,
[15:05] Speaker 5: if you're buying one of these fancy evs in the US,
[15:07] Speaker 5: the kind of new platforms, the BMW's and things like that,
[15:11] Speaker 5: you can't actually turn up at the Tesla site and
[15:13] Speaker 5: get the advertised charging power that they were saying. So
[15:16] Speaker 5: Tesla has been the leader, but in some ways having
[15:19] Speaker 5: such market share and not having the latest technology, it's
[15:21] Speaker 5: a bit of a problem.
[15:23] Speaker 2: Yeah, I mean that's there's one of many here in
[15:25] Speaker 2: the US, as you were mentioning here. But how about
[15:27] Speaker 2: in Europe? Do I've heard that or I've seen that
[15:33] Speaker 2: some of the field distribution centers, to the gas stations,
[15:36] Speaker 2: the BPS, the shells of the world, how are they
[15:38] Speaker 2: adapting to evs and charging.
[15:42] Speaker 5: Yeah, they were both pretty big as they were in
[15:44] Speaker 5: everything energy transition, and I'd say they pulled back. You've
[15:47] Speaker 5: seen that across all energy transition things from many of
[15:49] Speaker 5: these oil majors. I'd say they still have activities, though
[15:53] Speaker 5: Total is doing a lot in the energy transition at large,
[15:57] Speaker 5: but also pretty pretty active, the same as BP and
[16:00] Speaker 5: and they're more focused on four courts. But they these
[16:03] Speaker 5: companies have quite a big set of offerings for people
[16:07] Speaker 5: in the fleet sector, so they want to keep that.
[16:09] Speaker 5: So you can don't fill up your company's vehicles with
[16:13] Speaker 5: petrol and diesel, what you can fill them up with
[16:15] Speaker 5: electricity as well. So they've been involved in the sector
[16:18] Speaker 5: pretty heavily, but it can be a little bit difficult.
[16:21] Speaker 5: Quite a lot of sites might be franchised across the network,
[16:24] Speaker 5: so how do you convert them? And then fundamentally there's
[16:26] Speaker 5: just quite a lot of competition. Before you could only
[16:28] Speaker 5: fill up your vehicle at a fuel station. Now you
[16:30] Speaker 5: can fill up your vehicle if you've got an electric
[16:32] Speaker 5: one at home, so that cuts the market. Then you've
[16:34] Speaker 5: got all of these like supermarkets and stuff coming in.
[16:37] Speaker 5: So in the US I think Walmart has rolled out
[16:39] Speaker 5: pretty heavily. A good example in the UK Sainsbury's, which
[16:43] Speaker 5: is a pretty big supermarket over here, and what they've
[16:46] Speaker 5: managed to do is say, okay, something like twenty five
[16:48] Speaker 5: percent of evs that turn up are now actually charging
[16:50] Speaker 5: on the sainsbury sites, and they offer pretty cheap charging
[16:54] Speaker 5: so these oil and gas majors have got a lot
[16:56] Speaker 5: of competition, and the competition, like the supermarket, is offering
[17:00] Speaker 5: quite cheap charging as well. It's a big, big threat,
[17:03] Speaker 5: I would say for some of those, even if they
[17:04] Speaker 5: are still involved.
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