Panasonic's Bullish Partnership with Lucid

The transcript discusses Panasonic's focus on energy supply chain improvements, particularly through AI and the acquisition of Blue Yonder. It highlights challenges in the supply chain, especially concerning EV batteries and the impact of geopolitical factors. Updates on Panasonic's factories in Reno and Kansas are provided, along with partnerships with companies like Lucid and Tesla. The transcript also covers Panasonic's participation in CES and their AI product developments.

What investments is the company making in North America regarding energy?

What is the significance of the partnership with Blue Yonder?

How does the company plan to improve supply chain resilience?

What challenges did the company face during the COVID pandemic related to supply chain management?

What updates were provided regarding the new factory in Kansas?

How does the company view its relationship with Lucid and what are the expectations?

What advancements are being made with the 4680 battery technology?