Audi CEO Gernot Döllner caused a stir when he appeared onstage at a Trump rally to announce company plans to build a $4 billion production facility in the US. Behind the controversy is a new reality for German carmakers: They need the American market more than ever. Chapters: 00:47 - Supply - Demand 02:03 - Less demand in China 02:54 - More competition in Europe 03:24 - The American (market) dream 05:00.