Oppenheimer analyst Rusch breaks down 2022 EV outlook, Tesla's growing competition and more

Colin Rusch, Oppenheimer senior analyst and managing director, joins 'Squawk on the Street' to discuss what investors need to know about shares of electric-vehicle makers next year. Rusch breaks down whether 2022 will be the year where Tesla faces formidable EV rivals from the likes of Ford, Porsche, Rivian and more. "As we look into 2022, we're really looking at this as an execution year," Rusch tells CNBC.