At The Wheel – Episode #3: Special guest Ed Kim on the EV Slowdown, China’s Surge & U.S. Auto Strategy Gaps

In this episode of At The Wheel, hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim, President of AutoPacific, to unpack why the U.S. EV market is stalling—and how China is seizing the moment.🚗 Key Topics:* AutoPacific cuts its 2030 U.S. EV forecast from 25% to 17%* Chinese automakers like BYD, NIO, and Changan are gaining ground—fast* China’s likely backdoor into the U.S. market? 🇲🇽 Mexico* U.S. brands risk becoming “single-product, single-market” dinosaurs* Why Gen Z isn’t buying into decontented EVs* Startups like Rivian, Lucid, and Slate face a shrinking runway* The looming rare earth magnet crisis that could rival the 2021 chip shortage🎙️ This is a sharp, data-driven look at global EV disruption, policy paralysis, and the widening gap between American consumers and automakers.🔥 “We’re not standing still—we’re moving backwards,” Ed says of U.S. EV policy. He also warns that a new wave of “magnet shortages” and rare earth restrictions could echo the 2021 chip crisis—only worse.🏢 Companies & Organizations MentionedEV Startups:Rivian, Lucid Motors, Slate, TeslaChinese Automakers:BYD, NIO, XPeng, Geely, Zeekr, Changan, JAC, MG, Li AutoLegacy OEMs:GM, Ford, Stellantis, Toyota, Hyundai, Kia, Volkswagen, Volvo, Renault, NissanOthers:AutoPacific, Sino Auto Insights, Reuters, MIT, Lithium Americas, U.S./Chinese governments, Canadian dealer groups, Mexican trade zone🔎 SEO Keywords:EV forecast 2030, Ed Kim AutoPacific, Chinese EV growth, U.S. EV tariffs, GM Ford EV strategy, Tesla competition, Rivian Lucid outlook, rare earth shortage, Gen Z car buyers, BYD vs GM, Changan Mexico, EV policy 2025🎙️ This is a frank, data-driven conversation about what’s working (and what’s not) in the global auto industry—and why U.S. automakers must wake up to compete in a post-Tesla, post-ICE world.💡 Whether you’re in the C-suite at an OEM, working at a mobility startup, or just obsessed with the EV transition—this is a must-watch conversation packed with industry insight, forecasts, and red flags.📩 Subscribe for expert insights into the global auto industry, electric vehicle strategy, and the future of transportation.🔔 Hit the bell to stay in the loop on the latest from At The Wheel. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atthewheel.co