Collapse or Consolidation? Does America or China hold the trump card on electric cars? episode artwork

EPISODE · Aug 25, 2025 · 1H 6M

Collapse or Consolidation? Does America or China hold the trump card on electric cars?

from Everything Electric Podcast

Robert catches up with Elliot Richards for an in-depth discussion on the global automotive market, exploring China's growing influence, the current state of the U.S. industry, and the impact of tariffs on American manufacturers. They discuss the challenges facing the industry, recent technology advancements, and what the next few years could bring.  00:00 Discussion Points 05:00 Developments in China   13:00 Global Developments 14:50 CATL Batteries 17:25 Windrose Trucks  18:15 Industry Challenges  22:15 Technology Advancements  25:30 XPENG  29:00 Jaecoo & Chery 30:45 Jaguar Land Rover  34:30 Jaecoo 36:00 Chery History 38:00 Xiaomi 42:15 Maturing of China's Automotive Industry 44:00 Current Economy  46:30 Solar 47:20 Jim Farley (Ford) 50:00 USA & China Automotive Industry 53:00 Canadian Market  54:50 Korea  56:00 Next Few Years  57:30 Hybrid and EVs in China Sales & Charging  @fullychargedshow   @EverythingElectricShow   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: [email protected] Everything Electric VANCOUVER - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #electricvehicles #evs #renewableenergy

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Collapse or Consolidation? Does America or China hold the trump card on electric cars?

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This episode is 1 hour and 6 minutes long.

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This episode was published on August 25, 2025.

What is this episode about?

Robert catches up with Elliot Richards for an in-depth discussion on the global automotive market, exploring China's growing influence, the current state of the U.S. industry, and the impact of tariffs on American manufacturers. They discuss the...

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