EPISODE · Mar 26, 2026 · 1H 10M

Episode 232: Tu Le

from The Global Lithium Podcast · host Joe Lowry

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FSD (full self-driving)The changing perception of Tesla in ChinaWhat's next for BYD and Tesla?When will CATL be producing batteries in the US?The "best of the rest" China EV companiesRapid fireThe growing angst in China over lithium supply

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Episode 232: Tu Le

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