Episode 232: Tu Le
from The Global Lithium Podcast Hosted by Joe Lowry
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest" China EV companies Rapid fire The growing angst in China over lithium supply
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This episode is 1 hour and 10 minutes long.
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This episode was published on March 26, 2026.
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