Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255

The global automotive industry may have just crossed another major turning point.In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are partnering in Europe, what it means for the future of global manufacturing, and why more legacy automakers are turning to Chinese technology despite growing geopolitical tensions.The discussion also explores Mercedes-Benz's challenges with the proposed Connected Vehicle Security Act in the United States, Volkswagen's expanding partnerships in China, Honda's renewed commitment to its Chinese joint venture, Tesla's latest earnings, and whether the global industry has reached a point where competing with Chinese automakers alone is no longer enough.This episode covers:Ford & Geely's new European joint ventureWhy Spain is becoming Europe's next automotive hubMercedes-Benz and the Connected Vehicle Security ActVolkswagen's growing reliance on Chinese technologyHorizon Robotics and Volkswagen's AI partnershipTesla's latest earnings and shrinking marginsChina's increasingly competitive EV marketBYD's global ambitionsWhy more legacy automakers are partnering with Chinese companiesWhat this means for Europe, North America and the future of global manufacturingIf you want independent analysis on where the automotive industry is heading—not where it has been—subscribe to China EVs & More.Hosted by Tu Le (Sino Auto Insights) and Lei Xing, bringing decades of experience covering China's automotive industry from the inside.Chapters00:00 Welcome to China EVs & More #25500:50 The week's biggest stories: Ford, Mercedes & Volkswagen02:10 Why Mercedes could be blocked from selling in the U.S.06:30 How China and U.S. policy are squeezing German automakers09:00 Mercedes' EV struggles continue in China11:45 Ford & Geely team up in Europe15:45 Why Spain is becoming Europe's next automotive hub18:15 Is Ford's Geely partnership the future of the auto industry?20:00 What's next for GM in China and Europe?21:30 Why every legacy automaker is partnering with Chinese companies23:45 Volkswagen doubles down on China27:45 Has Volkswagen reached the bottom in China?29:00 "If You Can't Beat Them, Join Them"30:15 China's EV price war is becoming unsustainable33:00 Tesla earnings: Sales up, margins down35:50 Is Tesla's China advantage starting to fade?37:30 Financial Times: Chinese premium brands target Europe39:00 Can Chinese premium brands win outside China?40:15 Live Q&A begins41:00 XPeng X9 recall: Should buyers be worried?44:15 Is XPeng really Tesla's biggest rival?46:00 Can BYD overtake Toyota as the world's #1 automaker?48:20 Why hybrids still dominate the U.S. market50:10 Battery swapping vs. autonomous charging52:10 Xiaomi's next big launch53:15 Should we move the livestream to 12 PM Eastern?55:20 Thanks for watching!SEO KeywordsChina EVChina EVsChina EV podcastChina EVs and MoreChinese EVChinese automakersChina auto industryFord GeelyFord Geely partnershipGeely Ford joint ventureFord EuropeFord ValenciaGeelyMercedes-BenzMercedes ChinaConnected Vehicle Security ActConnected vehicle securityVolkswagenVolkswagen GroupVolkswagen ChinaHonda ChinaGAC HondaHorizon RoboticsCARIZONTeslaTesla earningsBYDBYD global expansionGM ChinaSAIC GMLeapmotorStellantisNIOXPengLi AutoToyotaElectric vehiclesEV newsGlobal automotiveMobilityAutonomous drivingAI vehiclesSoftware-defined vehiclesFuture of mobilityTu LeLei XingSino Auto InsightsSupport the show