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All Episodes

China EVs & More — 265 episodes

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Title
1

Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | CEM #260

2

China Squeezes Germany From Both Ends | BMW, VW, NIO & ZEEKR | CEM #259

3

China's Auto Takeover Hits 77% | VW, GM & Europe Feel the Pressure | CEM #258

4

China's Auto Market Is Shrinking—So Why Is GM Doubling Down? | Ford Takes Aim at Cheap EVs | CEM #257

5

Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256

6

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

7

XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254

8

China's ICE Market Just Collapsed | Can Volkswagen, BMW & Mercedes Survive? | China EVs & More #253

9

The Winners & Losers of the Global EV Race Are Finally Emerging | China EVs & More #252

10

BYD Wants to Be #1 in the World—Can Anyone Stop Them? | China EVs & More #250

11

NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249

12

BMW Waves the White Flag? China’s EV Market Just Got Tougher | China EVs & More #251

13

NIO Is Back, Li Auto Stumbles & BYD Isn’t Slowing Down | China EVs & More Eps. 248

14

The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247

15

We Drove a Chinese EV 1,200km Hands-Free — And the Future Is Already Here | China EVs & More Ep. 246

16

Beijing Auto Show Preview: China’s SUV War Is Breaking the Industry | CEM #245

17

China EVs Are Now Targeting America’s Most Profitable Vehicles | Auto Industry Warning | CEM #244

18

The EV Power Shift Is Here: China Expands While the West Struggles | CEM #243

19

China EVs Are Moving Faster Than Ever — Tesla, Rivian & the West Running Out of Time? | Episode #242

20

Honda’s $15B EV Collapse, Porsche Profits Crash, and China EVs Surge | Episode #241

21

NIO Just Hit a Major EV Milestone — And the Global Auto Industry Should Pay Attention | Episode #237

22

Tesla’s China Problem Just Got Bigger — Xiaomi & BYD Are Taking Over | Episode #238

23

Chinese EV Tech Is Powering Western Cars Now — The Auto Industry Just Changed | Episode #239

24

BYD’s 1500kW Charging Breakthrough — Tesla & the West Just Got a Wake-Up Call | Episode #240

25

Episode #236 - Tesla Kills Icons, China EVs Surge, and the Awards That Define the Year

26

Episode #235 - Robotaxis Scale, Tesla Pushes FSD, and the Premium Auto Model Starts to Crack

27

Episode #234 - Canada Opens the Door, China EVs Advance, and Legacy Automakers Face a Reckoning

28

Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative

29

Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs

30

Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most

31

Episode #231 - 2025 In Review

32

Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven

33

Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock

34

Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift

35

Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot

36

Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily

37

Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play

38

Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage

39

Episode #221: Special IAA Mobility Edition!

40

Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China’s EV Chip Wars

41

Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast’s Rise in Vietnam

42

Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout

43

Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports

44

Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push

45

Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y

46

CEM MAX AutoShanghai2025 Roundtable - Part #2

47

Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7

48

Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production

49

Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales

50

Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US

51

CEM MAX AutoShanghai2025 Roundtable - Part #1

52

Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout

53

Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled

54

Special Episode - On the Road (Beijing to Shanghai)

55

Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai

56

Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC

57

Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug

58

Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China

59

Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup

60

Episode #203 - BYD's Faster than Filling Up, NIO Keeping On

61

Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!

62

Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis

63

Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)

64

Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra

65

CEM MAX #20 - ClearMotion CEO, Christian Steinmann

66

Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads

67

Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?

68

Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends

69

Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China

70

Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights

71

Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience

72

Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview

73

Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond

74

Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk

75

Episode #184 - Paris Motor Show Recap Special!

76

Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week

77

Episode #182 - September Sales, Global Competition and EU Tariffs

78

Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means

79

Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience

80

Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War

81

Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions

82

Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries

83

Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some

84

Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW)

85

Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?

86

Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul

87

Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take

88

Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition

89

Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs

90

Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next

91

Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ

92

Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception

93

Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated

94

Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation

95

Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks

96

Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China

97

Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area)

98

Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)

99

Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6

100

Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations

101

Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024

102

Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year

103

Episode #158 - Li Auto Surprises (not in a good way), The Role of Social Media on EVs in China and the EV100 & Nvidia GTC Conferences

104

Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad

105

Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil

106

Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale

107

Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes

108

Episode #153 - China Opinion on NEV Trade Cooperation, Tu and Autoline Ater Hours, Ford's Skunkworks team

109

Episode #152 - January Sales (CNY effects), Evergrande, Didi + CATL, the Real Export Champ

110

Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab

111

Episode #150 - China's BIG challenges, the Lotus Emeya and TuSimple Exits Stage Left

112

Episode #149 - Lei unpacks CES 2024, GM Sales in China 📉, FInal Numbers from 🇨🇳

113

Episode #148 - 2024 Predictions from Tu & Lei

114

Episode #147 - The Year in Review edition

115

Episode #144 - NIO Earnings, Stellantis & Ample swapping collab, Tesla Wants More Capacity at ShanghaiGiga

116

Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner

117

Episode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVs

118

Episode #141 - Single's Day EV Promotions, Q4 Mad Dash and the Zeekr IPO

119

Episode #140 - Zeekr Track Day in the US, Lei's Chat with NIO's Ganesh Iyer, A Mad Dash to Close 2023

120

Episode #139 - Stellantis + LeapMotor, Geely Related Events in SH / BJ, Cruise Troubles

121

Episode #138 - Euro Legacies Still Love China, Li Auto MEGA and Graphite Restrictions

122

Episode #137 - Li Auto's Ambitious Plans, Porsche's Woes in China, Tu's Bay Area Adventure

123

Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise

124

Episode #135 - BYD Moving Up the Charts, Foreign Legacies Chose to Enter China, Tesla Selling Online in China

125

Episode #134

126

Episode 133

127

Episode #132

128

Episode #131 - Unpacking XPeng's Moves, BYD Adds to its Manufacturing footprint, NIO Sales Revamp

129

Episode #130 - PHEVs Galore, WeRide US IPO and What to Expect from IAA Mobility Munich

130

Episode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech update

131

CEM MAX #18 - Philipp Sayler von Amende, CEO & Co-Founder carwow Germany

132

CEM MAX #19 - Wu Gansha, Founder & CEO, UISEE

133

Episode 128 - Bumping in to Frank Wu, BYD gets to 5 Million, Doubling Down on Hydrogen

134

Episode 127 - Behind the Wheel: XPeng G6, Pony & Toyota Get More Serious, Jetta to use LeapMotor's Tech

135

Episode 126 - VW's Blockbuster Investment, Indian govt says 'Not Interested' to BYD

136

Episode 125 - Bigger Stimulus for EV purchase on the way, BYD wants to build in India, Unpacking NIO Power Day

137

Episode 124 - 25K Downloads for CEM, Li Bin Wants an Open US market, Lei's Trip so far to Beijing

138

Episode 123 - June sales, Fairplay Pledge, China NEV manufacturing credits get recalc'd

139

Episode 122 - Delicate Chinese economy, XPeng G6 Importance, So much news to cover

140

Episode 121 - China extends NEV purchase tax exemption, Unpacking VW Capital Markets Day, NIO recruits another investor

141

Episode #120 - Revisiting the NIO price cuts, Li Auto wants to outsell ABB, NIO Q & A

142

Episode #119 - China Policy Updates, NIO's ET5 Touring Launch and Ford's Situation in China

143

MAX Episode #17 - James Hind, Founder & CEO carwow

144

Episode #118 - May Sales, Elon in China and Lei in California for VW

145

Episode #115 - More Cariad Drama, Li Auto spotlight and Geely & Changan talk collaboration

146

Episode #116 - VW & Huawei, What's Next for Tesla, China - Global Export King

147

Episode #114 - April Sales, Ford’s New China Strategy, Tu's Adventures Returning to the US

148

Episode #113 - Special AutoShanghai2023 Edition

149

Episode #110 - AutoShanghai Buildup, BYD Earnings, Faraday Job #1

150

Episode #111 - Tu & Lei Going Back to China, Reflections on the NY Auto Show, GM Kicks Apple Out

151

MAX Episode #16 - Tom Fennimore, CFO Luminar

152

Episode #109 - XPeng Earnings, Geely Explained, Updates on the Price War

153

Episode #108 - More Price Cuts, VW Group's Long Game, the EU's Answer to the IRA

154

MAX #15 - Marco Kollmeier, Managing Director, Holon

155

Episode #107 - China Price War, February Sales, CATL - The Good and the Bad

156

Episode #106 - Unpacking Tesla Investor Day, Luminar's Big Ambitions, China - February Sales

157

Episode #105 - Ford China, A Brief History, Merc's Digital Update, Geely Galaxy

158

MAX #14 - Silvio Angori, CEO & MD Pininfarina

159

Episode #104 - Ford & CATL Collab, Tesla's refreshed MIC M3, Charlie Munger Praises BYD

160

Episode #103 - Hesai’s IPO, Introducing the Li Auto L7, Tesla #1 in CA

161

Episode #102 - Catching up after CNY, January Sales, Charging in the US - to Swap or Not to Swap

162

Max Episode #13 - Bao Junwei, Innovusion Co-Founder & CEO

163

Episode 101 - More help from Chinese Govt (?), Who's Next to Cut Prices, Export Growth from China

164

Episode #100 - Reflecting on 2022 China Sales, Tesla price-cuts in China, IRA Implications

165

Episode #99 - Lei at CES, Software-Defined isn't accurate, Final 2022 sales numbers

166

Episode #98 - 100th Episode - GZ Auto Show, Unpacking NIO Day & the 2022 Year in Review

167

China EVs & More MAX Episode #12 (ME) - Zack Anderson, Co-founder & CTO of ClearMotion

168

Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO

169

Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023

170

Episode 95 - COVID Update - Opening up(?), More Details on November sales, Tesla NOW

171

Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector

172

Episode 93 - Thanksgiving Edition: Covid in China, the Latest, Apollo & Pony - backseat safety drivers (?)

173

Episode 92 - LA Auto show edition: Cruise Automation ride, Bumping into People, Motor Trend's Coding the Car

174

Episode 91 - NIO Q3 Earnings, Geely's BIG week, October Sales by Pricepoint

175

Episode 90 - BeyonCa launches, TuSimple & Faraday Future Challenges, Operational Consistency

176

MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence

177

Episode #89 - Jidu Auto ROBO-01 Unveil, Lotus Eletre or Polestar 3, Tesla slashes pricing on the MIC Model 3/Y

178

Episode #88 - Lei Goes to Paris, Tu Goes to San Francisco, The Lower Segments Drive the Sales Volume in China

179

MAX Episode #10 - John Voelcker, Contributing Editor - Car and Driver

180

Episode 87 - Volkswagen Invests in Horizon Robotics, US Chip Restrictions tighten, Polestar 3 Unveiled

181

Episode #86 - NIO Berlin Launch, BYD European Pricing, Gotion, ONE: Michigan Battery Bets

182

MAX Episode #9 - Dr. Jun Pei, Cepton Co-founder/CEO

183

Episode 84 - Detroit Auto show recap, Gotion heading to the U.S., XPeng G9 & NGP update

184

Episode 85 - MOVE America Recap, NIO/Bin Li's European Tour, China NEV Market Keeps Rolling

185

Episode #83 - Tu and Lei finally meet, the Detroit Auto show

186

Episode #82 - Auto sales summary, NIO earnings and Lei's trip to Detroit for the show

187

Episode #81 - August China sales, US restricts chips to China, Porsche and Apple CarPlay

188

Episode #80 - Tax Exemptions Extended for China NEVs, XPeng's earnings call, China's Other Surging EV segments

189

Episode #79 - Tu's back in the US, Li Auto earnings, Li Keqiang's visit to BYD

190

Episode #78 - Unpacking July sales, Thoughts on the XPeng G9 & AVATR 11, the IRA act

191

Episode #76 - VW Group Dismisses Diess, Driving a few cars from 🇨🇳 EV Inc

192

Episode #77 - July sales, Tu's Apollo robotaxi ride, China EVs & More at the Detroit auto show

193

Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi

194

Episode #74 - Tu's Sneak Peek of the Robo-1, Projecting 2022 Full-Year and 2023 Sales, Geely's Radar

195

MAX Episode #8 - Frank Wu, Head of Design: Jidu Auto (Part 2 of 2)

196

MAX Episode #8 - Frank Wu, Head of Design: Jidu Auto (Part 1 of 2)

197

Episode #73 - BYD outsells Tesla in NEVs, NIO Power Day, VW's SalzGiga

198

Episode #72 - NIO's tough couple of weeks, the VW ID.Aero unveil and thoughts on the Chongqing Auto show

199

Episode #71 - Reax of the Li Auto L9 unveil, VW & Merc moves, CATL's Qilin battery

200

Episode #70 - Unpacking the NIO ES7 unveil, Geely's new brand Radar, BYD at CES 2023

201

Episode #69 - Unpacking the Jidu Robo-1 Unveil, NIO earnings takeaways, BYD out there #GSD

202

Episode #68 - Better May sales, WM Motor's IPO, More Deets on the NIO ES7

203

Episode #67 - Jumpstarting the Chinese Economy, Bosch & WeRide collab, and XPeng's earnings

204

MAX Episode #7 (ME) - Omer Keilaf, Co-founder & CEO of Innoviz

205

Episode #66 - CEM turns 1 year old, BYD + Merc = Denza, and QCraft's ¥10K L2 HW/SW stack

206

Episode #64 - Covid China production update, NIO Singapore & Qiantu US listing

207

Episode #65 - BYD's Changsha troubles, Tesla's production hiccup, VW's Scout Revival

208

China EVs & More MAX Episode #6 (ME) - Steve Levine, The Electric newsletter Part #2

209

Episode #63 - April sales ..so far, China Autonomous Vehicle update, VW's Cariad China

210

China EVs & More MAX Episode #6 (ME) - Steve Levine, The Electric newsletter - Part #1

211

Episode #62 - Lockdown Update, Tesla Earnings, Legacy Concept EVs

212

Episode #60 - March sales, BYD's Evolution, How the Lockdowns will affect the auto sector

213

Episode #61 - March/Q1'22 China sales numbers, Q2'22 Challenges, Lei goes to New York (auto show)

214

Episode #59 - EV100, XPeng earnings, Talking about Lotus & Vinfast

215

Episode #57 - Record Profits for OEMs, Didi Motor Company, and EV Pricing Increases

216

Episode #58 - Li One on loan, Long Talk about NIO, Merc's Tech Day

217

China EVs & More MAX Episode #5 (ME) - Elliot Richards, Fully Charged East Asia Correspondent

218

Episode #56 - The Two Sessions, the Chinese Brands Have 'Made it,' and NIO ET7 Launch Buzz

219

Episode #54 - Faraday Future's future, NIO mobile phone's and Lei's Hertz Tesla Experience

220

Episode #55 - Ford's Big Split, Stellantis Global / China Strategy & Lei Drives a Tesla Model 3

221

China EVs & More MAX Episode #4 (ME) - Dr Stephan Wöllenstein, Volkswagen Group China CEO

222

Episode #53 - Recap on Week #1 MOBILIT/E Conference, Discussion with Porsche China CEO

223

Episode #52 - January Sales, Tesla 2022 Outlook, MOBILIT/E Conference Launches

224

China EVs & More MAX Episode #3 (ME) - Maxwell Zhou - DeepRoute CEO/Cofounder

225

Episode #51 - Great Wall Brazilian Investment, Stellantis' Premature Announcement, GM's BIG US Investment

226

Episode #50 - CATL Gets into Battery Swapping

227

China EVs & More MAX Episode #(ME)2 - Dr. Alex Klose, EVP Overseas Operations - AIWAYS

228

Episode #49 - China EVs: By The Numbers, the Wollenstein Interview, BYD Nuro & UPower

229

Episode #48 - Unpacking CES 2022, December Sales numbers for 🇨🇳, Tu's Predictions for 2022

230

Episode #47 - ***Special Extended 2021 Year in Review***

231

Episode #46 - NIO Day recap, CATL's Dominance, Haomo + Great Wall Motors

232

Episode #45 - CAAM Numbers, Niutron and the Tech/EV companies & Expectations for NIO Day

233

Episode #44 - A Long Discussion about VW, a recap of November sales and 2022 projected sales

234

Episode #43 - Nov EV sales, Li Auto Q3 earnings

235

Episode #42 - Guangzhou Auto show recap

236

Episode #41 - Lei's Visit to the LA Auto show, XPeng's Domestic brand Refresh, Launching China EVs &More MAX

237

China EVs & More MAX Episode #(ME)1 - Henrik Fisker

238

Episode #40 - NIO Q3 Earnings, the HiPhi Z, and Rivian's IPO

239

Episode #34 - September EV Sales, NIO Officially Launches in Norway, Geely Makes Some Bold Moves

240

Episode #33 - NIO's Iron Lithium hybrid battery technology, VW Group Anhui battery system factory & Faraday Future's prospects for survival

241

Episode #32 - XPeng P5 Introduction, EV Consolidation, and Foxconn's Foxtron

242

Episode #31 - Unpack August Sales, Tesla Export Strategy, and IAA Mobility 2021 in Munich

243

Episode #29 - XPeng Q2'21 earnings recap, a deep dive on the 'Big 6' premium SOE EV brands

244

Episode #19 - New Investments in the EV/AV space, Sales struggles of Polestar & VW, What is Zeekr

245

Episode #30 - August deliveries #s for the BIG 5, Li Auto Q2 Earnings, takeaways from Chengdu Motor Show

246

Episode #27 - Geely & Renault Mashup, NIO's Surprising Announcements, Li Auto's Choppy Debut on HK Exchange

247

Episode #28 - Baidu's AI World Conference, the NIO NOP accident, and NHTSA's Tesla investigation

248

Episode #26 - Unpacking July sales numbers for NEVs, Tesla using BYD batteries potentially, and the US ambitions for EVs

249

Episode #23 - NIO, VW Group, and Stellantis electrification strategies, OEM EV sales targets for 2025, and lesser known EV brands

250

Episode #24 - XPeng P5 pricing is released, Mercedes announces electrification strategy, and Faraday Future is now a public company

251

Episode #25 - BYD Coolant-GATE, Huawei exec 'canned' for telling the truth (?), CATL's Sodium ion battery, and more

252

Episode #21 - Tesla's (Soft) Recall, Great Wall's Ambitious Plans, and Didi's Big IPO

253

Episode #22 - Unpacking the Didi Mess, June Sales numbers, AutoX Gen 5 Robotaxi

254

Episode #20 - Volkswagen's Reality Check, Audi's ALL EV’s BIG Asterisk, Tu & Will's Visit to Apollo & Evoke Motorcycles

255

Episode #15 - Wayward Waymo One, A Spotlight on China AV companies, Robotaxi partnerships

256

Episode #17 - Big Shuffle with May sales, Update on Jidu Auto, and Tesla Continues its Funk

257

Episode #18 - Apple meets with BYD & CATL, Tu's Mobility Panel Takeaways, and Didi's Planned IPO

258

Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China

259

Episode #14 - China April EV Sales, Tesla's Shocking Drop, Qihoo & JD.com EV Dance, and more

260

Episode #12 - Tesla Protest-Gate, NIO Way to Norway to the EU, Is Skyworth - it?

261

Episode #13 - NIO Way in Norway, the China May holiday

262

Episode #8 - Smart EVs packed with tech, a longer look at LiDAR, Tu visits Liu e-moped company

263

Episode #9 - A recap of Q1’21 sales, Lead-up to Auto Shanghai 2021, spotlights on XPeng & Ford

264

Episode #11 - Recap #2 of Auto Shanghai 2021: A spotlight on the Chinese and tech brands

265

Episode #10 - Recap #1 of Auto Shanghai 2021: A spotlight on the foreign brands