In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters) sit down with Simon Wright, Industry Editor at The Economist, to unpack the forces reshaping the global auto industry.
From Simon’s provocative article “Trump, Friend of the EV?” to the growing threat of Chinese EV makers in Europe, the conversation dives deep into how policy, tariffs, and consumer demand are colliding across China, the EU, and the U.S.
We explore:
• Why Trump-era policies may paradoxically boost EV adoption in America
• The growing competitive pressure from BYD, NIO, and Chinese automakers in Europe
• How Stellantis, Volkswagen, BMW, and Mercedes are responding to China’s dominance
• Whether European 2035 combustion engine bans will hold
• The software and digital experience gap facing legacy automakers
• The future of autonomous vehicles in Europe and beyond Simon shares insider perspective on trade, tariffs, electrification, and why the world is going electric faster than many expect.
👉 Don’t miss this global deep dive into the future of cars, policy, and competition.
