The global EV story is changing fast. In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters / High-Speed Rodeo) unpack the latest data and strategies shaping the future of the car industry.
They dive into:
⚡ The U.S. EV market’s slowdown — and what GM’s $1.6 billion charge says about consumer demand
🇺🇸 Stellantis’ combustion-heavy U.S. plan and John Elkann’s Trump outreach
🇪🇺 Europe’s debate over delaying the 2035 ICE ban — and new IP-transfer demands on Chinese automakers
🇨🇳 China’s EV “cliff”: record exports from BYD and Chery, brutal price wars, and overcapacity pressures 🌍 Why Spain is becoming Europe’s new EV hub (BYD, CATL, VW Group)
💰 U.S. car prices topping $50K — and the growing middle-class gap
🚗 How Chinese brands like BYD, Geely, Leapmotor, NIO (Onvo), and Xpeng are taking share abroad
🤖 The rise of Waymo, Uber, Lyft, and new autonomous players like Tensor Auto — and what it means for future mobility
⚙️ Rare-earth supply chain battles between China and the U.S.
Tu and Joe connect the dots between policy, profitability, and innovation across Detroit, Beijing, and Berlin.
📺 Subscribe to At The Wheel for straight-talk analysis from two of the most plugged-in voices in global mobility.
Chapters:
00:00 Introduction to Electric Vehicles and Market Trends
01:39 The Cliff of EV Adoption in the US
05:51 The Chinese EV Market Dynamics
11:37 Export Trends and Global Competition
18:02 The Shift in US Auto Industry Focus
26:31 The Future of Innovation and Competitiveness
35:02 Supply Chain Challenges and Geopolitical Tensions
