China EVs & More

By Tu Le & Lei Xing

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Subscribers: 9
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Episodes: 234

Description

Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense


Episode Date
Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven
Dec 02, 2025
Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock
Nov 25, 2025
Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift
Nov 03, 2025
Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
Oct 27, 2025
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
Oct 14, 2025
Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play
Oct 13, 2025
Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
Oct 13, 2025
Episode #221: Special IAA Mobility Edition!
Sep 15, 2025
Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast’s Rise in Vietnam
Sep 05, 2025
Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China’s EV Chip Wars
Sep 05, 2025
Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout
Aug 25, 2025
Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports
Jul 28, 2025
Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
Jul 21, 2025
CEM MAX AutoShanghai2025 Roundtable - Part #2
Jul 14, 2025
Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y
Jul 14, 2025
Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production
Jul 02, 2025
Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7
Jul 02, 2025
Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US
Jun 17, 2025
Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales
Jun 17, 2025
CEM MAX AutoShanghai2025 Roundtable - Part #1
Jun 12, 2025
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout
Jun 02, 2025
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled
May 20, 2025
Special Episode - On the Road (Beijing to Shanghai)
May 20, 2025
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai
May 12, 2025
Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC
Apr 24, 2025
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
Apr 14, 2025
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
Apr 08, 2025
Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup
Mar 31, 2025
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
Mar 25, 2025
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis
Mar 17, 2025
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!
Mar 17, 2025
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
Mar 03, 2025
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
Mar 03, 2025
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
Feb 28, 2025
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
Feb 18, 2025
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
Feb 10, 2025
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends
Feb 03, 2025
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China
Feb 03, 2025
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights
Jan 24, 2025
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience
Jan 24, 2025
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview
Jan 24, 2025
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond
Jan 02, 2025
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk
Dec 09, 2024
Episode #182 - September Sales, Global Competition and EU Tariffs
Nov 27, 2024
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week
Nov 27, 2024
Episode #184 - Paris Motor Show Recap Special!
Nov 27, 2024
Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means
Nov 13, 2024
Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience
Nov 05, 2024
Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War
Nov 04, 2024
Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions
Oct 25, 2024
Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries
Oct 07, 2024
Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some
Sep 17, 2024
Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW)
Sep 10, 2024
Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?
Sep 04, 2024
Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul
Aug 27, 2024
Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take
Aug 23, 2024
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
Aug 13, 2024
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs
Aug 02, 2024
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next
Jul 24, 2024
Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ
Jul 18, 2024
Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception
Jul 11, 2024
Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated
Jul 01, 2024
Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation
Jun 06, 2024
Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks
Jun 04, 2024
Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China
May 21, 2024
Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area)
May 20, 2024
Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)
May 20, 2024
Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6
May 04, 2024
Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations
Apr 18, 2024
Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024
Apr 18, 2024
Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year
Apr 01, 2024
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
Mar 27, 2024
Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad
Mar 18, 2024
Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil
Mar 11, 2024
Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale
Mar 05, 2024
Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes
Feb 28, 2024
Episode #153 - China Opinion on NEV Trade Cooperation, Tu and Autoline Ater Hours, Ford's Skunkworks team
Feb 14, 2024
Episode #152 - January Sales (CNY effects), Evergrande, Didi + CATL, the Real Export Champ
Feb 05, 2024
Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab
Jan 30, 2024
Episode #150 - China's BIG challenges, the Lotus Emeya and TuSimple Exits Stage Left
Jan 24, 2024
Episode #149 - Lei unpacks CES 2024, GM Sales in China 📉, FInal Numbers from 🇨🇳
Jan 16, 2024
Episode #147 - The Year in Review edition
Jan 10, 2024
Episode #148 - 2024 Predictions from Tu & Lei
Jan 10, 2024
Episode #144 - NIO Earnings, Stellantis & Ample swapping collab, Tesla Wants More Capacity at ShanghaiGiga
Dec 11, 2023
Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner
Dec 05, 2023
Episode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVs
Nov 28, 2023
Episode #141 - Single's Day EV Promotions, Q4 Mad Dash and the Zeekr IPO
Nov 22, 2023
Episode #140 - Zeekr Track Day in the US, Lei's Chat with NIO's Ganesh Iyer, A Mad Dash to Close 2023
Nov 09, 2023
Episode #139 - Stellantis + LeapMotor, Geely Related Events in SH / BJ, Cruise Troubles
Nov 04, 2023
Episode #138 - Euro Legacies Still Love China, Li Auto MEGA and Graphite Restrictions
Oct 24, 2023
Episode #137 - Li Auto's Ambitious Plans, Porsche's Woes in China, Tu's Bay Area Adventure
Oct 16, 2023
Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise
Oct 16, 2023
Episode #135 - BYD Moving Up the Charts, Foreign Legacies Chose to Enter China, Tesla Selling Online in China
Oct 03, 2023
Episode #134
Sep 28, 2023
Episode 133
Sep 26, 2023
Episode #132
Sep 21, 2023
Episode #130 - PHEVs Galore, WeRide US IPO and What to Expect from IAA Mobility Munich
Sep 12, 2023
Episode #131 - Unpacking XPeng's Moves, BYD Adds to its Manufacturing footprint, NIO Sales Revamp
Sep 12, 2023
Episode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech update
Aug 30, 2023
CEM MAX #18 - Philipp Sayler von Amende, CEO & Co-Founder carwow Germany
Aug 21, 2023
CEM MAX #19 - Wu Gansha, Founder & CEO, UISEE
Aug 16, 2023
Episode 128 - Bumping in to Frank Wu, BYD gets to 5 Million, Doubling Down on Hydrogen
Aug 16, 2023
Episode 127 - Behind the Wheel: XPeng G6, Pony & Toyota Get More Serious, Jetta to use LeapMotor's Tech
Aug 15, 2023
Episode 126 - VW's Blockbuster Investment, Indian govt says 'Not Interested' to BYD
Jul 31, 2023
Episode 125 - Bigger Stimulus for EV purchase on the way, BYD wants to build in India, Unpacking NIO Power Day
Jul 26, 2023
Episode 124 - 25K Downloads for CEM, Li Bin Wants an Open US market, Lei's Trip so far to Beijing
Jul 18, 2023
Episode 123 - June sales, Fairplay Pledge, China NEV manufacturing credits get recalc'd
Jul 15, 2023
Episode 122 - Delicate Chinese economy, XPeng G6 Importance, So much news to cover
Jul 04, 2023
Episode 121 - China extends NEV purchase tax exemption, Unpacking VW Capital Markets Day, NIO recruits another investor
Jul 03, 2023
Episode #120 - Revisiting the NIO price cuts, Li Auto wants to outsell ABB, NIO Q & A
Jun 22, 2023
Episode #119 - China Policy Updates, NIO's ET5 Touring Launch and Ford's Situation in China
Jun 19, 2023
MAX Episode #17 - James Hind, Founder & CEO carwow
Jun 12, 2023
Episode #118 - May Sales, Elon in China and Lei in California for VW
Jun 06, 2023
Episode #115 - More Cariad Drama, Li Auto spotlight and Geely & Changan talk collaboration
May 26, 2023
Episode #116 - VW & Huawei, What's Next for Tesla, China - Global Export King
May 22, 2023
Episode #114 - April Sales, Ford’s New China Strategy, Tu's Adventures Returning to the US
May 14, 2023
Episode #113 - Special AutoShanghai2023 Edition
May 06, 2023
Episode #111 - Tu & Lei Going Back to China, Reflections on the NY Auto Show, GM Kicks Apple Out
Apr 13, 2023
Episode #110 - AutoShanghai Buildup, BYD Earnings, Faraday Job #1
Apr 13, 2023
MAX Episode #16 - Tom Fennimore, CFO Luminar
Mar 30, 2023
Episode #109 - XPeng Earnings, Geely Explained, Updates on the Price War
Mar 27, 2023
Episode #108 - More Price Cuts, VW Group's Long Game, the EU's Answer to the IRA
Mar 22, 2023
MAX #15 - Marco Kollmeier, Managing Director, Holon
Mar 13, 2023
Episode #107 - China Price War, February Sales, CATL - The Good and the Bad
Mar 13, 2023
Episode #106 - Unpacking Tesla Investor Day, Luminar's Big Ambitions, China - February Sales
Mar 06, 2023
Episode #105 - Ford China, A Brief History, Merc's Digital Update, Geely Galaxy
Feb 28, 2023
MAX #14 - Silvio Angori, CEO & MD Pininfarina
Feb 21, 2023
Episode #104 - Ford & CATL Collab, Tesla's refreshed MIC M3, Charlie Munger Praises BYD
Feb 21, 2023
Episode #103 - Hesai’s IPO, Introducing the Li Auto L7, Tesla #1 in CA
Feb 13, 2023
Episode #102 - Catching up after CNY, January Sales, Charging in the US - to Swap or Not to Swap
Feb 07, 2023
Max Episode #13 - Bao Junwei, Innovusion Co-Founder & CEO
Feb 07, 2023
Episode 101 - More help from Chinese Govt (?), Who's Next to Cut Prices, Export Growth from China
Jan 30, 2023
Episode #100 - Reflecting on 2022 China Sales, Tesla price-cuts in China, IRA Implications
Jan 19, 2023
Episode #99 - Lei at CES, Software-Defined isn't accurate, Final 2022 sales numbers
Jan 13, 2023
China EVs & More MAX Episode #12 (ME) - Zack Anderson, Co-founder & CTO of ClearMotion
Jan 05, 2023
Episode #98 - 100th Episode - GZ Auto Show, Unpacking NIO Day & the 2022 Year in Review
Jan 05, 2023
Episode 97 - Tesla's long year, NIO Day surprises, ECarX IPO
Dec 28, 2022
Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
Dec 20, 2022
Episode 95 - COVID Update - Opening up(?), More Details on November sales, Tesla NOW
Dec 12, 2022
Episode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sector
Dec 09, 2022
Episode 93 - Thanksgiving Edition: Covid in China, the Latest, Apollo & Pony - backseat safety drivers (?)
Nov 28, 2022
Episode 92 - LA Auto show edition: Cruise Automation ride, Bumping into People, Motor Trend's Coding the Car
Nov 26, 2022
Episode 91 - NIO Q3 Earnings, Geely's BIG week, October Sales by Pricepoint
Nov 18, 2022
Episode 90 - BeyonCa launches, TuSimple & Faraday Future Challenges, Operational Consistency
Nov 18, 2022
MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence
Nov 10, 2022
Episode #89 - Jidu Auto ROBO-01 Unveil, Lotus Eletre or Polestar 3, Tesla slashes pricing on the MIC Model 3/Y
Nov 01, 2022
Episode #88 - Lei Goes to Paris, Tu Goes to San Francisco, The Lower Segments Drive the Sales Volume in China
Oct 28, 2022
MAX Episode #10 - John Voelcker, Contributing Editor - Car and Driver
Oct 26, 2022
Episode 87 - Volkswagen Invests in Horizon Robotics, US Chip Restrictions tighten, Polestar 3 Unveiled
Oct 18, 2022
Episode #86 - NIO Berlin Launch, BYD European Pricing, Gotion, ONE: Michigan Battery Bets
Oct 14, 2022
MAX Episode #9 - Dr. Jun Pei, Cepton Co-founder/CEO
Oct 12, 2022
Episode 85 - MOVE America Recap, NIO/Bin Li's European Tour, China NEV Market Keeps Rolling
Oct 04, 2022
Episode 84 - Detroit Auto show recap, Gotion heading to the U.S., XPeng G9 & NGP update
Oct 04, 2022
Episode #83 - Tu and Lei finally meet, the Detroit Auto show
Sep 27, 2022
Episode #82 - Auto sales summary, NIO earnings and Lei's trip to Detroit for the show
Sep 20, 2022
Episode #81 - August China sales, US restricts chips to China, Porsche and Apple CarPlay
Sep 09, 2022
Episode #80 - Tax Exemptions Extended for China NEVs, XPeng's earnings call, China's Other Surging EV segments
Sep 05, 2022
Episode #79 - Tu's back in the US, Li Auto earnings, Li Keqiang's visit to BYD
Aug 29, 2022
Episode #78 - Unpacking July sales, Thoughts on the XPeng G9 & AVATR 11, the IRA act
Aug 20, 2022
Episode #76 - VW Group Dismisses Diess, Driving a few cars from 🇨🇳 EV Inc
Aug 15, 2022
Episode #77 - July sales, Tu's Apollo robotaxi ride, China EVs & More at the Detroit auto show
Aug 12, 2022
Episode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on Didi
Jul 30, 2022
Episode #74 - Tu's Sneak Peek of the Robo-1, Projecting 2022 Full-Year and 2023 Sales, Geely's Radar
Jul 24, 2022
MAX Episode #8 - Frank Wu, Head of Design: Jidu Auto (Part 2 of 2)
Jul 21, 2022
MAX Episode #8 - Frank Wu, Head of Design: Jidu Auto (Part 1 of 2)
Jul 18, 2022
Episode #73 - BYD outsells Tesla in NEVs, NIO Power Day, VW's SalzGiga
Jul 14, 2022
Episode #72 - NIO's tough couple of weeks, the VW ID.Aero unveil and thoughts on the Chongqing Auto show
Jul 06, 2022
Episode #71 - Reax of the Li Auto L9 unveil, VW & Merc moves, CATL's Qilin battery
Jun 30, 2022
Episode #70 - Unpacking the NIO ES7 unveil, Geely's new brand Radar, BYD at CES 2023
Jun 21, 2022
Episode #69 - Unpacking the Jidu Robo-1 Unveil, NIO earnings takeaways, BYD out there #GSD
Jun 15, 2022
Episode #68 - Better May sales, WM Motor's IPO, More Deets on the NIO ES7
Jun 09, 2022
Episode #67 - Jumpstarting the Chinese Economy, Bosch & WeRide collab, and XPeng's earnings
Jun 02, 2022
MAX Episode #7 (ME) - Omer Keilaf, Co-founder & CEO of Innoviz
May 27, 2022
Episode #66 - CEM turns 1 year old, BYD + Merc = Denza, and QCraft's ¥10K L2 HW/SW stack
May 25, 2022
Episode #64 - Covid China production update, NIO Singapore & Qiantu US listing
May 19, 2022
Episode #65 - BYD's Changsha troubles, Tesla's production hiccup, VW's Scout Revival
May 17, 2022
China EVs & More MAX Episode #6 (ME) - Steve Levine, The Electric newsletter Part #2
May 14, 2022
Episode #63 - April sales ..so far, China Autonomous Vehicle update, VW's Cariad China
May 04, 2022
China EVs & More MAX Episode #6 (ME) - Steve Levine, The Electric newsletter - Part #1
May 02, 2022
Episode #62 - Lockdown Update, Tesla Earnings, Legacy Concept EVs
Apr 26, 2022
Episode #60 - March sales, BYD's Evolution, How the Lockdowns will affect the auto sector
Apr 25, 2022
Episode #61 - March/Q1'22 China sales numbers, Q2'22 Challenges, Lei goes to New York (auto show)
Apr 22, 2022
Episode #59 - EV100, XPeng earnings, Talking about Lotus & Vinfast
Apr 12, 2022
Episode #58 - Li One on loan, Long Talk about NIO, Merc's Tech Day
Apr 01, 2022
Episode #57 - Record Profits for OEMs, Didi Motor Company, and EV Pricing Increases
Apr 01, 2022
China EVs & More MAX Episode #5 (ME) - Elliot Richards, Fully Charged East Asia Correspondent
Apr 01, 2022
Episode #56 - The Two Sessions, the Chinese Brands Have 'Made it,' and NIO ET7 Launch Buzz
Mar 28, 2022
Episode #54 - Faraday Future's future, NIO mobile phone's and Lei's Hertz Tesla Experience
Mar 19, 2022
Episode #55 - Ford's Big Split, Stellantis Global / China Strategy & Lei Drives a Tesla Model 3
Mar 14, 2022
China EVs & More MAX Episode #4 (ME) - Dr Stephan Wöllenstein, Volkswagen Group China CEO
Mar 08, 2022
Episode #53 - Recap on Week #1 MOBILIT/E Conference, Discussion with Porsche China CEO
Feb 24, 2022
Episode #52 - January Sales, Tesla 2022 Outlook, MOBILIT/E Conference Launches
Feb 16, 2022
China EVs & More MAX Episode #3 (ME) - Maxwell Zhou - DeepRoute CEO/Cofounder
Feb 11, 2022
Episode #51 - Great Wall Brazilian Investment, Stellantis' Premature Announcement, GM's BIG US Investment
Feb 05, 2022
Episode #50 - CATL Gets into Battery Swapping
Jan 27, 2022
China EVs & More MAX Episode #(ME)2 - Dr. Alex Klose, EVP Overseas Operations - AIWAYS
Jan 25, 2022
Episode #49 - China EVs: By The Numbers, the Wollenstein Interview, BYD Nuro & UPower
Jan 19, 2022
Episode #48 - Unpacking CES 2022, December Sales numbers for 🇨🇳, Tu's Predictions for 2022
Jan 12, 2022
Episode #47 - ***Special Extended 2021 Year in Review***
Jan 05, 2022
Episode #46 - NIO Day recap, CATL's Dominance, Haomo + Great Wall Motors
Dec 29, 2021
Episode #45 - CAAM Numbers, Niutron and the Tech/EV companies & Expectations for NIO Day
Dec 22, 2021
Episode #44 - A Long Discussion about VW, a recap of November sales and 2022 projected sales
Dec 15, 2021
Episode #43 - Nov EV sales, Li Auto Q3 earnings
Dec 08, 2021
Episode #42 - Guangzhou Auto show recap
Nov 29, 2021
Episode #41 - Lei's Visit to the LA Auto show, XPeng's Domestic brand Refresh, Launching China EVs &More MAX
Nov 25, 2021
China EVs & More MAX Episode #(ME)1 - Henrik Fisker
Nov 24, 2021
Episode #40 - NIO Q3 Earnings, the HiPhi Z, and Rivian's IPO
Nov 17, 2021
Episode #34 - September EV Sales, NIO Officially Launches in Norway, Geely Makes Some Bold Moves
Nov 09, 2021
Episode #33 - NIO's Iron Lithium hybrid battery technology, VW Group Anhui battery system factory & Faraday Future's prospects for survival
Nov 02, 2021
Episode #32 - XPeng P5 Introduction, EV Consolidation, and Foxconn's Foxtron
Oct 24, 2021
Episode #31 - Unpack August Sales, Tesla Export Strategy, and IAA Mobility 2021 in Munich
Oct 21, 2021
Episode #29 - XPeng Q2'21 earnings recap, a deep dive on the 'Big 6' premium SOE EV brands
Sep 25, 2021
Episode #19 - New Investments in the EV/AV space, Sales struggles of Polestar & VW, What is Zeekr
Sep 25, 2021
Episode #30 - August deliveries #s for the BIG 5, Li Auto Q2 Earnings, takeaways from Chengdu Motor Show
Sep 15, 2021
Episode #27 - Geely & Renault Mashup, NIO's Surprising Announcements, Li Auto's Choppy Debut on HK Exchange
Sep 14, 2021
Episode #28 - Baidu's AI World Conference, the NIO NOP accident, and NHTSA's Tesla investigation
Sep 06, 2021
Episode #26 - Unpacking July sales numbers for NEVs, Tesla using BYD batteries potentially, and the US ambitions for EVs
Aug 29, 2021
Episode #23 - NIO, VW Group, and Stellantis electrification strategies, OEM EV sales targets for 2025, and lesser known EV brands
Aug 27, 2021
Episode #24 - XPeng P5 pricing is released, Mercedes announces electrification strategy, and Faraday Future is now a public company
Aug 07, 2021
Episode #25 - BYD Coolant-GATE, Huawei exec 'canned' for telling the truth (?), CATL's Sodium ion battery, and more
Aug 06, 2021
Episode #21 - Tesla's (Soft) Recall, Great Wall's Ambitious Plans, and Didi's Big IPO
Jul 26, 2021
Episode #22 - Unpacking the Didi Mess, June Sales numbers, AutoX Gen 5 Robotaxi
Jul 22, 2021
Episode #20 - Volkswagen's Reality Check, Audi's ALL EV’s BIG Asterisk, Tu & Will's Visit to Apollo & Evoke Motorcycles
Jul 07, 2021
Episode #15 - Wayward Waymo One, A Spotlight on China AV companies, Robotaxi partnerships
Jun 30, 2021
Episode #17 - Big Shuffle with May sales, Update on Jidu Auto, and Tesla Continues its Funk
Jun 24, 2021
Episode #18 - Apple meets with BYD & CATL, Tu's Mobility Panel Takeaways, and Didi's Planned IPO
Jun 19, 2021
Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China
Jun 11, 2021
Episode #14 - China April EV Sales, Tesla's Shocking Drop, Qihoo & JD.com EV Dance, and more
Jun 07, 2021
Episode #12 - Tesla Protest-Gate, NIO Way to Norway to the EU, Is Skyworth - it?
May 26, 2021
Episode #13 - NIO Way in Norway, the China May holiday
May 26, 2021
Episode #9 - A recap of Q1’21 sales, Lead-up to Auto Shanghai 2021, spotlights on XPeng & Ford
May 24, 2021
Episode #8 - Smart EVs packed with tech, a longer look at LiDAR, Tu visits Liu e-moped company
May 24, 2021
Episode #10 - Recap #1 of Auto Shanghai 2021: A spotlight on the foreign brands
May 20, 2021
Episode #11 - Recap #2 of Auto Shanghai 2021: A spotlight on the Chinese and tech brands
May 20, 2021