EP40: China's 'Anti-Involution' Campaign
Description
On thisweek's episode, Emma and David break down the eight most important headlinesfrom the Chinese EV market, with news from August 16th to the 23rd, 2025.
Theydiscuss a historic turning point as China's New Energy Vehicle sales are ontrack to outpace gasoline cars this year—a full decade ahead of officialtargets. The hosts also examine the government's latest moves to curb anintense "price war" and the unexpected market chaos caused by atemporary halt at a major lithium mine.
In adeep-dive segment, Emma and David analyze the fascinating conflict between U.S.policy and market reality. They explore why General Motors is still importingcritical batteries from Chinese giant CATL, even as new U.S. regulations onlithium threaten to tighten the global supply chain. It's a look at the complexweb of technology and manufacturing that defines the future of the EV industry.
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United States
