EP44: BYD's major roadblock on export due to Mexican Tariffs
Description
Episode Description: In this week's episode, hosts Emma and David break down the top eight stories shaping the Chinese electric vehicle market. We explore a potential renewal of the decades-old joint venture between SAIC and GM, and a new, long-life, and ultra-fast-charging battery from CATL. We also cover the latest sales data from CAAM, which shows shifts in market leadership, and BYD’s international expansion facing new tariffs in Mexico. We take a closer look at Xpeng's G6 sales success and Nio's pivotal third-generation ES8 launch. Finally, in our deep dive segment, we analyze how the Chinese EV market is moving from a chaotic, subsidized boom to a more mature phase defined by consolidation, targeted government policy, and innovative service-based business models.
Full script:
https://mp.weixin.qq.com/s/OYsCE1Aergyu-nIjhozy9Q
United States
