Robert Llewellyn talks to Michael Dunne - entrepreneur, author and keynote speaker - about China's ambitions to dominate global electric car and battery markets. How did it happen, and is China's rise and America's automotive decline inevitable?
 
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00:00 – Intro
02:10 – Michael Dunne's background and first trip to China!
06:27 – Robert's own Shanghai trip
08:03 – The old China: BYD's unloved early days and foreign brands' golden years
11:36 – The "two earthquakes" — EV sales explode, exports skyrocket
13:14 – Chinese cars flooding the UK & charging infrastructure
18:13 – How China built its edge
22:11 – Made in China 2025 & the long game on batteries/rare earths
36:52 – The subsidy debate, state support, and the West's dilemma
58:52 – The road ahead: autonomy, robotaxis, congestion, and the West's remaining strengths
 
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