The global automotive industry may have just crossed another major turning point.
In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are partnering in Europe, what it means for the future of global manufacturing, and why more legacy automakers are turning to Chinese technology despite growing geopolitical tensions.
The discussion also explores Mercedes-Benz's challenges with the proposed Connected Vehicle Security Act in the United States, Volkswagen's expanding partnerships in China, Honda's renewed commitment to its Chinese joint venture, Tesla's latest earnings, and whether the global industry has reached a point where competing with Chinese automakers alone is no longer enough.
This episode covers:
Ford & Geely's new European joint venture
Why Spain is becoming Europe's next automotive hub
Mercedes-Benz and the Connected Vehicle Security Act
Volkswagen's growing reliance on Chinese technology
Horizon Robotics and Volkswagen's AI partnership
Tesla's latest earnings and shrinking margins
China's increasingly competitive EV market
BYD's global ambitions
Why more legacy automakers are partnering with Chinese companies
What this means for Europe, North America and the future of global manufacturing
If you want independent analysis on where the automotive industry is heading—not where it has been—subscribe to China EVs & More.
Hosted by Tu Le (Sino Auto Insights) and Lei Xing, bringing decades of experience covering China's automotive industry from the inside.
Chapters
00:00 Welcome to China EVs & More #255 00:50 The week's biggest stories: Ford, Mercedes & Volkswagen 02:10 Why Mercedes could be blocked from selling in the U.S. 06:30 How China and U.S. policy are squeezing German automakers 09:00 Mercedes' EV struggles continue in China 11:45 Ford & Geely team up in Europe 15:45 Why Spain is becoming Europe's next automotive hub 18:15 Is Ford's Geely partnership the future of the auto industry? 20:00 What's next for GM in China and Europe? 21:30 Why every legacy automaker is partnering with Chinese companies 23:45 Volkswagen doubles down on China 27:45 Has Volkswagen reached the bottom in China? 29:00 "If You Can't Beat Them, Join Them" 30:15 China's EV price war is becoming unsustainable 33:00 Tesla earnings: Sales up, margins down 35:50 Is Tesla's China advantage starting to fade? 37:30 Financial Times: Chinese premium brands target Europe 39:00 Can Chinese premium brands win outside China? 40:15 Live Q&A begins 41:00 XPeng X9 recall: Should buyers be worried? 44:15 Is XPeng really Tesla's biggest rival? 46:00 Can BYD overtake Toyota as the world's #1 automaker? 48:20 Why hybrids still dominate the U.S. market 50:10 Battery swapping vs. autonomous charging 52:10 Xiaomi's next big launch 53:15 Should we move the livestream to 12 PM Eastern? 55:20 Thanks for watching!
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