Elon Musk says Chinese electric vehicles could ‘demolish’ competition unless trade barriers are put in place. The Chinese company BYD sold more electric vehicles than Tesla in the last three months of 2023, challenging their global dominance. So does this spell trouble for Elon Musk? BBC Asia Business reporter Monica Miller, and electric car analyst Robert Llewellyn explain how China has invested in EVs and what this means for the industry.

The Global Story brings you trusted insights from BBC experts around the world, with Katya Adler. We’re keen to hear from you, wherever you are in the world. #TheGlobalStory. We want your ideas, stories and experiences to help us understand and tell The Global Story. Email us at [email protected] You can also message us or leave a voice note on WhatsApp on +44 330 123 9480. Today’s podcast was made by Richard Moran, Neal Razzell and Emilia Jansson. The technical producer was Dafydd Evans. The assistant editor is Sergi Forcada Freixas and the senior news editor is Jonathan Aspinwall.