China EVs & More

Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup


Listen Later

In this week’s episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYD’s dominance. 🇨🇳🚗💥

Topics covered:

• The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chains

• BYD’s explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030

• The launch of the Yangwang U7 – a 1,300 hp luxury EV aiming squarely at the EQS and i7

• Why Germany and Japan may be the biggest losers in the evolving EV landscape

• BYD’s export strategy and vertical integration masterclass

• Can Denza, Fang Cheng Bao, and Yangwang go premium inside and outside China?

• Plus: NIO’s financial pressures, Xiaomi SU7’s rise, and the EV arms race heating up globally


👉 Subscribe for weekly insights on EVs, AVs, and the future of mobility.


📬 Sign up for Tu Le’s free newsletter: sinoautoinsights.substack.com


#BYD #Tariffs #Tesla #EVs #ChinaAuto #YangwangU7 #AutoIndustry #NIO #XiaomiSU7 #Mobility

...more
View all episodesView all episodes
Download on the App Store

China EVs & MoreBy Tu Le & Lei Xing

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like China EVs & More

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,269 Listeners

The China in Africa Podcast by The China-Global South Project

The China in Africa Podcast

207 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,010 Listeners

Odd Lots by Bloomberg

Odd Lots

1,760 Listeners

Sinica Podcast by Kaiser Kuo

Sinica Podcast

594 Listeners

Founders by David Senra

Founders

1,856 Listeners

ChinaTalk by Jordan Schneider

ChinaTalk

269 Listeners

The Fully Charged Podcast by The Fully Charged Show

The Fully Charged Podcast

322 Listeners

Money of Mine by Mineral Media

Money of Mine

32 Listeners

InsideEVs Plugged-In Podcast - Electric Vehicle News by InsideEVs - Electric Vehicle News

InsideEVs Plugged-In Podcast - Electric Vehicle News

144 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

151 Listeners

Chinese Whispers by The Spectator

Chinese Whispers

12 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

412 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

206 Listeners