This episode we're exploring China's electric vehicle sector and the many manufacturers vying for a piece of the increasingly crowded market. We're joined by Nick Lai, head of Asia Auto Research at JP Morgan, to discuss the opportunities and challenges facing foreign EV producers in China, as well as the intersection between electric vehicles and smart cars in the future of auto manufacturing.

We also chat about China's charging infrastructure and EV battery market, including why foreign battery manufacturers are unlikely to compete in the China market. Finally, Nick offers his take on whether the majority of China's new car sales will be EVs by 2030.