
About this episode
Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X
Topics:
The UAW Strike
The future of the "Big 3" US automakers
Tesla's huge EV lead in the US
Modifying IRA rules
The long road to NA/EU battery competitiveness
The German auto retreat in China
EV = battery & software
The China EV market
The India EV market
China market misinformation
LFP in North America
Rapid fire
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