Tyler Crowe

So we're going to do a special deep dive into the Chinese electric vehicle market.

We got a listener question related to this, and we thought it would be a great time to kind of dive into this.

So our question came in from Frederick May.

The question is, I hope you're all doing well.

I'm really intrigued by the developments we're seeing in the Chinese electric vehicle sector lately.

I would love to hear your thoughts on a few things in the next podcast.

I'm curious about your perspectives on Chinese EVs with pricing pressure in China, Europe still having tariffs on Chinese EVs, etc.

Chinese EV companies have become a real boogeyman for the industry.

The U.S.

and Europe have put up barriers for Chinese auto manufacturers in the form of tariffs, outright bans.

Both BYD and Geely have overtaken Tesla in terms of global EV sales, while companies like SAIC, Chang'an, and Cherry have all vaulted in the top 10 and are really growing quite fast.

I want to start with this question for both of you guys.

What's in the sauce?

with Chinese EV companies where they're having so much success?

The easy answer is Chinese customers buying Chinese goods.

But something's happening here where countries around the world are putting up trade barriers when it comes to Chinese-made EVs.

So, Lou, what are you seeing here?

Yeah, it almost seems like there was a little bit of writing on the wall with Chinese EVU manufacturing where supply chains were keeping push components and parts of automotives and to the point starting making assemblies.

And it was almost like a matter of time before it's like, hey, if we take these five assembly pieces and put them together, all of a sudden we've got a vehicle and now we're cooking here.

So there was a little bit of that sort of involvement.