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China EVs & More

Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated

01 Jul 2024

Description

Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt of those retaliatory measures. Lei then moves the conversation over to Tu's EV car rental for his trip to California and Tu talks in details about the good, the bad and the ugly about his few days driving a Kia Niro EV. They close the podcast with a discussion on how the tariffs, both exporting to AND from, could affect VW Group's diverse set of brands, manufacturing bases and ultimately their long-term competitiveness. 

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