China EVs & More
Episodes
Episode #48 - Unpacking CES 2022, December Sales numbers for 🇨🇳, Tu's Predictions for 2022
12 Jan 2022
Contributed by Lukas
In 2022's first episode of the year, Tu & Lei start out the pod with their thoughts on the mobility announcements that came out of CES. Tu be...
Episode #47 - ***Special Extended 2021 Year in Review***
05 Jan 2022
Contributed by Lukas
Tu and Lei start the pod with a discussion about the Waymo & Zeekr partnership announcement. They move on to a discussion about the elimination o...
Episode #46 - NIO Day recap, CATL's Dominance, Haomo + Great Wall Motors
29 Dec 2021
Contributed by Lukas
Tu and Lei start off this episode with a brief discussion on all of the news from NIO Day 2021 including their initial reaction to the ET5. Tu believe...
Episode #45 - CAAM Numbers, Niutron and the Tech/EV companies & Expectations for NIO Day
22 Dec 2021
Contributed by Lukas
Tu and Lei start this pod with a discussion on CAAM numbers and outlook for BYD & Chery. They then take a look ahead to 2022 and how the OEMs will...
Episode #44 - A Long Discussion about VW, a recap of November sales and 2022 projected sales
15 Dec 2021
Contributed by Lukas
Tu & Lei start this week's discussion about the recent Volkswagen Group news including new China CEO-elect Ralf Brandstatter joining in mid-2...
Episode #43 - Nov EV sales, Li Auto Q3 earnings
08 Dec 2021
Contributed by Lukas
Tu and Lei start the show with their thoughts on November sales. They also have a discussion of next year's predicted sales of up to 5M unit sale...
Episode #42 - Guangzhou Auto show recap
29 Nov 2021
Contributed by Lukas
Tu & Lei spend most of this episode unpacking all of the launches and news that came out of the Guangzhou auto show. They discuss the new EV bran...
Episode #41 - Lei's Visit to the LA Auto show, XPeng's Domestic brand Refresh, Launching China EVs &More MAX
25 Nov 2021
Contributed by Lukas
Lei starts out the pod with how his trip to LA went along with his visit to the Rivian retails store in LA, he then moves onto the brands and product ...
China EVs & More MAX Episode #(ME)1 - Henrik Fisker
24 Nov 2021
Contributed by Lukas
Lei sits down with Henrik Fisker to discuss his thoughts on charging, LiDAR, solid-state batteries, AV, China, and more...
Episode #40 - NIO Q3 Earnings, the HiPhi Z, and Rivian's IPO
17 Nov 2021
Contributed by Lukas
Lei starts out the show with a number of announcements from the week including Rivian's IPO and his EQS test drive.Lei & Tu talk about what t...
Episode #34 - September EV Sales, NIO Officially Launches in Norway, Geely Makes Some Bold Moves
09 Nov 2021
Contributed by Lukas
Lei declares that this is the 'Week of Big Bets!'Tu and Lei unpack various automakers' September sales numbers and the overall outlook ...
Episode #33 - NIO's Iron Lithium hybrid battery technology, VW Group Anhui battery system factory & Faraday Future's prospects for survival
02 Nov 2021
Contributed by Lukas
Tu & Lei take the first few moments of the show to talk about VW's battery systems factory investment in Anhui Province and move on from ther...
Episode #32 - XPeng P5 Introduction, EV Consolidation, and Foxconn's Foxtron
24 Oct 2021
Contributed by Lukas
This episode starts out with a brief detour with Tu describing his trip to the newly opened Universal Studios. Tu & Lei then move on to unpacking ...
Episode #31 - Unpack August Sales, Tesla Export Strategy, and IAA Mobility 2021 in Munich
21 Oct 2021
Contributed by Lukas
Tu & Lei spend the first part of this episode briefly touching on August sales numbers and spend a bit more time on their thoughts on Tesla's...
Episode #29 - XPeng Q2'21 earnings recap, a deep dive on the 'Big 6' premium SOE EV brands
25 Sep 2021
Contributed by Lukas
Tu & Lei start the show off with a recap of XPeng Q2'21 earnings and the effect of NIO's accident on He Xiaopeng's discussion about...
Episode #19 - New Investments in the EV/AV space, Sales struggles of Polestar & VW, What is Zeekr
25 Sep 2021
Contributed by Lukas
Lei & Tu go through the week's major announcements about investments in the EV/AV space including with Cruise, Waymo, and Hesai. Tu also goe...
Episode #30 - August deliveries #s for the BIG 5, Li Auto Q2 Earnings, takeaways from Chengdu Motor Show
15 Sep 2021
Contributed by Lukas
Lei and Tu go over August sales numbers for China's current Big 5 of NIO, Li Auto, XPeng, Neta, and Leap Motor. Tu & Lei then move over to L...
Episode #27 - Geely & Renault Mashup, NIO's Surprising Announcements, Li Auto's Choppy Debut on HK Exchange
14 Sep 2021
Contributed by Lukas
In Episode 27, Tu & Lei take a few minutes to unpack the July sales numbers from the CPCA & CAAM and the roots of the NEV sales surge. Tu &...
Episode #28 - Baidu's AI World Conference, the NIO NOP accident, and NHTSA's Tesla investigation
06 Sep 2021
Contributed by Lukas
In this episode, Tu & Lei unpack all of the announcements that came out of the Baidu AI World Conference. They also discuss NIO's recent ES8...
Episode #26 - Unpacking July sales numbers for NEVs, Tesla using BYD batteries potentially, and the US ambitions for EVs
29 Aug 2021
Contributed by Lukas
July sales numbers have been released so Tu & Lei go over them and discuss the standpoints and the headscratchers. There is word that BYD & Te...
Episode #23 - NIO, VW Group, and Stellantis electrification strategies, OEM EV sales targets for 2025, and lesser known EV brands
27 Aug 2021
Contributed by Lukas
Lei & Tu spend the first part of this episode talking about Stellantis, NIO, and VW Group's electrification strategies and how China will pla...
Episode #24 - XPeng P5 pricing is released, Mercedes announces electrification strategy, and Faraday Future is now a public company
07 Aug 2021
Contributed by Lukas
Tu & Lei get busy this week with XPeng finally launching specific pricing for it's recently announced P5 sedan and there is a lot for them to...
Episode #25 - BYD Coolant-GATE, Huawei exec 'canned' for telling the truth (?), CATL's Sodium ion battery, and more
06 Aug 2021
Contributed by Lukas
Tu & Lei talk about the media outlet that crashed a BYD Han which caught fire after 48 hours and BYD's reaction to the news hitting Chinese s...
Episode #21 - Tesla's (Soft) Recall, Great Wall's Ambitious Plans, and Didi's Big IPO
26 Jul 2021
Contributed by Lukas
In this episode, Tu & Lei talk about how the Tesla recall may actually have benefited them in China. They also unpack the monster ambitions that G...
Episode #22 - Unpacking the Didi Mess, June Sales numbers, AutoX Gen 5 Robotaxi
22 Jul 2021
Contributed by Lukas
In this episode, Tu and Lei break down what's really happening with the Didi situation and what this could mean to other ride-hailing firms as we...
Episode #20 - Volkswagen's Reality Check, Audi's ALL EV’s BIG Asterisk, Tu & Will's Visit to Apollo & Evoke Motorcycles
07 Jul 2021
Contributed by Lukas
In this episode, Tu & Lei debate VW brand's current sales struggles in China and Audi's Bold 2033 EV announcement that excludes China. ...
Episode #15 - Wayward Waymo One, A Spotlight on China AV companies, Robotaxi partnerships
30 Jun 2021
Contributed by Lukas
In this episode, Lei and Tu talk autonomous vehicles. They discuss Pony.ai, Didi, and break down the current partnership landscape between the AV star...
Episode #17 - Big Shuffle with May sales, Update on Jidu Auto, and Tesla Continues its Funk
24 Jun 2021
Contributed by Lukas
In this week's episode, Lei discusses the surprise shuffle and newbies entering the top 5 in sales, Tu & Lei give an update on Jidu Auto (the...
Episode #18 - Apple meets with BYD & CATL, Tu's Mobility Panel Takeaways, and Didi's Planned IPO
19 Jun 2021
Contributed by Lukas
In this episode, Tu and Lei talk about what to takeaway from the rumored Apple meeting with Chinese battery suppliers BYD & CATL. Tu also discusse...
Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China
11 Jun 2021
Contributed by Lukas
Lei & Tu get into more detail about the upgraded Li One and Li selecting Horizon Robotics as their future chip partner. They also discuss the anno...
Episode #14 - China April EV Sales, Tesla's Shocking Drop, Qihoo & JD.com EV Dance, and more
07 Jun 2021
Contributed by Lukas
In this week's episode, Tu & Lei go over April's EV sales numbers for the China market, one that has historically been a slow month. Th...
Episode #12 - Tesla Protest-Gate, NIO Way to Norway to the EU, Is Skyworth - it?
26 May 2021
Contributed by Lukas
Tu & Lei have some fun with the latest on the Tesla protest-gate at #AutoShanghai2021 and talk about whether NIO way to Norway could be their way ...
Episode #13 - NIO Way in Norway, the China May holiday
26 May 2021
Contributed by Lukas
In a Labor Day shortened show, Tu & Lei unpack all the news that came out of 'NIO' Day in Norway and Tu talks about his domestic travels...
Episode #8 - Smart EVs packed with tech, a longer look at LiDAR, Tu visits Liu e-moped company
24 May 2021
Contributed by Lukas
In this episode, Tu & Lei discuss how packing technology into EVs becomes the norm in China and play out how the Chinese tech companies change the...
Episode #9 - A recap of Q1’21 sales, Lead-up to Auto Shanghai 2021, spotlights on XPeng & Ford
24 May 2021
Contributed by Lukas
Tu & Lei analyze and the numbers from CQ1'21 China auto sales before getting into the vehicles that were launched and the buildup to #AutoSha...
Episode #11 - Recap #2 of Auto Shanghai 2021: A spotlight on the Chinese and tech brands
20 May 2021
Contributed by Lukas
In this week's episode, Tu & Lei continue their talk about the Shanghai Auto Show focusing on announcements and product reveals from the dome...
Episode #10 - Recap #1 of Auto Shanghai 2021: A spotlight on the foreign brands
20 May 2021
Contributed by Lukas
For this week's episode, we talk Shanghai Auto Show focusing on announcements and product reveals from the foreign automakers.