Everything Electric Podcast

Collapse or Consolidation? Does America or China hold the trump card on electric cars?

Aug 25, 2025 · 1 hr 6 min · 129.6 MB
0:00-1:06:15

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Robert catches up with Elliot Richards for an in-depth discussion on the global automotive market, exploring China's growing influence, the current state of the U.S. industry, and the impact of tariffs on American manufacturers.

They discuss the challenges facing the industry, recent technology advancements, and what the next few years could bring.

00:00 Discussion Points

05:00 Developments in China

13:00 Global Developments

14:50 CATL Batteries

17:25 Windrose Trucks

18:15 Industry Challenges

22:15 Technology Advancements

25:30 XPENG

29:00 Jaecoo & Chery

30:45 Jaguar Land Rover

34:30 Jaecoo

36:00 Chery History

38:00 Xiaomi

42:15 Maturing of China's Automotive Industry

44:00 Current Economy

46:30 Solar

47:20 Jim Farley (Ford)

50:00 USA & China Automotive Industry

53:00 Canadian Market

54:50 Korea

56:00 Next Few Years

57:30 Hybrid and EVs in China Sales & Charging

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