China EVs & More Episode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVs
This episode starts with Tu and Lei unpacking the significance of NIO partnering with SOE Changan to expand it's swapping services.
After a significant deep-dive into the NIO swapping news, Tu then asks Lei about the announcement that Stellantis will use CATL to supply them batteries for the EU market. This in addition to the recent investment that Stellantis had made in Chinese EV company LeapMotor.
The conversation transitions over to the US and Tu and Lei's thoughts on how the final IRA language is going to shake out and how it may affect the automakers that manufacture inside the US which is just about all of the non-Chinese legacy automakers.
Tu and Lei then get into their experience in LA, both going to Faraday Future's Investor Day and then to the LA Auto show and watching the Lucid Gravity unveil.
The podcast closes out with Tu and Lei discussing the popularity of extended range electric vehicles (EREVs)
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