Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot

Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎

Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spark debate: could a Chinese automaker one day buy Peugeot or Citroën? The hosts unpack Europe’s fragile position amid new export restrictions and the Nexperia chip crisis, which has idled factories and exposed just how dependent global OEMs are on Chinese-owned supply chains.

Then the conversation turns to China’s new SAE roadmap 3.0, outlining a sweeping plan through 2040 — including 80 % NEV adoption, peak carbon by 2028, and 70 % of new cars achieving Level 3–4 autonomy by 2035. Tu and Lei discuss what that means for Tesla, GM, VW, XPeng, and BYD, and why Western automakers still underestimate China’s speed and discipline.

They also hit:

⚙️ GM’s “Tech Day” and its Level 3 Escalade IQ launch — is Detroit finally catching up?

🏭 Volkswagen’s XPeng and Rivian alliances — lifeline or identity crisis?

🔋 CATL’s record 1,122 GWh battery output and Q3 earnings

🔥 The Li Auto MPV and Xiaomi SU7 fire controversies — and what they reveal about China’s speed vs safety trade-off

📈 NIO’s 40 K per-month production push and China’s Q4 sales surge

🚙 Why GM and Ford remain profitable in China despite sales declines

Smart, fast-paced, and unfiltered — this episode connects the dots between geopolitics, tech disruption, and the global EV power shift.

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