Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China

In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include:

• US-China Trade & Tariffs – The impact of Biden’s 100% tariff on Chinese EVs and how Trump’s possible return could reshape trade policies.

• Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competition. Discussion on Tesla’s FSD approval in China and how it stacks up against local brands.

• China’s EV Market – Government incentives, rising EV adoption, and CATL’s prediction that LFP batteries will dominate 70% of the market in three years.

• US Automakers – Ford and GM’s EV sales growth, Cadillac’s Lyriq V launch, and Stellantis’ $5B investment in US manufacturing.

• BYD Scrutiny – Reports of hidden debt and its growing competition with Tesla.

• Upcoming Price Wars – How Chinese EV makers may cut prices to compete with Tesla’s new Model Y.

Companies Discussed

1. Tesla – Model Y Juniper, FSD in China

2. BYD – Market leadership, financial concerns

3. Ford – EV growth

4. GM – Cadillac Lyriq V, Momenta partnership

5. Stellantis – Investment in US factories

6. CATL – Battery market trends

7. Xpeng, NIO, Geely – Competition in China

The hosts also discuss the upcoming Shanghai Auto Show and how government policies will shape the future of EVs.