The Global Lithium Podcast

Episode 171: Tu Le - Vol II

Oct 22, 2023
Guest
Tu Le
Tu Le, Founder and MD of Sino Auto Insights and co-host of China EVs & More Podcast, discusses the UAW strike, future of US automakers, Tesla's EV lead, modifying IRA rules, NA/EU battery competitiveness, German auto retreat in China, China and India EV market, LFP in NA
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Episode notes
1
Introduction
00:00 • 4min
2
Replacing an Underperforming Car and Exploring EV Options
03:34 • 4min
3
Growing Up in a Car Family and Negotiations between GM and UAW
07:44 • 18min
4
Building EVs, Decline in Sales, Chinese Market, and Battery Dominance
25:25 • 3min
5
Chinese EV Companies and Their Impact in Different Regions
28:39 • 24min
6
China in Supply Chains and Parenting Styles
52:56 • 3min
7
Casual Conversation and Reminiscing
55:48 • 2min
8
Support for the Lions, Rams, and Tu Le
58:12 • 2min