The Global Lithium Podcast
Episode 171: Tu Le - Vol II
Oct 22, 2023
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
59:51
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Quick takeaways
- The growth of the EV market in China is driving lithium demand and EVs are expected to account for the majority of lithium demand in the future.
- US and German automakers face challenges in transitioning to EVs and competing with Tesla and Chinese EV makers.
Deep dives
EV Market Growth and Shift in Lithium Demand
The episode focuses on the growth of the electric vehicle (EV) market, particularly in China and its impact on lithium demand. The host and guest discuss how the EV market is driving lithium demand, with EVs expected to account for the majority of lithium demand by the end of the decade. They also highlight the importance of understanding EVs to comprehend the trajectory of the lithium industry. Additionally, they analyze the challenges faced by US and German automakers in transitioning to electric vehicles and competing with Tesla and Chinese EV makers.
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