The Global Lithium Podcast
The Global Lithium Podcast
Joe Lowry
Episode 163: Tu Le
1 hour 5 minutes Posted Jun 15, 2023 at 5:01 pm.
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Show notes

Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast.

Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world.

Topics:

China's current & future position in the global EV market

Average battery sizes

The return of EV incentives in China ?

EV price cuts

Tu Le: "BYD is what Tesla wants to be"

Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade

China EV plans for North America

The coming consolidation of EV producers in China

Why legacy OEMs are on the decline in China

E-Mobility "smartification" & ACES

Why software leads the way in EV development

North American & EU decoupling from China - easier said than done

Changing the US driving mindset

E- Mobility growth in India

The critical metals angst of OEMs

Sodium Ion battery impact on EVs

ONE - Our Next Energy

The top five global EV/Mobility companies in 2030

Rapid Fire