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Episode 163: Tu Le

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Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

144 episodes

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Episode 163: Tu Le

The Global Lithium Podcast

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Manage episode 366201138 series 2584001
Content provided by Joe Lowry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Lowry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

144 episodes

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