Podcasts about chinese ev

It's EV News Briefly for Sunday 15 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyUSED EV SUPPLY SET TO JUMPOver 300,000 EVs are expected to come off lease in 2026, driven by a post-2022 surge in EV leasing fuelled by a federal tax credit loophole under the Inflation Reduction Act. Used EVs are already selling faster than petrol cars, making the incoming supply wave a significant affordability opportunity for buyers.GLOBAL EV SALES FALL AS CHINA CORRECTS, EUROPE MOVES FORWARDGlobal EV sales hit 1.1 million units in February 2026, down 11% year-over-year, with year-to-date totals of 2.2 million units, down 8% versus 2025. Europe was the standout performer, up 21% year-to-date, with Italy posting a record February thanks to subsidies of up to €20,000, while North America fell 36% and China dropped 26% though Chinese EV exports surpassed 500,000 units.PROLOGUE STUMBLES ON AS HONDA RETREATS FROM EVSHonda has cancelled three planned US EVs — the 0 Series SUV, 0 Series Saloon, and Acura RSX — citing declining EV demand and the rollback of US EV incentives under the Trump administration. Honda is pivoting back to hybrids, and reports suggest the Prologue will also end production in December, though Honda has called that speculation.BYD SETS PARIS DEBUT FOR FLASH CHARGINGBYD will unveil its Flash Charging technology and the Denza Z9 GT in Paris on 8 April, showcasing a second-generation Blade Battery that charges from 10% to 97% in nine minutes. The Flash Chargers can deliver up to 1,500 kW using two cables simultaneously, though BYD has not confirmed European cable standards or peak output for that market.GERMAN MOTORWAY CHARGING OPENS TO COMPETITIONA Düsseldorf court ruled on 6 March that Germany's motorway EV charging market must open to full competition, ending Tank & Rast's de-facto monopoly over fast charging at around 360 motorway service areas. The decision, brought by Fastned, requires open tenders for charging installations later in 2026 and could set a Europe-wide precedent for breaking up incumbent charging monopolies.UK POWER NETWORKS STARTS UK-FIRST V2G TRIALUK Power Networks and Octopus Energy have launched a vehicle-to-grid trial in Amersham, Worthing, and Enfield, allowing EV owners to feed power back to the grid during peak demand. The initiative includes automatic approval of V2G charger connections — a UK first — with UK Power Networks approving 80% of requests compared to the national average of just 11%.GOVERNMENT HOLDS LINE ON ZEV REVIEWThe UK government has rejected industry calls to bring forward the ZEV mandate review, maintaining a 2026 review with findings due in early 2027. Ministers say the timetable will properly identify pressure points, though the car industry's lobby group SMMT argues the transition was built on assumptions that have since proved incorrect.ZERO SELLS XB AND XE DIRECTZero Motorcycles will sell its XB and XE electric dirt bikes directly to consumers online, shipping them in a crate for home assembly of key components like the battery and front fork. Dealers will continue to sell and service both models, with the direct channel aimed at streamlining fulfilment and better competing with electric off-road rivals.BMW TEASES 2027 7 SERIES REFRESHBMW has teased the updated 2027 7 Series ahead of its world premiere next month, with the mid-cycle refresh retaining the kidney grille rather than adopting Neue Klasse styling. The i7 electric variant is expected to receive a larger battery, silicon carbide inverters for better efficiency, and the full-width Panoramic Vision display from the iX3.NISSAN TO END LEAF REMOTE APP ACCESSNissan will shut down the NissanConnect EV app on 30 March, stripping remote charging, pre-heating, and battery monitoring from older Leaf models and e-NV200 vans. The move has drawn criticism from owners who note EVs often remain in use for over 12 years, highlighting a broader industry problem where digital features can become obsolete long before the vehicle itself does.

Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto, examining the current state of the "china ev market". We break down what's actually happening across the Chinese EV space and what these "nio earnings" mean for the company's future. Discover the implications for "electric vehicles" and "chinese evs" as we analyze this significant "financial news" impacting "nio stock".We are breaking down the latest financial performances in the Chinese EV market, especially after NIO posted its first profit in over a decade. This video offers a detailed nio stock analysis, contrasting NIO's success with other electric vehicles manufacturers. Discover what these developments mean for the future of chinese evs and the broader evs landscape.

NIO just reported its first quarterly profit in 11 years.They beat the top end of their own guidance. The stock closed at $5.70 — up 15.38% on the day. A week that started with NIO at $4.59 ended with a historic earnings report.Full breakdown in this episode:— The numbers: $178.9M non-GAAP operating profit, $40.4M GAAP net profit, 75.9% revenue growth, 17.5% gross margin— 124,807 Q4 deliveries — up 71.7% — ES8 carrying 32% of volume at ~20% gross margin— The cost story: R&D cut 44.3%, SG&A cut 27.5% — how they engineered the profit— William Li's pay package: 10 tranches, market cap targets from $30B to $120B — why it's a shareholder alignment signal— Q1 guidance: 80-83K vehicles, revenue more than doubling YoY— Full year 2026: 40-50% growth target and full-year profitability— Shenji chip 2 in mass production — and the robotics angle— $6.6B cash on hand. The liquidity question is answered.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO stock,NIO 2026, NIO analysis, NIO bull case, Chinese EV stocks,EV investing 2026, NIO gross margin, NIO William Li,NIO Shenji chip, Courtside Financial, EV podcast, NIO reaction

NIO hit its first quarterly profit in 11 years. Stock up 15% yesterday. Down 4% today. Up 16% on the week.Today I go deeper than the headlines and ask the harder question: did William Li actually win his long bet? And what comes next?WHAT WE COVER:— 100 billion yuan in losses over 11 years: what that road really means for long-term investors— Why NIO's 18% vehicle margin is more impressive than it looks given everything they were building simultaneously— The $2.5 billion battery swap bet — where it stands and what 10,000 stations by decade's end means for the moat— The ES8 carried Q4. Where is the next breakout model?— ES9, Onvo L80, and new large SUV all launching in 2026 — five large SUVs in market by H2— Full-year non-GAAP profitability: the real milestone to watch— $4.59 to $5.47 in five trading days — the bigger trendStill bullish. Still objective. Still watching every number.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO 2026, NIO analysis, William Li,NIO battery swap, NIO ES8, NIO ES9, NIO Onvo L80,NIO vehicle margin, NIO profitability, Chinese EV stocks,EV investing 2026, NIO bull case, Courtside Financial,EV podcast, NIO post earnings, NIO next catalyst

In this episode of China EVs & More, Tu Le and Lei Xing break down one of the most eventful weeks in the EV industry — from NIO reaching major milestones to new rumors of partnerships between Chinese and Western automakers.  NIO is on the verge of two historic achievements: its first profitable quarter and its 100 millionth battery swap. For a company that helped pioneer China's smart EV startup movement, the milestone represents both redemption and a new beginning.The hosts also unpack a series of industry-shaking developments:Rumors of potential Xiaomi–Ford and Geely–Ford collaborationsCanada's evolving EV policy and the implications for Chinese automakers entering North AmericaThe ongoing EV price war in China and how it's reshaping the global auto marketTu and Lei explain why Chinese automakers are rapidly becoming global competitors — not just through vehicle exports, but through technology partnerships, battery supply chains, and software ecosystems.The conversation also highlights the next wave of EV competition: affordable electric vehicles. Rivian's highly anticipated R2 SUV, Ford's upcoming EV platform, and the Chevrolet Equinox EV could become critical in determining whether U.S. automakers can compete against Chinese EV makers in the next decade.The episode concludes with a look at China's fast-changing regulatory environment — from new vehicle safety rules to battery technology innovation — and why the Beijing Auto Show could reveal the next major shift in the EV industry.From battery swapping and profitability milestones to geopolitical trade dynamics and the future of affordable EVs, this episode captures a moment when the global auto industry is rapidly transforming.

NIO drops Q4 2025 earnings tomorrow. Potentially the first quarterly profit in eleven years.Tonight — four stories from today that, when you put them together, tell you exactly where this company stands heading into tomorrow.WHAT WE COVER:— CATL posts 42% profit growth and $10.4B net income: what it means for the broader EV ecosystem and NIO specifically— NIO's smart driving crosses 200M kilometers in a single month for the first time — up 81.5% after the NWM world model update— Users spending 50%+ of drive time on NIO's autonomous system up 210% month over month: behavioral change, not just a feature bump— Lamborghini abandons pure EV — and why the ET9 selling out at $112K is the real answer to that story— CYVN Holdings: the Abu Dhabi sovereign fund invested in both NIO and McLaren — and what that thread could mean long term— China's highway charging infrastructure crosses 98% coverage: the range anxiety argument is officially over— Full earnings setup and what to watch when numbers drop tomorrowEarnings reaction drops tomorrow morning.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO smart driving,NIO NWM, NIO ET9, CATL earnings, CYVN Holdings, McLaren EV,Lamborghini EV, Chinese EV stocks, EV investing 2026, NIO analysis,Courtside Financial, EV podcast, NIO March 2026, China EV infrastructure

This week on China EVs & More, Tu and Lei break down one of the biggest developments of the year in the global EV industry: BYD's massive technology reset and charging breakthrough.  Facing slowing domestic sales and intensifying competition in China's brutal EV price war, BYD responded with a sweeping announcement: a second-generation Blade Battery, ultra-fast 1500 kW flash charging, and plans to build 20,000 ultra-fast charging stations to support it. The message was clear—BYD intends to stay ahead of rivals like CATL, Geely, and Tesla by pushing the technological frontier.Tu and Lei unpack what this means for China's EV ecosystem, including how ultra-fast charging could challenge battery swapping models and reshape charging infrastructure globally.The episode also explores the widening gap between China's hyper-competitive EV market and the West, where Tesla's Model 3 and Model Y still dominate despite limited product updates. They discuss why Tesla remains the benchmark in autonomy and software—even as Chinese OEMs rapidly close the gap with AI-driven platforms and advanced ADAS systems.Other topics include:The scale of China's EV price war and BYD's strategy to regain momentumRoboSense becoming a major LiDAR supplier for BYD's new vehiclesWhy legacy automakers are struggling to keep pace with Chinese EV innovationThe rise of ultra-affordable EVs like the Geely XingyuanAnd how EV ownership experiences differ dramatically between China and the United StatesWith Tu now on his second EV and Lei about to take delivery of his first Tesla Model Y, the hosts also share real-world perspectives on EV ownership, charging infrastructure, and autonomy features.Fast-moving, analytical, and sometimes provocative, this episode captures the moment when the EV industry's center of gravity continues shifting toward China EV Inc.__________________________________________________________________________________________________

In this episode of China EVs & More, Tu and Lei unpack a rapidly changing global automotive landscape where Chinese EV technology is increasingly powering the future of the industry — even outside China.  The discussion begins with a major shift: European and global automakers are increasingly adopting Chinese EV platforms, batteries, and autonomous driving technology. Stellantis is now exploring LeapMotor technology for Europe, Ford is integrating Chinese battery tech into its upcoming affordable EV, and even German brands are leaning heavily on China to stay competitive.Tu and Lei argue that “China for China” has evolved into “win in China to win globally.” German automakers remain deeply dependent on China for growth, while American automakers face a different challenge: how to remain competitive as Chinese innovation accelerates.The episode also dives deep into the global autonomous vehicle race. Waymo continues scaling robotaxi operations across multiple cities, while Baidu, Pony.ai, and WeRide expand internationally and rapidly accumulate real-world autonomous miles. Meanwhile, new players like Wayve are emerging as potential challengers in the autonomy software space.The hosts explore whether Tesla's robotaxi ambitions can disrupt the existing ecosystem — and why platform players like Uber could ultimately become the dominant intermediaries in autonomous mobility.Finally, Tu and Lei reflect on the future of robotics, automation, and autonomous logistics — from robotaxis to autonomous snowplows, delivery robots, railcars, and even wheelchairs — raising an important question: will autonomy create abundance or major labor disruption?This episode captures a pivotal moment in the EV and autonomy revolution, where the competition is no longer about powertrains — it's about technology ecosystems, speed of innovation, and global scale.

In this episode of China EVs & More, Tu Le and Lei Xing break down the latest developments in the global EV industry as 2026 begins — including the evolving competition between Tesla, Xiaomi, BYD, and other Chinese automakers.  January sales numbers from China reveal a complex picture. Xiaomi's YU7 SUV surged to become the best-selling vehicle in China across all powertrains, while Tesla's domestic demand appears to be weakening as more vehicles produced in Shanghai are exported overseas.Tu and Lei analyze what this means for Tesla's strategy in China and why export growth can mask softness in the world's largest EV market.The discussion also explores the ongoing EV price war in China, where ultra-low financing offers and aggressive discounting are putting pressure on automakers' margins and long-term profitability. As the hosts explain, China's EV market has entered a new phase where companies must fight not just for growth — but for survival.The episode then shifts to the future of EV technology and battery innovation. With BYD continuing to push fast-charging infrastructure and next-generation batteries, the hosts debate whether ultra-fast charging could eventually make battery swapping less relevant outside China.Finally, Tu and Lei turn to the North American EV market. With Rivian's highly anticipated R2 SUV, Ford's upcoming affordable EV platform, and Tesla's continued dominance with the Model Y, the next few years may determine whether U.S. automakers can remain competitive as Chinese EV manufacturers expand globally.From battery innovation and pricing wars to global expansion strategies, this episode offers a clear look at how China EV Inc. continues to reshape the global auto industry.

This month on Ask Rick, Rick Schmidt from National Parts Depot joins us for a St. Patrick's Day edition covering everything from green cars and Guinness to real-world business questions. We discuss whether presidential addresses truly move the needle for business decisions, what the current tariff situation looks like on Taiwanese restoration sheetmetal, and how NPD is handling pricing in real time. We also dive into the growing conversation around Chinese electric vehicles entering the U.S. market — and whether joint ventures with American automakers make that inevitable. Plus, Rick tackles a thoughtful listener question about selling a company to employees with no family successor, and we close with a truck-heavy investment showdown: custom builds under $75K and which ones make the smartest five-year bet. Insightful, practical, and always honest — it's classic Ask Rick from start to finish. The post TMCP #640: Ask Rick — Green Cars, Tariffs on Taiwan, Chinese EV Rumors, and the Best Trucks to Buy Now first appeared on The Muscle Car Place.

✔️ Bitcoin mean reversion is a restoring drift.✔️ US Bitcoin ETFs have recorded $1.4 billion in inflows✔️ Kraken becomes first crypto bank to receive a Federal Reserve master account ✔️ Morgan Stanley issues new SEC filing for a spot Bitcoin ETF✔️ JP Morgan is having its Blockbuster moment✔️ Chinese EV company signs $1B deal to acquire 10,000 BTC via equity.✔️ Bitwise donating from its ETF profits to Bitcoin developers✔️ Sources:► https://x.com/david_eng_mba/status/2029289939456933934► https://x.com/BitcoinNewsCom/status/2029232148817825829► https://x.com/bitcoinmagazine/status/2029173825829470346?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/BitcoinNewsCom/status/2029270212650918009► https://blog.kraken.com/news/federal-reserve-master-account► https://x.com/bitcoinmagazine/status/2029186176452599967?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://www.ainvest.com/news/morgan-stanley-bitcoin-etf-filing-tactical-custody-bet-strategic-misstep-2603/► https://x.com/iiicapital/status/2029026457943515469?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/patrickjwitt/status/2029019502554251704► https://x.com/cointelegraph/status/2029195394945552668?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/2029256061543133663?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Chinese EV's rukken op. Is Leapmotor een hype of het begin van een machtsverschuiving?

Oil markets are rattled, Trump is escalating, and China is speaking out. In this episode of China Decode, Alice Han and James Kynge break down how China is responding after Trump's strikes on Iran — and what soaring oil prices mean for Beijing's energy security and global strategy. Is this about principle, protecting its oil lifeline, or quietly capitalizing on U.S. distraction? Then they turn to China's next Five-Year Plan and its aggressive push into AI and advanced manufacturing. Is Beijing accelerating economic decoupling for good? And finally, a fatal crash involving a Chinese EV sparks a nationwide safety rethink. Does this dent China's global EV ambitions — or make them stronger? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Back after two and a half weeks of work travel, the flu, and swapping my Alfa Romeo Stelvio for a Volvo C40 EV. Life happened — but NIO didn't slow down.In this episode, Obi breaks down everything that dropped between February 24 and March 1, 2026: product launches, chip news, infrastructure milestones, a major European partnership, and the February delivery numbers.WHAT WE COVER:— ES9 flagship SUV: April reveal, late May pricing, June 1 deliveries— Onvo L80: two-hour launch event in April, deliveries mid-May— ES8 chip shortage #2 — audio chip this time, NIO's workaround explained— NIO's chip unit (Shenji NX9031) raises over $290M, valued near $1.4B— Spring Festival battery swap records: 2M+ services, 177K swaps in a single day— NIO x Bosch strategic deal signed during German Chancellor Merz's China visit— February deliveries: 20,797 total — NIO brand up 65.8% year-over-year— ES8 hits 70,000 cumulative deliveries— March 10 earnings: NIO's first quarterly profit on the horizon?— 7-year auto loans extended + purchase tax subsidies explainedCourtside Financial covers business and tech with a focus on the EV space. Hosted by Obi. No fluff. No hype. Real analysis.Subscribe on Spotify, Apple Podcasts, or wherever you listen.NIO, NIO stock, EV investing, electric vehicles, Chinese EV, EV stocks 2026, NIO earnings, NIO deliveries, battery swap, Onvo, ES8, ES9, NIO chip, Bosch, China EV market, EV podcast, tech investing, Courtside Financial

Shoot us a Text.Episode #1278: We've got Steve Greenfield joining the show today as a dealership-born AI platform lands a full cash exit and gears up for U.S. expansion—while China's red-hot EV market hits a margin-crushing price war.A Dubai-born AI platform built by former dealership operators just scored a full cash exit. AlgoDriven has been acquired by San Francisco-based Emergence, delivering a full exit to investors including Oman Technology Fund, 500 Global, Social Capital, and Automotive Ventures.Founded in 2017, AlgoDriven provides AI tools for used-car appraisal, pricing, damage detection, and inquiry management—now used in 1,000+ dealerships across 10 countries.The platform analyzes over $25 billion in used vehicles annually and claims one in three used cars sold in Australia runs through its tech.The acquisition fuels expansion into the U.S. and Latin America while accelerating advanced AI development across valuation, inventory, and customer engagement.CEO Glenn Harwood said, “We built the product we wished we'd had ourselves… bringing data, intelligence, and automation to the used-car lifecycle—helping dealers price better, trade smarter and respond to customers faster.”China's EV juggernaut is hitting turbulence. Even as BYD surpasses Tesla in global EV sales, investors are backing away. A brutal price war, shrinking subsidies, and 400 competing models have turned the world's hottest EV market into what analysts are calling an industry “wartime” shakeout.BYD's stock has fallen roughly 40% from its May peak, as January EV deliveries dropped 33% year-over-year and overall Chinese EV sales slid nearly 20%.Nearly 400 EV models are now for sale in China—more than double 2019 levels—with 100+ launched in just the past two years, fueling margin-crushing competition.Government incentives are fading. China reinstated half of its 10% vehicle purchase tax this year, with the full tax expected to return after 2027.Analysts estimate up to 40% of China's auto production capacity is sitting unused, creating excess supply and accelerating the price spiral known locally as “involution.”Scott Kennedy of CSIS said the industry is entering a “wartime period,” predicting the field will shrink from hundreds of EV makers to just a handful long-term.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turnover - before employees leave.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss the new Tesla (temporary) Cybertruck, Cybercab news, Ford wanting China in the US, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla launches $60k AWD Cybertruck, reverses $15k Cyberbeast price hike Elon Musk kills first Tesla Cybertruck ($60k) that makes sense just 10 days after launch Tesla has to pay a historic $243 million judgement over Autopilot crash, judge says Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Tesla fans think this reviewer will have to shave his hair due to Musk's $30,000 Cybercab claim Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Tesla admits it still needs drivers and remote operators — then argues that's better than Waymo Ford is asking the Trump Administration to allow Chinese EV tech in the US Slate pricing to be revealed in June, ‘Blank Slate' truck still expected in the mid-$20k range Polestar goes on the offensive with FOUR new models in THREE years Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/UC9ayoQ-YDk

In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China's economy, the global AI race, emerging markets, factor investing, and what the next phase of globalization could mean for U.S. investors. We explore how China's fiercely competitive domestic capitalism contrasts with common Western narratives, why AI could reshape professional services the way globalization reshaped manufacturing, and how investors should think about portfolio allocation in a shifting G2 world.This discussion covers China manufacturing dominance, Chinese EV competition, U.S. vs. China AI strategy, emerging markets investing, factor investing in inefficient markets, and how machine learning is changing quantitative portfolio management.Main topics coveredWhy U.S. investors misunderstand China's economic system and the role of competition inside its domestic marketHow China became the world's manufacturing powerhouse and what that means for tariffs and trade warsThe Chinese government's role as a venture-style capital allocator rather than a central plannerThe real estate reset in China and the shift toward technology, AI, and advanced manufacturingAI as the next wave of globalization and its impact on professional services and labor marketsWhether the U.S. vs. China AI competition is truly winner-take-allCapital expenditure intensity in the U.S. vs. capital efficiency and open-source innovation in ChinaU.S. exceptionalism, G2 geopolitics, and portfolio diversification beyond a U.S.-centric allocationWhy emerging markets ex-China may differ from China tech exposureThe case for separating China from emerging markets in asset allocationThe concept of China as an alpha reservoir due to retail-driven market inefficienciesWhy traditional value and factor strategies have struggled in the U.S. but still work in ChinaHow machine learning and AI are changing quantitative investing and factor constructionThe launch of CNQQ and accessing large-cap China technology exposureTimestamps00:00 China as the world's factory and the role of fierce internal competition01:02 Why U.S. investors misunderstand China's economy03:48 Is China capitalist despite the Communist Party label05:33 The government as a VC-style investor rather than central planner07:45 China EV competition and manufacturing dominance09:23 Tariffs, trade leverage, and manufacturing monopoly dynamics12:18 China's bear market and valuation opportunity13:59 The real estate reset and shift toward productive capital16:00 AI as the next wave of globalization18:01 Labor force participation and economic disruption from AI19:46 Jobs that may survive in an AI-dominated world22:00 Is U.S. vs. China AI a winner-take-all battle24:13 Chip restrictions and long-term innovation incentives26:54 Capital efficiency in China vs. heavy AI capex in the U.S.29:27 Rebalancing away from U.S.-centric portfolios31:18 The end of U.S. exceptionalism and the move toward a G2 world34:00 How endowments approach U.S., developed, and emerging markets36:35 CNQQ and accessing China large-cap technology40:45 China as the great alpha reservoir45:49 The future of factor investing in efficient vs. inefficient markets49:06 Machine learning, factor decay, and next-generation quant strategies55:17 Can AI replace active portfolio managersIf you enjoy deep conversations on global markets, AI investing, China technology, emerging markets, and quantitative strategies, make sure to subscribe to Excess Returns for more interviews with leading investors and thinkers.

Description: In this episode, we dive deep into Tesla's long-promised Cybercab as production reportedly begins and Elon Musk claims a sub-$30,000 price tag could arrive this year. We examine conflicting narratives around Tesla's robotaxi progress, including sharp criticism of the program eight months in and fresh timeline promises. Tesla's software push continues with Grok-enabled navigation in Europe and a renewed FSD launch in China backed by a local data center. Meanwhile, Tesla faces mounting pressure overseas, with UK sales plunging as BYD surges ahead and broader EV market share slipping despite overall auto growth. Legacy automakers aren't sitting still either—Ford is lobbying for access to Chinese EV tech, while BYD and Geely eye major North American production capacity. We also cover Polestar's aggressive expansion plans, Cruise's admission over a false pedestrian report, and the evolving EV policy and infrastructure conversation in Manitoba. Support the Show Support Kilowatt Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Manitoba EV Policy & Infrastructure Future of Electric Vehicle Sales Targets and Infrastructure in Manitoba (CBC Audio) Manitobans Welcome EV Rebates, but Fear Infrastructure Still Lacking Manitoba EV Fans Charged Up by Federal Strategy Tesla Cybercab & Robotaxi Developments Elon Musk Says Tesla Will Sell Cybercab to Customers for $30,000 or Less This Year Tesla's $30,000 Cybercab Begins Production With No Steering Wheel Tesla Begins Cybercab Production. Now Comes The Hard Part Elon Musk Doubles Down on Tesla Cybercab Timeline Once Again Tesla ‘Robotaxi' Status Check 8 Months In: A Complete Joke Tesla Software & Global Strategy Tesla to Re-Launch FSD in China With Local Data Center Tesla Launches Grok With Nav Commands in Europe Tesla UK Sales Plunge 57% in January as BYD Races Ahead New Car Market Starts Year With Growth but EV Share Falls – SMMT Competition & Industry Shifts BYD, Geely Bid for 230,000-Unit Nissan-Mercedes Mexico Plant in North American Push Ford Asks Trump Administration to Allow Chinese EV Tech in the US Polestar Goes Offensive With Four New Models in Three Years Autonomous & Policy News Cruise Admits to False Report in 2023 Dragging of San Francisco Pedestrian Show Art Created By Dall-E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We've driven a STACK of cars lately - from the bargain that is a base Hyundai Santa Fe, the bold, fun MG 7...and we talk about the interior of the new Ferrari Luce, Chinese EV door handles, Paul’s fly issue and Gordie’s hair issue. If you haven't done so - subscribe to the show on your favourite podcast platform and hit us up at contact@thedriversshow.com.au if you have any questions you want us to read out on the show!See omnystudio.com/listener for privacy information.

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

- Ford's 48-Volt "Game Changer": Radical Reduction in Parts for $30K Maverick EV - GM Gambles on South Korea: Production Scaling to 500K Units Despite Tariffs - Dodge Wins Durango Hellcat Lawsuit: Judge Rules No Deception - Canadians Now Open to Chinese EVs as Import Barriers Weaken - Rivian to Upgrade Vans with AWD and 30% More Range - EuroNCAP Pushes for Buttons Over Touch Controls - The SDV Dilemma: Maintenance Costs and Residual Value Risks

- Ford's 48-Volt "Game Changer": Radical Reduction in Parts for $30K Maverick EV - GM Gambles on South Korea: Production Scaling to 500K Units Despite Tariffs - Dodge Wins Durango Hellcat Lawsuit: Judge Rules No Deception - Canadians Now Open to Chinese EVs as Import Barriers Weaken - Rivian to Upgrade Vans with AWD and 30% More Range - EuroNCAP Pushes for Buttons Over Touch Controls - The SDV Dilemma: Maintenance Costs and Residual Value Risks

Shoot us a Text.Episode #1268: Today we cover Lithia's reluctance to sell Chinese brands in the U.S., Stellantis quietly bringing diesel back to Europe as EV demand cools, and how companies like Canva and Meta are now testing job candidates on how well they use AI instead of banning it.Show Notes with links: Lithia Motors CEO Bryan DeBoer signaled the company is not planning to be an early retailer of Chinese vehicles in the U.S. or Canada, citing the lack of a built-in service base to support long-term profitability.DeBoer said without an established fleet of vehicles on the road, new Chinese brands would not provide the recurring service traffic dealerships rely on.After-sales generated 41% of Lithia's gross profit in 2025 with a 58% gross margin.Lithia currently sells several Chinese brands in the U.K., including BYD, MG, Chery, Leapmotor and Jaecoo, across a “double-digit” number of stores.DeBoer said entering the U.S. market would require a broader partnership with a Chinese automaker, including greater control over after-sales operations and potentially pricing, in order to make the economics work without an existing service base.Stellantis is quietly reintroducing diesel engines across at least seven models in Europe, positioning the automaker against Chinese EV competitors and responds to sustained customer demand.Diesel accounted for just 7.7% of European new car sales in 2025, compared to 19.5% for fully electric vehicles, but remains a lower-cost alternative for high-mileage and towing customers.Chris Knapman, CarGurus UK editorial director: “If you're a European brand looking to differentiate yourself, diesel is an area where you could have a competitive advantage over those newer brands.”A growing number of companies are no longer trying to prevent candidates from using AI during interviews — they're encouraging it. Firms like Canva, Meta and McKinsey are redesigning hiring processes to evaluate how well applicants work with AI tools.Canva reworked technical interviews to allow — and expect — AI use, focusing on complex problems where candidates must show how they interact with the tool, not just the output.Candidates share their screens or submit AI chat transcripts so interviewers can evaluate judgment, iteration and decision-making.Arcade, an IT startup, now expects candidates to use AI in take-home exercises, emphasizing a candidate's “taste” and ability to refine AI-generated work.Meta is developing AI-assisted coding interviews, and McKinsey is piloting case interviews using its internal AI tool, Lilli.“What we're testing for now … is an ability to harness that power, to control that power — to kind of ride the dragon,” said Canva CTO Brendan Humphreys.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

On my route home from work is a big arterial road with a whole line of different car dealerships. There's a Toyota yard, a Ford dealership, a Mazda and a Volkswagon. A series of uber-fancy ones selling everything from Audis to McLarens to Lamborghinis. And as I made my one home one night a couple of weeks ago, a new sign caught my eye. What the hell is Zeekr? I wondered. Actually, truth be told I already had a pretty good hunch and a quick Google that evening confirmed my suspicion. Zeekr is the latest premium Chinese EV company to hit the New Zealand market. You can add it to Geely and Farizon, EV brands owned by the same Chinese conglomerate. Add to those Xpeng, which has its first dealerships and sells a pretty smart-looking coupe SUV. Add to it Leapmotor, Dongfeng and old mate BYD, and if you've spent any time on the road in New Zealand of late, you've surely noticed we are in the midst of a bit of a revolution with Chinese Evs. It's not just us, of course. It's everywhere. Last year, China exported $115B worth of electric vehicles. That was a 43% increase on 2024. And they're not only relying on a single export market for their sales. Chinese EV sales are booming almost everywhere. 66 countries last year spent more than $US 100m on Chinese EVs. Why am I telling you this? Well I reckon there's good reason to think that Donald Trump's decision to scrap emissions standards and environmental regulations this week, is the equivalent of laying down your king and resigning the chess board. It might make combustion engine vehicles a bit cheaper for U.S consumers in the short term, but as the World slowly shifts to cleaner technology, it hands the Chinese EV makers an even greater advantage. Where is the incentive for U.S carmakers to make good EVs? Where is the incentive to push consumers towards electric vehicles? There's a reason Tesla has opposed scrapping the vehicle standards. And what will it mean for U.S carmakers trying to sell into markets where emissions standards are still in place? China's used some pretty extraordinary methods to propel its clean tech industries. They've subsidised and propped up EV makers in a way that foreign manufacturers say is anti-competitive and unfair. But look at BYD's extraordinary vertical integration. They own mining rights. They revolutionised battery technology. They have purpose-built ships, designed to the perfect specifications to maximise the number of vehicles they can export. And look at the quality, the features, and price point of Chinese EVs. There is a reason they are poving so popular. I don't think for a moment that EVs are the solution to everything. But I do think that on balance they'll play a huge part in domestic transport in the near future. If you agree, then in my view Donald Trump and the United States has just thrown in the towel and more or less guaranteed that China will dominate that EV future. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode of Peak Daily, Jay Rosenthal flies solo to bring you the top stories in Canadian and global business. First, we dive into the Dzawada'enuxw First Nation's groundbreaking legal claim for nearly 650 hectares of private land in B.C., exploring what this means for property rights across Canada. Then, we examine Ottawa's efforts to attract Chinese automakers to set up manufacturing in Canada as a way to revitalize the struggling auto sector. In our Big Picture segment: a Canadian fintech company faces investigation over millions in missing restaurant tips, Japan's Prime Minister Sanae Takaichi achieves a historic election victory, China overturns a Canadian's death sentence, Ottawa lends Canada Post $1 billion to stay afloat, and gambling stocks take a hit despite Super Bowl betting. All this and more in under 10 minutes on your Peak Daily for Monday, February 9, 2026.

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Watch the full podcast! https://chinauncensored.tv/programs/podcast-325 Canada has agreed to the framework of a trade deal with Canada that would trade lower tariffs on Canadian Canola oil for reducing tariffs on Chinese EV's. Joining us today is Dennis Molinaro, author of the new book Under Assault: Interference and Espionage in China's Secret War Against Canada. https://www.amazon.com/Under-Assault-Interference-Espionage-Against/dp/1039011705

In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla's strategic retreat from cars, China's accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China EVs & More Awards - the EViesThe episode opens with Tesla's bombshell earnings call: the Model S and Model X are effectively retired, revenues decline for a second straight year, yet the stock rallies on promises of robotaxis, robotics, and AI abundance. Tu and Lei explain why Wall Street is betting on a future Tesla that is no longer a car company—and why China's crowded robotaxi and robotics markets make that future far less certain than investors believe.They contrast Tesla's promises with reality on the ground in China, where BYD, NIO, XPeng, Huawei, Geely, and Xiaomi are rapidly upgrading ADAS, launching new models, and redefining value. The discussion highlights how Western media is only now “discovering” vehicles like the Xiaomi SU7 and YU7, despite Chinese OEMs offering Model 3/Y-level features at half the price.The second half of the episode introduces the China EVs & More Awards, recognizing the companies, products, and people that defined the year—while exposing who fell behind. From Zombie Company of the Year to EV of the Year, the awards spark debate around survival, execution, and scale in the world's most competitive auto market.The episode closes with a sober look at automation, delivery, labor displacement, and UBI, asking whether autonomy will ultimately create abundance—or social shock—across global mobility systems.Insightful, provocative, and data-driven, this episode explains why China EV Inc. is no longer the future—it's the present.___

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's automotive suicide, Model S/X getting axed in the process, the Cybercab fiasco, and more The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla is committing automotive suicide Tesla (TSLA) releases Q4 2025 financial results: slight beat on earnings Elon Musk kills Tesla Model S and Model X because of ‘autonomy' Tesla discloses ‘FSD subscriber' count for the first time: 1.1 million Tesla puts 4680 battery cells back in Model Y; Here's why Tesla panic-files ‘Cybercar' and ‘Cybervehicle' trademarks moments after Musk says them Tesla invests $2 billion in Elon Musk's xAI cash furnace Elon Musk is rumored to be floating merger between Tesla, xAI, and SpaceX Tesla lands major Semi charging deal with nation's largest truck stop operator Ford Explorer and Capri EVs updated with longer range, added power, and more Kia launched this EV pickup based on the PV5 for $30,000 This new Chinese EV pickup looks like the Toyota Hilux, but it's only $18,000 Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/9sLdXYG-U60

January 30, 2026 ~ Chris Renwick, Lloyd Jackson, and Detroit News auto reporter Jackie Charniga discuss Chinese EV maker BYD. They explain why BYD poses a threat to U.S. automakers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kara talks with Rivian founder and CEO RJ Scaringe at a tense time for electric vehicles: domestic sales have cooled, federal EV tax credits are gone, and tariffs are raising costs across supply chains. Rivian's premium R1S SUV and R1T pickup helped establish the brand — the R1S is now the best-selling premium electric SUV in the country — but the company is still losing money. The R2, Rivian's midsize SUV will hit showrooms this year, and Scaringe says it will be “an inflection point for us as a business.” Kara presses him on how to win buyers cross-shopping hybrids and gas vehicles, and what it takes to compete with both Tesla and low-cost, highly capable Chinese EV makers. They also dig into Rivian's joint venture with Volkswagen Group, the economics of scaling an EV startup, and why Scaringe believes autonomy will eventually become as critical as having “tires on a vehicle.” Plus: Aurora CEO Chris Urmson asks why Rivian doesn't have CarPlay. Questions? Comments? Email us at on@voxmedia.com or find us on YouTube, Instagram, TikTok, Threads, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

GERMANY REINTRODUCES EV CAR GRANTThe German Government has reintroduced their electric car grant that is between €1500 and €6000. Criteria for eligibility include the vehicle's size, buyer's earnings and family size. To find out more, click this EV Powered article link here.RENAULT BECOMES EUROPE'S NO.2 CAR COMPANYRenault Group became the No.2 car maker in Europe after a jump in sales. By doing so they overtook Toyota. They increased their sales by 7.4%, which includes light commercial vehicles. Click this Autocar article link here, to read more.BYD INCREASED BATTERY WARRANTYBYD, the Chinese EV maker, has increased the warranty for their batteries to 155,000 miles. This increases from the previous 93,000 miles but still remains at eight years. To learn more, click this Motoring Research article link here.SCOTTISH GOVERNMENT ALLOCATES £85M TO LOW CARBON PROGRAMMESIn the 2026/27 budget, from the Scottish Government, they announce that they will be allocating £85 million to ‘low carbon programmes', with vague language about expanding public charging and support for low emission vehicles. The details, currently, are scant and it would be unwise to get too excited until knowing more. More can be found by clicking this electrive article link here.If you like what we do, on this show, and think it is worth a £1.00, please consider supporting us via Patreon. Here is the link to that CLICK HERE TO SUPPORT THE PODCASTNEW NEW CAR NEWS -Volvo EX60Volvo has unveiled their new electric SUV, the mid sized EX60. Boasting a ‘game-changing' new platform and ‘radical in-car technology'. With a range of up to 503 miles, prices start at £56,850 and rise to £70,360. Click this Autocar article link here for more.Leapmotor B05Leapmotor has finally revealed the interior of their B05 hatchback, at the recent Brussels Motor Show. Following the trend of a minimalist space, there are virtually no physical buttons to be seen. A maximum range of 285 miles is better than the Astra Electric but much less than the VW ID.3 and Kia EV4. The brand is hoping the price will sway buyers as it is expected to start below £30,000. Exact prices and availability timings are yet to be announced. Click this EV Powered article for more.Encor S1The Encor S1 is a restomod based on the Lotus Esprit Mk1. See, restomods don't just need to be 911s! It comes with a carbon fibre body, a 400bhp V8 and will set you back at least £500,000. It looks fantastic. Click this EVO article link here, to see more.LUNCHTIME WATCH: ALRIGHT, WHICH RICH DIPSH*TS COMMISSIONED THESE ROLLS-ROYCESWe are sharing a wonderful article from Victoria Scott,

① UK PM leads major business delegation to China. how vital is China for Britain's economy? (00:47) ② Chinese EV makers set sights on UK market as Beijing and London move to strengthen economic ties. How can Chinese NEVs seize growth opportunities in the UK? (15:33) ③ China urges Japan to correct fallacies in Takaichi's remarks on Taiwan. How might Japan's repeated provocative statements affect regional stability and Tokyo's strategic calculations? (25:00) ④ China's retail sales hit 50-trillion-yuan (about $7.2 trillion) mark. What sectors are driving this unprecedented consumption growth? (33:27) ⑤ India, EU sign several pacts after 20 years. How will this landmark deal influence U.S. leverage over its traditional partners? (44:07)

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureChina & Canada are trying to bypass Trump trade tariffs. This has already failed, and Trump calls out Carney.EU economy is weak and it is getting weaker, there are two paths, one that follows the [CB] agenda the other is Trump economic agenda. Inflation declines again, Gold and Silver are up, Trump’s plan is working, its time to end the endless.The [DS] is now calling for the insurgency to accelerate. Clinton and Obama are now calling on their foot soldiers to push the insurrection against Trump. Trump has put a message to all D’s, lets work together, the optics are very good, the D’s will do this for a short period of time but in the end they will push the insurrection. Once they do this, they lost the people. Timing and optics are very important.   Economy  Carney Cracks: Canada Has ‘No Intention’ Of Pursuing Free Trade Deal With China After Trump Threatens 100% Tariffs To review: right before Davos, Canadian Prime Minister Mark Carney returned from a trip to Beijing and announced a new 5-point ‘strategic partnership’ to ‘diversify our trade partnerships.’ The agreements included slashing tariffs on Chinese EV imports from 100 percent to 6.1 percent for the first 49,000 units, in exchange for China cutting tariffs on Canadian canola from 85 percent to 15 percent until at least the end of the year. Other exports, including Canadian canola meal, lobsters, crabs, and peas will also not be subject to Chinese anti-discrimination tariffs until at least the end of 2026. A week later, Carney told the global elite at Davos resort that the “rules-based order” established by the United States and its allies following WW2 was fraying amid the current rivalry between China and America, so the “middle powers must act together because if we’re not on the table, we’re on the menu.”  Carney said that for their survival, nations should no longer “go along to get along” with Trump.   Canadian Prime Minister Mark Carney says Canada has “no intention” of pursuing a free trade deal with China, after Donald Trump threatened to slap a 100% tariff on Canadian exports if Ottawa “makes a deal” with Beijing.   Source: zerohedge.com Trump Is Right About Europe's Weak Economy: U.S. vs. EU Compared  President Trump argued that Europe's economic stagnation is the result of a self-inflicted “civilizational erasure” driven by reliance on what he calls the “Green New Scam,” which he says has replaced affordable energy with costly and unreliable wind power. He further asserted that unchecked mass migration has strained social infrastructure and altered the continent's cultural identity, while a stifling regulatory environment and excessive government spending have suppressed the innovation needed to compete with the United States. Finally, he accused European nations of freeloading on American security, arguing that their failure to meet NATO defense spending targets over the past 70 years has allowed them to avoid the true costs of national sovereignty at the expense of the American taxpayer. Based on current economic data as of January 2026, the comparison supports Trump's critique. While the United States is experiencing aggressive growth alongside widespread deregulation, Europe remains mired in what can best be described as stabilized stagnation. The United States enters 2026 with inflation at 2.7%, steadily returning toward the 2% target. As in President Trump's first term, strong GDP growth has been paired with relatively modest inflation. Fourth-quarter GDP growth is projected at 5.4%, dwarfing Europe's stagnant 0.2%. For the full year, U.S. growth is expected to reach between 4.3% and 5%, while Europe is projected to manage only about 1.3% to 1.6%. On the labor front, the United States maintains its historical advantage, with unemployment at 4.4% compared to 6.3% in the Eurozone. This low level of unemployment has been achieved despite deep government job cuts that reduced taxpayer costs. While the United States reduced federal spending by $100 billion, European fiscal policy has moved in the opposite direction. The U.S. has moved 1.2 million people off food stamps, while European social safety nets are coming under increased strain from rising living costs. In 2024, the most recent data available, EU social protection spending rose by 7%, far outpacing nominal GDP growth. This imbalance pushed the social expenditure-to-GDP ratio to 27.3% across the bloc, with countries such as France and Austria exceeding 31%, reinforcing the strain caused by rising demand for social welfare. Energy remains far cheaper in the United States, particularly electricity and natural gas, due to abundant domestic production, lower taxes and levies, and reduced reliance on imports, with overall prices about half of Europe's and industrial electricity often as little as one-third. Source: thegatewaypundit.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/profstonge/status/2015764155580756471?s=20 https://twitter.com/truflation/status/2015770236105138602?s=20 https://twitter.com/WallStreetMav/status/2015647917441183786?s=20 spending problems. Gold is at record highs against every currency, not just the dollar Political/Rights DOGE https://twitter.com/WallStreetMav/status/2015553600106164548?s=20 Geopolitical https://twitter.com/MarioNawfal/status/2015729194270154997?s=20   supply before then. More LNG, more U.S. gas, more renewables… Higher costs baked in. For Brussels this is an irreversible line. After 2027, there's no “going back to normal.” The EU has indeed been importing refined petroleum products from India that originate from Russian crude oil, creating an indirect pathway for Russian oil to enter the European market despite sanctions on direct imports from Russia since December 2022.  This circumvention became prominent after the EU and G7 imposed a price cap on Russian oil, prompting Russia to redirect exports to countries like India and China, where the crude is refined and then resold.    EU officials and analysts have long acknowledged the loophole, which is why recent sanctions packages have targeted it directly. For instance, the EU’s 18th sanctions package in July 2025 banned the import of petroleum products derived from Russian crude processed in third countries, and specifically sanctioned Nayara Energy, an Indian refinery partly owned by Russia’s Rosneft.  The 19th package in October 2025 further tightened measures by sanctioning additional third-country entities, including three in India, for supporting Russia’s circumvention efforts. As a result, major Indian refiners like Reliance Industries have stopped importing Russian crude for certain facilities to comply with these rules and maintain access to EU markets. Russia, meanwhile, continues to adapt by using new middlemen exporters to supply India, aiming to sustain the flow despite the crackdown.  India has not fully stopped importing Russian oil since then, but imports have significantly declined. In 2025, Russia’s share of India’s crude oil imports fell to 33.3% from 36% the previous year, while OPEC’s share rose slightly to 50%.  By December 2025, India dropped to the third-largest buyer of Russian fossil fuels overall, importing €2.3 billion worth that month, with major refiners like Reliance Industries scaling back or halting purchases.    This reduction appears driven by a mix of U.S. tariff pressures, steeper discounts on Russian crude drawing buyers back selectively, and India’s strategic diversification to ensure energy security without fully alienating Russia—a key defense and trade partner. https://twitter.com/KobeissiLetter/status/2015527595975033161?s=20   the CMC Joint Staff Dept: Under investigation for violations 5. Director of CMC Political Work Dept: Removed in 2025 over corruption The US-China rivalry has gone well beyond trade.   The purges depicted in the image of China’s Central Military Commission (CMC) stem from an escalating anti-corruption campaign under Xi Jinping, which has targeted the People’s Liberation Army (PLA) extensively since 2023. This drive is officially framed as rooting out graft, bribery, and disciplinary violations, but analysts widely interpret it as a mechanism for Xi to consolidate power, enforce unwavering loyalty among military leaders, and address systemic issues like incompetence or factional rivalries that could undermine PLA readiness.  The campaign has intensified in 2025-2026, affecting nearly the entire top echelon of the CMC—China’s highest military decision-making body, chaired by Xi himself—leaving it in significant disarray  War/Peace Report: Iran's Khamenei Flees to ‘Fortified' Bunker, Fearing U.S. Strike Following rising concerns over a possible U.S. military strike, Iranian Supreme Leader Ali Khamenei has relocated to a heavily fortified underground compound in Tehran, according to reports, which cited sources close to the regime who revealed his son now oversees day-to-day operations. Source: breitbart.com https://twitter.com/amuse/status/2015828196273303756?s=20 calling it a dream disconnected from reality. The US covers about 68% of NATO defense spending while Europe still misses its 2% commitments. Medical/False Flags [DS] Agenda https://twitter.com/libsoftiktok/status/2015559098847428717?s=20 https://twitter.com/JoeConchaTV/status/2015519543846703552?s=20 If you are preparing a city for an insurrection is this what you do to lower morale, have police quit and this way there is no one to stop the insurgency     In 2024 Minnesota AG Keith Ellison Argued No Right to Carry a Gun at ‘Political Rallies and Protests' In 2024, Minnesota Attorney General Keith Ellison (D) was among 17 AGs who contended there is no right to carry a gun at “political rallies and protests.” The AGs did this in a January 26, 2024, filing in support of upholding California's gun controls for “sensitive places” in a Ninth Circuit case. In the filing, Ellison and the other AGs expressed support for banning the possession of firearms “in crowded places.” The AGs wrote: “Without the power to institute such restrictions, California and other states would be left unable effectively to prevent gun violence in crowded places, around vulnerable populations, or where individuals are exercising other constitutionally protected rights, putting the public at risk.” They emphasized, “Even the perceived risk of gun violence could cause repercussions, as individuals may be discouraged from visiting crowded or confined locations where they know others may be armed.” Source: breitbart.com https://twitter.com/BillClinton/status/2015562744993350135?s=20 Didn’t Bill and Hiliary Violate a Supeona to testify in front of congress, they broke the law, shouldn’t he be in jail. Barack Obama Urges More Street Protests, Blames Trump for Minneapolis Shooting https://twitter.com/BarackObama/status/2015479691147149747?s=20 4700 Q !!Hs1Jq13jV6 ID: a54ff9 No.10644532 Sep 14 2020 11:34:31 (EST) Worth remembering [think what you see today]. https://2009-2017.state.gov/documents/organization/119629.pdf

Mike takes on Mark Carney’s headline-grabbing speech at Davos, cutting past the applause to ask what it really means for Canada. Economist Joseph Steinberg breaks down the Chinese EV debate, trade-offs, and why Canada’s growth engine continues to sputter. And silver guru David Morgan—who famously called $100 silver—joins to discuss what’s next for silver and the broader metals market. Big ideas, hard truths, and market insight you won’t want to miss.See omnystudio.com/listener for privacy information.

Enjoy this special feed drop of our sister show, In This Economy?!If you're in the market for a new truck or car, you might face sticker shock!The average price for a new vehicle in the Canadian market is now more than $60,000, and used vehicle prices are on the rise, too. So what options are you left with if you're looking for a new ride but can't afford the inflated price tag? How do tariffs play into the list price? And how will Prime Minister Mark Carney's trade deal with China affect the EV market?Host Mike Eppel speaks to Barish Arkurek, VP Insights and intelligence for Autotader.ca, to discuss what consumers can expect. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

The magic survival number for Chinese EVs + why NIO/XPeng/Li Auto are dumping NVIDIA. Two stories, one theme: Chinese EVs leveling up.THE 500K SAFETY LINE:Not 2M. Not 1M. At 500K annual units, Chinese EV makers gain:Financial viability (100-150B yuan revenue = profitability)Strategic breathing room (absorb 20% drops like Li Auto)Operational efficiency (economies of scale kick in)Community critical mass (self-sustaining ecosystems)Supply chain power (justify vertical integration)WHO'S WHERE:Li Auto: 400K (safe, crossed line 2024)Leapmotor: 600K (just crossed, suddenly legitimate)XPeng: 430K (+126%), but 41% from budget model—not safe yetNIO: 326K, but cost structure SO high needs 600-700KHarmonyOS: 590K, Aito 423K, Huawei backing = different gameTHE NVIDIA EXODUS:ALL going in-house:XPeng: G6/G7/G9/P7+ use Turing chip. He Xiaopeng: "Best AI companies develop own chips."Li Auto: M100 chip = 2 NVIDIA Thor-U (LLM tasks), 3 Thor-U (vision). Delayed products waiting for Thor, learned lesson.NIO: Spent $300M+ on Orin X in 2024. Shenji NX9031: 2 chips = 8 Orin X, saves 10K yuan per car. Rolling to full lineup.WHY:Thor disaster: 2,000 TOPS promised, 700 delivered, multiple delaysCost: 10K yuan savings x 500K units = billionsIndependence: core tech can't be foreign dependencyNVIDIA'S PROBLEM:China share: 39% → 25% despite having Orin + Thor1.16M units (NIO+XPeng+Li Auto) moving away+HarmonyOS +Leapmotor = 2M+ annual systematically shut outShort-term: only 1% revenueLong-term: most advanced market building own siliconTHE CONNECTION:Same story. 500K scale enables strategic independence. NVIDIA exodus IS exercising that independence.At 100K units: must use NVIDIA.At 500K units: $200-300M chip development pays back in 2-3 years.Autonomous driving = core differentiator. Why outsource it?

The BC Government is spending $600,000 to help fight extortion Guest: Nina Kreiger, BC Minister of Public Safety So let's talk about these so-called Chinese EVs Guest: Shahin Alizadeh, chief executive officer of Downtown Auto Group Workplace Hazards are commonplace, so why do so few people report them? Guest: Lianne M Lefsrud, Professor and Risk, Innovation & Sustainability Chair (RISC), University of Albert Not everyone thinks social media bans are a good idea Guest: Chris Ferguson, Clinical Psychologist at Stetson university in Florida Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe world is continually paying the [CB]s more and more of their hard earned labor. In Germany the people are taxed 42%, almost half of their income. Fed inflation indicator reports no inflation, Truinflation reports inflation is at 1.2%.BoA and Citibank are in talks to offer 10% credit card. Trump says US will the crypto capital of the world. Globalism/[CB] system has failed, the power will return to the people. The patriots are sending a message, DOJ 2.0 is not like DOJ 1.0, same with the FBI, you commit a crime you will be arrested. The message is clear, the protection from these agencies are gone. Bondi arrest the Church rioters. Trump’s message at DAVOS is clear, the [DS] power and agenda is no more. Trump is now in control and the world will begin to move in a different direction, either you are on board or you will be left behind. The power belongs to the people.   Economy https://twitter.com/WallStreetMav/status/2014289396112011443?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Fed’s Favorite Inflation Indicator Refuses To Show Any Signs Of Runaway ‘Trump Tariff’ Costs The Fed’s favorite inflation indicator – Core PCE – rose 0.2% MoM (as expected), which leave it up 2.8% YoY (as expected), slightly lower than September’s +2.9%…   Bear in mind that this morning’s third look at Q3 GDP printed a +2.9% YoY for Core PCE. Under the hood, the biggest driver of Core PCE remains Services costs – not tariff-driven Goods prices…   In fact, on a MoM basis, Non-durable goods prices saw deflation for the second month in a row…   Source: zerohedge.com https://twitter.com/truflation/status/2014322072286302619?s=20 – Food – mostly Eggs – Household durables – particularly housekeeping supplies – Alcohol & tobacco – mostly alcoholic beverages Our number is derived by aggregating millions of real-time price data points every day to calculate a year-over-year CPI % rate. It is comparable but not identical to the survey-based official headline inflation released monthly by the BLS, which was 2.7% for December. Bank Of America, Citigroup May Launch Credit Cards With 10% Rate Two weeks after Trump shocked the world by demanding lenders cap credit card interest rates at 10% for one year, Bank of America and Citigroup are exploring options to do just that in an attempt to placate the president.  Bloomberg reports that both banks are mulling offering cards with a 10% rate cap as one potential solution.  Earlier this week, Trump said he would ask Congress to implement the proposal, giving the financial firms more clarity about what exact path he's pursuing. Bank executives have repeatedly decried the uniform cap, saying it'll cause lenders to have to pull credit lines for consumers.  Source: zerohedge.com Trump sues JPMorgan Chase and CEO Jamie Dimon for $5B over alleged ‘political’ debanking The lawsuit claims JPMorgan’s decision ‘came about as a result of political and social motivations’ to ‘distance itself’ Trump and his ‘conservative political views’  President Donald Trump is suing JPMorgan Chase and its CEO Jamie Dimon in a $5 billion lawsuit filed Thursday, accusing the financial institution of debanking him for political reasons. The president's attorney, Alejandro Brito, filed the lawsuit Thursday morning in Florida state court in Miami on behalf of the president and several of his hospitality companies.  “ Source: foxnews.com https://twitter.com/RapidResponse47/status/2013984082640658888?s=20  WEF Finance/Banking Panel – If Independent National Economies Continue Rising, Global Trade Drops and We Lose Control Globalism in its economic construct is a series of dependencies. If those dependencies are severed, if each country has the ability to feed, produce and innovate independently, then the entire dependency model around globalism collapses. Within the globalism model that was historically created there was a group of people, western nations, banks, finance and various government leaders, who controlled the organization and rules of the trade dependencies.  The action being taken for self-sufficiency, in combination with the approach promoted by President Trump that each nation state should generate their own needs, then the rules-based order that has existed for global trade will collapse. If nations are no longer dependent, they become sovereign – able to exist without the need for support from other nations and systems. If nations are indeed sovereign, then globalism is no longer needed and a threat of the unknown rises. How will nations engage with each other if there is no governing body of western elites to make the rules for engagement?  The need for control is a reaction to fear, and it is the fear of self-reliance that permeates the elitist class within the control structures.   If each nation of the world is operating according to its individual best interests, the position of Donald Trump, then what happens to the governing elite who set up the system of interdependencies. This is the core of their fear. If each nation can suddenly grow tea, what happens to the East India Tea Company.  Who then sets the price for the tea, and worse still an entire distribution system (ships, ports, exchanges, banks, etc.) becomes functionally obsolescent. Source: theconservativetreehouse.com  Political/Rights TWO-TIERED JUSTICE: Conservative Journalist Kaitlin Bennett Charged and Fined for Interviewing Democrats in Public — While Don Lemon Storms Churches With Zero Consequences The United States now operates under a blatantly two-tiered justice system, where conservative journalists are criminally charged for speech in public spaces, while left-wing media figures face zero consequences for harassing Americans and disrupting religious services. Conservative journalist Kaitlin Bennett revealed this week that she was charged with a federal crime and fined by the National Park Service in St. Augustine for the so-called offense of asking Democrats questions on public property. According to Bennett, federal agents targeted her while she was conducting on-the-street interviews, a form of journalism protected by the First Amendment. Despite being on public land, Bennett says she was cited and punished simply for engaging in political speech that the Left finds inconvenient. Bennett addressed the incident directly in a post on X, writing: https://twitter.com/KaitMarieox/status/2014174254799958148?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2014174254799958148%7Ctwgr%5Ef4a6650cd0c60d38edfea018c5665c2cc2fe5199%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Ftwo-tier-justice-conservative-journalist-kaitlin-bennett-charged%2F When asked by another local journalist exactly what “lawful order” Bennett had disobeyed, the ranger reportedly could not provide a straight answer. WATCH: Source: thegatewaypundit.com https://twitter.com/DHSgov/status/2014322865848406370?s=20   Alexander Conejo Arias, fled on foot—abandoning his child. For the child's safety, one of our ICE officers remained with the child while the other officers apprehended Conejo Arias.   Parents are asked if they want to be removed with their children, or ICE will place the children with a safe person the parent designates. This is consistent with past administration's immigration enforcement. Parents can take control of their departure and receive a free flight and $2,600 with the CBP Home app. By using the CBP Home app illegal aliens reserve the chance to come back the right legal way. https://twitter.com/DHSgov/status/2014049440911303019?s=20   inflicting corporal injury on a spouse or cohabitant. An immigration judge issued him a final order of removal in 2019. In a dangerous attempt to evade arrest, this criminal illegal alien weaponized his vehicle and rammed law enforcement. Fearing for his life and safety, an agent fired defensive shots. The criminal illegal alien was not hit and attempted to flee on foot. He was successfully apprehended by law enforcement. The illegal alien was not injured, but a CBP officer was injured.  These dangerous attempts to evade arrest have surged since sanctuary politicians, including Governor Newsom, have encouraged illegal aliens to evade arrest and provided guides advising illegal aliens how to recognize ICE, block entry, and defy arrest. Our officers are now facing a 3,200% increase in vehicle attacks. This situation is evolving, and more information is forthcoming.   https://twitter.com/nicksortor/status/2014063905413177637?s=20  CNN Panelist Issues Retraction and Apology After Going Too Far in On-Air Trump Attack    footage of CNN's “Newsnight with Abby Phillip” was posted to social media platform X featuring 25-year-old leftist activist Cameron Kasky alongside panel mainstay Scott Jennings. A moment between the two went viral when Kasky casually declared that President Donald Trump had been involved in an international sex trafficking ring. Jennings wasn't going to let that remark go unchallenged by host John Berman. The topic of conversation had been Trump's interest in Greenland and the Nobel Peace Prize, but Kasky threw in a jab at Trump with an allusion to the president's relationship with the late sex offender Jeffrey Epstein — an allusion Kasky's now trying to walk back. “I would love it if he was more transparent about the human sex trafficking network that he was a part of, but you can't win 'em all,” he blurted out. https://twitter.com/overton_news/status/2013455047288377517?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2013455047288377517%7Ctwgr%5E20edbbd712c7076d1aafdac2d1e39d7eb8307263%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fcnn-panelist-issues-retraction-apology-going-far-air%2F   Berman asked Jennings a follow-up question about Greenland, but instead of addressing that, Jennings circled back to Kasky's remark. “You're gonna let that sit?” Jennings asked Berman. “Are we going to claim here on CNN that the president is part of a global sex trafficking ring or …?” After assuring Jennings that he would do the fact-checking, Berman asked Kasky to repeat what he'd said about the global sex-trafficking ring. “That Donald Trump was … probably … very involved with it,” the arrogant young man replied, with perhaps a touch less confidence. To Berman's credit, and the CNN legal team's, he immediately said, “Donald Trump has never been charged with any crimes in relation to Jeffrey Epstein.” https://twitter.com/camkasky/status/2013760245298864477?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2013760245298864477%7Ctwgr%5E20edbbd712c7076d1aafdac2d1e39d7eb8307263%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fcnn-panelist-issues-retraction-apology-going-far-air%2F Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2014189561002291385?s=20 DOGE Geopolitical https://twitter.com/brentdsadler/status/2014311942119137584?s=20  important as these agreements cover the entirety of the Chagos group of islands/features. Critical as future third party presence in those areas proximate Diego Garcia could in practical terms render those U.S. military facilities operationally impractical (ie useless). The current deal under consideration in the UK parliament in a rushed vote as soon as 2 February is ill advised. And it likely would break the decades long understanding with the U.S. government. See: Active U.S. treaties: https://state.gov/wp-content/uploads/2025/08/Treaties-in-Force-2025-FINAL.pdf 1966 Foundational Understanding: https://treaties.un.org/doc/Publication/UNTS/Volume%20603/volume-603-I-8737-English.pdf 1972 Understanding regarding new facilities on Diego Garcia: https://treaties.un.org/doc/Publication/UNTS/Volume%20866/volume-866-I-8737-English.pdf 1976 Understanding and concurrence on new communications facilities on Diego Garcia and references as foundational the 1966 Understanding: https://treaties.fcdo.gov.uk/data/Library2/pdf/1976-TS0019.pdf?utm_source https://twitter.com/HansMahncke/status/2014150131247874267?s=20 The EU-Mercosur deal is a major free trade agreement between the European Union and the Mercosur bloc (Argentina, Brazil, Paraguay, and Uruguay). Negotiated for over 25 years, it aims to create one of the world’s largest free trade zones, covering more than 700 million people and reducing tariffs on goods like cars, machinery, pharmaceuticals, and agricultural products.  It includes commitments on sustainability, labor rights, and environmental protections, but critics argue these are insufficient to address issues like Amazon deforestation and unfair competition for European farmers. The agreement was politically finalized in 2019 but faced delays due to environmental concerns and opposition from countries like France and Austria. It was formally signed on January 17, 2026, after EU member states (with a qualified majority, despite opposition from five countries including France) greenlit it on January 9.  The Stupidity of Davos Explained Using an Example of Their Own Creation China is manufacturing a product to create a carbon credit certificate in response to the demand for carbon credits from all the world auto-makers.  Any nation that has a penalty or fine attached to their climate goals is a customer. Those are nations with fines or quotas associated with the production of gasoline powered engines if the auto company doesn't hit the legislated target for sales of electric vehicles. In essence, EU/AU/CA/RU/ASEAN car companies buy Chinese car company carbon credits, to avoid the EU/AU/CA/RU/ASEAN fines.  The Chinese then use the carbon credit revenue to subsidize even lower priced Chinese EVs to the EU/AU/CA/RU/ASEAN car markets, thereby undercutting the EU/AU/CA/RU/ASEAN car companies that also produce EVs. China brilliantly exploits the ridiculous pontificating climate scam and has an interest in perpetuating -even emphasizing- the need for the EU/AU/RU/ASEAN countries to keep pushing their climate agenda.  China even goes so far as to fund alarmism research about climate change because they are making money selling carbon credit certificates on the back end of the scam to the western fear mongers.  This is friggin' brilliant.   The climate change alarmists are helping China's economy by pushing ever escalating fear of climate change.  You just cannot make this stuff up. What does the outcome look like? Well, in this example we see hundreds of thousands of unsold BYDs piling up in countries that emphasize climate regulations with no restrictions on the import of EVs (which most don't even manufacture), which is almost every country.  Big Panda doesn't care about the car itself; they care about generating the carbon credit certificate to sell in the various carbon exchanges. Put this context to the recent announcement by Canadian Prime Minister Mark Carney about his new trade deal with China to accept 49,000 EVs this year. Prime Minister Carney bragged about getting the Chinese to agree to only super low prices for the Canadian market.  Mark Carney was very proud of his accomplishment to get much lower priced vehicles for Canadian EV purchasers.   No doubt Big Panda left the room laughing as soon as Carney made his grand announcement. 1. China sells EV's in Canada, creating credits available on the carbon exchange scheme. Europe et al will purchase the carbon credits because Bussels has fines against EU car companies. 2. With a foothold already established in Europe, China will then take the money generated by the carbon credit purchases and lower the prices of the Chinese EV cars sold in Canada. It's gets funnier. 3. Carney bragged about forcing China to only sell low price EV's as part of the trade agreement. The low price of the EV's in Canada will be subsidized by Europe. China doesn't pay or lose a dime. But wait…. 4. Carney can't do anything about the scheme he has just enmeshed Canada into, because Canada has a Carbon Credit exchange in law.

- VW, Audi Dealers Sue Colorado - VW's "Slash and Burn" Cost-Cutting - Canadians Who Are Against Chinese EVs - Automakers Squeeze Suppliers in China - Used EVs Hit Market at Record Rate - Volvo Unveils EX60 EV - Hyundai Union: "Not a Single Robot" - Geely's Roadmap to Overtake GM

- VW, Audi Dealers Sue Colorado - VW's "Slash and Burn" Cost-Cutting - Canadians Who Are Against Chinese EVs - Automakers Squeeze Suppliers in China - Used EVs Hit Market at Record Rate - Volvo Unveils EX60 EV - Hyundai Union: "Not a Single Robot" - Geely's Roadmap to Overtake GM

China has registered its lowest number of births since records began. European governments weigh up options to bring down the high cost of their state pensions? Saudi Arabian banks borrow at record pace. Plus, Chinese EV carmakers have their eyes on the UK.Mentioned in this podcast:China registers lowest number of births since records beganChina's GDP grows 5% in 2025 as exports offset weak domestic outlookCan Europe still afford its generous state pensions?Josh Gabert Doyon: https://www.ft.com/josh-gabert-doyonNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Josh Gabert Doyon, and produced by Clare Williamson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Manuela Saragosa. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Guest: Jeremy Cato, Automotive Journalist at CatoCarGuy.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Commentary: Greenland security (0:31) Canada's Chinese EV deal (30:37) Guest: Jeremy Cato, Automotive Journalist at CatoCarGuy.com The Agenda: Canada's pivot to China (43:31) Guests: Margareta Dovgal, Managing-director of Resource Works Society Richard Zussman, Vice President, Public Affairs, Western Canada, Burson Social media and 'shadow pandemic' of disordered eating in teens (59:55) Guest: Hasina Samji, Health sciences assoc. prof at SFU Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—and why this moment could trigger a chain reaction across the U.S., Mexico, and global auto markets.  Canada's decision to allow up to 49,000 Chinese EVs at just 6.1% tariffs isn't about volume—it's about symbolism. Once the door opens, it rarely closes. The hosts explain why this move pressures the U.S. ahead of USMCA renegotiations, accelerates conversations around Chinese manufacturing in Canada, and raises the stakes for GM, Ford, and the German luxury brands already losing ground in China.The episode also breaks down 2025 China auto and NEV sales, showing a maturing but brutally competitive market where growth now comes from stealing share, not market expansion. With BYD, Geely, Chery, Leapmotor, and Huawei-backed brands targeting aggressive 2026 volumes, the pressure on legacy OEMs—especially BMW, Mercedes, Audi, and Porsche—has never been higher.Tu and Lei debate which Chinese OEMs are best positioned for Canada and eventually the U.S., why affordable EVs in the $30–40K range are the real battleground, and how price cuts of 10–25% by German brands reveal structural inefficiencies long masked by premium margins.Strategic, provocative, and deeply grounded in real data, this episode explains why North America just entered a new phase of the China EV story—and why the next 12–18 months may redefine the global auto industry.___

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla to stop selling FSD, Canada and EU to slash Chinese EV tariffs, the battery that could change the world, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) to stop selling Full Self-Driving package, moves to subscription-only: why it's a big move Tesla updates 2026 Model Y with new features, launches tiny third row in the US Canada breaks with US, slashes 100% tariffs on Chinese EVs to 6% EU and China are close to deal on electric cars, as Chinese EVs surge even with tariffs in Europe Rivian R2 validation units roll off production line, deliveries to follow ‘soon' Toyota's most affordable electric SUV is arriving soon This battery is about to change the world in 3 months, or make this guy a fool Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/7bkk6qDerFU

Prime Minister Mark Carney meets with Coastal First Nations leaders before heading to China for Canada's first formal PM visit since 2017. This, amid uncertainty in Venezuela. Dr. Heather Exner-Pirot and Max Fawcett talk implications (3:15) in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY -- EDMONTON'S ORIGINAL DISTILLERY -- ROOTED IN PRAIRIE GRIT AND A REBELLIOUS SPIRIT. PROUDLY LOCAL, ALWAYS ORIGINAL. HANSEN DISTILLERY IS MADE RIGHT, RIGHT HERE. https://hansendistillery.com/ READ MAX'S WORK: https://www.nationalobserver.com/2026/01/12/opinion/twitter-x-musk-canada-politicians MORE FROM HEATHER: https://macdonaldlaurier.ca/cm-expert/heather-exner-pirot/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ 33:45 | Max sticks around to talk about Chinese EV tariffs (and what Canadians want), plus we get to an interesting email on coal and steel production from Real Talker Marcus, P.Eng (1:00:00) and a remarkable statement from Philadelphia Sheriff Rochelle Bilal (1:10:30).  55:45 | Real Talker Sara leads off this edition of Echoes of the Alex presented by the Royal Alexandra Hospital Foundation. Then, we hear about Frances and Roy's incredible connection to The Alex.  SUPPORT THE ROYAL ALEX: https://givetoroyalalex.org/ Registration is open for the Real Talk Pond Hockey Classic on Saturday, January 31 in St. Albert!  SIGN UP TODAY: https://www.ryanjespersen.com/pond-hockey FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen  JOIN US ON FACEBOOK: @ryanjespersen  REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

A quiet end of the year for the automotive industry? Not a bit of it. With the EU about to weaken its EV ambitions in the coming days, Imogen Bhogal and Dan Caesar take a look at the surprising surge of EV sales in the Ukraine, Ford's brand new bridge to Europe, and how all roads seemingly lead to China. Keep your finger on the sporadic pulse of an industry under pressure, click to listen...  Stories covered in this episode can be found further down in this description box, in the meantime... Why not come and join us at our next Everything Electric expo: https://everythingelectric.show  Or exhibit or sponsor at our award-winning expos email: exhibit@everythingelectric.show  Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 Everything Electric MELBOURNE - Melbourne Showgrounds TBC, November 2025  STORIES: Eagerly-awaited EV spied in Oz: https://www.carsguide.com.au/car-news/eagerly-awaited-ev-spied-in-oz-100367  Ukraine - 39% BEV Share!: https://cleantechnica.com/2025/12/09/ukraine-39-bev-share/  Ford will launch Renault-based small EVs in Europe https://www.autonews.com/ford/ane-ford-renault-partnership-1209/  Ford CEO: Europe is risking the future of its auto industry - https://www.ft.com/content/4b9b3dbb-7d4c-48d1-b25e-0a3fe2572bf1  Uber Pulls Back from Electric Cars, Slashing Incentives. https://www.bloomberg.com/news/articles/2025-12-10/uber-pulls-back-from-evs-slashing-incentives-for-drivers?embedded-checkout=true  EU tariffs on Chinese EVs to protect European automakers may have had the opposite effect - https://www.autonews.com/manufacturing/automakers/ane-china-europe-tariffs-1209/  Recommendations Software Defined Vehicles: https://youtu.be/ejYE2zxKZhY  Michael Dunne Newsletter: https://newsletter.dunneinsights.com/ Cleantechnica: https://cleantechnica.com/

This week on Sinica, I'm delighted to have Iza Ding as guest host. Iza is a professor of political science at Northwestern University and a good friend whose work on Chinese governance I greatly admire. She's joined by Deborah Seligsohn, who has been a favorite guest on this show many times. Deb is an associate professor of political science at Villanova University and was previously a science and environmental counselor at the U.S. Embassy in Beijing. This episode was recorded in three parts: the first two in Belém, Brazil during COP30 (the 30th UN Climate Change Conference), and the final segment after the conference concluded. Iza and Deb discuss China's role at the climate summit, the real story behind the famous 2007 U.S. Embassy air quality monitor in Beijing (spoiler: it wasn't China's "Silent Spring moment"), Brazil's management of the conference, why China leads on technology but not on negotiation, and what the outcomes of COP30 mean for the future of global climate cooperation. This is an insider's view of how climate diplomacy actually works, complete with unexpected fire evacuations and glut-shaming of The New York Times.3:43 – Deb's impressions of COP30 and Brazil's inclusive approach 9:21 – China's presence at COP30: technology leadership without negotiation leadership 15:34 – Xie Zhenhua's absence and the U.S.-China dynamic at previous COPs 24:46 – Inside the negotiation rooms: language, politeness, and obstruction 33:06 – BYD's presence in Brazil and Chinese EV expansion 40:54 – The real story of the 2007 U.S. Embassy air quality monitor in Beijing 45:00 – Fire evacuation at COP30 and UN territorial sovereignty 1:22:06 – What actually drove China's air pollution control: the 2003 power plant standards 1:41:27 – The dramatic final plenary and the Mutirão decision 1:55:17 – China's NDC 3.0: under-promise and over-deliver strategySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus: Analysts say Chinese EV sales growth will likely slow. And Prysm Capital leads investment in Sokin, bringing the payments company's valuation to $300 million. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices