Podcasts about chinese ev

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

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.

Mélanie Joly, Minister of Industry and Minister responsible for Canada Economic Development for Quebec Regions, visited Linamar, a Canadian company and global leader in advanced automotive manufacturing, to highlight the Government of Canada's new Automotive Strategy. The world is changing rapidly, fundamentally reshaping trade relationships and leaving economies, businesses and workers under a cloud of uncertainty. Canada's automotive industry is on the front line of this shift, with more than 90% of Canadian-made vehicles and 60% of Canadian-made auto parts currently exported to the U.S. The government is focused on what we can control—implementing a new industrial strategy. Canada is transforming the economy from one that is reliant on a single trade partner to one that is more resilient to global shocks—a stronger, more sustainable, more independent economy built on the solid foundation of strong Canadian industries and bolstered by diverse international trade partners. In parallel, the government is launching a national electricity strategy to leverage our energy advantage to provide clean, affordable and reliable power to Canadians. These shifts present a unique opportunity to transform Canada's auto industry to be less reliant on the U.S. and gas-powered vehicles. To that end, the government has introduced a new auto strategy that rewards the production of made-in-Canada vehicles and harnesses our world-class capabilities in artificial intelligence and technology expertise to build the cars of the future. This is a strategy that positions Canada to become a global leader in electric vehicle (EV) production. On February 5, Prime Minister Mark Carney announced the following new measures: 1.     To accelerate investment in Canada's auto manufacturing sector, the government will:allocate $3 billion from the Strategic Response Fund and up to $100 million from the Regional Tariff Response Initiative to help the auto industry adapt, grow, and diversify to new markets.harness the Productivity Super-Deduction and reduced corporate tax rates for zero emission‑ technology manufacturers to encourage investment in clean technologies and EVs.2.     To rationalise emissions reduction policies to focus on outcomes that matter to Canadians, the government will:introduce stronger greenhouse gas emission standards for model years 2027–32. These standards will put Canada on a path to achieve a goal of 75% EV sales by 2035 and 90% EV sales by 2040—reducing our carbon footprint and securing Canada's global leadership in clean energy.These more stringent emissions standards will enable the Government of Canada to repeal the Electric Vehicle Availability Standard. This approach will allow manufacturers to use a wide array of technologies to meet the standards and respond to consumer preferences in the near term, while driving EV adoption over time.3.     To build up a domestic consumer base and make electric vehicles more affordable and reliable, the government will:launch a five-year EV Affordability Program to lower the cost of EVs for Canadians and create a stronger domestic consumer market.The new $2.3 billion program will offer individuals and businesses purchase or lease incentives of up to $5,000 for battery electric and fuel EVs, and up to $2,500 for plug-in hybrids (PHEV) with a final transaction value up to $50,000 on cars made by countries Canada has free trade agreements with. To support the Canadian automotive industry, this $50,000 cap will not apply to Canadian made‑ EVs and PHEVs.enhance our national EV charging network through investments of $1.5 billion through the Canada Infrastructure Bank's Charging and Hydrogen Refuelling Infrastructure Initiative, making it easier and more convenient for drivers to charge their EVs across the country.4.     To establish a comprehensive trade regime that strengthens the competitiveness of the auto sector, the government will:strengthen Canada's automotive remission framework to reward companies that produce and invest in Canada.maintain counter-tariffs on auto imports from the United States to ensure a level playing field for Canadian automotive manufacturers in the domestic market.build on its recently strengthened strategic partnership with the Republic of Korea by signing a memorandum of understanding (MOU) to strengthen Canada Korea‑ industrial collaboration for future mobility. This builds on other MOUs that Canada has signed with global automakers to promote cooperation.focus on establishing a new strategic partnership with China, a global leader in EV manufacturing, to further diversify trade and catalyse new investment in the automotive sector. The recently announced partnership will look to drive new Chinese joint venture investment in Canada and allow for a fixed volume of Chinese EV imports into the Canadian market.[KP2]5.     To protect Canadian auto workers and businesses from immediate pressures while helping them bridge them to the future, the government will:provide support to employees through a new Work-Sharing grant—preventing layoffs and supporting worker retention so businesses can plan for the future.establish a new workforce alliance of industry, labour and training partners to address bottlenecks and catalyse private investment.provide employment assistance and reskilling supports for up to 66,000 workers across Canada, including for displaced auto workers, through a $570 million investment.The government will leverage our new and existing trade agreements—including the recent EV arrangement with China—to catalyse massive new investment in the sector, diversify Canada's auto export markets and position Canada as a global leader in EVs. Canadian workers and industries are well equipped to seize this opportunity, and we are making generational investments in critical minerals, including those essential for batteries, to secure Canada's place in the world's most important supply chains. The choices made now will shape the Canadian auto industry for decades to come. By protecting the industry and incentivising automakers to build here, we are helping ensure that Canada's workers and businesses can transform to compete and win in this new global environment. These measures build on previously announced initiatives to help transform strategic Canadian industries, including steel and softwood lumber. Together, they form an ambitious industrial strategy that will build a stronger, more resilient, more independent Canadian economy and ensure workers and industries can bridge to that future and seize its opportunities. Canada is a nation of builders and our auto sector has grown and powered communities across the country for more than a century. The skills and dedication of Canadian auto workers is at the heart of this new strategy. Our new government's message is clear: Canada intends not only to keep building vehicles at home, but to shape the future of the industry with Canadian workers at its core.Become a supporter of this podcast: https://www.spreaker.com/podcast/policy-and-rights--3339563/support.

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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)

0:11 - Snow continues to fall over parts of America. 4:46 - Facing the 100% tariff threat, Canada must swallow its pride and compromise. 16:05 - Canada's EV deal with China could hand nearly $1-billion to Chinese automakers from federal credits. 26:55 - We take your calls and texts on Chinese EV's. 44:16 - We continue with your calls on EVs. 52:50 - An agonizing choice for Alberta soon at hand. 1:04:00 - We take your calls and texts on Alberta Separation and the MOU. 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 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

The German luxury collapse in China is HERE. Mercedes and BMW just forecasted 2026 sales under 500K units—the EXACT numbers they had in 2016. A full decade of zero growth while NIO, XPeng, and Chinese EV brands set 500K+ targets.WHAT WE COVER:→ Mercedes & BMW's decade-long retreat to 2016 sales levels→ Porsche's catastrophic 56% decline (95,700 → 41,900 units)→ Price cuts of $14,000+ that still couldn't save sales→ Chinese EV brands targeting 500K-600K for 2026→ NEV penetration: 80.9% for Chinese brands vs 39.1% for luxury→ Why German comeback plans might be too lateThis is the structural shift every NIO bull needs to understand. Chinese EVs aren't just competing—they're dominating in the premium segment while legacy luxury brands retreat.KEY NUMBERS:Mercedes 2025: 551,900 units (-19%)BMW 2025: 625,500 units (-12.5%)Porsche 2025: 41,900 units (-26%, down 56% from 2021)China market: 24.065M units (near record high)As a NIO investor who stays objective, I break down what this power shift means for Chinese EV stocks and why 2026 could be the year Chinese brands cement premium dominance.Required listening for NIO, XPeng, Li Auto investors and anyone tracking the EV transition.COURTSIDE FINANCIAL - Where Business Meets the BaselineHosted by Obi

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

ABC's Mike Dobuski reports the latest plan for OpenAI and why Canada is bringing Chinese EV's

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.___

Greg Brady spoke to Lisa Raitt, Vice-Chair, Global Investment Banking, CIBC Capital Markets and former federal cabinet minister and Deputy Leader of the Official Opposition about Carney says Chinese EV deal an ‘opportunity' for Ontario, auto sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

The Chinese EV industry is facing a transformation crisis that goes far beyond any single company. In 2025, automotive executives changed positions every two days on average. Between October and December alone, 327 high-level positions changed hands. This isn't normal industry turnover—this is a sector under unprecedented pressure.Today I'm stepping back from my recent NIO-specific criticism to show you the bigger picture. Because what's happening to NIO isn't unique. The entire Chinese automotive industry is hemorrhaging talent, shrinking profit margins, and scrambling to find second growth curves before the ground game becomes unsustainable.According to Zhaopin's 2025 robotics industry report, job postings in robotics grew 6% in early 2025, but job applications grew 32%—a 5-to-1 ratio showing massive talent flight from other industries. For humanoid robotics specifically, the numbers are staggering: job postings up 409% year-over-year, applications up 396%. Where are these people coming from? The automotive industry.One former automaker employee said working at a car company for two years feels like four years anywhere else. Mandatory Saturday overtime and questionable Sunday rest have become the norm. But it's not just about work-life balance—it's about economics. According to China Passenger Car Association data, the auto industry's sales profit margin hit 3.9% in October 2025, a five-year low. For the first ten months of 2025, the industry averaged just 4.4% margins. That's barely above break-even when factoring in R&D costs.Meanwhile, XPeng just made a major move that signals where this industry is heading. On January 12th, Bloomberg reported that XPeng Huitian, their flying car division, hired JP Morgan and Morgan Stanley to prepare for a Hong Kong IPO this year. This comes just two months after their first mass-produced flying car rolled off the assembly line in November 2025.Why rush to IPO before even securing final airworthiness certification from China's Civil Aviation Administration? Because the ground game is brutal, and companies need capital to fund their second growth curves. Morgan Stanley predicts explosive growth in the flying car industry over the next 20 years. Chinese research estimates the global eVTOL market will reach 9.5 billion yuan by 2026 and potentially exceed a trillion yuan by 2030.But here's what makes XPeng's strategy different from NIO's approach: they're spinning out the flying car division as a separate entity with separate management, capital structure, and timeline. This is smarter than trying to run multiple disparate businesses under one corporate umbrella—which is exactly what I criticized NIO for doing with phones, wine, fashion, and robotics initiatives.However, this also reveals how desperate the situation has become. If you're a major EV company and you're not actively developing a second revenue stream, your survival odds for the next five years are questionable.So where does NIO fit into all this? They're actually executing a similar playbook with their three-brand strategy: NIO for premium, Onvo for mass market, Firefly for urban compact. They're scaling battery swap infrastructure to over 3,600 stations. They're expanding into lower-tier cities with 210 new multi-brand stores. They're focusing Phase 3 on operational efficiency rather than scattered side projects.The question isn't whether NIO is doing the right things—it's whether they're executing fast enough in an industry where everyone is under pressure. This isn't a NIO problem. BYD's margins are shrinking. XPeng is betting on flying cars. Li Auto missed pure EV targets. Xiaomi faces quality issues after rapid scaling. This is an industry-wide transformation.

Xiaomi just delivered over 50,000 vehicles in December 2025 - outselling NIO after being in the car business for less than two years. Meanwhile, NIO has been operating for over a decade and just hit 48,000 monthly deliveries. William Li called his own company "weak" despite delivering 326,000 cars in 2025, and when you look at what Xiaomi accomplished, you can see exactly why.This is the consolidation phase Li Bin warned us about, and the execution gap between these companies is becoming impossible to ignore. Xiaomi went from zero to 410,000 annual deliveries in under two years with just TWO models. NIO's projecting 456,000 to 489,000 deliveries in 2026 - year twelve of operations. That's only a 10-19% difference between a startup car company and a decade-old premium EV maker.The Chinese EV market data from December reveals the brutal reality of Phase 3. Of fifteen automakers that reported sales, only FIVE maintained both year-over-year and month-over-month growth. Average sales dropped to 94,000 units after two months above 100,000. The top tier - BYD, Geely, SAIC, Chery - all saw month-over-month declines.But the third tier is where things get interesting. Companies like Huawei's HarmonyOS system, Xiaomi, NIO, and BAIC all hit record highs. HarmonyOS delivered 89,611 units. Xiaomi crossed 50,000. NIO hit 48,135. The third tier is raising the floor, and in Q4, not a single one of those automakers dropped below 30,000 monthly units.This is exactly what William Li meant when he said the final stage is a long-distance race with 3-5 percentage point efficiency gaps at every link. If you're not improving faster than the market average, you're falling behind. And the market average is now 40,000+ deliveries per month just to stay relevant.Here's what separates execution from vision. Xiaomi focused on two models, leveraged their existing supply chain and manufacturing expertise, priced aggressively, delivered on time, and scaled fast. NIO admitted they "got carried away doing too many miscellaneous things" in their second cycle. They overextended, lost focus, and burned cash trying to be everything: premium brand, mass market brand, battery swap infrastructure provider, chip developer, and robotics company.Xiaomi said: we're going to make great electric cars. Everything else is secondary. That's the difference between execution and vision. Vision is what you WANT to do. Execution is what you ACTUALLY get done.Now Xiaomi isn't perfect. They dealt with serious public relations crises in 2025 including traffic accidents, the SU7 Ultra horsepower controversy, and safety concerns. This is the risk of rapid scaling - every mistake gets amplified. But they're handling scrutiny while scaling faster than almost anyone in the industry.NIO's Phase 3 strategy is betting everything on operational efficiency. Li Bin is promising 40-50% annual growth, adding 1,000+ battery swap stations in 2026, opening 210 multi-brand stores in lower-tier cities, and pushing Firefly into 40 countries. The strategy is sound, but can they execute at Xiaomi speed?The profitability question looms large. Li Bin is still confident about Q4 2025 non-GAAP profitability, but he's been promising this all year. If NIO misses after a decade in business, that's a credibility hit they can't afford - especially when companies like Xiaomi are proving you can scale fast without burning cash for ten years first.Li Bin predicts at least 10 Chinese automakers will survive long-term, with China selling 35 million cars annually within ten years. But NIO's at 326,000 deliveries and needs to 10X to hit that 3.5 million vision. Xiaomi's at 410,000 and needs to 8.5X. If both maintain current growth rates, Xiaomi reaches 3 million before NIO does.This is make-or-break time for NIO. Not because they're going to die - they have resources to survive. But the gap between surviving and thriving is getting wider, and right now Xiaomi's in the thriving category

Former Poilievre comms director Ben Woodfinden and former Notley cabinet minister Shannon Phillips respond to our exclusive with former AHS CEO Athana Mentzelopoulos (4:30), share their thoughts on the fatal ICE shooting in Minnesota (22:15), give a Canadian perspective on the Venezuela "situation" (37:15), debate the merits of dropping tariffs on Chinese EVs (45:30), and predict whether or not we'll see another federal election in 2026 (50:30) in our feature interview presented by Mercedes-Benz Edmonton West.  THIS EPISODE IS PRESENTED BY RapidEX FINANCIAL. THE CRYPTO WORLD MOVES FAST, BUT YOUR TRUST IN AN EXCHANGE SHOULDN'T BE A GAMBLE. RapidEX IS SECURE, FINTRAC-REGISTERED, AND NON-CUSTODIAL. SAVE 50% ON FEES ON ONLINE INTERAC E-TRANSFER TRADES WITH PROMO CODE RYAN50 AT https://rapidexfinancial.com/. 52:30 | We see what Real Talkers have to say about the Minneapolis tragedy in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:07:30 | Real Talker Jim worked for Alberta Health Services for 13 years. He chimes in on what we heard from Athana Mentzelopoulos.  WATCH THE ATHANA INTERVIEW: https://rtrj.info/010826Athana 1:13:25 | Congratulations to the Apex Icebreakers, winners of the Real Talk Pond Hockey Classic Early Bird Prize! Make sure you register your team for the 2026 RTPHC before it sells out, and we'll see you in St. Albert on January 31!  SIGN UP TODAY: https://www.ryanjespersen.com/pond-hockey 1:19:30 | Denise is appalled by the fatal ICE shooting in Minneapolis, KP's thrilled to see the US in Venezuela, Don's bracing for WWIII, and Joe from Airdrie figures we should cap independence referendums at one per century. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park!  FIRE UP YOUR FLAMETHROWER: talk@ryanjespersen.com  WHEN YOU VISIT THE DQs IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, or BASELINE ROAD, BE SURE TO TELL 'EM REAL TALK SENT YOU!  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.

London Drugs closing its Woodwards location Guest: Landon Hoyt, Executive Director, Hastings Crossing BIA Should Canada drop the Chinese EV tariffs? Guest: Addisu Lashitew, Associate Professor, McMaster University Canada's armed forces are planning for threats from America Guest: Dr. James Horncastle, assistant professor, humanities, Edward and Emily McWhinney Professor in International Relations Decriminalization pilot project set to end Jan 31st Guest: Garth Mullins,Host of the Crackdown Podcast and advocate for drug users Is Canada driving away foreign entrepreneurs  Guest: Stephen Green, Immigration Lawyer Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy New Year! Welcome to the first Courtside Financial episode of 2026. Today we're breaking down the December delivery numbers that just dropped across the EV industry, and the story they're telling is fascinating.NIO just hit a massive milestone – their one-millionth vehicle is rolling off the production line in just days. They delivered a record 48,135 vehicles in December, up 55% year-over-year, with their premium brand crushing it at over 31,000 deliveries. The third-generation ES8 is performing exceptionally well. For the full year, NIO delivered 326,028 vehicles, up 47%.But we're keeping it objective. Q4 deliveries came in at 124,807 vehicles, near the upper end of their revised guidance of 120,000-125,000 units. However, that guidance was cut from an original target of 150,000 units due to the Chinese government's sudden cancellation of trade-in subsidies in October. This policy shift affected the entire Chinese EV market, not just NIO.The positive story? Vehicle gross margins hit 14.7% in Q3 and are expected to reach around 18% in Q4, with the ES8 potentially exceeding 20% margins. That's Tesla-level profitability. NIO is also adding over 1,000 battery swap stations in 2026, launching fifth-generation stations in Q2, and expanding Firefly internationally to 40 countries and regions.Tesla's situation is more concerning. They delivered 418,000 vehicles in Q4, down 16% year-over-year and 16% quarter-over-quarter. For the full year, deliveries dropped 8.56% to 1.64 million vehicles. The big headline: BYD overtook Tesla as the global BEV leader for the first time ever, selling 2.26 million pure electric vehicles in 2025, up 28%. Tesla's European registrations were down 28% through November, and China sales declined over 7%.Xpeng delivered 429,445 vehicles for 2025, up 126%, but their Q4 came in at 116,249 units, below their 125,000-132,000 guidance range. The pattern is clear – the entire Chinese EV market was impacted by subsidy cuts and pricing pressure.Then we shift to something unexpected: Bernie Sanders and Ron DeSantis – two politicians who agree on virtually nothing – both came out hard against AI data center expansion. Sanders called for a national moratorium on data center construction. DeSantis said the US doesn't have enough grid capacity for what's being planned.Why does this matter? Residential electricity prices are forecast to rise another 4% in 2026 after increasing 5% in 2025. Rising utility bills were a key factor in Democrat Abigail Spanberger's landslide Virginia gubernatorial victory, and Virginia is the world's largest data center market. The PJM grid serving 65 million people will be six gigawatts short of its reliability requirement by 2027 – that's Philadelphia's entire electricity demand. When Sanders and DeSantis agree, the political winds are shifting fast, and this could significantly slow AI infrastructure development.Finally, we close with a business lesson from an unexpected source. Beyoncé just became a billionaire, joining Taylor Swift, Rihanna, and Jay-Z. Her Cowboy Carter tour grossed $407 million from just 32 concerts – the shortest tour to ever reach $400 million. But here's what matters: the largest chunk of her wealth comes from her music catalog, which she owns completely through Parkwood Entertainment.The lesson? Ownership of core assets drives wealth creation. Beyoncé owns her masters and distribution. NIO owns battery swap infrastructure. Tesla owns the Supercharger network. BYD vertically integrates batteries and semiconductors. Whether it's entertainment, EVs, or technology, the companies and individuals who control their critical infrastructure build defensible, long-term value.This is objective analysis covering wins and challenges. I'm a NIO bull, but that means presenting the full picture – the record deliveries and margin improvements alongside the guidance cuts and macro headwinds.2026 is going to be an incredible year for business and technology coverage..

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China's EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China's EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO's long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻

In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry.  With subsidies set to expire in 2026, November marked the real start of China's year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China.The hosts explain why Xiaomi's YU7 and SU7 have proven unusually resilient, how XPeng's AI-first strategy is paying off, and why Leapmotor and Geely are now knocking on the million-unit club—a threshold that even legacy premium brands have failed to reach in China.They also tackle the bigger strategic question facing Western automakers: Is it still worth competing in China? Tu and Lei argue that China remains irreplaceable as the world's largest single passenger-vehicle market—and that exporting from China, leveraging local tech partners, and embracing “China-for-China” design is no longer optional.The episode closes with a deep discussion on embodied AI, smart glasses, silicon strategy, and why companies like Xiaomi, XPeng, and Li Auto are no longer just carmakers—but ecosystem builders trying to define the future of mobility.Insightful, data-driven, and grounded in real market dynamics, this episode explains why 2026 may be the most decisive year yet for both Chinese EV leaders and global legacy automakers.___

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

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 Picture The green new scam is finished and now Bill Gates is backtracking letting everyone know that the world is not coming to an end, plus he is being investigated. Canada trapped in Trump's tariff world. Trump is bringing in more manufactures which translate into jobs. The people are now seeing the tariffs are not hurting the economy. Gold is going to bounce back. The [DS] is in trouble, Biden/Obama autopen is exposed and it shows that Biden was not running the country. This is what happens when you rig an election and install a puppet administration. The [DS] went against the will of the people. Something big is coming in 2026, the OBBB comes into effect and everything is about to change. Deportation is going to surge, taxes are going to be lowered and everything is going to be setup for the next phase of the plan.   Economy https://twitter.com/ElectionWiz/status/1983170594809205123 https://twitter.com/paulsperry_/status/1983226215704998012   (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"); Canada Likely to Take Chinese EV Production as Offset to Lost U.S. Trade As a result of President Trump asserting tariffs against imported autos, the large auto companies are abandoning plans to build or expand auto manufacturing in Canada. The Canadians are angry, and the professional political class in Canada is doing everything they can to continue ramping up opposition to Donald Trump. With increased tariffs against Canada, and with the likely dissolution of the USMCA (CUSMA) coming in the near future, the Canadian govt of Mark Carney has been traveling the world to find alternative markets for their goods and services. The main targets for new Canadian economic and trade relations are the U.K, EU and China. In a deal to expand the trade relationship with China, the Canadian government of Mark Carney is now proposing to drop tariffs against Chinese EVs in a deal to sell more pork and canola oil. That's correct, in essence Canada will take the EV auto business abandoned by Mexico. This was Canadian Prime Minister Mark Carney's grand plan as he attended the ASEAN summit in Malaysia. Keep in mind, as we have outlined all along during Trump's trade reset, the USMCA is going to be abandoned in favor of two bilateral free trade agreements; one with Mexico and one with Canada. As outlined in the Mexican decision to cancel EV investment, Mexico is aligning for a favorable trade relationship with President Trump and the USA. Canada may benefit in the short term from sales of pork and canola to Beijing, while simultaneously gaining Chinese investment in cobalt mining and auto development for EVs. But those EVs will never be permitted to cross the border into the USA and any effort to enhance Chinese EV sales in Canada will only disconnect them more from trade with Donald Trump and the USA. Source: theconservativetreehouse.com https://twitter.com/_Investinq/status/1982927845598110116   UPS has cut around 48,000 jobs in 2025 so far, including management, operations, and high-profile roles, through a mix of layoffs and buyouts. This exceeds initial expectations of 20,000–34,000 cuts. Reasons:   Loss of Major Client: Reduced business from Amazon,