Podcasts about chinese ev

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,

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

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

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

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

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

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

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

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.___

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.⸻

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.

Three major stories from December 9, 2025 reveal fundamentally different strategic approaches as Chinese EV companies and autonomous driving firms face an increasingly brutal 2026 market. This episode analyzes NIO's battery philosophy, Waymo's safety crisis, and Li Auto's organizational reset to determine which strategy will succeed long-term.NIO's Onvo president Shen Fei stated in a December 8 interview that extended-range electric vehicles with large battery packs represent a waste of resources. His argument is that with charging infrastructure increasingly developed in China, EREVs with large battery packs not only sacrifice interior space but also create unnecessary cost burdens, adding approximately 15,000 REN per range extender for automakers and consumers. Shen explained that EREVs and battery-swap-enabled vehicles compete on different dimensions, with larger batteries and fuel tanks representing incremental innovation while battery swapping constitutes systemic innovation requiring companies to address numerous challenges.Supporting this philosophy, approximately 40 percent of Onvo L90 owners, which comes standard with an 85 kWh battery pack, downgrade to the lower-capacity 60 kWh pack, saving about 3,600 REN in annual battery rental costs. Shen noted most owners no longer experience range anxiety thanks to charging infrastructure expansion. This contrasts with recent competitor launches including Leapmotor's D19 large SUV with 80 kWh battery, the largest among Chinese EREVs, and XPeng's X9 EREV with 63.3 kWh battery offering 452 km CLTC range.On December 5, Onvo announced deployment of over 8,000 new battery packs in battery swap stations available to its vehicles, with completion expected by mid-January 2026. Currently, Onvo accesses 2,300 NIO battery swap stations housing approximately 7,000 battery packs. Beyond serving vehicle owners, these batteries generate revenue by providing grid services. In Zhejiang province, each battery earns approximately 1.2 REN per kWh, with average usable capacity of 50 kWh generating roughly 60 REN daily or 20,000 REN annually per battery.Waymo faces a major safety crisis after the US National Highway Traffic Safety Administration forced a software recall following 19 incidents of Waymo autonomous vehicles illegally passing school buses with flashing red lights and extended stop signs during student pickup and dropoff. US traffic laws mandate all vehicles stop immediately when school buses activate red warning lights, with violations carrying 1,000 dollar fines for human drivers. The Austin Independent School District requested Waymo suspend operations during critical school hours, but Waymo refused, citing disagreement with the district's risk assessment and defending operations using its safety record.After claiming a November 17 software update fixed the vulnerability, five additional violations occurred within two weeks. The Austin school district reported 19 total recorded incidents since the 2025-26 school year began. When questioned by NHTSA about ceasing operations, software fix effectiveness, and recall plans, Waymo was required to respond by January 20, 2026. Waymo Chief Safety Officer Mauricio Peña emphasized internal statistics showing pedestrian injury accident incidence one-twelfth that of human drivers while announcing voluntary software recall for appropriately slowing and stopping in relevant scenarios.Waymo's aggressive expansion across San Francisco, Los Angeles, Phoenix, Austin, Atlanta with planned 2026 entry into Las Vegas, San Diego, and Detroit has been accompanied by numerous safety incidents. NHTSA data shows at least 14 animal collision incidents. Local residents report Waymo vehicles transformed from overly courteous to aggressive behavior including weaving through tunnels, incomplete stops at stop signs, squeezing past vehicles, and illegal U-turns. When asked why Robotaxi became increasingly aggressive, Chris Ludwick, Waymo Senior

The Chinese EV market is entering 2026 facing unprecedented challenges as subsidies end, competition intensifies, and market growth stalls. This episode analyzes what NIO and other Chinese automakers face in 2026 based on recent statements from XPeng CEO He Xiaopeng and NIO CEO Li Bin, both warning that next year's competition will be more brutal and bloody than 2025.On November 20, 2025, after launching the XPeng X9 extended-range version, He Xiaopeng stated: "I think every car company is on tenterhooks. Everyone wants to go far and achieve steady progress. A year ago we could hardly have imagined the changes we have now, and we can hardly imagine them a year from now. The only thing I can be sure of is that the competition will be even more brutal and bloody." The following day, NIO CEO Li Bin echoed this sentiment: "I agree with what Mr. Xiaopeng said. The intensity of competition in the Chinese auto market is actually increasing every year. Which year is not bloody? Which year is not cruel? Perhaps it will not be until 2035 that the pattern will truly stabilize."Three core realities will define 2026 for Chinese EV companies. First, the market has shifted from blitzkrieg to war of attrition. Li Bin explained that defeating competitors with a single move is extremely difficult, stating that being one year ahead in core technologies is already remarkable. He emphasized that success requires being one to two percentage points more efficient than competitors in every aspect, with no weaknesses allowed. This is a long-term marathon requiring comprehensive capabilities rather than breakthrough innovations.Second, the Chinese auto market is shrinking rather than growing. From November 1 to November 23, 2025, national passenger vehicle retail sales showed both year-over-year and month-over-month declines. The era of rapid growth has ended, replaced by competition for existing market share. With trade-in subsidies completely phased out and purchase tax subsidies cut in half starting January 1, 2026, market conditions will worsen in Q1 2026. Li Bin acknowledged that early reduction of trade-in subsidies eliminated the year-end boost effect in Q4 2025, with all NIO models except ES8, Firefly, and ET9 affected to varying degrees, explaining November's month-over-month delivery decline to 36,275 units.Third, product launch frequency has become a key battleground with divergent strategies. XPeng plans to launch seven extended-range models in 2026. HarmonyOS will release more than 20 new cars next year. Leapmotor, having achieved its 500,000 unit target 45 days early, is targeting 1 million deliveries in 2026 with multiple new models across A and D series. However, Li Bin announced NIO will only launch three new models in 2026, stating: "I don't think we have to keep releasing new models. Look at this year, we only have two models and they are selling quite well. We don't necessarily have to release them so frequently, and the team may not be able to manage it."XPeng's market capitalization has fallen nearly 30 percent since mid-November despite announcing ambitious physical AI initiatives at their early November Tech Day, including humanoid robot IRON, flying cars, second-generation VLA large model, and three Robotaxi models planned for 2026 launch. The company repositioned as a mobility explorer in physical AI and globally embodied intelligence company. In contrast, Tesla's Optimus robot demonstrations contributed to Tesla's market cap surging over 40 percent in the second half of 2025 despite showing similar or less advanced capabilities. This valuation gap highlights how US markets reward technology narratives while Chinese markets remain skeptical, valuing Chinese EV companies primarily as automakers rather than technology platforms despite comparable or superior technical capabilities.

Interview with Chris Doornbos, President & CEO of E3 Lithium Ltd.Our previous interview: https://www.cruxinvestor.com/posts/e3-lithium-tsxvetl-pioneering-lithium-development-in-the-heart-of-canadas-energy-industry-5064Recording date: 5th December 2025E3 Lithium has achieved significant technical and regulatory milestones as it advances its Alberta-based direct lithium extraction project toward commercial production by 2028/29. The company successfully commissioned its demonstration facility in September 2025, producing battery-grade lithium carbonate within just three weeks—a timeline CEO Chris Doornbos described as "generally not heard of" for such complex processing equipment. This achievement validates E3's proprietary 30-column DLE system while delivering recovery rates exceeding 95% at the extraction stage.The technical progress comes amid a recovering lithium market, with prices climbing approximately 40% from June 2025 lows. Doornbos attributes this recovery to tight supply-demand fundamentals rather than speculation, noting that demand continues growing from Chinese EV markets, battery storage facilities, and increasingly from US data center infrastructure. With 75% of global lithium production concentrated in China, Western governments are prioritizing domestic supply chain development, creating favorable policy conditions for North American developers.E3 has strategically recalibrated its commercialization approach, targeting 12,000 tons annual carbonate production for Phase 1 rather than the previously planned 32,000 tons of hydroxide. This revision reduces initial capital requirements while maintaining competitive economics at approximately $73,000 per installed ton—comparable to Rio Tinto's portfolio average. The company's Leduc aquifer operates at 16 times atmospheric pressure, essentially self-delivering brine and dramatically reducing operational pumping costs.On the regulatory front, E3 received Alberta's first lithium facility license under the province's brine-hosted mineral scheme and has submitted its Environmental Protection and Enhancement Act application, with commercial facility permits advancing through 2026. CEO Doornbos has transitioned to Executive Chairman to focus specifically on securing offtake agreements and project financing, reflecting management's confidence in the technical team's execution capabilities as the project moves toward construction and commercial operations amid North America's projected 300,000-ton lithium deficit through 2030.Viee E3 Lithium's company profile: https://www.cruxinvestor.com/companies/e3-lithiumSign up for Crux Investor: https://cruxinvestor.com

Li Auto reported Q3 2025 financial results showing the company's first quarterly loss in 11 quarters, marking a dramatic reversal for the former top performer among Chinese EV startups. This episode analyzes Li Auto's crisis and explains why NIO investors need to understand what's happening with one of their biggest competitors in the Chinese electric vehicle market.Li Auto's Q3 2025 performance showed severe deterioration across key metrics. Revenue totaled 27.4 billion REN, down 36.2 percent year-over-year. The company posted a net loss of 624 million REN, ending an 11-quarter profitability streak that had made Li Auto an industry benchmark. Vehicle deliveries fell to 93,200 units in Q3, down 39 percent year-over-year, forcing the company to lower its annual sales target twice in 2025, from an initial 700,000 vehicles to 640,000 vehicles.Vehicle gross profit margin declined from 20.9 percent to 15.5 percent. Li Auto attributed this partly to recall impacts, stating the margin would have been approximately 19.8 percent excluding recalls. However, even the adjusted figure represents significant pressure compared to historical peaks. November 2025 deliveries totaled 33,181 units, down 31.9 percent year-over-year, placing Li Auto last among major Chinese EV startups behind NIO's 36,275 and XPeng's 36,728 deliveries.Three core problems contributed to Li Auto's crisis. First, the company's range-extended electric vehicle technology became commoditized as competitors including Leapmotor, XPeng, and Xiaomi launched similar products with better specifications at lower prices. Market data shows range-extended vehicles' share in China's new energy vehicle market declined from 10.7 percent in 2024 to 9.8 percent in first half 2025, with range-extended sales declining year-over-year for five consecutive months since June.Second, Li Auto's pure electric transformation encountered major obstacles. The MEGA flagship pure electric model launched in 2025 with controversial futuristic design that failed to resonate with consumers. The i8 pure electric SUV delivered only approximately 5,700 units monthly average in September and October 2025, falling far short of expectations. While the lower-priced i6 pure electric sedan achieved nearly 50,000 pre-orders in 48 hours, its success created internal competition, cannibalizing sales from the higher-positioned i8 and existing range-extended L series models.Third, internal management and supply chain issues compounded operational challenges. Li Auto's attempt to implement a professional manager governance system borrowed from Huawei proved incompatible with the company's entrepreneurial culture. At the Q3 earnings conference, CEO Li Xiang acknowledged the system failure, stating it resulted in longer decision chains and decreased efficiency, calling recent years performance the worst version of ourselves. The company announced a full return to startup mode beginning Q4 2025. Additionally, over-reliance on single suppliers caused the i6 to be impacted by component shortages affecting production schedules.Li Auto is attempting a turnaround through three strategies. First, massive R&D investment with full-year 2025 R&D expenses expected to reach 12 billion REN, with over 6 billion REN allocated to artificial intelligence and intelligent driving, representing more than 50 percent of total R&D budget. Second, product diversification including a December 2, 2025 announcement of strategic partnership with Zeiss to release smart glasses. Third, organizational restructuring by abandoning professional manager systems and returning to agile startup execution mode.For NIO investors, Li Auto's crisis reveals three critical lessons.

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

NIO just made a massive move that changes everything. The company has started licensing its Shenji NX9031 chip technology to external automotive chip companies, creating a brand new revenue stream from what was previously one of their biggest cash-burning operations. This deep dive breaks down exactly what this means for NIO investors and the broader Chinese EV market.In this episode, we cover three major developments: First, NIO's chip licensing strategy with the Shenji NX9031 technology and how licensing deals could range from millions to hundreds of millions of yuan depending on the structure. Second, Firefly's strategic international expansion into the UK and Thailand in 2026, focusing on right-hand drive markets without punitive tariffs. Third, Xiaomi's Q3 earnings showing 700 million yuan in operating profit and what this means for the competitive landscape.The Shenji NX9031 chip, unveiled in December 2023, delivers computing power equivalent to four mainstream autonomous driving chips. NIO's ET9 uses two of these chips while other models use one, replacing the four Orin X chips they previously required. The chip business was spun off into Anhui Shenji Technology in June, and by November they were forming joint ventures with companies like Axera Semiconductor.Meanwhile, Firefly is taking a calculated approach to international expansion. After launching in China at 119,800 yuan in April and starting European deliveries in August, the brand is now targeting tariff-free markets. Right-hand drive production has commenced with the first batch heading to Singapore, and Firefly president Daniel Jin confirmed UK and Thailand entry for 2026. The strategy focuses on maintaining premium positioning rather than competing on price alone.We also examine Xiaomi's impressive Q3 performance with 28.3 billion yuan in EV revenue, a 25.5% gross profit margin, and 108,800 vehicle deliveries. This proves profitability is achievable in the Chinese EV market, setting a benchmark for all competitors.This analysis provides objective insights into NIO's diversification strategy, Firefly's global expansion plans, and the broader competitive dynamics shaping the Chinese EV industry. Whether you're a NIO investor or simply tracking the EV market, these developments reveal critical shifts in strategy and execution that will impact the sector moving forward.

NIO's largest investor just created the world's hottest autonomous vehicle market, and Chinese robotaxi companies are flooding in. This week, Abu Dhabi issued the first fully driverless commercial licenses to Chinese companies including WeRide, Carrot Express, Didi, and Cao Cao Mobility - while XPeng continues building its autonomous capabilities globally. But here's what NIO investors need to understand: the same Abu Dhabi sovereign wealth fund that invested 3.3 billion dollars in NIO is actively building the infrastructure, regulatory framework, and commercial pathways for Chinese autonomous technology to compete globally.In this episode, we break down why seven Chinese autonomous vehicle manufacturers have converged on Abu Dhabi, what the SAVI Smart and Autonomous Vehicle Industry Cluster means for the future of robotaxis, and how Middle Eastern sovereign wealth funds have invested 7 billion dollars in Chinese technology between 2023 and 2024 - five times the previous year. We also cover the geopolitical strategy behind Abu Dhabi's National AI Strategy requiring 25 percent of traffic to be autonomous by 2030.Meanwhile, Tesla just released FSD Version 14.1.7 with Elon Musk claiming version 14.2 will achieve fully autonomous driving within one to two months. We analyze the technical developments including end-to-end neural networks with 4.5 to 10 times more parameters than version 13, breakpoint recovery capabilities using L4 terminology, and weekly iteration cycles. Plus, Tesla is internally testing CarPlay integration after years of resistance - a McKinsey study found one-third of car buyers won't consider vehicles without CarPlay support as Tesla sales weaken.For NIO investors specifically, this episode examines why NIO's financial relationship with Abu Dhabi positions the company uniquely for autonomous vehicle deployment, how the NAD platform compares to competitors, and what the validation of Chinese autonomous technology in international markets means for NIO's global expansion strategy. We discuss battery swap infrastructure advantages for autonomous fleets, premium brand positioning in the robotaxi market, and the strategic timing considerations for NIO's entry into commercial autonomous operations.The robotaxi race is accelerating. Chinese companies are proving their technology works internationally. Tesla is pushing aggressive timelines. And NIO has the capital, technology, and partnerships to compete - the question is when they'll make their move. This is the competitive landscape analysis every NIO investor needs to understand right now.Topics covered: NIO stock analysis, Abu Dhabi autonomous vehicles, Chinese robotaxi deployment, CYVN Holdings investment strategy, XPeng autonomous driving, Tesla FSD version 14.1.7 analysis, Middle Eastern sovereign wealth fund investments, WeRide commercial license, Didi autonomous driving expansion, SAVI industry cluster, UAE National AI Strategy, NIO NAD platform development, global EV competition, autonomous driving technology comparison, robotaxi business models, and Chinese EV manufacturer global expansion.

On the heels of Xpeng's (XPEV) earnings report, Karl Brauer looks at what is driving the Chinese automaker heading into the end of the year. He points to the crowded EV market in China and compares the car company to Nio (NIO) and BYD (BYDDY) saying there will be a "shake-out" to see which automakers will survive. Karl says the lower-priced EV offerings will be the best way to gain customers, but hinders the company's profitability outlook. He adds some similarities to Xpeng's robotics initiatives, comparing it to Tesla (TSLA). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Rupert discusses the British education philosophy: learning to learn rather than narrow vocational training, creating adaptable generalists who aren't limited by having "an amazing hammer where everything has to look like a nail"6:00 - Bearings collapse story: Fresh graduate Rupert spent his entire £400 bonus on a briefcase (still uses it 30 years later) hours before the 250-year-old merchant bank collapsed overnight due to Nick Leeson's derivatives trades11:00 - Key lesson from Bearings: "Things are never as bad as you fear or as good as you would hope" - the "we're so back, it's so over" cycle teaches moderation in expectations and avoiding extrapolation extremes16:00 - The mythology connection: Rupert's father, a military history writer, taught him that "most people don't really have a sense of history beyond about five or 10 years" - understanding cyclical patterns creates edge21:00 - Chinese EV revolution firsthand: Witnessing Mercedes lose luxury market dominance to BYD in China taught Rupert that establishment brands can fall faster than anyone expects when technology shifts33:00 - The generalist advantage: "I'm never baffled or scared of a new product, topic, market or theme" - breadth beats depth when markets constantly evolve and surprises come from unexpected directions45:00 - AI investment paradox: Despite machine learning being used in biotech for years, healthcare hasn't announced breakthrough cycles - this "monkey on my back" makes Rupert question AI hype narratives54:00 - On success: "Success has to be being proud of what you've done, right? And that's not a number. Some of the most miserable people I know are wealthier than God"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

This changes EVERYTHING for NIO bulls. While we were sleeping, Xpeng just announced 3 robotaxi models with MORE computing power than Nvidia's new platform, and Jensen Huang declared the robotaxi tipping point has arrived.Nvidia + Uber = 100,000 robotaxis by 2027Xpeng = 3000 TOPS in-house chips (their OWN technology!)Timeline = 2026 trial operations STARTIf you're invested in NIO, BYD, or any Chinese EV, this episode breaks down what yesterday's announcements ACTUALLY mean for your portfolio. No BS, no rose-colored glasses - just the facts about where autonomous driving is headed and why NIO needs to move faster.What We Cover:Jensen Huang's Hyperion 10 platform & the $750 billion robotaxi marketWhy Nvidia's automotive revenue is still only 1.25% (and what they're doing about it)Xpeng's shocking 3000 TOPS announcement with homegrown Turing AI chipsThe real competitive pressure on NIO's autonomous driving timelineWhat this bifurcation means for Chinese EVs vs Western robotaxi ecosystemsWhy this isn't just about robotaxis - it's about Level 4 dominance across ALL vehiclesThe autonomous driving race just accelerated HARD. Is NIO ready?Drop a comment with your thoughts on Xpeng's move and whether you think NIO's premium strategy protects them or puts them behind.

Can NIO win big without home advantage? As China's EV market races past 60% penetration, automakers like NIO, BYD, XPeng, and Li Auto are being forced to take their game global. But can NIO's playbook work outside its home court?In this episode of Courtside Financial, host Obi breaks down how NIO's leadership is literally driving across Europe to expand Firefly, why BYD is learning humility in Japan, and what XPeng's new robotaxi reveal means for the next era of AI-powered mobility. We also dig into how billions in purchase tax subsidies are reshaping the EV playing field and whether Chinese EV makers can turn domestic dominance into global success.If you follow EV stocks, NIO news, or the future of smart mobility, this episode gives you the insight you need to stay ahead of the curve.

NIO just secured a MASSIVE win with Mirattery's $94.2M Series C funding from Chinese state-owned enterprises, and Goldman Sachs raised their price target by 63%—here's what it means for NIO investors.In this episode, I break down:Mirattery's $94.2 million Series C financing with state-backed validationWhy Goldman Sachs raised NIO's price target from $4.30 to $7.00NIO's path to Q4 profitability and 2028 EBITDA breakevenHow the Onvo L90 and ES8 are driving record-breaking salesThe surprising lesson from Lexus that could unlock NIO's premium potentialNIO is transitioning from survival mode to sustainable, profitable growth. With 40,397 deliveries in October (a new record), state-backed institutional support, and Wall Street finally taking notice, the narrative is shifting.Whether you're a NIO bull, skeptical investor, or just want to understand the Chinese EV market, this analysis goes beyond the headlines to give you the insights that matter.#NIOStock #ChineseEVs #ElectricVehicles #StockAnalysisDISCLAIMER: This content is for educational and entertainment purposes only. I am long NIO and this is not financial advice. Always do your own research before making investment decisions.NIO stock, NIO stock analysis, NIO price prediction, Goldman Sachs NIO, Mirattery funding, Chinese EV stocks, electric vehicle stocks, NIO deliveries, Onvo L90, NIO ES8, battery as a service, BaaS model, NIO profitability, EV stock news, NIO bull case, Chinese stocks, EV market analysis, NIO investment, stock market news, tech stocks, NIO 2025, electric cars, autonomous driving, Goldman Sachs upgrade, state owned enterprise, NIO battery swap, courtside financial

NIO just went from 1,000 to 10,000 weekly sales by executing on their promises. Meanwhile, Elon Musk just announced Tesla's Cybercab - a robotaxi with NO steering wheel, NO pedals, NO manual controls - will start production in Q2 2026 and cost just $0.10 per mile to operate.One company is proving execution. The other is making bold promises. Let's examine what's real and what's hype.Tesla's Cybercab Claims:Production starts Q2 2026 (7 months away)Zero manual controls - no steering wheel, pedals, or mirrors$0.10 per mile operating cost (vs $1/mile for Uber, $3-5/mile for Waymo)Under $30,000 production cost1 million vehicles operational within 10 years (tied to Musk's compensation)Owners can share vehicles on network for passive incomeThe Technology Problem:Current Tesla Robotaxis in Austin/San Francisco STILL require safety monitorsTesla uses pure vision (cameras only, no LiDAR) which struggles in rain/fogForbes reports multiple accidents during Austin testing (rear-endings, collisions)Going from "needs human supervision" to "zero manual controls" in 7 months is massive leapVR remote takeover as backup - but latency data never disclosedThe VR Remote Takeover Issue:Tesla hiring operators to use VR headsets for remote interventionNo public data on response latency (milliseconds matter in autonomous driving)What happens when connectivity drops in rural areas?How many operators needed per vehicle at scale?Feels like band-aid solution, not robust safety systemThe Economics - If It Works:$0.10/mile is 10X cheaper than current ride-sharingCould generate $75.9 billion net profit over 10 years (industry estimate)Changes Tesla's business model from car sales to transportation-as-a-serviceForces entire AV industry to hit this cost target or become irrelevantThe Credibility Problem:FSD was supposed to be feature-complete in 2020 (still requires supervision in 2025)"Tesla Robotaxis by 2020" promise was 5 years ago (still using safety monitors)Cybertruck sold only 20,000 units/year, entry version discontinued after 5 monthsMusk's compensation tied to hitting 1M robotaxi target (personal incentive to overpromise)Why This Matters for NIO Investors:Two completely different strategies playing out:Tesla: Pure vision, aggressive timelines, remove manual controls, "move fast and break things"NIO: Battery swap infrastructure first, autonomous as feature, keep manual controls, build trust graduallyNeither is inherently right or wrong - they're different philosophies. But execution matters more than promises.The Broader Industry Impact:If Tesla hits $0.10/mile, it resets market expectations and forces disruption. If Cybercab launches with safety issues, it sets the entire AV industry BACK by spooking regulators and consumers.This isn't just about Tesla. It's a bet on behalf of the entire autonomous vehicle industry.My Take:The vision is compelling. The technology isn't ready yet. The economics are unproven. Musk's track record on timelines is questionable. But I'm not saying it's impossible - just that the gap between announcement and reality is WIDE.As investors, we bet on execution, not announcements. NIO's testing execution with Q4 profitability. Tesla's testing it with Cybercab. Different companies, different strategies, same question: Can you deliver what you promised?This is objective analysis of the EV and autonomous vehicle space. Not pumping NIO, not dumping Tesla - just examining claims vs reality.#Tesla #TeslaCybercab #NIO #AutonomousVehicles #ElonMuskTesla Cybercab, Tesla stock, Elon Musk, NIO stock, autonomous vehicles, Tesla Robotaxi, FSD full self driving, Tesla news, NIO vs Tesla, electric vehicle stocks, self driving cars, Waymo vs Tesla, Chinese EV stocks, robotaxi, Tesla

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,

How did the world's most successful company become completely dependent on a single country for its survival… and how does that story translate across industries? We talk with Patrick McGee of the Financial Times about his book, Apple in China: The Capture of the World's Greatest Company. The episode explores to what extent the lessons of Apple's China story translates to Western automakers racing to compete with a new generation of Chinese EV competitors.

While everyone's focused on NIO's 70-day countdown to profitability, institutional money started moving. RWC Asset Management just disclosed they bought $14.5 million worth of NIO shares in Q3 2025, scaling their position from $100,000 to over $20 million - a 200X increase.What do they see that made them go all-in right now?In today's episode, I break down three major NIO developments from October 27, 2025:RWC's $14.5M Bet:Purchased 2.7 million shares during Q3 2025Position grew from ~$100K to $20.83 millionNow represents 1.01% of their $2 billion portfolioRWC's portfolio is mostly mature value plays (Macy's, HP, Cisco) - NIO stands outThey bought DURING the turnaround, not before it (Q3 = July-Sept when momentum became obvious)90 Million Battery Swaps Milestone:NIO hit 90 million swaps just 100 days after 80 millionNow performing 100,000+ battery swaps per dayFirst 1 million swaps took 29 months, latest 10 million took 100 days (acceleration)4.75 billion kWh dispensed = enough to power 2.37 million households for a year100 millionth swap expected January 2026This infrastructure creates a moat that gets stronger with scaleUS Demand Survey Results:Over 50% of US buyers now open to Chinese EV brands like NIO and BYDDespite significant data privacy concerns and government scrutinyShows product-market fit exists, but regulatory/political barriers remainNot an actionable catalyst for 2025-2026, but signals latent demandThe Investment Thesis:RWC isn't waiting for Q4 profitability to be achieved - they're positioning BEFORE the announcement. If you wait until NIO reports a profitable quarter, the stock will already be repriced. They're buying the setup, not the result.But let's be clear: RWC put 1% of their portfolio into this. That's not "bet the farm" conviction. That's "attractive risk-reward given the setup" conviction. As Motley Fool notes, "NIO remains a risky stock to own. Investors should treat it as a speculative bet."What We're Actually Betting On:✅ Three-brand strategy execution (working so far)⏳ Production scaling to 15K ES8/month by December (in progress)⏳ Q4 profitability target (70 days to find out)❓ Sustained profitability beyond Q4 (the real test)What I'm Watching:November delivery numbers (October results due early Nov)ES8 production updates (need 15K/month by December)More institutional 13F filings showing Q3 positionsBattery swap daily volume trendsThis is news-driven analysis for investors who want to understand what's happening beyond the headlines. I'm long NIO, but I'm not here to pump or spread fear - just breaking down what the smart money is doing and what it means.NIO stock is up 58.3% year-to-date as of October 24, 2025, trading at $6.90 with a $17 billion market cap. The question is: Are institutional buyers like RWC early, or are they right?#NIOStock #InstitutionalInvesting #ElectricVehiclesNIO stock, NIO stock analysis, RWC Asset Management, institutional investors buying NIO, NIO battery swap, Chinese EV stocks, NIO profitability, electric vehicle stocks, NIO deliveries 2025, smart money stocks, NIO bull case, hedge fund buys NIO, battery swap technology, NIO infrastructure, Chinese stocks, EV investing, NIO Q4 earnings, 13F filings, asset management buys, NIO analysis, Li Bin, EV market 2025, NIO news today, institutional buying, stock analysis, NIO investment thesis, Chinese ADR stocksTAGS (500 Characters):

[00:02:10] – EU's Climate SuicideKnight exposes how European automakers are forced to buy carbon credits from Chinese EV companies to avoid EU fines, calling it “deindustrialization by design.” He mocks the irony of Western nations paying China—the world's biggest polluter—to “offset” emissions, framing it as proof the climate agenda was never about the environment but global economic control. [00:12:33] – Paris Accord: The Real Industrial KillerKnight revisits the 2015 Paris Climate Accord, blaming it for the West's energy collapse while exempting China and India. He accuses Trump of pretending the treaty was legitimate instead of rejecting it outright, saying this preserved executive overreach and guaranteed continued U.S. compliance with globalist energy restrictions. [00:35:50] – Trump's $230 Million Self-Pay ScandalKnight exposes Trump's plan to reimburse himself $230 million in taxpayer money for legal expenses, calling it proof of his monarchical attitude toward power. He says Trump's behavior shows that presidents now act like kings—raiding the Treasury for personal gain while claiming to fight corruption. [01:29:10] – CIA Lies and Deep State Hypocrisy Knight covers Jim Jordan's perjury referral against former CIA Director John Brennan, noting how the GOP ignored far worse crimes by Gina Haspel and James Clapper. He argues these selective prosecutions are not about restoring the rule of law but enforcing loyalty to Trump. [02:04:15] – Trump's Enemies List and CIA RetributionKnight reveals Trump's “Interagency Weaponization Working Group,” a coalition of federal agencies targeting his personal enemies. He argues this proves Trump's “deep state purge” is really a consolidation of power—a political revenge operation that turns the intelligence apparatus into a presidential hit squad. [02:15:48] – Trump's Lies, War Plans & Venezuela EscalationKnight ridicules Trump's claim to be greater than Washington and Lincoln while pushing CIA operations and airstrikes in Venezuela. He praises Rand Paul for opposing Trump's “summary executions at sea,” calling it a new form of civil asset forfeiture—“confiscation of life without trial.” [02:35:20] – War Crimes, Christian Nationalism & the New InquisitionKnight condemns Christian nationalist figures like Pete Hegseth for glorifying extrajudicial killings as holy wars. He says this betrayal of Christian ethics turns faith into a tool of empire and makes American militarism a form of religious apostasy. [02:40:35] – The Coming War & Trump's MadnessKnight warns that Trump's open use of the CIA in Venezuela marks the next stage of U.S. regime-change wars. He praises Rand Paul's bipartisan resolution (S.J. Res. 90) to block unauthorized military action and calls Trump “the most double-minded man in history,” pretending to be a peacekeeper while preparing for war Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

News and Updates: Apple is rebranding Apple TV Plus as simply “Apple TV,” a move causing confusion with its existing app and hardware lineup. Branding updates are still pending. TP-Link achieved the first prototype Wi-Fi 8 connection, validating the 802.11bn standard focused on reliability and stability over speed, with full ratification expected by 2028. Researchers intercepted unencrypted satellite data—including calls, texts, and military communications—using $800 in equipment, exposing major cybersecurity lapses across telecom, corporate, and government networks. Windows 10 users can extend security updates for free by redeeming Microsoft Rewards points or syncing to OneDrive, or pay $30 annually for extended support. Windows 10's end-of-life could generate millions of kilograms of e-waste as older, incompatible PCs are discarded. Experts warn of environmental and legal risks without proper recycling. A fire at South Korea's National Information Resources Service destroyed 858 TB of government data, erasing eight years of work and underscoring the fragility of cloud storage. Chinese EV maker BYD saw UK sales soar 880% year-over-year, led by its Seal U SUV. The UK is now BYD's top market outside China despite trade tensions.

Nio shares slump in Singapore and Hong Kong after a Caixin report detailing GIC allegations. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: Why Singapore Sovereign Fund Sues Chinese EV-Maker Nio Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.

This week, senior writer Greg Bearup and Lowy Institute senior fellow Richard McGregor on China's dominance of the local EV and battery market and why that's a security risk. This podcast is sponsored by Salesforce Further reading: Is your Chinese EV a ‘ticking time bomb’?The rapid uptake of electric cars and home batteries from the Asian nation has put Australia’s energy infrastructure at risk of foreign hijack, experts warn.China could disable or detonate Aussie EVs, warns top cyber expertMalcolm Turnbull’s former cybersecurity tsar says Australian government officials should not ride in Chinese-made EVs because of the surveillance risk.‘Crying shame’: Inside the demise of Australia’s only battery makerBrian Craighead spent a decade trying to build an industry. He blames a cash crisis, a glut of Chinese product and shambolic federal policies for its failure.See omnystudio.com/listener for privacy information.

Guest: Shachi Kurl, President of the Angus Reid Institute Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China's EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China's auto sector:

Tu Le and Lei Xing unpack a pivotal month for China's EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that's reshaping the industry.

Hello nerds.When I first started interviewing Scott Santens years ago during the Nerds for Yang era, he was one of the most relentless and articulate advocates for universal basic income (UBI) in America. Back then, it felt like the country was on the verge of something big. Andrew Yang was on the debate stage making “Freedom Dividend” a household phrase. Silicon Valley technologists were whispering about automation in the same breath as moral responsibility. Even Republican voters were entertaining the idea that direct cash transfers might be less bureaucratic and more empowering than sprawling social programs.Fast forward to 2025, and the conversation feels quieter. The pandemic-era stimulus checks are long gone. Washington has reverted to tribal warfare. Meanwhile, AI is advancing faster than anyone—maybe even Scott and Andrew —predicted. The irony is thick: the very forces that made UBI seem like a radical idea a decade ago are now transforming entire industries before our eyes. And yet, the movement feels stuck in neutral.So when Scott rejoined me on Nerds for Humanity this month from his new base in Washington, D.C., I wanted to know: What happened? Why did UBI lose its moment? And is there a realistic path back to the mainstream before millions of Americans get left behind?The Move to D.C. and the Lost MomentScott began by explaining why he left New Orleans for D.C. a few years ago. “It just seemed that UBI was really a bigger part of the conversation,” he said. “I thought if the Democrats came in again in 2024, I could actually get some traction.”He laughs a little when he says that now. “That didn't end up happening,” he admitted, reflecting on how the Biden reelection froze the kind of idea competition that defined 2020. “The big problem was that Biden decided to run again, and there was no primary process. Then suddenly Kamala comes in and still no primary process. So there was no ideas competition. We really missed out on that.”That lack of competition, Scott argues, has a ripple effect. Political movements thrive on moments of contrast, when new ideas bump up against old dogmas and voters are forced to re-evaluate assumptions. The 2020 race—with Yang, Sanders, Warren, and others pitching structural reforms—was one of those rare idea-rich moments. 2024, by comparison, was a desert.As Scott put it bluntly: “We were close enough to taste it during the pandemic. It really felt like we were actually on the cusp of doing a monthly cash payment that could change things. But none of that happened.”He's not wrong. The COVID checks were, in effect, a large-scale experiment in direct income support. Poverty temporarily plummeted. Families caught their breath. Consumer demand stayed strong. And then we let it all expire.AI Ate the Jobs While America SleptWhat's striking about this quiet period, as I noted to Scott, is that the threat he and Yang warned about—the automation of work—is no longer hypothetical. Knowledge worker jobs are being eaten by AI faster than policy debates can catch up.“I'm a parent of two teenagers,” I told him. “Other parents are starting to wonder if a computer science degree is still the golden ticket. Should we be preparing our kids to be plumbers instead?”Scott nodded grimly. “It's disheartening,” he said. “Now that these impacts are here… this is the stuff that we've been warning about. It's not a sudden thing, but it does seem to already be impacting the entry-level job market.”He pointed to a convergence of pressures: corporate hiring freezes driven by uncertainty around tariffs, companies experimenting with AI productivity tools, and executives under shareholder pressure to “do more with less.” The result: stagnating headcount even in high-growth sectors.“We don't really need people that we likely would have if AI had not been introduced,” he said. I observed from Silicon Valley, “What we're seeing right now is that companies can grow revenue while keeping headcount flat.”It's not a collapse. It's a quiet deceleration—a slow bleed. And that's arguably more dangerous because it doesn't provoke a policy response. There's no headline-grabbing “AI layoffs.” Just the invisible absence of opportunities for millions of new grads.Even top business schools are struggling to place students. “It's like the hardest market in years,” Scott said, and I agreed. “If we hit a recession,” he warned, “that's when all these businesses really lean into productivity. The recession ends, and they realize they don't need those people back.”That scenario—automation accelerated by economic downturn—is the nightmare UBI advocates have been predicting for over a decade. Each downturn becomes a ratchet that permanently eliminates another layer of middle-class work.The Automation MirageWhen politicians talk about “bringing manufacturing jobs back,” Scott and I get visibly frustrated. “I don't think people realize—you don't need that many people in those factories anymore,” I said.He reminded me of a chart he once published showing that U.S. manufacturing output is higher than ever, even though manufacturing employment has fallen dramatically. “We're manufacturing more than ever, we just have fewer jobs,” he said. “If we did reshoring, sure, we could manufacture even more, but jobs would continue going down.”I brought up a U.S. tech investor who recently toured Chinese EV plants. “He said the number of BYD employees per car is something like a fifth of what it is for Ford or GM,” I told Scott. “If we build plants here, we're not going to hire 20 people per car—we'll hire four or five.”Scott didn't hesitate: “Exactly. The only way to bring it back is to minimize labor. American labor is expensive. You can't both re-shore and keep the same job intensity.”Then he pivoted to a deeper critique of political dishonesty. “Trump sold a lot of people false hope,” he said. “He told them, ‘Once I negotiate these trade deals, everything's gonna be back to post–World War II full employment.' But that's a lie. We've heard that lie over and over again, even from people in the AI world. They say this will create more jobs than it displaces. Come on. We all know the realities.”This is the paradox of modern capitalism: productivity growth has decoupled from employment growth. We make more stuff with fewer people. And our political imagination hasn't caught up to that new reality.From Careers to Gigs: The New NormalScott traced this shift back decades. “We know what happened when we displaced people from manufacturing jobs—they went lower down the ladder into lower-paying work,” he said. “You went from careers to gig labor.”He rattled off examples that have become painfully familiar: “People now earn extra money by signing up for Uber, delivering food, DoorDashing. There's just a transformation of what employment even means.”In Scott's view, the only logical response to this is UBI. “You need to make sure everyone actually gets basic income,” he said. “That helps feed demand for new jobs. If people's incomes fall as a result of AI, demand falls. And when demand falls, the entire economy reorients.”He pointed to a staggering statistic: “Right now, the top 10% are buying half of everything produced and sold in the U.S. It's a very unequal consumption economy. The markets start ignoring the basic needs of people and reorient around luxury experiences.”That imbalance, he argued, isn't just economic—it's political. “It leads to people getting violent. It's key to the erosion of democracy.”The Coming Middle-Class AwakeningIf there's any silver lining, I said, it's that the pain is spreading up the income ladder.“I think it's going to affect a lot of middle-class and upper-middle-class people in a way it hasn't before,” I said. “When Andrew talked about truck drivers losing jobs, people thought, ‘My kid's going to college, they'll be fine.' Now they're realizing maybe not.”Scott agreed. “We just didn't realize how fast it would hit arts, music, images, and photos. I didn't think about that. It took me by surprise.”I added, “When he said doctors and lawyers, it felt far away. Now you're like—oh s**t—that's happening right now.”He laughed and I added more examples. “People are winning court cases using ChatGPT as their attorney. And with tools like Sora and Grok Imagine, you can generate realistic videos and images instantly. There's no ground truth anymore.”That last point hits hard. “You just give people a reason to doubt it,” Scott said. “You can have fake security cam footage of Sam Altman stealing something, and people will believe it. Or you can have real footage of Trump doing something, and people won't.”When truth itself becomes negotiable, democracy can't function. Evidence is the oxygen of public accountability. Once it's gone, all we have left are teams—and team loyalty.The Tariff FantasyThat team loyalty came up again when I told Scott about a debate I'd had with a MAGA relative in Florida. My brother argued that Trump's tariffs would pay for his tax cuts. Scott immediately laughed. “Even assuming that were true—which it's not—you're still taxing the working and middle class to pay for tax cuts for the rich,” he said.He broke it down simply: “It doesn't make any sense to say, ‘Tariff revenue will cover it.' Who covers the tariff revenue? It's the consumers. And yet people believe it.”Scott sees this as part of the broader epistemic collapse—people believing “whatever their team is saying,” no matter how illogical. “It's impressive in some ways,” I said. “You can propose policies that hurt your base and they'll cheer you for it.” He nodded. “Yeah. It's really frustrating.”UBI Research: Misunderstood and MisreportedI asked Scott about recent UBI research that some media outlets described as “disappointing.” His response was both sharp and nuanced.“Those weren't negative results,” he said. “They were null results.” He walked me through three often-cited studies: Baby's First Years, the Denver Homeless Pilot, and Sam Altman's Worldcoin/Overture experiment.“The key is to understand what's being tested,” he explained. “These weren't saturation pilots. They gave money to small groups of individuals. But real universal basic income changes communities. It creates new demand, new jobs, new dynamics.”He contrasted these with the Alaska Permanent Fund, which distributes oil dividends to every state resident annually. “In Alaska, we saw an overall increase in employment due to the dividend,” he said. “Some people worked less, but the spending created new jobs.”That's the essence of his argument: if you only study individuals, you miss the macro effects.He was especially skeptical of the way media covered the Baby's First Years study, which found no measurable difference in children's brain development after four years of $333 monthly payments. “That's a null result, not a failure,” Scott said. “It doesn't mean UBI doesn't work. It just means we didn't see differences yet. Impacts often show up later in life.”He also noted that measuring brain development via EEG scans is an odd and narrow metric. “Maybe families were happier. Maybe they bought what they needed. That still matters.”The Secret Study and New FrontiersScott hinted that a major new study is underway. “There's a study I can't talk about,” he said, smiling, “but it's looking at something no other experiment has looked at. I'm excited for those results.”He also mentioned Jeff Atwood (co-founder of Stack Overflow) is funding a $50 million set of county-level pilots, focusing on rural areas. “That's exciting,” Scott said. “It's a different political slice, and it's potentially saturation-like.”Globally, he's watching Thailand closely. “They announced they were going to do a negative income tax starting in 2027,” he said. “If that happens, they'd be the first country in the world to have a basic income guarantee. It could reduce poverty by over 90%.”Then he sighed. “But the day after they announced it, their prime minister got fired. So who knows.”ITSA Foundation: Building UBI From the Ground UpScott's not just theorizing anymore. His ITSA Foundation is taking action with two ambitious projects launching next year.First, the Bootstraps documentary series, which follows families receiving a basic income to humanize the policy through storytelling. “Storytelling is key,” he said. “People need to feel it, not just read data.”Second, the Comingle app, which will create what he calls “a small basic income floor of around $50 per week without waiting for government.”“You can create it yourself, through community pooling,” he said. “If Bill Gates joined Comingle and put 7% of his income in, everyone's income would go up. Don't worry about him getting $50 a week—everyone benefits.”It's the kind of practical experimentation the movement needs: bottom-up systems proving that shared prosperity can be engineered today, not someday.Reflections: The Hard Politics of Intelligent ReformAfter the interview ended, I stayed live on the stream to share a few personal reflections—some of them, frankly, tinged with frustration.I told my audience that I'm a believer in two three-letter acronyms: UBI and RCV (ranked choice voting). I have conviction that both are essential for a healthier democracy and a fairer economy. Yet it's maddening how little traction they get compared to what dominates our discourse.This morning, I argued politics with another MAGA acquaintance on WhatsApp. He was fired up about “the trans agenda” and “illegals.” When I asked what he thought about RCV or UBI, he admitted he didn't know what they were.And that, I said, is the tragedy. Many voters are animated by cultural wedge issues that barely affect their lives, while transformative structural reforms barely register. People will march for hours over trans athletes, but not over gerrymandering, open primaries, or the collapse of middle-class livelihoods.Maybe that's why Scott is investing in storytelling. “You have to boil this down into a bumper sticker,” I said. “Or a story.” Policy briefs won't cut through a media ecosystem optimized for outrage.It's sobering to realize how little energy we allocate to existential issues—like the sustainability of democracy or the viability of a middle-class life in an AI-driven economy—compared to the performative culture wars that dominate cable news.A Political System Addicted to DistractionI sometimes wonder if America is capable of solving long-term problems anymore. We have the tools and the talent, but not the attention span.We obsess over symbolic fights while the foundations rot. Closed primaries keep extremists in power. Gerrymandered districts ensure incumbents never lose. The electoral incentives all point toward division, not solutions.UBI and RCV are, in many ways, tests of whether we can think systemically again—about incentives, about fairness, about the structural forces shaping our future. And right now, the answer seems to be: not yet.As I told my audience, “It's sad that people will march for red-meat issues where government isn't even the decisive actor, while ignoring how broken the system itself has become.”The AI asteroid is heading straight for us. Millions of jobs—white-collar jobs—are on the chopping block. And neither party is talking seriously about it. Not Trump, not Schumer, not Newsom. Maybe Andrew Yang. Maybe Buttigieg. Maybe Bernie. But as a national conversation? Crickets.What's Next: Awakening or DenialMy optimism, if you can call it that, lies in inevitability. The pain will broaden until reform becomes unavoidable. Middle-class professionals will begin to experience the same precarity that working-class Americans have faced for decades.The good news is that when comfortable people get uncomfortable, politics shifts. The bad news is that it often takes crisis to get there.UBI isn't charity. It's infrastructure for an economy that no longer guarantees stability through employment. It's the plumbing of a post-industrial democracy.Scott put it best when he said: “You have to make sure everyone actually gets basic income so you have that cash. That can feed demand for new jobs. Without it, demand falls, inequality grows, and democracy erodes.”A Call to the NerdsAs we wrapped, I asked Scott how people could stay involved. “Sign up at ItsaFoundation.org,” he said. “Subscribe to the newsletter. Next year we'll have the Bootstraps docu-series, the Comingle app, and events across the country to organize communities.”I told him I'd be cheering him on. Because, frankly, the next five years are going to test whether America is still capable of rational self-government—or if we've outsourced that too.If you've made it this far into this post, you're probably one of the few people left who actually cares about data, ideas, and structural reform. You're a nerd. And that's a good thing.But as I told my audience at the end of the livestream: being a nerd isn't enough. We need to organize, support, and amplify. If we don't, the algorithms will drown out the quiet voices of reason.So if you value this kind of long-form conversation—the kind you won't find on cable news—please consider becoming a Nerds for Humanity YouTube channel member. Memberships help cover the operating costs of the livestream and keep these discussions going. Members also get shout-outs on every show as a thank-you for keeping independent, data-driven political analysis alive.And if you can't join as a member, the next best thing you can do is like, share, and comment. That helps the algorithm surface this content to others who might just be waking up to the same questions we've been asking for years.Bye nerds. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nerdsforhumanity.substack.com

Spike and the crew prepare for the Audrain Concours & Motor Week while discussing everything from Cameron's Ineos Grenadier adventure to Zuckerman's rare Italian-market 1990 BMW E30 320is. The guys also review the 1982 Range Rover Classic and declare the new Cadillac Optiq better than a Tesla Model Y. ______________________________________________ BUY SCR MERCH! https://spikescarradio.com JOIN THE SCR PATREON! https://www.patreon.com/spikescarradio

The Godfather of EVs, Dr Andy Palmer, talks to Fully Charged Show Founder, Robert Llewellyn, about Palmer Automotive's acquisition of Brill Energy, accepting Chinese EV realities, and the need for the UK's EV industry to unite.   The UK's EV industry can meet (tickets FREE) at B2B EV DAY in the Home Counties this Friday (10th October), for talks, ~100 EVs & thousands of test drives: https://www.tickettailor.com/events/fullychargedshowltd/1850554 Not in the industry? Join Everything Electric for a family-friendly festival of electrification at the weekend instead (11th & 12th October): https://everythingelectric.show/ There are more than 110 cars on display and / or test drives, (with more still being added in the final week), including: AUDI Q4 S line 45 e-tron AUDI Q4 Sportback Sport 45 e-tron quattro AUDI Q6 SUV Sport e-tron AUDI Q6 Sportback s-line e-tron AUDI A6 e-tron Avant BYD Atto 2 BYD Atto 3 BYD Dolphin Surf BYD Dolphin BYD Seal BYD Sealion 7 Cadillac Lyriq Changan S07 Cupra Born Cupra Tavascan Dacia Spring DS No.8 Ford Puma Gen-E Ford Explorer Ford Capri Ford Mustang Mach-E Geely EX5 Genesis GV60 Genesis GV70 Genesis GV80 Hyundai Inster Hyundai Kona Electric Hyundai Ioniq 5 Hyundai Ioniq 5 N Hyundai Ioniq 6 Hyundai Ioniq 9 Jaecoo 5 BEV Jeep Avenger KIA EV9 GT Leap T03 Mazda 6E Mercedes EQE 53 AMG Mercedes EQS 450+ Mercedes G580 Mercedes EQA 250+ Mercedes EQB 250+ Mercedes EQE 350+ Mercedes CLA 250+ MG4 MGS5 MG Cyberster MG IM 5 MG IM 6 Nissan ARIYA Nissan LEAF Nissan Micra Nissan SIlence 04 Omoda E5 Peugeot e-2008 Peugeot e-3008 Peugeot e-408 Peugeot e-5008 Polestar 2 Polestar 3 Polestar 4 Porsche Taycan Porsche Macan Skoda Elroq Smart #1 Smart #3 Tesla Model 3 Tesla Model Y Vauxhall Astra Vauxhalll Corsa Vauxhall Grandland Volvo EX30 Volvo EC40 Volvo EX40 Volvo ES90 Volvo EX90 VW ID.3 VW ID.7 Tourer VW ID.4 Estate VW ID.7 Hatchback VW ID.Buzz XPeng G6 XPeng P7 Like this? Check out our sister channel Everything Electric TECH: / @everythingelectricshow To keep current, subscribe for our episode alerts: https://fullycharged.show/zap-sign-up/ To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026  #fullychargedshow #battery everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electricvehiclesuk

Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/4iWbT5H] to check Allstate first and see how much you could save on car insurance.Also thanks to Cash App for sponsoring this episode! Download Cash App Today: [https://capl.onelink.me/vFut/5o3sg8dn] and use our exclusive referral code CASHAPP10 in your profile, send $5 to a friend within 14 days, and you'll get $10 dropped right into your account. #CashAppPod #CashAppPartner. As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Visit cash.app/legal/podcast for full disclosures.   This week, a Chinese EV just hit 308 mph — but you'll never see it in America. Plus, Hyundai finally admits it needs a real truck, and Genesis sets its sights on the luxury off-road market. We also look back at Dieselgate on its ten-year anniversary and how Volkswagen is still haunted by the scandal. Meanwhile, BMW insists gas isn't going away anytime soon, and Ford fires back with the 815-hp Mustang GTD “poster car”. Learn more about your ad choices. Visit podcastchoices.com/adchoices

FOLLOW UP: JLR WOES STILL CONTINUEJLR have put back their proposed production restart from 24 September to 1 October as they continue to try and deal with the hack on their systems where the effects became apparent on 1 September. What has only started to be appreciated is the knock-on effect the closures have had on suppliers to the company. Staff have been told to apply for Universal Credit, due to stopped wages, and many are calling on a furlough scheme to be instigated by the Government. To read more about the ongoing issues for JLR, click this Autocar article link here. To gain an understanding of the affects down the supply chain, click this article link from The Record. CITROËN ISSUES NEW NO-DRIVE WARNINGCitroën UK has issued a new no-drive warning, covering the C3, ë-C3, C3 Aircross and ë-C3Aircross, due to potential brake failure. This no-drive notice is on top of the other two the company is already dealing with. Click this Autocar article link here to read more. PORSCHE DELAY EV MOVE GIVING VW GROUP $6BN PROFIT HITPorsche has announced that they are delaying their move to EVs as had been expected. The Panamera and Cayenne will have ICE and hybrid options into 2030, rather than going all electric. Likewise the new 718 models. The projected hit to Volkswagen Group profits is a smidgen under $6 billion, following this move. You can read more by clicking this Yahoo! Finance article link here. NISSAN SHRINKS LONDON DESIGN STUDIO AND CLOSES OTHERSNissan cost cutting efforts have been turned to the design studios across the globe. Those in California and Brazil will be shut, with the Paddington studio expected to lose some staff numbers too. Click this Autocar article link here. FORD CUTS JOBS IN GERMANYDue to much weaker than expected sales of the Explorer and Capri, Ford has announced that it is cutting up to 1,000 jobs at their Cologne factory. This is on top of the previous 2,900 jobs that went at the end of 2024.If you wish to read more, click this Autocar article link here. TOM MATANO HAS PASSED AWAYTom Matano was the designer of the first two generations of the Mazda MX-5 and has sadly passed away on 20 September 2025, aged 76. He had a long career where he worked for GM, BMW and then onto Mazda. To learn more about him and his career, click this Classic & Sports Car article link here. BUFFETT SELLS ENTIRE BYD STAKEWarren Buffett, the renowned investor, has sold his entire stake in the Chinese EV maker BYD. This is the first time since 2008 that Berkshire Hathaway did not hold any stock in the company. Click this article link from Fortune for more information. TOYOTA AE86 ENGINE BLOCKS BEING BUILT AGAINToyota is building the parts...

Shoot us a Text.Episode #1153: Carvana expands its dealership experiment in Dallas, Berkshire Hathaway closes the books on its massive BYD bet, and Amazon steps up its AI game with a chat assistant for advertisers.Show Notes with links:Carvana is making another big move into franchised new-car sales, and this time it's happening in Dallas. The company has agreed to acquire Park Cities Chrysler-Dodge-Jeep-Ram-Fiat, marking its second foray into the world of traditional dealerships.This is Carvana's second franchised dealership after buying Jerry Seiner CDJR in Casa Grande, Arizona, earlier this year.Wood Motor Co. owner Chip Johnson, who sold the Dallas store, said it was simply the right time to sell and Carvana's offer made sense for the future of the dealershipThe deal reflects Carvana's ongoing experiment in blending its digital-first model with the in-person dealership experience.A Carvana spokesperson said: “We are in the very early days of testing as a franchise dealer… and we look forward to continuing to learn as we focus on delivering exceptional customer experiences.”Warren Buffett and Berkshire Hathaway have officially cashed out of their wildly successful bet on Chinese EV maker BYD. After holding the stock for 17 years, Berkshire confirmed it no longer owns a single share.This is the end of a $230 million investment made in 2008 at Charlie Munger's urging, which grew to nearly $9 billion at its peak.BYD shares skyrocketed about 3,890% during Berkshire's ownership, making it one of the firm's most lucrative EV-related plays.Buffett hasn't given a detailed reason for the exit but has voiced concern about geopolitical risks tied to China and Taiwan.On BYD, Buffett told CNBC: “It's an extraordinary company run by an extraordinary person, but I think that we'll find things to do with the money that I'll feel better about.”Amazon is stepping deeper into AI for marketers, rolling out a conversational chat assistant designed to act as a “creative partner” for brands advertising on its platform.The tool lives inside Amazon's Creative Studio and is launching in beta at no cost to advertisers.This is Amazon's first conversational AI ad assistant, built to help with research, brainstorming, storyboarding, and producing display and video ads.The assistant uses Amazon's massive shopper data and Bedrock foundation models like Nova and Anthropic Claude to give marketers campaign-ready assets.It's being pitched as a way to level the playing field, especially for smaller brands without big agency budgets.Amazon's VP Jay Richman said: “This is about more than speed — it's about giving every advertiser and agency access to the kind of strategic, high-quality creative support that once only large brands could afford.”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/

The show opens with a brief, and completely off-topic, conversation about whether or not Tom smells spicy. Listen in for the verdict. Tom shared brief impressions of the 2025 Lexus RX 500h F Sport Performance AWD, noting that the premium midsize crossover was over-named by a few syllables. That said, Tom is very impressed with the vehicles. The hosts went on the talk about Ram's decision to kill—before introduction—the Ram REV electric pickup truck. The story gets a little complicated. Listen in for details. Among other news, Tom shared information regarding Chinese carmakers turning to Magna International, and its Steyr manufacturing facility in Austria, for regional production. Chinese EV builders are looking to dodge European tariffs by assembling cars on the continent. Still in the first segment, Jill reviews the 2025 Honda Civic Hybrid, noting that the maker's compact car lineup is now mostly hybrid powered. In the second segment, Jill and Tom welcome Don Sikora of Collectible Automobile to the show. Don shared highlights of the October 2025 issue of the classic-car magazine, which is on newsstands now. A feature story about the 1969 Chevrolet Camaro, written by podcast regular Sam Fiorani, was discussed at length. See our Facebook page for information regarding subscribing to the magazine. In the last segment Jill is subjected to Tom's “Partridge or President” quiz, in which she must determine if a given person was a cast member of “The Partridge Family,” or a former Ford CEO. 

Tu Le and Lei Xing bring you inside Europe's biggest auto show where Chinese EV makers and global legacies collide.We break down: • Volkswagen Group's push into €25K EVs (Cupra, ID Polo, Skoda Epiq) • BMW's Neue Klasse iX3 vs. Mercedes' all-new GLC EV • Polestar 5 sedan launch — is it too late? • BYD's massive European push (Seal 6 DMI Touring, Dolphin Surf, Denza flash-charging) • XPeng, Changan, Leapmotor and the “second wave” of Chinese OEMs storming Europe • Partnerships everywhere: Valeo–Momenta, Bosch–WeRide, Qualcomm–QCraft • The rise of Chinese lidar (Hesai, RoboSense) and chipmakers (Horizon, Black Sesame)00:00 Introduction to Mobility Munich Special Edition01:44 Volkswagen Group's New Electric Vehicles05:22 BMW vs. Mercedes: Competing Electric Models10:26 Chinese OEMs Making Their Mark in Europe15:35 Reflections on Day One of the Event20:40 The Future of EVs and Industry Partnerships25:37 Closing Thoughts and Future Events

Hello and welcome to EV News Daily. I've got two exciting announcements to share with you today. EV NEWS CHINA Following a trial run earlier in the Summer and talking to the audience about how it was received, EV News China is officially back as a weekday feature.   Here's why: China isn't just the biggest car market in the world; it's the biggest EV market by far. Last year, over half of all electric cars sold globally were sold there. What happens in China sets the tone for everything—the price of batteries, the models we see launched, even the charging standards adopted worldwide.   But following Chinese EV news can be tough. Some of the reporting is in Mandarin, announcements come at lightning speed, and Western headlines often oversimplify the story.  That's where EV News China comes in. We'll bring you clear, focused updates every weekday, so you'll always know what matters most in the market shaping the future of EVs.   So from today, keep an eye out for EV News China wherever you listen. Because to understand the global EV story, you've got to follow what's happening in China.  PATREON EXCLUSIVITY Starting today, we're launching Patreon specials, with a 7-day exclusivity period.   The daily EV News Daily podcast will always remain free, but there are so many times I want to dive deeper into a story, bring you an interview, or share what I'm seeing behind the scenes.  That's where the Patreon specials come in.   Many creators offer exclusive content but that goes against the mission of this podcast, spreading the word about EVs, so I've never locked podcasts behind a paywall. However, I do regularly make bonus content—deeper dives, expert conversations, inside-access updates, plus longer weekend features on batteries, charging, and EV policy. Until now, those were published when they were ready, in the free feed. From today any bonus shows will go live on Patreon first for 7 days. It's extra value for those who choose to support the show and keep it independent and ad-free.  And for those who want access immediately, they can support my work directly. If you don't mind waiting, you'll get exactly the same content, just with a wait. So if you'd like to get access to those new daily specials, check out the Patreon page today. And thank you to everyone who's already supporting—you're making all of this possible.  

Imogen sits down with RJ Scaringe, founder and CEO of Rivian, for an in-depth conversation about the company's journey so far. From its ambitious beginnings to becoming a major player in the EV space. RJ shares Rivian's founding story, the realities of manufacturing in the US under today's complex political and economic climate, and how the company is navigating ongoing supply chain challenges. They also explore Rivian's strategy in the face of growing competition from Chinese EV makers, the highly anticipated R2, and what the recent partnership with Volkswagen means for the company's future.   00:00 Who is Rivian? 03:00 Rivian EV Lineup  05:00 Rivian Design  06:00 The Origin of Rivian 10:00 EV Sales & Rivian Success  12:00 Mission 14:30 Challenges  19:30 Supply Chain 29:00  Do EV Makers Talk to Each Other? 31:30 VW Partnership & Relationship 40:00 Retrofitting Thoughts  42:15 Chinese EV Makers  49:45 Manufacturing   51:30 Jeff Bezos  52:30 Porsche  53:00 RJ Scaringe 56:30 RJ Scaringe One Wish! @fullychargedshow   @EverythingElectricShow   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric VANCOUVER - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #electricvehicles #evs #renewableenergy

Plus: Anthropic's valuation hits $183 billion in new $13 billion funding round. Chinese EV maker NIO misses earnings expectations. And AI-powered drone swarms enter the battlefield in Ukraine. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1135: Friendly Chevy's charging park is pulling in revenue and conquest sales, BYD takes a profit hit in China's price war, and Google's “Nano Banana” might just beat ChatGPT at the AI image game.Show Notes with links:Back in 2021, Friendly Chevrolet's Mark Eddins saw a gap in the EV experience—and filled it. With GM rolling out EV standards, he went all-in on a unique charging park open to all EV brands. Today, EVHQ is paying off in brand loyalty, new customers, and revenue.EVHQ opened March 2023 near downtown Dallas with eight 120-kW fast chargers under a canopy, staffed 24/7.It offers a lounge-style experience: movie room, Corvette Cafe, Wi-Fi, play area, dog park—even roadside charging.All EV brands are welcome; a free membership gets 20% off retail charging, and an app is launching soon.Revenue hit $300K in 2024 and is on pace for $400K this year, with over 10,000 users and 1,200 monthly sessions.EV sales at the store more than doubled in 2025 so far.“I wanted to be one of those guys that had something nobody else had,” Eddins said. “It is beyond my wildest dreams, quite frankly.”Even as BYD pushes aggressively into overseas markets, the Chinese EV giant is taking heat at home. A brutal domestic price war cut deep into profits last quarter, despite record sales and growing international presence.BYD's Q2 net profit dropped 30% year-over-year to $891M, even as revenue rose 14%.The company blames “excessive marketing” and fierce price-cutting across China's EV space.Retail prices in China have fallen 19% over two years, triggering concern from regulators.First-half revenue still jumped 23%, with record new energy vehicle sales.In Europe, BYD's July registrations hit 13,000+—up 225% year-over-year.A new challenger has entered the AI image arena. Google's “Nano Banana” image generator—recently added to Gemini—might just be the first serious rival to ChatGPT's viral image dominance. And it's got some surprising strengths.Nano Banana delivers sharper realism, faster generation, and better character consistency.It keeps visual details intact across prompts, and it's images often look more natural and less AI-generated.Gemini's model also handles real photo uploads better—especially when combining images or changing backgrounds."If you want something that's very quick and gets the job done in the most realistic way possible… Gemini's Nano Banana is the clear winner," wrote one reviewer.0:00 Intro with Kyle Mountsier and Ben Hadley1:03 Announcements1:46 Friendly Chevy's EVHQ Charging Station6:00 BYD Q2 Profit Drops 30%10:04 Google's Nano Banana OutperformsJoin 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/