Podcasts about chinese ev

In this deep dive episode of Courtside Financial, we analyze three major EV market developments that reveal completely different strategic approaches in 2025.NIO's Firefly brand achieves the 10,000 delivery milestone just three months after launch, with European expansion confirmed and BaaS pricing strategy proving successful in the competitive compact EV segment. We break down the monthly delivery progression and what this means for NIO's global ecosystem play.Meanwhile, Tesla's leaked Model Y "Youth Edition" shows dramatic cost-cutting measures - panoramic glass roof removed, fabric seats, eliminated ambient lighting, and stripped audio systems - while keeping HW 4.0 hardware. This reveals Tesla's bet on software differentiation amid margin pressure.Li Auto's i8 launch showcases supply chain innovation warfare, featuring custom silicon carbide modules through their SCO Semiconductor joint venture, achieving 47km additional range through "window area" design. Their partnerships with CATL for 5C charging and Hesai for custom ATL LiDAR demonstrate vertical integration strategy.We examine how these three approaches - NIO's ecosystem building, Tesla's commoditization strategy, and Li Auto's engineering excellence - represent different bets on the future of the EV market. Analysis includes specific technical specifications, pricing strategies, delivery numbers, and market positioning implications.Key topics covered: NIO Firefly delivery milestones, Tesla Model Y cost reduction strategy, Li Auto i8 supply chain innovations, silicon carbide technology, battery swapping vs traditional charging, EV market differentiation strategies, Chinese EV competition, and global expansion plans.Perfect for investors, EV enthusiasts, and anyone following the rapidly evolving electric vehicle landscape in 2025.

This is Watts & Wheels, a new motoring show hosted by motoring journalist (and “buzzhead” – or is that “electronhead”?) William Kelly and TechCentral editor (and wannabe EV owner) Duncan McLeod. With a focus on the shift to electric motoring, the pilot season of Watts & Wheels consists of three episodes. The focus of the show is the “lived EV experience”, with the aim of helping “dispel some of the misconceptions” about owning and driving an EV in South Africa. What else can you expect from Watts & Wheels? We'll look at the latest EV models – from mild hybrids to plug-in hybrids and full battery-electric vehicles – making their way to South African shores. We'll also test drive many of them for the show. We'll also look at the business of motoring, and the challenges and opportunities facing the local industry amid the tectonic shifts that are remaking the global automotive sector, including the rapid rise of Chinese EV brands. Whether you're pondering your first EV purchase, are keen to understand the nuances of local charging networks or are simply fascinated by the future of sustainable transport, let Watts & Wheels be your guide. In episode 1, William and Duncan dive into: • The different types of new energy vehicles available in South Africa, explaining terms like EV, BEV, HEV, PHEV and REEV. What do they all mean, and how are prospective buyers to choose between these technologies? • Should consumers really be worried about long-term battery health in EVs? Spoiler alert: no! In fact, the data now shows battery endurance in EVs has been vastly underestimated. • The power of VTOL, or vehicle-to-load, technology and how it can be used to power everything from a kettle to your house. • The electrification of bakkies, including a look at BYD's exciting new Shark 6 PHEV (and whether it can beat the monstrous 3l Ford Raptor from a standing start to 100km/h); Nissan's sexy Frontier PHEV (not confirmed for South Africa); and Ford's new PHEV Ranger (made in Silverton in Pretoria). • The controversial Jaguar Type 00 – and why William thinks why the critics have it completely wrong. If you like what you see, please subscribe to Watts & Wheels on YouTube – and share the word with family and friends. It's also available as an audio podcast in your favourite podcasting app. In episode 2, out next week, look out for an exclusive look at – and first media test drive of – South Africa's first 4x4 fully electric bakkie. TechCentral

10 years ago, none of Australia's car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom.That's not all we cover in another big episode:Matt Ingram is back to review a community member's portfolio in Pimp my PortfolioWe review the hottest stocks on Twitter (X) in a new segment: X-Marks the StockHave a question you want us to answer? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

As European leaders attend an EU-China summit in Beijing, the issue of tariffs on Chinese electric vehicles entering the single market is one of the items on the agenda. Brussels has imposed tariffs on Chinese manufacturers such as Zeekr because of what it considers to be unfair trade practices. In this edition, we talk to Lothar Schupet, acting CEO of Zeekr Europe, about the effect of these trade restrictions on its business.

China's automotive industry is heading for the biggest shakeout in history, and NIO just made a massive bet that could either secure their survival or destroy them completely. With Chinese brands targeting 33% of global market share by 2030, the competition is absolutely brutal.Here's what most people don't know: Out of 70 active Chinese automakers, only 15% of factories are running at profitable capacity. The price wars have been devastating - average car prices dropped significantly in 2024 and are still under pressure in 2025. Meanwhile, China's auto exports have exploded to $37.3 billion in just the first five months of 2025, with exports to UAE alone surging 551%.NIO is launching two new brands - Onvo for mass market and Firefly for compact EVs - right as this consolidation accelerates. Industry experts predict only about a dozen Chinese automakers will survive long-term. BYD already controls 27% of China's EV market through vertical integration, while Tesla Shanghai runs at 96% capacity utilization.The question is: Will NIO's diversification strategy help them claim one of those final survivor spots, or are they stretching themselves too thin just as the market gets most competitive? We break down the capacity utilization crisis, export opportunities, and what this means for NIO's future.This isn't just about EVs vs gas cars anymore - it's about which companies can scale efficiently enough to survive the most competitive automotive market in human history. The next 18 months will determine everything for NIO and the entire Chinese EV sector.#NIO #ChineseEVs #ElectricVehicles #BYD #Tesla #EVInvesting #AutomotiveIndustry #MarketAnalysis #CourtsiideFinancial

NIO vs XPeng - the battle for Chinese EV dominance just got more interesting! While XPeng scrambles to develop hybrid vehicles (literally spotted at gas stations now!), NIO is building long-term infrastructure that could dominate the next decade.In this episode of Courtside Financial, I break down why NIO's Mirattery battery asset management company securing additional Series C funding from founding shareholders is HUGE news that most retail investors are missing. We're talking about 27 GWh of battery assets under management, 350,000+ users served, and strategic moves that separate real companies from market followers.What You'll Learn:Why plug-in hybrid sales are crashing in China (31% growth vs 151% previously)How XPeng's pivot to hybrids reveals strategic panic, not visionWhy NIO's Battery-as-a-Service infrastructure is the real competitive moatThe Mirattery financing details everyone's overlookingWhy pure EVs are accelerating past hybrids in China's marketKey Topics Covered:NIO stock analysis and long-term thesisXPeng strategic pivot analysisChinese EV market trends and dataBattery-as-a-Service business model breakdownInfrastructure investments vs quarterly delivery obsessionWhy being contrarian on NIO could pay off bigThe Chinese EV market is returning to pure electric dominance, and companies with real infrastructure advantages are separating from those still figuring out their technology strategy. This isn't just about monthly delivery numbers - it's about who's building sustainable competitive advantages for the next decade.Perfect for NIO investors, Chinese EV stock followers, and anyone interested in understanding the deeper business strategies that actually create long-term value in the electric vehicle revolution.Related Keywords: NIO stock, XPeng analysis, Chinese EV stocks, battery swapping technology, EV infrastructure investments, pure electric vs hybrid vehicles, Mirattery financing, CATL partnerships

Jill and Tom open the show by discussing a rumored new Tesla product for the Chinese market, and the impact of tariffs on Tesla prices in Canada. The hosts also chat briefly about how Chinese EV builder NIO is dealing with battery-swapping “cheaters” in its home market. Still in the first segment, Jill and Tom review the Subaru Forester in new-for-2025 hybrid trim. The hosts find themselves in complete agreement on this small crossover. In the second segment Jill and Tom welcome Chrysler CEO Chris Feuell to the Car Stuff Podcast. Chris talks about how the brand is celebrating its 100th anniversary as a carmaker, key products in the marque's history, and what comes next for the storied automaker. Chris shares updates on some additions coming to the Chrysler lineup in the near future. In the last segment, Jill is subjected to Tom's “Was it a Chrysler?” quiz, which includes a bonus question about Bolivian fast food. Jill wrapped up the podcast with a brief tribute to a longtime writer/colleague who passed away last week. 

XPeng just shocked the EV world by adding hybrid versions alongside their pure electric vehicles - and this could be a game-changer for NIO stock investors. In this episode, we break down XPeng's strategic expansion into Extended Range Electric Vehicles (EREVs) and what it means for pure electric specialists like NIO.Key Points Covered:XPeng's Kunpeng hybrid system promises 1,400km range - expanding their addressable marketSpy photos show XPeng G6 refueling at gas stations - dual powertrain strategy revealedWhy XPeng is offering both electric and hybrid options across their lineupHow Xiaomi's 58-month waiting list creates opportunities for NIO customer acquisitionThe potential BYD-Xiaomi partnership that could disrupt the entire supply chainWhat this means for NIO's battery swap technology and pure electric strategyTimeline Analysis:November 2024: XPeng unveils Kunpeng hybrid systemMarch 2025: XPeng commits to hybrid options for majority of models2026: XPeng G6 hybrid expected to launchRecent: Lei Jun and Wang Chuanfu spotted together at Xiaomi factoryAs a NIO bull, I'm analyzing whether XPeng's dual-powertrain strategy creates competitive pressure on NIO's pure electric approach or validates different market positioning. We'll examine the technical specs, market implications, and what this means for your EV stock portfolio in 2025.Investment Analysis Includes:NIO's competitive advantages in battery swap technologyHow XPeng's pivot affects the broader Chinese EV marketSupply chain dynamics between BYD, Xiaomi, and traditional automakersMarket positioning strategies for pure electric vs hybrid approachesThis analysis goes beyond the headlines to examine the strategic implications for NIO investors and the broader EV sector transformation happening right now.Related Topics: NIO stock analysis, XPeng EREV strategy, Chinese EV market trends, battery swap technology, EV hybrid transition, automotive industry analysis, investment strategy, stock market analysis, electric vehicle future#NIOStock #XPeng #EVStocks #ChineseEV #BatterySwap #EREV #HybridEV #StockAnalysis #Investment #ElectricVehicles

Tesla just announced the Model Y L for China - but this isn't a strength play, it's pure desperation. In this deep dive analysis, we break down why Tesla's market share in China has COLLAPSED from 15% to 7.6%, and how Chinese EV giants like NIO, Li Auto, and BYD are absolutely dominating the six-seat SUV market.

NIO ET9 Premium Strategy Analysis: Complete Market BreakdownNIO's ET9 flagship sedan strategy reveals critical insights about the global automotive market divergence. This comprehensive analysis covers the ET9 Horizon Edition launch, delivery numbers, and why NIO's premium positioning could reshape the luxury EV landscape.Key Topics Covered:NIO ET9 delivery numbers: 1,888 total units through June 2025ET9 Horizon Edition two-tone paint and premium features analysisWhy NIO's $107,220 pricing strategy targets Mercedes-Maybach customersCelebrity CEO customers driving ET9 adoption (CATL, Xpeng, JD.com executives)US vs China automotive market philosophy: configuration reduction vs expansionInvestment thesis: How NIO's premium strategy creates sustainable competitive advantagesCritical Data Points:ET9 starting price: 788,000 yuan ($107,220) - 2.3x NIO's ES6 priceJune 2025 deliveries: 307 unitsLimited edition 999 units: completely sold outAmerican market: $50,000 average transaction price driving feature reductionChinese market: 180,000-250,000 yuan segment demanding technology integrationThis episode breaks down why NIO's approach to luxury EVs differs fundamentally from Western automakers, what the ET9's early success means for NIO stock, and how global market divergence creates investment opportunities. Whether you're analyzing NIO as an investment or understanding broader automotive industry trends, this analysis provides actionable insights into premium EV positioning strategies.Topics for EV investors: NIO stock analysis, Chinese EV market trends, luxury electric vehicle strategy, automotive premium positioning, global market divergence analysis, NIO ET9 performance data, electric vehicle investment thesis.

Here's the updated YouTube description with "Onvo" instead of "Ledao":NIO just dropped a bombshell that could reshape the entire electric vehicle market - and investors are taking notice.The Chinese EV giant's new Onvo L90 luxury SUV is launching at an unprecedented $27,000 price point with battery rental, undercutting competitors by massive margins. But here's what Wall Street isn't telling you about this aggressive pricing strategy.What You'll Discover:Why NIO's 102-kWh battery standardization could be revolutionaryThe real numbers behind their Q4 2025 profitability targetHow the L90 needs 20,000+ monthly sales to save the companyXiaomi's 289,000 YU7 orders and what it means for competitionThe brutal truth about NIO's 26% annual target completion rateKey Insights Covered:NIO's ES8 getting 36% more range at same priceOnvo L90 vs Ideal, Xiaomi, and LeapMotor comparisonWhy Li Bin's credibility is on the line this quarterBattery swapping network expansion strategyThe "SUV Shura field" competitive landscapeThis isn't just another EV stock analysis - it's a deep dive into a company betting everything on volume over margins. With analysts expecting 34% revenue growth in 2025 and the stock trading at just 0.7x sales, NIO could be the most undervalued play in the EV space.The Bottom Line: NIO delivered 114,000 vehicles in H1 2025 but needs 55,000 monthly to hit targets. The Onvo L90 launch could make or break their profitability promise.Whether you're a current NIO investor or considering your first EV stock position, this analysis breaks down exactly what's at stake and why the next few months could determine NIO's future.Subscribe for more market-moving analysis and hit the notification bell to never miss crucial updates on your investments.Disclaimer: This content is for educational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions.YouTube Description:

In this episode of China EVs & More, Tu and Lei dive into the latest from China's fast-moving EV market. They explore the intense price war that's reshaping the industry, why Tesla's Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYD's dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90's high-stakes debut, Xpeng's EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

NIO's Onvo sub-brand just launched pre-sales for the L90 SUV at an aggressive $39,000 price point, and this strategic move is about to shake up the entire Chinese EV family car market. With Li Auto set to launch their first pure electric SUV on July 29th, NIO's timing couldn't be more calculated.

Plus: The megabill's no tax on tips provision could bring in a 2.5% pay bump for Uber drivers. And Boldstart Ventures raises a $250 million AI fund. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices

NIO just terminated their 7-year partnership with JAC Motors - and this is HUGE news for investors! After obtaining independent manufacturing qualification in December 2023, NIO no longer needs JAC to produce their vehicles. This isn't a breakup, it's a graduation story.In this episode, I break down exactly what NIO's independence means for their future, why their F3 factory launching in September 2025 is a game-changer, and how this positions them perfectly for the next phase of China's EV competition.But that's not all - while NIO was achieving independence, Tesla tried to END the price war by raising Model 3 prices by 10,000 yuan. Spoiler alert: the market doesn't care what Tesla wants anymore. Xiaomi's YU7 launched 10,000 yuan CHEAPER than Model Y and sold 200,000 yuan in deposits in just 3 minutes!What You'll Learn:Why NIO's JAC joint venture termination is actually bullish newsHow NIO went from needing JAC's manufacturing license to full independenceThe real reason Tesla lost pricing power in ChinaWhy Xiaomi's success signals a new phase of EV competitionHow Chinese EV brands are now competing for specific consumer segmentsWhat NIO's F1, F2, and F3 factory expansion means for production capacityKey Topics Covered:✓ NIO manufacturing independence timeline (2016-2025)✓ JAC partnership dissolution details✓ Tesla vs Chinese EV brands competitive dynamics✓ Xiaomi automotive strategy and market impact✓ China EV price war evolution and market maturation✓ NIO's multi-brand strategy (Onvo, Firefly)✓ Battery swapping technology collaboration continuationThis video provides objective analysis of NIO's strategic position while exploring the broader Chinese EV market transformation. Whether you're a NIO investor or just interested in understanding how China's automotive industry is evolving, this deep dive covers everything you need to know.Related Keywords: NIO stock analysis, Chinese EV stocks, Tesla China competition, Xiaomi automotive, EV price war, NIO manufacturing, JAC Motors partnership, electric vehicle investing, China automotive industry, NIO factory expansionThe Chinese EV market is entering a new phase of sophisticated competition - and NIO's timing couldn't be better. From startup to independent manufacturer with three factories and multiple brands, this is the maturation story every investor needs to understand.#NIO #ChineseEV #TeslaChina #XiaomiAuto #EVInvesting #ElectricVehicles #StockAnalysis #ChinaMarket #AutomotiveIndustry #EVStocks

NIO is making MAJOR moves while competitors struggle with production nightmares! Xiaomi just broke the internet with 289,000 orders in 18 hours but customers are waiting over a YEAR for delivery. Meanwhile, NIO is launching their game-changing L90 SUV under $42K and opening their third factory in September.In this episode, I break down:✅ Xiaomi's YU7 explosion - 200K orders in 3 minutes, 58-week wait times✅ NIO's brilliant "customer interception" strategy - paying competitors' deposits✅ Why NIO's third factory timing is absolutely perfect✅ The L90 SUV specs that could dominate the market✅ How NIO achieved full independence from JAC partnership✅ The EV production capacity arms race happening right nowKey Data Points:Xiaomi: 400K+ outstanding orders vs 300K annual capacityNIO L90: Under 300,000 yuan ($41,870) starting priceProduction timeline: NIO F3 factory operational September 2025Market impact: Deposit reimbursement wars across multiple brandsThis is the most comprehensive analysis of China's EV market chaos and why NIO bulls should be paying attention. Whether you're invested in NIO, watching the Chinese EV space, or just want to understand how production bottlenecks create massive opportunities, this episode has the insider data you need.The next 6 months will determine which companies survive the production capacity wars. Are you ready for what's coming?#NIO #ChineseEV #Xiaomi #ElectricVehicles #StockAnalysis #EVNews #TechStocks #InvestmentStrategy #BusinessAnalysis #CourtdsideFinancial

Stellantis moet opnieuw tienduizenden auto's terugroepen in Nederland, maar dit keer gaat het niet om defecte airbags. De terugroepactie geldt voor 24.000 dieselauto's die uitgerust zijn met een 1.5 BlueHDi-motor. Er kan een mogelijk probleem ontstaan met slijtage van de nokkenasketting. Deze motor ligt in modellen van Peugeot, Citroën, Fiat, Opel en DS, gebouwd tussen oktober 2017 en januari 2023. Stellantis roept de auto's uit voorzorg terug naar de garage voor een check en breidt de garantie op de motor uit tot 240.000 km (of maximaal 10 jaar). Verder in de auto-update: De Amerikaanse belastingkorting op elektrische auto's verdwijnt 30 september. Weginspecteurs trekken aan de bel vanwege kapotte matrixborden. Onderzoek: slechts 15 van de 129 Chinese EV-merken winstgevend in 2030.See omnystudio.com/listener for privacy information.

Iets om in de gaten te houden: de stemming over de Big Beautiful Bill, de begrotingswet van Trump. "Door een combinatie van extra uitgaven en belastingverlagingen worden de staatsschuld en de inflatie aangejaagd", waarschuwt Robbert Manders van het Antaurus Europe Fund. "Bovendien zullen de importen stijgen, wat de dollar verder verzwakt", iets wat Robbert niet verstandig lijkt. Han Dieperink van Aureus Vermogensbeheer ziet ook een uitdijende begroting en tekent daarbij aan: "Opvallend is dat de belasting voor de lage inkomens stijgt en voor de allerrijksten juist daalt." Trump wil dat de wet uiterlijk 4 juli wordt aangenomen, maar het goed mogelijk dat die weer, met aanpassingen, teruggestuurd wordt naar de senaat. Wordt vervolgd. Over Tesla raak je als belegger ook niet snel uitgesproken. Deze week bleek dat de afzet van auto's in het afgelopen kwartaal met 14 procent daalde. In de maand mei daalde verkoop in de EU en het Verenigd Koninkrijk met maar liefst 28 procent. Het roept de vraag op of Tesla het wel volhoudt in de felle concurrentiestrijd met vooral Chinese EV-fabrikanten. Verder in de podcast aandacht voor de stand van zaken in de handelsoorlog, de nieuwe baas van De Nederlandse Bank en Stellantis, dat fabrieken moet sluiten vanwege het Europese CO2-beleid. Uiteraard behandelen we de luisteraarsvragen en geven de experts hun tip. Robbert gaat voor een grote verzekeraar, Han tipt een groot Amerikaans technologiebedrijf. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Citi upped its price target on The Trade Desk (TTD) and issued a "90-day positive catalyst watch" for the stock. Diane King Hall notes shares have taken a beating but have rebounded off lows earlier this year. She also turns to Chinese EV sales and how they've grown substantially year-over-year. Diane adds that BYD Co. (BYDDY) saw impressive numbers that topped Tesla (TSLA). She later discusses what's leading Raymond James to upgrade Hyatt (H).======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Xiaomi just flipped the entire EV market on its head with the YU7 SUV — securing 200,000 orders in just 3 minutes. In this episode of the Courtside Financial Podcast, Obi breaks down what this shocking launch means for Tesla, NIO, and the entire automotive industry.We explore:How Xiaomi is disrupting the EV market with premium features at shockingly low prices.Why Tesla should be very worried about Xiaomi's full-stack tech strategy.What this means for Chinese EV dominance and traditional automakers' survival.

The automotive industry is in complete chaos and NIO stock investors need to understand what's happening right now.In this episode of Courtside Financial, I break down three major stories reshaping the entire car industry and what it means for NIO stock and EV investors.

Welcome to pilot episode, or probably better to call it Episode Zero of EV News China – a limited-run of podcasts I'll be doing from next Monday and then every weekday in July. I'll be sharing insights into China's EV revolution for listeners worldwide. I'm Martyn Lee, and EV News China is not replacing EV News Daily. Let me say first up, I'll be here with the usual global take on the EV industry.  Instead, this will be series of bonus shows, which I hope will be essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. I wanted to drop a pilot episode to explain my thinking, and what a moment to launch. China has just reached an historic milestone that changes everything in the global automotive industry. In May 2025, plugin electric vehicles captured 53% of China's passenger car market – meaning electric vehicles are now outselling traditional gasoline cars for the first time in history. Think about that for a moment. The world's largest car market has just tipped electric. This isn't a prediction anymore – it's reality. After 7 years of doing this podcast, pretty much every day apart from some breaks when we had two new additions to our family, or some mental health breaks, I've been doing this 7 days a week. And I can't tell you a time when I've been more fascinated about how the rest of the world views the Chinese EV market. And in many cases, how it's still a blind spot for them. The Numbers That Matter Let me put this in perspective with some hard data that business leaders need to understand. Plugin vehicle sales in China topped one million units in May alone – in a market of 1.9 million total passenger vehicles. That breaks down to 31% pure battery electric vehicles and 22% plug-in hybrids and range extenders. For the year so far, China has already sold over 4.3 million plugin vehicles, putting the country on track to exceed 10 million units by year-end – in China alone. To put that in global context, that's more than the rest of the world combined. The leader? BYD dominates with 28.9% of the plugin market, delivering over 376,000 vehicles in May – a 14% year-over-year increase. Meanwhile, Tesla's China market share has dropped to just 4.6%, ranking fifth behind Chinese competitors. The Tesla Reality Check Speaking of Tesla, the numbers tell a sobering story for Elon Musk's company in China. Tesla sold about 58,000 vehicles in China during April 2025, down 6% from the previous year. More concerning, Tesla's retail sales to Chinese customers in the first eight weeks of Q2 2025 dropped 23% year-over-year. This reflects a broader trend – Chinese consumers are increasingly choosing domestic brands. Tesla's China market share in the BEV segment fell from 11.15% to 6.36%, while Chinese rivals like XPeng delivered 33,525 vehicles in May, up 230% year-over-year. The Financial Impact The financial implications are staggering. BYD doubled its Q1 2025 net profit to 9.15 billion yuan, with operating revenue reaching 170.36 billion yuan, up from 124.94 billion yuan the previous year. But it's not just about one company. The Chinese EV trio – NIO, XPeng, and Li Auto – are expected to see explosive growth in 2025: NIO deliveries expected to double to 450,000 units XPeng projected to reach 400,000 units, up 110% Li Auto forecasted at 700,000 units, up 40% These aren't small startups anymore – these are major industrial players reshaping global automotive supply chains. The Technology Revolution What's driving this transformation isn't just price – it's technology. Chinese companies are leading in areas that will define the future of mobility. Solid-state batteries are moving from lab to production. China's Ministry of Industry and Information Technology included all-solid-state batteries in core industrial standards for the first time in 2025, signaling this technology has moved from corporate R&D to national strategic priority. Artificial intelligence integration is accelerating rapidly. Over two dozen Chinese automakers, including BYD, are incorporating DeepSeek AI technology into their vehicles. BYD plans to offer preliminary self-driving capabilities in nearly all its models at no additional cost – making autonomous driving features accessible to mass-market consumers. Ultra-fast charging is becoming standard. Chinese companies like XPeng offer five-minute charging delivering 210 kilometers of range, while the industry moves toward 800V architectures that handle high current flow for rapid charging. Global Trade War Implications But this technological leadership is creating geopolitical tensions. The United States now imposes a 247.5% tariff on Chinese EVs – that's 145% from recent tariffs, plus 100% from Biden-era levies, plus standard duties. Anyone trying to import BYD's $7,800 Seagull to the US would pay an extra $19,300 in tariffs. Europe is taking a different approach, but Chinese brands still doubled their European market share in April 2025 despite tariffs reaching up to 35%. BYD faces a 17% EU tariff, yet still recorded 400% sales growth in the UK, where no tariffs apply. The contrast is stark: in tariff-free markets, Chinese EVs are winning on merit. The Infrastructure Foundation Supporting this EV revolution is massive infrastructure investment. China aims to complete an expressway charging network by end of 2025, with over 5,800 out of 6,000 expressway rest areas already equipped with charging facilities. The government has extended its vehicle trade-in subsidy scheme for 2025, offering up to RMB 20,000 for EV purchases when scrapping older vehicles. This policy has already attracted over 4 million applicants in its first six months. What This Means for Global Business So what does this mean for you – someone who might be an enthusiast of the EV transition, or maybe you work in the business of EVs or charging?  First, China is no longer an emerging EV market – it's the dominant one. Any global automotive strategy that doesn't account for Chinese competition is already obsolete. Second, the technology gap is widening in China's favor. Chinese companies can design and launch new models in six months while German competitors require two years. Third, supply chain dependencies are shifting. China controls a large share of battery-grade chemical production, and Chinese companies are rapidly expanding globally – BYD now operates in over 70 countries. Looking Ahead Over the coming 20 episodes of EV News China, during this limited run of podcasts, we'll dive deeper into these trends. We'll analyze quarterly earnings, decode policy changes, and track the technological innovations reshaping not just China, but the global automotive industry. We'll help you understand what these developments mean for your business, your investments, and your strategic planning. Because in a world where China has achieved 53% EV market share, the question isn't whether electric vehicles will dominate – it's how quickly the rest of the world can adapt. That's all for today's pilot episode of EV News China. Starting Monday, I'll be here every weekday with the latest developments from the world's electric vehicle superpower. Sometimes it will just be a news show, sometimes we'll dive into a specific topic. Remember, EV News China is essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. 

Recent headlines about price wars and intense competition in the Chinese electric vehicle (EV) market have sparked investor concerns about the industry's future, with many worrying about a race to the bottom. But what's really going on behind the scenes? In this episode, Louis Chua, investment analyst at Julius Baer, examines the key dynamics, opportunities, and challenges in the Chinese EV sector, and what they mean for the market's long-term growth prospects.(01:00) - : The “price war” – a race to the bottom? (00:00) - Chapter 2 (03:45) - : Chinese automakers making waves internationally (00:00) - Chapter 4 (04:45) - : Is the Chinese domestic EV market slowing? (00:00) - Chapter 6 (06:00) - : Innovation in Chinese EVs (00:00) - Chapter 8 (07:53) - : The “zero-mileage used cars” problem (00:00) - Chapter 10 (09:55) - : Supplier payment reforms (00:00) - Chapter 12 (10:30) - : Key risks and catalysts to watch

Volgens die jongste voertuigverkope-statistieke, word elektriese voertuie wêreldwyd al meer gewild. Dit kan veral toegeskryf word aan wisselvallige brandstofpryse. Die statistieke wys dat die voorkeur-handelsmerke van China afkomstig is, ook in Namibië. Kosmos 94.1 Nuus het gepraat met Jens Denk van Electric Vehicles Namibia.

Australian inflation drops unexpectedly to 2.1%, prompting calls for rate cuts sooner; a slowdown in Chinese EV production; Xero makes a big purchase; sorting your super before EOFY; Aldi still reigns supreme as the cheapest supermarket; and Carl Capolingua joins us for the Market Wrap. Host: Scott Haywood Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.

Tesla's (TSLA) got some catching up to do, says Steve Westly. He thinks the Robotaxi event was well received, pointing to the share price reaction. But, now Steve's wondering how long Tesla will take to have paying customers, launch in new cities, and go through regulatory hurdles that companies like Waymo have already been through. He also points to Chinese EV makers as a possible threat to sales growth. Ultimately, he thinks TSLA may have a flat to down auto sales year as investors shift the focus to its tech offerings rather than its cars. He names BYD (BYDDY), Pony AI (PONY) and WeRide as international autonomous driving companies to keep on the radar.======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works.On this episode, we discuss how China achieved high-tech manufacturing dominance, and where they'll go from here. By Arthur's account, the Chinese government is like a giant VC fund: they decide on key priorities and then spend hundreds of billions of dollars subsidizing ruthless competition at the local level. They are willing to lose huge amounts of money for a few of their bets to pay off: at China's scale, effectiveness matters more than efficiency.There's also a growing bipartisan consensus that we need to combat China's rise. This doesn't make much sense to me. China is a big, powerful country at the frontier in many fields, and its economy is intricately tied in with our own. Being instinctively adversarial is both unsustainable and risky. Arthur and I discuss how we can create a productive, mutually beneficial version of this relationship.Watch on YouTube; listen on Apple Podcasts or Spotify.Sponsors* Scale is building the infrastructure for smarter, safer AI. In addition to their Data Foundry, they recently released Scale Evaluation, a tool that diagnoses model limitations. Learn how Scale can help you push the frontier at scale.com/dwarkesh.* WorkOS Radar ensures your product's free trials go to actual users. Radar uses 80+ signals to distinguish malicious bots from real people, eliminating costly free-tier abuse. See why companies like Cursor, Perplexity, and OpenAI use Radar by visiting workos.com/radar.* Lighthouse is THE fastest immigration solution for the technology industry. They help you understand your options and navigate applications for expert visas like the O-1A and EB-1A. Explore which visa is right for you at https://www.lighthousehq.com/ref/Dwarkesh.To sponsor a future episode, visit dwarkesh.com/advertise.Timestamps(00:00:00) – We should reconcile with China(00:21:21) – BYD, Tesla, & Chinese EV industry(00:36:05) – Will China have a Japan-style financial crisis?(00:44:39) – Local debt situation is manageable(00:57:28) – If CCP is so competent, why isn't China richer?(01:05:08) – How China keeps tech under control(01:33:45) – Does China win AI?(01:43:34) – Communication with China key for AI safety(02:10:08) – What foreigners get wrong about China(02:17:32) – China-US relationship future Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/44yBdLx] to check Allstate first and see how much you could save on car insurance. This episode is brought to you by InstaCloud! If you're 21 or older, get 25% OFF your first order + free shipping @IndaCloud with code BIGTHREE at https://inda.shop/BIGTHREE! #indacloudpod And thanks to Ridge for sponsoring this podcast! Upgrade your wallet today! Get 10% Off @Ridge with code BIGTHREE at https://www.Ridge.com/BIGTHREE #Ridgepod This week we chat about a new retro racing game, a Chinese EV that just set a record at Nurburgring and Cadillac races at Le Mans. Plus, Ford has a new truck for the “street truck” crowd  and an iconic engine (replica) you can buy on Alibaba. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

NEW CAR REGISTRATIONS MAY 2025New car registrations rose, year on year, 1.6% thanks to Fleet. BEV registrations rose to 21.8% of the market share, which is growth but still a long way off the mandated amount. The SMMT once again called on Government financial help to encourage more people to buy electric. Click this link here to read more from the SMMT. TFL TO INCREASE LONDON CONGESTION CHARGEFrom 2 January 2026, the rate of the Congestion Charge if being proposed to increase to £18 along with the exemption for zero emission vehicles (ZEV) ending. However, ZEVs will pay a reduced amount that will change over time. If you wish to learn more, click this electrive article link here. For the Autocar article, click here. PIRELLI CAUGHT UP IN ANTI-CHINESE CONNECTIVITY RULESThe US Department of Commerce has finalised their rules on connected vehicle technology and software. They are banning any from Russia and China. This has brought Pirelli's ‘Cyber Tyre' technology into the crosshairs as Sinochem, a Chinese company, has 37% of shares in the manufacturer. To read more, click this Carscoops article link here. BRAZIL SUES BYD OVER WORKER'S CONDITIONSBYD, the Chinese EV maker, is building a plant in Brazil, but has been raided by officials who state they released 220 workers from conditions they likened to slavery. Welfare and financial restrictions were found that contravened the local laws. For more on this story, click here to read a BBC News article. NORTH OF SCOTLAND EV CHARGING CONTRACT SIGNEDEasyGo, an EV charging network, has signed a 20 year contract to install and maintain electric charging points across the north of Scotland. On top of that they will take on the upkeep of 425 existing council charge points. Click this electrive article link here to read more. FASTNED TO OPEN NEW CHARGING HUB IN WEST SCOTLANDFastned will open its fifth charging hub in Scotland, this time at Greenock, which will house four ultra-rapid chargers that can add around 100 miles to a car's range in five minutes. If you wish to read more, click this Electric Drives article link here. MCDONALD'S EV CHARGING PROVISION INCREASESMcDonald's, in partnership with Instavolt, has EV charge points at 250 sites across the UK and Ireland. They do not plan on slowing down either. Fast charging for fast food. Click this Motoring Research article link here, to read more. TFL STUDY SHOWS ROAD INJURY AND DEATH REDUCTION A study by Transport for London (TfL) into rates of serious injury and death on roads with 20mph speed limits has shown a reduction in the numbers. This backs up what...

From the BBC World Service: The Panamanian government has declared a state of emergency in one province. It comes after U.S. banana giant Chiquita Brands laid off about 5,000 workers following a strike that had stopped production. Prosecutors in Brazil are suing the Chinese EV giant BYD, accusing it and two contractors of human trafficking and slave-like conditions at a factory site. And we take a look at Europe's biggest plant for processing the rare earth minerals a lot of modern technology relies on.

From the BBC World Service: The Panamanian government has declared a state of emergency in one province. It comes after U.S. banana giant Chiquita Brands laid off about 5,000 workers following a strike that had stopped production. Prosecutors in Brazil are suing the Chinese EV giant BYD, accusing it and two contractors of human trafficking and slave-like conditions at a factory site. And we take a look at Europe's biggest plant for processing the rare earth minerals a lot of modern technology relies on.

May 27, 2025 | Season 7 | Episode 20Take a fascinating journey through market valuation that challenges conventional wisdom about wealth measurement. In this eye-opening episode, we explore how perceiving markets solely through dollar-denominated prices creates an illusion of stability, when deeper analysis reveals a more complex reality.The real story emerges when we examine the Dow-to-gold ratio across a century of market history. From its peak of 18 during the 1929 market bubble to 41 during the dot-com frenzy to approximately 12 today, this perspective shows how relative wealth can dramatically shift despite seemingly stable nominal values. While the S&P 500 appears nearly flat year-to-date in dollar terms, a foreign investor would experience an 8.6% loss due to dollar weakness—a sobering reminder that currency matters.We analyze healthcare stocks showing promising technical indicators after five years of significant underperformance, potentially setting up a 21% rebound based on historical patterns. We also examine IBM's surprising premium valuation compared to its historical discount and Google's existential challenge as younger users increasingly "ChatGPT it" rather than "Google it."Looking toward future market leaders, we highlight companies with explosive growth potential: Aurora Innovation revolutionizing autonomous trucking, BYD dominating the Chinese EV market with breakthrough battery technology, and Tempus AI connecting with over 50% of US oncologists through its genomic sequencing business.The bond market reveals perhaps the most profound shift, as Treasury yields now incorporate default risk—evident as credit default swap spreads approach levels comparable to Greece. Combined with diminishing Japanese investor interest and the relatively small size of the high-yield market compared to Treasury issuance, these dynamics create both challenges and opportunities.Understanding relative valuation isn't just academic—it's essential for navigating today's complex investment landscape. Join us as we provide the perspective you need to see beyond nominal figures and grasp what's truly happening to your wealth.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Episode 587: Neal and Toby talk about Klarna's mounting losses from customers failing to pay off their ‘buy now, pay later' loans. Then, a Chinese EV battery maker emerges as a winner from the US-China trade war with one of the biggest IPOs of the year. Plus, Axios just released their Harris Poll 100 which shows which brands customers trust the most, and Trader Joe's tops the list, while Tesla continues to fall. Next, a match to find out who is the best of the worst as Manchester United faces off against Tottenham for a spot in the Champions League.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit endthecampaign.com for more Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we're chatting with The Drive's Kyle Cheromcha (@kylecheromcha) about Jaguar's next rebrand, Apple CarPlay's newest all-encompassing UI and why US Auto Execs say you will be driving a Chinese EV soon. Plus, Nissan's massive new round of layoffs and an EV truck startup that's in Hell. Thanks to Allstate for sponsoring today's episode! Click here [https://bit.ly/43qZEcG] to check Allstate first and see how much you could save on car insurance.Thanks to NASCAR for sponsoring today's episode! Don't miss the Coca-Cola 600 at Charlotte Motor Speedway on Sunday, May 25th—tap the link to tune in on Prime! bit.ly/NASCAR_CHARLOTTE_COCACOLA600 This episode is also brought to you by Chubbies. Your new wardrobe awaits! Get 20% off @chubbies with the code bigthree at https://www.chubbiesshorts.com/bigthree #chubbiespod @sponsored  Learn more about your ad choices. Visit podcastchoices.com/adchoices

David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes." In terms of competition, David points to Chinese EV makers as well as Nvidia (NVDA) and Apple (AAPL) in mega-cap tech.======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management. Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview.See omnystudio.com/listener for privacy information.

In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, and the innovative power swap technology that is gaining traction. They also discuss the notable absences of key figures, the insights gained from a roundtable discussion, and the standout vehicle designs and innovations presented. The conversation also touches on the driving experiences with intelligent driving systems and highlights memorable models from the auto show. The hosts emphasize the globalization of the EV market and the future prospects for Chinese brands as they aim to expand internationally. The conversation concludes with predictions for the future of EVs and the industry's direction.Key wordsChina EV, electric vehicles, Shanghai Auto Show, NIO, foreign automakers, power swap technology, intelligent driving, EV market trends, automotive industry, Chinese brands, Auto Show, Electric Vehicles, EV Technology, Industry Insights, Vehicle Design, Market Trends, China EV Market, Automotive Innovations, Roundtable Discussion, Competitive Landscape

The Chinese EV market is taking off. Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, explains why Chinese EV company, BYD, is doing so well and is a serious contender against Tesla. Sam is an auto information expert, and he discusses how data is collected and analyzed. 

Sam Fiorani, Vice President of Global Vehicle Forecasting for AutoForecast Solutions, explains why Chinese EV company, BYD, is ready to surpass Tesla.

Daniel Mahncke and Shawn O'Malley break down Mercedes-Benz (ticker: MBG), one of the world's most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you'll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company's strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock's high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click ⁠here⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 11:40 - Mercedes' origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes' EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Mercedes' latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor's Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, and ⁠Madison Square Garden Sports⁠. Check out the books mentioned in the podcast ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠TIP Finance⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Shawn: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ Connect with Daniel: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

First, Ralph welcomes Washington Post tech journalist Faiz Siddiqui to discuss his new book "Hubris Maximus: The Shattering of Elon Musk." Then, our resident legal expert Bruce Fein stops by to explain how Elon Musk and DOGE are breaking the law. Finally, David picks up our interview with Ralph about Ralph's new book "Civic Self-Respect."Faiz Siddiqui is a technology journalist who writes for the Washington Post and has covered companies such as Tesla, Uber, and Twitter (now X) for the Business Desk. His reporting has focused on transportation, social media and government transformation, among other issues. He is the author of Hubris Maximus: The Shattering of Elon Musk (excerpted here).Over and over throughout this book, there's this recurring theme of victimhood, or at least Elon feeling like his back is against the wall. And why? For what? He and his fans felt they were doing the right things, and yet they were being scrutinized and punished for it.Faiz SiddiquiIn the wake of many Facebook scandals, many Uber scandals, Tesla was the company to work for. Elon was the person to work for. There was no figure as magnetic, who inspired people in the way that Elon did. So recruiting was a strong suit of that company. And the pitch was: come here and change the world.Faiz SiddiquiI think what this book brings is a healthy dose of reality and skepticism… that so far has been lacking from the overall conversation around Musk. And what I you'll find is (I hope you'll find) that you can identify with some of the folks in the book who were lured in by the promises (or just enamored by the guy and what he might be able to bring to society if his goals were ultimately realized) but then ended up feeling disappointed or feeling like—hey, this guy was not all he was cracked up to be. Even if the goals were noble, even if the ambitions were the right ones, the ends might not have justified the means. And so I want people to find, ideally, that their understanding of one of the most powerful people in society today is enriched.Faiz SiddiquiBruce Fein is a Constitutional scholar and an expert on international law. Mr. Fein was Associate Deputy Attorney General under Ronald Reagan and he is the author of Constitutional Peril: The Life and Death Struggle for Our Constitution and Democracy, and American Empire: Before the Fall.[Elon Musk is] just a walking violation of the federal code.Bruce FeinThere's nowhere to go but up in terms of being a smart consumer. Unfortunately, our Elementary and high schools don't teach consumer skills (they prefer to teach computer skills) and consumer skills result in what is, in effect, a pay raise.Ralph NaderAdam Smith once said many centuries ago that the purpose of production is consumption. And if consumption is informed and feeds back, it can lead to a high-quality economy. It can lead to more integrity to your consumer dollar and to your health and safety. It can lead to less environmental damage. It could lead to stronger regulation of product defects and services that are harmful. It's sort of a bottom-up economic democracy.Ralph NaderComplexity is a tool of power. Complex tax regulations are often blamed on the federal bureaucracy. No, it's the corporate tax lawyers.Ralph NaderNews 4/25/251. On Monday, April 21st, Vatican News announced the death of Pope Francis. This came just one day after Easter Sunday, when Francis met with Vice-President JD Vance. The day prior, Francis had snubbed the VP, sending in his place Cardinal Pietro Parolintoto to “deliver a lecture on compassion,” per the Daily Beast. Pope Francis led the Catholic Church since 2013 and during his tenure sought to move the church in a vastly more progressive direction – preaching against capitalism's destruction of the environment, advocating for abolition of the death penalty and greater acceptance for LGBTQ Catholics within the church, and expanding the reach of the church into non-traditional areas such as Mongolia among many other initiatives. This won him the admiration of many around the world, but also drew the ire of the conservative clergy, particularly in the United States. Francis was the first Jesuit Pope and the first Pope to hail from the New World. Senior churchmen will now assemble to elect a new pope. This conclave is expected to be contentious, with progressives seeking to consolidate Francis' reforms, while the conservatives see an opening to take back the formal organs of the church.2. Instead of death, our next story concerns birth. Noor Abdalla – wife of Mahmoud Khalil, the Palestinian Columbia University student currently being held by ICE in Louisiana – gave birth to their son on Monday. According to a statement by Abdalla, reported by Arya Sundaram of WNYC, ICE denied a request for Khalil to be temporarily released to meet their son, a “purposeful decision by ICE to make [her], Mahmoud, and our son suffer.” Later in this statement, Abdalla writes, “I will continue to fight every day for Mahmoud to come home to us. I know when Mahmoud is freed, he will show our son how to be brave, thoughtful, and compassionate just like his dad.” Khalil's case continues to wind its way through the courts; the result of this case will have significant ramifications for the Trump administration's ability to remove individuals with legal status on the basis of political speech.3. In an encouraging sign, more and more congressional Democrats are getting personally involved in cases of Trump administration overreach on immigration. In addition to Senator Chris Van Hollen's highly-publicized visit to El Salvador, TruthOut reports that Senator Peter Welch met with Mohsen Mahdawi, the Columbia University student entrapped with a false citizenship test, in Vermont. Meanwhile Cape Cod Times reports that on April 22nd, Senator Ed Markey and Representatives Ayanna Pressley and Jim McGovern of Massachusetts – along with Democratic members of the House Troy Carter and Bennie Thompson – traveled to a Louisiana detention facility to demand the release of Rümeysa Öztürk, the Tufts University grad student who was abducted off the street last month by masked ICE agents. This delegation met with Öztürk herself, as well as Mahmoud Khalil. And CBS reports Representatives Robert Garcia, Maxwell Frost, Yassamin Ansari and Maxine Dexter traveled to El Salvador as well, keeping pressure up regarding the Kilmar Garcia case. Still, hundreds of immigrants of varying status have been deported to the ominous and shadowy CECOT prison camp in El Salvador without due process since Trump began this mass deportation campaign.4. In more troubling Congressional news, Senate Judiciary Chairman Chuck Grassley of Iowa wrote a letter to Attorney General Pam Bondi and FBI Director Kash Patel on April 16th calling for investigations into the progressive activist group CodePink as well as the New York City cultural center known as the People's Forum. This letter is almost textbook McCarthyite red-baiting, claiming CodePink and the People's Forum are nothing more than mouthpieces for the Chinese Communist Party, thereby violating the Foreign Agents Registration Act. Beyond the fact that these groups are engaging in nothing more than constitutionally protected political speech, it is clear from the citations within the letter that they are targeting these groups because of their pro-Palestine positions. This is just another escalation in the Orwellian suppression of free-speech critical of the Israel's illegal occupation. Unfortunately, just as with McCarthyism itself, we cannot count on congressional Democrats to go to bat for the free speech rights of the Left.5. In a win for consumers, Bloomberg reports Airbnb announced it will now display the total price of stays – including all fees – to comply with a Federal Trade Commission rule set to go into effect next month. Many worried that the FTC would rescind this rule with the changing of the administration, but for now at least, the Trump FTC seems poised to keep it. This new rule is expected to “nudge hosts to lower their cleaning fees to make rentals more affordable, as the sometimes-exorbitant fees have become a key reason why some customers preferred hotels over Airbnb.”6. Another positive move is that the Trump Department of Justice has proceeded with an anti-trust case against Google's advertising technology, or “adtech.” On April 17th, a judge found Google liable for “willfully acquiring and maintaining monopoly power,” in two markets for online advertising technology, per Reuters. This follows a similar judgment against Google regarding a monopoly on search, which is only amplified by its adoption of AI. Another trial will determine the remedy for this monopoly, which could include Google being forced to sell off aspects of its business. According to this report, “Google has previously explored selling its ad exchange to appease European antitrust regulators.” Senator Amy Klobuchar, former chair of the antitrust subcommittee, called the ruling “a big win for consumers, small businesses, and content creators that will open digital markets to more innovation and lower prices.”7. On the other hand, Public Citizen's Rick Claypool reports, “58 corporations facing federal investigations & enforcement lawsuits collectively gave $50 million to Trump's inaugural fund. Cases against 11 of these corporations have already been dismissed or withdrawn, and 6 have been halted.” More granular information about each of these enforcement actions is available through Public Citizen's Corporate Enforcement Tracker database, but the big picture is clear: If a corporation wants the government off its back, all they have to do is make a handsome contribution. The Trump administration is pay-to-play and open for business.8. In another instance of the administration tying the hands of key federal regulators, the Food and Drug Administration will “End its Routine Food Safety Inspections,” according to the National Public Health Information Coalition. The FDA plans to “shift most…food safety inspections to state and local agencies.” While some food inspections are conducted at the state and local level, public health advocates are raising concerns about “oversight and consistency.” According to CBS, these plans have not been finalized.9. Turning to the very worst part of this administration, NOTUS reports “The DOGE website, the only public accounting of Elon Musk and President Donald Trump's attempts to reduce federal government spending…[has posted]…revisions that suggest DOGE was previously overstating its savings by hundreds of millions of dollars.” These stunning, if not altogether surprising, overestimations are staggering in scale. “On Tuesday [April 15th] alone, DOGE removed around $962 million in previously claimed cuts and altered hundreds of others to boost individual items' purported ‘savings' values.” The incompetence of DOGE has led Musk to reduce the target goal of spending cuts, down from $1 trillion to just $150 billion – a drop in the bucket when it comes to federal spending and certainly not worth the evisceration of Social Security and other programs these cuts have entailed.10. Finally, in more bad news for Elon Musk, Reuters reports the Chinese Ministry of Industry and Information Technology is tightening electric vehicle battery safety standards, specifically to “ensure…batteries won't catch fire or explode.” This is quite a humble regulatory goal. However, this new regulation could spell disaster for Tesla. According to Tesla-fire.com, there have been 232 confirmed cases of Tesla fires and “83 Fatalities Involving a Tesla Car Fire.” If I were a Chinese EV regulator, I would be wary of allowing Tesla vehicles on the roads. But that's just me.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

In just the past few years, Chinese EV-maker BYD has become the most important car company most Americans have still never heard of. It is China's biggest private employer, the world's third most valuable automaker (after Tesla and Toyota), and it's capable of producing more than 5 million cars a year. It's also just one of dozens of innovative new Chinese auto companies that are set to transform the global mobility market — regardless of what happens with Trump's tariffs. On this week's episode of Shift Key, Jesse and Rob talk with Michael Dunne, the founder of Dunne Insights and a longtime observer of the Chinese automotive sector. Dunne was president of GM Indonesia from 2013 and 2015, and was once managing director of JD Power and Associates' China division. We talk about the deep history of BYD, the five non-BYD Chinese car companies you should know, and how Western automakers could (with difficulty and a lot of policy help) eventually catch up.Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap's executive editor.Mentioned:Michael Dunne on BYDWhy BYD Keeps Shocking the WorldHow China Created an EV JuggernautJesse's upshift; Rob's downshift.--Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart CHINESE EV BRANDS SHIFT FOCUS TO UK AMID US TARIFFS https://evne.ws/44leMtd TESLA DELAYS AFFORDABLE EV LAUNCH TO 2025-26 https://evne.ws/4k1cEvh TESLA'S ROBOTAXI VISION FACES CHALLENGES https://evne.ws/3RqHzos BYD SEAGULL WINS WORLD CAR AWARD https://evne.ws/42T4fUK LEAPMOTOR EXPANDS SUV RANGE IN AUSTRALIA https://evne.ws/3RZzNSw ZEEKR 009 GRAND COLLECTOR EDITION LAUNCH https://evne.ws/3RVrhUG SUZUKI ENHANCES WARRANTIES WITH DECADE-LONG COVERAGE https://evne.ws/3RtmXfc CHINESE COMPANY ENHANCES BMW I3 BATTERY PERFORMANCE https://evne.ws/4jnYEvu INSURANCE CHALLENGES FOR TESLA OWNERS https://evne.ws/3Y7z0mi CHRIS PACKHAM URGES BAN ON FOSSIL FUEL ADS https://evne.ws/3EDAvll ENHANCING EV EXPERIENCE THROUGH SOUND DESIGN https://evne.ws/4itkv3x GEELY-RENAULT JV LAUNCHES VERSATILE HYBRID POWERTRAIN https://evne.ws/3Guy70N FORD E-TRANSIT TRANSFORMED INTO ELECTRIC SAUNA VAN https://evne.ws/3Y6t2lv

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's disastrous deliveries, more Trump tariffs, EV delivery numbers, 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) announces 336,681 deliveries, far worse than expected Tesla launches cheaper new Model Y in US and Canada Tesla Semi suffers more delays and ‘dramatic' price increase Trump announces sweeping tariffs ranging from 10 to 49%, will increase cost of everything BYD's global EV takeover is far from over as overseas sales double to start 2025 Ford Mustang Mach-E is off to a hot start in 2025: Here's how it stacks up against other top EVs Rivian's (RIVN) stock is down after EV deliveries slip in Q1: Here's what to expect in 2025 Lucid (LCID) set another EV delivery record and the Gravity SUV is just getting started Hyundai's super-efficient Ioniq 6 updated with sportier look, ‘N' model coming soon Honda's new electric SUV and Prelude debut on public roads for the first time [Video] Mazda's $20,000 Chinese EV is about to launch overseas and a new SUV is up next 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/Ps61SkwSEMM

From the BBC World Service: Chinese electric vehicle maker BYD has passed $100bn in annual revenue for the first time, putting Elon Musk’s Tesla in second place. Also, a visit to Europe’s biggest construction site in the south of Denmark: a $7.5bn tunnel being built under the Baltic Sea to Germany.