Podcasts about Geely

It's ev.news Briefly for Wednesday 26 August 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsRENAULT 5 GAINS RANGE AND LFP ENTRY VERSIONRenault has updated the electric Renault 5, lifting the 40 kWh Urban Range to 315 km (196 miles) and the 52 kWh Comfort Range to 430 km (267 miles) from 410 km, crediting a lower ride height, redesigned mirrors and optimised battery electronics. In markets including France, the 70 kW/40 kWh version is replaced by an entry model pairing an 80 kW "Gen 2 Evo" motor from the Twingo E-Tech with a 36.5 kWh cell-to-pack LFP battery for up to 305 km (190 miles), 6.6 kW AC and 80 kW DC charging, with Google's Gemini assistant arriving over the air and the range shown at the Paris Motor Show from 12 to 18 October 2026.CHINESE AUTOMAKERS PLAN 1.5 MILLION EUROPEAN OUTPUT BY 2035Mobility Global forecasts Chinese brands will build about 90,000 vehicles in Europe this year, rising to 1 million by 2030 and 1.5 million by 2035, with roughly half of the 2030 output coming from Spain as BYD starts Hungarian production this autumn, Chery assembles Jaecoo and Omoda in Barcelona, Leapmotor uses Stellantis' Zaragoza plant, MG plans a Galicia plant for 2028 and Geely forms a Ford joint venture in Valencia (66% Ford, 34% Geely) operating from the first half of 2027. The push comes ahead of the EU's proposed Industrial Accelerator Act, which would attach "Made in EU" tests to public procurement, state support and CO₂ super-credits rather than impose a general local-content rule, while economists warn Europe risks becoming a final-assembly site without winning higher-value manufacturing and supply-chain jobs.FIAT 500E LEADS OWNERSHIP COST STUDYSelf, Inc. compared annual running costs for 50 new cars, excluding purchase price, finance and depreciation and assuming 15,000 miles a year, finding an average of $6,913 and placing the Fiat 500e first at $3,557, ahead of the Honda Civic Hybrid at $4,833. Hybrids averaged $5,734 a year against $6,189 for battery-electric and $7,025 for combustion cars, with the Dodge Charger Daytona the second-cheapest EV at $5,298 and the Lucid Air the priciest at $10,049, though the 500e's win has not translated into demand as Stellantis reported just 150 US sales in the first half of 2026, down 81% year on year.ICAUR V25 CONFIRMED FOR AUSTRALIA IN EARLY 2027Chery has confirmed the iCaur V25 will launch in Australia in early 2027 alongside the brand's arrival, with the larger V27 also expected in the initial line-up, and the 4636mm-long five-seater offering a 2820mm wheelbase, 197mm of ground clearance, a 200kg roof-load rating, fixed aluminium side steps, removable D-pillar panels and a side-hinged rear door with a 22.7-litre external storage box. It uses a range-extender drivetrain with a Chery 1.5-litre petrol engine and a 33.67kWh LFP battery giving up to 150km (93.2 miles) of electric range on WLTC, and rides on a unibody with MacPherson struts and rear five-link suspension rather than a ladder frame.KEMPOWER LINKS PLUG COUNT TO CHARGER USEKempower's analysis of North American public charging sites on its ChargEye software found plug count correlated with utilisation at 0.63 versus just 0.228 for total installed power, that distributed-charging sites averaged 83% higher utilisation than fixed-power dispensers, and that about 100 kW of available power per plug is the sweet spot when all connectors are in use. The paper does not disclose sample size, observation period, how utilisation was calculated or whether it controlled for location, traffic, age, pricing or reliability, it shows correlation rather than causation, it promotes an architecture Kempower already sells as its MORE Plugs system, and its 100 kW benchmark falls short of the NEVI rule requiring each port on an Alternative Fuel Corridor to deliver up to 150 kW simultaneously.US EV RENTERS FACE CHARGING COST PENALTYUS EV drivers in rented or multifamily homes can pay up to six times more to charge than those on standard residential electricity, a "renter's penalty" worsened because utility assistance programmes typically tie benefits to a household meter. A playbook from GRID Alternatives and the Smart Electric Power Alliance proposes driver-focused measures such as account-linked discounts or prepaid charging cards for income-qualified owners, combined with location-focused steps like reduced-price charging at utility-owned public stations and multifamily sites in priority communities.BYD ADDS CANADA 'COMING SOON' PAGEBYD has put a "Coming Soon" message on its Canadian website and listed eleven management vacancies, eight of them posted by BYD North America and based in Toronto or the wider Greater Toronto Area, covering head of sales, marketing, network development, infrastructure business development, operations planning, legal counsel and HR, with one sales role tasked with leading market entry, nationwide sales and a dealer network for passenger vehicles. No models, prices, dealers, ordering function or launch date have been published, and while Canada reopened to Chinese-made EVs on 1 March 2026 by replacing the 100% surtax with a 49,000-vehicle annual quota at a 6.1% tariff, shipment-specific permits and Transport Canada compliance still apply.GERMAN SUPPLIERS LOOK BEYOND CARS AS ELECTRIC VEHICLES RESHAPE INDUSTRYElectrification is redrawing the network of parts, skills and factories behind the car, illustrated by Nuremberg-area family firm Sembach, whose output of small automotive parts has fallen from about 600 million to 400 million a year and which set a 2023 target of cutting automotive revenue from 80 to 40 per cent by 2033. The VDA says around 100,000 German automotive jobs have gone since 2019 and another 125,000 could follow by 2035, with many replacement roles created abroad, while Bosch, on €91 billion of revenue last year, is pivoting to sensors, robotics, software-defined mobility and electrification even as it plans to cut more than 20,000 German automotive jobs by 2030.SOLENT ELECTRIC BOAT CHARGING NETWORK EXPANDSThe Electric Seaway, a £3.2m project backed by the Department for Transport's UK SHORE programme, has since 2023 built a chain of CCS DC fast-charging points along the south coast using 400V-class technology similar to car rapid chargers, though Aqua superPower COO Karen Gill says uptake has come mainly from commercial workboats rather than leisure yachts. Range remains the constraint for weekenders, with Grand Soleil's 33ft Blue claiming 30 nautical miles at 5 knots from its 6kW ePropulsion pod and 8kWh battery, or 60 with a second battery and a diesel option still offered, while Yamaha's 2024 acquisition of Torqeedo signals that the largest outboard manufacturer is taking electric marine propulsion seriously.

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 BMW STARTS CHINA IX3 PRE-SALES https://evne.ws/txspn BYD SETS SEPTEMBER 2 SEALION 08 LAUNCH https://evne.ws/3e4cp GEELY READIES HIGHER-VOLTAGE CHARGING SYSTEMS https://evne.ws/eee9n CATL SIGNS QIYUAN GREEN POWER STAKE DEAL https://evne.ws/5qrgq LI AUTO OWNERS PROTEST PRICE CUTS https://evne.ws/719xa LEPAS OPENS FIRST UK DEALERSHIP https://evne.ws/6ngnv DREAME CLOSES AUTOMOTIVE BUSINESS https://evne.ws/a9hm1

It's ev.news Briefly for Tuesday 25 August 2026, only today's headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsWALMART OPENS 100TH FAST-CHARGING STATIONWalmart has opened its 100th branded EV fast-charging station at its Monument, Colorado Supercenter, extending a network that now covers 20 states — up from 17 a month earlier — despite the retailer having no branded chargers less than two years ago. The four-stall site uses ABB Mobility all-in-one dispensers delivering up to 400 kW with NACS and CCS1 connectors and app-only payment, part of a rollout that added 612 stalls in the first half of 2026 and ranked second only to Tesla for new ports energised in Q2, at an average $0.43 per kWh with 10% off for Walmart+ members.HYUNDAI OPENS IONIQ V PRE-SALES IN CHINABeijing Hyundai has begun pre-sales of the Ioniq V at the 2026 Chengdu Auto Show ahead of a September launch, priced from 119,900 yuan (about $17,300) to 139,900 yuan across three versions, with up to 650 km of CLTC range, an 800-volt E-GMP architecture, CATL LFP batteries of 53.5 or 66.8 kWh and single motors of 140 or 168 kW. It is the first production Ioniq developed in China, using a 27-inch 4K Snapdragon 8295 screen, Momenta highway L2+ assistance and Baidu and ByteDance AI infotainment, as Hyundai targets 20 electrified models and 500,000 annual Chinese sales by 2030.POLESTAR CLAIMS UNEQUAL US TREATMENTPolestar has accused the US Commerce Department of "disparate treatment" after a June 24 denial blocked its American sales from model year 2027, noting that Volvo — which shares Chinese majority owner Geely and builds the Polestar 3 on the same South Carolina line — was authorised earlier in 2026. In an Aug. 18 letter, Peter Wexler said the 13-month review dismissed mitigation offers including audits, cybersecurity reviews and removal of China links from data management, despite officials indicating in January and April that approval was likely; dealers have called the outcome devastating, with a New Jersey group suing for $25 million over an allegedly concealed US withdrawal.DUTCH PLUG-IN MARKET FAVOURS RICH HOUSEHOLDSStatistics agency CBS found that the Netherlands' shift to electric cars has mainly benefited wealthy households, with the top-earning 10% buying almost 75,000 of the roughly 259,000 electric and plug-in hybrid cars traded in 2025 and the top 20% accounting for nearly half. The lowest-earning 10% bought about 6,000, or 2%, and two-thirds of cars bought by the poorest fifth were over a decade old, prompting a €52 million, three-year subsidy scheme from the final quarter of 2026 for lower- and middle-income buyers of second-hand EVs who scrap older petrol or diesel vehicles.MERCEDES CLA ELECTRIC COVERS 385 MILES AT 70 MPHThe dual-motor 2027 Mercedes-Benz CLA 350 4MATIC Electric covered 385 miles in a constant-speed 70 mph range test on 19-inch wheels, exceeding its 312-mile EPA Combined rating by 73 miles, or 23%, with 2 miles remaining at 0% charge. Consumption of 225 Wh per mile implied 86.6 kWh used against an 85-kWh net battery, with the result credited to the 800-volt Mercedes Modular Architecture and a two-speed rear-motor transmission of the type that has also helped Porsche and Audi models beat their ratings.OPEL SETS 2028 DATE FOR ELECTRIC CORSAOpel CEO Florian Huettl has pushed the all-electric Corsa successor from 2027 to 2028, moving the brand's best-seller onto Stellantis' STLA Small platform as a battery-electric-only model with bigger batteries, more range and prices from €25,000, against the current e-CMP Corsa Electric's 46-49 kWh battery, 429 km claim and €30,440 starting price. Huettl cited improving range, charging and fuel costs rather than any fixed date to end combustion engines, and Opel will still deliver the e-CMP-based Corsa GSE, capable of 0-100 kph in 5.5 seconds, to dealers this year.ROME BACKS ELECTRIC AND HYDROGEN BUSESRome will spend €117 million from Italy's infrastructure ministry on new buses through operator ATAC, split between €83.6 million for hydrogen models and €27.1 million for battery-electric ones plus depot upgrades, though neither quantities nor manufacturers have been named. A further €6 million in European funding will build a green hydrogen hub using local electrolysis at ATAC's Acilia site, complementing a charge introduced in July 2026 for EVs entering a restricted central zone that takes about 50,000 cars a day against a designed capacity of 20,000.SUZUKI PLANS VISION E-SKY EUROPE EXPORTSuzuki intends to export its Vision e-Sky electric microcar from Japan, with Europe possible in 2027 and the UK and Italy under review at an expected UK price below £20,000, ahead of a Japanese world premiere in autumn and production at a plant southwest of Tokyo. Based on Japan's kei-car class and targeting 310 km of range with likely LFP cells from BYD's corporate network, it would be Suzuki's first battery-electric kei car and reportedly the first exported almost unchanged, offering growth potential after European sales fell 15% to 187,000 in the year to March.MEXICO ELECTRIFIED SALES RISE AS PRODUCTION FALLSMexico sold 95,037 electrified vehicles in the first half of 2026, up 44% year on year for a 12.6% market share, led by Toyota in conventional hybrids and boosted by expanding Chinese brands, while charging points reached 60,934 and 170 electrified models are now offered. Production moved the other way, falling to 47,411 units from 110,002 a year earlier as weaker US demand cut Equinox output by 81.6% and Blazer output by 80%, prompting the Electro Mobility Association to call for policies supporting both electrification and domestic manufacturing.ELECTRIC MOTORHOME USES EVOLVE PLATFORMCityFreighter, Vöhringer and Motive Development have unveiled an electric motorhome demonstrator for Europe's 4.25-tonne Class B category, built on CityFreighter's Evolve skateboard with a Vöhringer AIRPLY lightweight interior and coming in under 3.5 tonnes complete with kitchen, bathroom and heat pump, leaving about 750 kg of payload. Its 128-kWh battery gives roughly 400 km of range, supports vehicle-to-load and charges from 10-80% in about 20 minutes at up to 200 kW, while independent battery replacement and upgrades are pitched as protecting residual value in vehicles that often stay in service for decades.

Adam Gilchrist explores a sweeping new round of US sanctions against Iran and Tehran’s plans to withstand the economic pressure. He also looks at China’s largest-ever vehicle recall, involving more than four million cars and safety concerns over hidden EV door handles, before unpacking an unusual online craze featuring AI-generated images and videos of the Cat in the Hat appearing in streets and outside homes. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

Adam Gilchrist explores a sweeping new round of US sanctions against Iran and Tehran’s plans to withstand the economic pressure. He also looks at China’s largest-ever vehicle recall, involving more than four million cars and safety concerns over hidden EV door handles, before unpacking an unusual online craze featuring AI-generated images and videos of the Cat in the Hat appearing in streets and outside homes. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

It's a big one on the Kilowatt Half Hour this week – and not just because the podcast has once again spectacularly overshot the half-hour mark.Nicola, Tom and Mikeare talking big electric cars, big electric trucks and one very big question: is Volkswagen finally going to give us the electric Buzz camper van we've been waiting for?We take a look at the new Genesis GV90, a huge seven-seat electric SUV that's aiming squarely at the Range Rover, complete with a 123.5kWh battery, 350kW charging and a frankly ridiculous 25-speaker Bang & Olufsen sound system.Tesla's Semi is also finally heading for Europe, with more than 1,000bhp and the ability to add 60% of its range in just 30 minutes. But after all these years, is the Tesla electric lorry still relevant?Plus, the Renault 5 gets a new rival in the shape of the Aion UT, Geely reveals plans for its European production ambitions, and we look at the videos coming up this week – including our BMW iX3 vs Volvo EX60 twin test and the return of the Renault 5 Turbo 3E.In your EV questions, we tackle whether the Audi e-tron GT or BMW i4 makes the better used buy, whether the Renault Twingo could get a bigger battery, and whether EVs really are more prone to tyre blowouts.We also help another listener settle the eternal question: VW ID. Polo or Cupra Raval?And, of course, we dive into your comments – from Jaguar's controversial new interior and Volvo's EX60 door handles to the apparently devastating lack of exciting colours on modern cars.Join the conversation at podcast@electrifying.com 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 XIAOMI SU7 PASSES 500,000 DELIVERIES https://evne.ws/qokf5 BYD DA HAN OPENS CHINA PRESALES https://evne.ws/igfzb GEELY AUTO NAMES ANDY AN AS CHAIRMAN https://evne.ws/s5kf6 GEELY TO USE VOLVO PLANTS FOR LUXURY CARS https://evne.ws/o9sk5 GEELY LIFTS EXPORT TARGET TO 920,000 https://evne.ws/uciob GEELY PROFIT RISES AS EXPORTS GROW https://evne.ws/o88zl SAIC OVERSEAS GROWTH SHIFTS TOWARDS LOCAL OPERATIONS https://evne.ws/12t1y CHINA'S CAR MARKET SHIFTS UP MARKET https://evne.ws/ygcgi

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 IONNA AND WALMART PRESSURE FAST-CHARGING PRICES https://evne.ws/rb5cg ZEEKR TO LAUNCH 8X AND 9X IN AUSTRALIA https://evne.ws/mgyut LI SHUFU LEAVES GEELY AUTO CHAIR https://evne.ws/d4zqd LEIPZIG PREPARES FOR NEUE KLASSE https://evne.ws/4we4k SPARKCHARGE EXPANDS UK ENERGY NETWORK https://evne.ws/zi829 FEDERAL PACKAGE TARGETS HEAVY EV BARRIERS https://evne.ws/bzw6r ŠKODA ADDS V2L AND CAMP MODE https://evne.ws/trhsr BEACHMAN TARGETS OLD BIKES FOR ELECTRIC CONVERSION https://evne.ws/oyenk BRISBANE RIVER E-SCOOTERS STAY UNDERWATER https://evne.ws/d7n9m

Wessel Pretorius toetsry ‘n Geely E2 Apex.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Aschenbrenner-Paradoxon, die Zeitenwende bei Geely und eine AAA-Idee, die keine Auto-Aktie ist. Außerdem geht es um S&P Global, Sandisk, Micron Technology, Bloom Energy, TSMC, Nebius Group, CoreWeave, STMicroelectronics, Applied Digital, Riot Platforms, SharonAI Holdings, ServiceNow, Autodesk, Adobe, Elastic, Shopify, Workday, Quantum Computing, Ondas Holdings, indie Semiconductor, SoundHound AI, Centrus Energy, SpaceX, Nvidia, OHB, Airbus, Geely Automobile Holdings, Strategy, Tesla, Home Depot, Baidu, Klarna, Xiaomi, Pony AI, Keysight Technologies, SK Hynix, Intel, Redeia, Schroders, Daimler Truck, Mercedes-Benz Group, Porsche AG, Global X Data Center REITs & Digital Infrastructure (WKN: A2QPB0), First Trust Nasdaq Clean Edge Smart Grid Infrastructure (WKN: A3DGK5), Global X European Infrastructure Development (WKN: A40E7B), iShares Global Infrastructure (WKN: A0LEW9), BNP Paribas Easy ECPI Global ESG Infrastructure (WKN: A3EWYS), SPDR Morningstar Multi-Asset Global Infrastructure (WKN: A12EAR). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

A.M. Edition for Aug. 17. For the second time in three days, NATO warplanes on Sunday were forced to shoot down a drone in alliance airspace. WSJ Brussels bureau chief Daniel Michaels says that while electronic jamming could make the drone incursions an accident, some countries fear Russia is deliberately probing European air defenses. Plus, the Colorado River's water crisis worsens as Lake Powell joins Lake Mead at record lows. And we'll look at the race among job seekers to write AI experience into their résumés. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How did China grow its EV industry? Hint: it wasn't really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant SOEs and central-government regulation, leverage private and foreign capital, and just be really excellent business people. That's led to our situation in 2026 — world-beating companies that have a ton of overcapacity and are set to take over the planet. To discuss, we have ANU Professor Fengming Lu, who recently wrote a fantastic paper in The China Journal, titled The Rise of China's Electric Vehicle Industry: Strategic Alliances Between Local Governments and Private Capital, alongside Irene Zhang, contributor and analyst at China Talk. We also get into the lessons this story holds for other strategic industries like robotics and AI — plus a little detour into the Chinese podcasting ecosystem. Our conversation covers: China's automotive transformation from 130 small carmakers in the 1990s to the world's most competitive EV industry. The rise of Chery, Geely, and other Chinese auto champions — how local connections, foreign technology, and creative financing helped them break into an industry dominated by state-owned enterprises. The downside of success — how China's EV boom created an overcapacity problem. The role of guanxi and elite politics in deciding who gets to build cars. When Chinese EVs go global — record exports, overseas factories, trade tensions, and whether the same local-government playbook will shape the next wave of industries, from robotics to AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did China grow its EV industry? Hint: it wasn't really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant SOEs and central-government regulation, leverage private and foreign capital, and just be really excellent business people. That's led to our situation in 2026 — world-beating companies that have a ton of overcapacity and are set to take over the planet. To discuss, we have ANU Professor Fengming Lu, who recently wrote a fantastic paper in The China Journal, titled The Rise of China's Electric Vehicle Industry: Strategic Alliances Between Local Governments and Private Capital, alongside Irene Zhang, contributor and analyst at China Talk. We also get into the lessons this story holds for other strategic industries like robotics and AI — plus a little detour into the Chinese podcasting ecosystem. Our conversation covers: China's automotive transformation from 130 small carmakers in the 1990s to the world's most competitive EV industry. The rise of Chery, Geely, and other Chinese auto champions — how local connections, foreign technology, and creative financing helped them break into an industry dominated by state-owned enterprises. The downside of success — how China's EV boom created an overcapacity problem. The role of guanxi and elite politics in deciding who gets to build cars. When Chinese EVs go global — record exports, overseas factories, trade tensions, and whether the same local-government playbook will shape the next wave of industries, from robotics to AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's ev.news Briefly for Friday 14 August 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsGLOBAL EV SALES RISE, BUT CHINA RETREATSGlobal EV sales hit 1.85 million in July 2026, up 9% year on year but down 10% on June, with China falling 5% to around 980,000 even as NEVs took a record 60.4% of its new vehicle sales and NEV passenger exports jumped 147.8% to 540,000. Europe rose 33% to 450,000 and other markets 97% to 280,000, while North America fell 27% to 140,000 as the US decline widened beyond 30%.ULTIUM CELLS TO RESTART OHIO OUTPUTUltium Cells restarts battery-cell production next week at its Warren, Ohio plant after a seven-month shutdown blamed on falling EV demand and the cancelled $7,500 federal tax credit. The GM–LG joint venture site makes large-format NCMA pouch cells with over 45GWh annual capacity for nearly all GM EVs, and expects headcount to reach 1,400 after cutting roughly 1,330 jobs at closure.VOLKSWAGEN OPENS ID.3 NEO UK ORDERSVolkswagen opened UK orders for the ID.3 Neo on 13 August 2026 from £33,080, or £31,580 after the Government's £1,500 Electric Car Grant, with 50, 58 and 79 kWh batteries giving up to 390 miles and DC charging from 100 kW to 183 kW. The revised hatchback gains new LED headlights, an illuminated badge, the return of physical buttons and rotary controls, a new Innovision system with an in-car app shop, and a 3.6 kW V2L adapter.TESLA PLANS 124-STALL SUPERCHARGER IN SOUTHERN SAN FRANCISCOTesla filed plans on 26 May 2026 for a 124-stall Supercharger at 75 Waterloo Street in southern San Francisco, one of the largest globally and unusual for sitting inside a city rather than beside a highway. The site draws entirely from the grid with no solar canopies or Megapack storage, and includes a 416-square-foot building with two restrooms, vending machines and water fountains open 24 hours.CHARGING FAILURES HIT SIX-YEAR LOWPublic charging failures fell to 12% in the second quarter from 14% a year earlier and 19% in 2023 and 2024, the lowest in the six-year history of JD Power's study, which credited faster chargers and larger destination-style sites. Ionna led DC fast-charger satisfaction on 807 out of 1,000, ahead of Mercedes-Benz on 797, Rivian on 755 and Tesla on 701, against a segment average of 666.CHINESE CAR MAKERS BUILD IN AFRICAChinese car makers are opening African factories to absorb domestic overcapacity and sidestep European and North American trade barriers, with Chery buying Nissan's Rosslyn plant near Pretoria in July and BAIC and Great Wall already operating on the continent. South Africa, Morocco, Kenya, Ethiopia and Ghana are drawing investment through rebates, tax breaks and import bans on fossil-fuel cars, though weak grids, thin charging infrastructure and policy uncertainty still deter long-term commitment.GAC ADDS 44KWH AION UT WITH 320KM (199 MILES) WLTP RANGE IN LATE 2026GAC will add a 44kWh lithium iron phosphate entry version of the Aion UT with an estimated 320km (199 miles) WLTP range, priced under AUD$30,000 before on-road costs. It sits below the 60kWh Premium and Luxury at AUD$31,990 and AUD$35,990, answering cheaper rivals such as BYD's AUD$23,990 Atto 1 Essential and Geely's AUD$26,490 EX2 Complete.HONGQI TO ENTER AUSTRALIA IN 2027Hongqi will launch in Australia under the HQ name in January 2027 via Sydney distributor Greentech, starting with the E-HS9 large three-row electric SUV. Entry cars use a 99kWh NMC battery for 465km (289 miles) WLTP and higher trims a 120kWh pack for 515km (320 miles), with six- or seven-seat layouts and twin 16.2-inch displays, but no announced pricing.XCHARGE POWERS ELECTRIC AIRPORT FIRE ENGINEXCharge North America has deployed a 400-kW ultra-fast charger at Dallas Love Field Airport to serve Dallas Fire-Rescue's Rosenbauer Panther 6×6 Electric, billed as the world's first fully electric aircraft rescue and firefighting vehicle. The airport handles almost 18 million passengers a year, and XCharge argues electrification reduces the logistical and environmental risks of moving and storing liquid fuel around aircraft operations.One flag: the GAC headline says late 2026, but the copy says "late next year" — from an August 2026 dateline those are a year apart. Worth resolving before publication.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.Uber recently liquidated its entire remaining stake in Serve Robotics, as Serve announced on their Q2 2026 earnings call that the company will not be renewing its delivery partnership when the contract expires in 2027, exposing the pitfalls of being reliant on a demand aggregation platform.While Uber and Serve prepare to part ways, CaoCao launched public road testing without a safety driver in Hangzhou's Binjiang District with a fleet of roughly 100 vehicles, backed by parent Geely's manufacturing might and a purpose-built EvaCab robotaxi with a sub $35,000 BOM cost targeting 100,000 units by 2030.As China's robotaxi industry grows, Boeing exited autonomy by selling Wisk, SkyGrid and Insitu to Archer Aviation for a 19.75% equity stake, immediately re-anchoring Archer's valuation on defense cash flow rather than eVTOL speculation while pushing autonomous certification down the line.Episode Chapters0:00 KPMG Sponsor Introduction01:32 Signal 1: Uber and Serve Robotics Get Divorced31:40 Signal 2: CaoCao Vertically Integrates Robotaxis1:00:10 Signal 3: Boeing Exits Autonomy with Archer Aviation DealFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Este conteúdo é um trecho do episódio: "#359 - Grupo Renault: a estratégia por trás de 1 bilhão de dados".Nele, Caio Tristão Nogueira, VP IS/IT & Digital e CIO LATAM no Grupo Renault, explica por que o maior desafio da parceria entre Renault e Geely vai muito além da tecnologia. A conversa aborda a integração entre sistemas, culturas e processos de organizações globais, mostrando como encontrar um equilíbrio entre acelerar o negócio e preservar as competências que tornam cada empresa competitiva. Ficou curioso? Então, dê o play!Assuntos abordados:Integração tecnológica;Renault e Geely;Arquitetura de sistemas;Transformação organizacional.Links importantes:NewsletterDúvidas? Nos mande pelo LinkedinContato:  osagilistas@dtidigital.com.brOs Agilistas é uma iniciativa da dti digital, uma empresa WPP #inteligenciaartificial

Ford Motor y elgrupoGeelyseunenenEuropapara fabricar vehículos de alta tecnología SonyZV-E10 II, Dji Mic 2

Gavin's folks used to drive around in a big landcruiser for the great Aussie road trip, now they've got a Tesla Model S and that's not slowing their road-tripping. Geely's sharp EX2 pricing, how does it shape up, and will Oil dramas keep EV demand high or will it slump. We drive the KIA PV5 all-electric Van and the Model YL Child seat solution. We'd love to hear from you, text us on 0477 657 657

Lynk & Co ist eine Marke, die viele noch nicht kennen. Das ist kein Zufall, sondern Teil der Geschichte, die Christian Treitz in dieser Folge erzählt. Er ist seit Januar 2025 Commercial Director Germany bei Lynk & Co, kam von Volvo, wo er zehn Jahre lang tätig war, und hat jetzt die Aufgabe, eine Marke in Deutschland aufzubauen, die es in China längst gibt. Im Gespräch geht es zunächst darum, wo Lynk & Co im Geely-Konzern eigentlich steht. Die Marke ist Schwestermarke von Volvo und Polestar, positioniert sich aber preislich darunter und designmäßig anders. Abenteuerlustig, aufregender in der Linienführung, weniger minimalistisch. Das klingt nach einer klaren Nische, ist in der Kommunikation aber schwieriger als es scheint. Zwischen günstigen Volumenangeboten und etabliertem Premium ist es nicht einfach, gehört zu werden. Ein großer Teil des Gesprächs dreht sich um den Vertriebswandel. Lynk & Co startete als reiner Abo-Anbieter im Direktvertrieb. Das hat eine bestimmte Kundschaft angesprochen, aber den breiten Markt nicht erreicht. Jetzt baut die Marke ein klassisches Händlernetz auf, mit 23 Partnern in Deutschland, 84 Werkstätten und aktuell sieben vollständig nach Markenstandards eingerichteten Showrooms. Der Aufbau ist noch im Gang, aber er verläuft nach einem klaren Plan. Technisch ist das interessanteste Modell derzeit der Lynk & Co 08 Long Range. Er ist ein Plug-in-Hybrid, aber mit 200 Kilometern elektrischer Reichweite und DC-Lademöglichkeit. Das unterscheidet ihn deutlich von klassischen PHEVs, die auf AC-Laden und kurze elektrische Reichweiten ausgelegt sind. Wer keinen Heimlader hat, aber trotzdem möglichst elektrisch unterwegs sein möchte, findet hier ein Modell, das im Alltag tatsächlich funktioniert. Zum Abschluss stellt Christian klar, woran er Erfolg messen will: nicht an Zulassungszahlen oder Marktanteilen, sondern an der Zufriedenheit der Händler. Das ist eine ehrliche Aussage für eine Marke, die gerade erst anfängt, in Deutschland Fuß zu fassen. Und vielleicht genau das richtige Mindset für diesen Moment.

Mercedes-Benz gerät in den USA wegen seiner chinesischen Anteilseigner unter Druck. Ein neuer Gesetzentwurf sieht ein Verkaufsverbot für Autohersteller vor, an denen Investoren aus sogenannten „Foreign Adversary“-Staaten beteiligt sind. BAIC und der Geely-Gründer Li Shufu halten zusammen fast ein Fünftel an Mercedes - für einige US-Senatoren ist das offenbar zu viel.

Australian BEV sales pass the 20% mark for the second month in a row as Geely's best-selling hatchback arrives on Australian shores. Why we think Subaru's Uncharted is one of the best drives on the market. Plus, news of the week.

- Three Chinese Automakers Crack Global Top Ten - General Motors Extends SAIC Joint-Venture - U.S. Car Sales Dip 1.4% In July - BYD PHEV Can Run on Ethanol - Honda Revenue Soars Despite Plummeting Asian Sales - Lucid Cuts Shifts and Delays New SUV Launch - Uber Profit Surges but Misses Market Expectations - Geely Wins Top Honors for Chassis Innovation - Koenigsegg Debuts 800-HP Raxial Flux Motor

- Three Chinese Automakers Crack Global Top Ten - General Motors Extends SAIC Joint-Venture - U.S. Car Sales Dip 1.4% In July - BYD PHEV Can Run on Ethanol - Honda Revenue Soars Despite Plummeting Asian Sales - Lucid Cuts Shifts and Delays New SUV Launch - Uber Profit Surges but Misses Market Expectations - Geely Wins Top Honors for Chassis Innovation - Koenigsegg Debuts 800-HP Raxial Flux Motor

En el episodio de hoy repasamos las novedades más destacadas de la movilidad eléctrica: la nueva campaña de radares de la DGT en España, el cese definitivo de operaciones de Sono Motors, la impresionante autonomía del nuevo Denza Z9S de BYD, las pruebas en Nürburgring del Tesla Model YL y la alianza estratégica entre Geely y Ford en la planta de Almusafes. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

¡Alarma roja en el Garaje Hermético! Hoy venimos decididos a pisar charcos de los grandes y a criticar sin piedad a diez marcas legendarias que, ya sea por errores en los despachos, por regulaciones poco acertadas o por modas absurdas, han traicionado su alma. Hoy hablamos claro y, como siempre, con cero filtros. Comenzamos con Alfa Romeo. De ser la referencia absoluta del "Cuore Sportivo" y la marca que enseñó al mismísimo Enzo Ferrari, ha pasado a lanzar el Junior: un coche fabricado en Polonia que, en esencia, es un Peugeot 2008 o un Opel Mokka con una parrilla triangular. La marca ha diluido su herencia técnica compartiendo plataformas generalistas y enterrando sus gloriosos motores históricos bajo montañas de SUVs. BMW también nos duele en el corazón. Durante décadas, su eslogan "¿Te gusta conducir?" era un objetivo sagrado para sus ingenieros, regalándonos joyas como el M3 E46. Hoy, la junta directiva parece obsesionada con los excesos visuales para el mercado asiático. El ejemplo perfecto es el BMW XM, un mastodonte SUV híbrido enchufable de 2.710 kilos con parrilas gigantescas retroiluminadas. Han abandonado la ligereza y la pureza en favor de una ostentación tecnológica desmedida. Llegamos a Maranello. Ferrari juró que jamás haría un SUV. Se lo perdonamos a regañadientes con el Purosangue porque mantuvieron un V12 atmosférico, pero el anuncio del Ferrari Luce, un SUV cien por cien eléctrico de cinco plazas, rompe los cimientos de la marca. Han sustituido el sonido inconfundible de sus escapes por altavoces que emiten ruido artificial para simular una emoción que ya no existe. El caso de Jaguar es directamente un suicidio comercial. Dinamitaron su prestigio de elegancia británica eliminando el histórico emblema del felino saltando por unas letras geométricas sin alma. Paralizaron sus ventas en Europa para prepararse para una etapa eléctrica y ultracara, persiguiendo a un público que ni quiere ni puede pagar lo que piden, renegando de sus clientes tradicionales. Lancia sufrió un lento asesinato corporativo. Tras dominar el Mundial de Rallyes con el Stratos, el 037 y el Delta Integrale, los gestores le cortaron el presupuesto, le pegaron el escudo a pesados modelos de Chrysler y hoy su anunciada resurrección se limita al nuevo Ypsilon, un utilitario que mecánicamente es un Peugeot 208 o un Opel Corsa. Land Rover pasó de crear herramientas de trabajo indestructibles, capaces de cruzar desiertos y arreglarse con un martillo, a producir SUVs hipertecnológicos para el lujo extremo. Hoy se han convertido en sinónimo de problemas de fiabilidad y fallos de seguridad tan graves en sus llaves inteligentes que incluso algunas aseguradoras británicas se niegan a darles cobertura. La traición definitiva a Colin Chapman la firma Lotus. Su mantra era restar peso para ser rápido en todas partes, dando vida a maravillas minimalistas de setecientos kilos. Tras ser adquirida por el gigante asiático Geely, nació el Lotus Eletre: un enorme SUV eléctrico fabricado en China que sobrepasa los 2.600 kilos y representa todo lo que su fundador detestaba. Mercedes-Benz, a través de su división AMG, ha decidido matar el V8. La receta clásica de meter un motor descomunal y brutal en una berlina sobria ha sido sustituida en el actual C63 AMG por un motor de cuatro cilindros y dos litros acoplado a un pesadísimo sistema híbrido enchufable. El coche pesa una barbaridad, tiene un tacto sintético y suena a electrodoméstico. Mitsubishi, el coloso japonés que dominaba el Dakar con el Montero y los rallyes con el Lancer Evolution, cayó tras escándalos corporativos y fue absorbida por la alianza Renault-Nissan. Los contables tomaron el mando, mataron sus mitos y hoy, si vas a comprar un Colt o un ASX, te entregan un Renault Clio o un Captur a los que solo les han cambiado el logo. Cerramos con Porsche. Salvaron los muebles con el Cayenne, pero hoy es fundamentalmente una fábrica de SUVs y grandes berlinas que usa sus enormes beneficios para mantener vivo al 911. Sin embargo, el rumbo purista se agota: han convertido al Macan en un coche exclusivamente eléctrico y la nueva generación del 911 ya incorpora un sistema híbrido que añade peso y complejidad electrónica al icono de Stuttgart. En conclusión, el pragmatismo despiadado, las absurdas regulaciones impuestas desde los despachos y la obsesión por el beneficio económico han desfigurado los valores de estas marcas. El alma de un coche se mide en lo que te hace sentir al encender el motor en una mañana fría, y tristemente, parece que se han olvidado de ello.

¡Alarma roja en el Garaje Hermético! Hoy venimos decididos a pisar charcos de los grandes y a criticar sin piedad a diez marcas legendarias que, ya sea por errores en los despachos, por regulaciones poco acertadas o por modas absurdas, han traicionado su alma. Hoy hablamos claro y, como siempre, con cero filtros. Comenzamos con Alfa Romeo. De ser la referencia absoluta del "Cuore Sportivo" y la marca que enseñó al mismísimo Enzo Ferrari, ha pasado a lanzar el Junior: un coche fabricado en Polonia que, en esencia, es un Peugeot 2008 o un Opel Mokka con una parrilla triangular. La marca ha diluido su herencia técnica compartiendo plataformas generalistas y enterrando sus gloriosos motores históricos bajo montañas de SUVs. BMW también nos duele en el corazón. Durante décadas, su eslogan "¿Te gusta conducir?" era un objetivo sagrado para sus ingenieros, regalándonos joyas como el M3 E46. Hoy, la junta directiva parece obsesionada con los excesos visuales para el mercado asiático. El ejemplo perfecto es el BMW XM, un mastodonte SUV híbrido enchufable de 2.710 kilos con parrilas gigantescas retroiluminadas. Han abandonado la ligereza y la pureza en favor de una ostentación tecnológica desmedida. Llegamos a Maranello. Ferrari juró que jamás haría un SUV. Se lo perdonamos a regañadientes con el Purosangue porque mantuvieron un V12 atmosférico, pero el anuncio del Ferrari Luce, un SUV cien por cien eléctrico de cinco plazas, rompe los cimientos de la marca. Han sustituido el sonido inconfundible de sus escapes por altavoces que emiten ruido artificial para simular una emoción que ya no existe. El caso de Jaguar es directamente un suicidio comercial. Dinamitaron su prestigio de elegancia británica eliminando el histórico emblema del felino saltando por unas letras geométricas sin alma. Paralizaron sus ventas en Europa para prepararse para una etapa eléctrica y ultracara, persiguiendo a un público que ni quiere ni puede pagar lo que piden, renegando de sus clientes tradicionales. Lancia sufrió un lento asesinato corporativo. Tras dominar el Mundial de Rallyes con el Stratos, el 037 y el Delta Integrale, los gestores le cortaron el presupuesto, le pegaron el escudo a pesados modelos de Chrysler y hoy su anunciada resurrección se limita al nuevo Ypsilon, un utilitario que mecánicamente es un Peugeot 208 o un Opel Corsa. Land Rover pasó de crear herramientas de trabajo indestructibles, capaces de cruzar desiertos y arreglarse con un martillo, a producir SUVs hipertecnológicos para el lujo extremo. Hoy se han convertido en sinónimo de problemas de fiabilidad y fallos de seguridad tan graves en sus llaves inteligentes que incluso algunas aseguradoras británicas se niegan a darles cobertura. La traición definitiva a Colin Chapman la firma Lotus. Su mantra era restar peso para ser rápido en todas partes, dando vida a maravillas minimalistas de setecientos kilos. Tras ser adquirida por el gigante asiático Geely, nació el Lotus Eletre: un enorme SUV eléctrico fabricado en China que sobrepasa los 2.600 kilos y representa todo lo que su fundador detestaba. Mercedes-Benz, a través de su división AMG, ha decidido matar el V8. La receta clásica de meter un motor descomunal y brutal en una berlina sobria ha sido sustituida en el actual C63 AMG por un motor de cuatro cilindros y dos litros acoplado a un pesadísimo sistema híbrido enchufable. El coche pesa una barbaridad, tiene un tacto sintético y suena a electrodoméstico. Mitsubishi, el coloso japonés que dominaba el Dakar con el Montero y los rallyes con el Lancer Evolution, cayó tras escándalos corporativos y fue absorbida por la alianza Renault-Nissan. Los contables tomaron el mando, mataron sus mitos y hoy, si vas a comprar un Colt o un ASX, te entregan un Renault Clio o un Captur a los que solo les han cambiado el logo. Cerramos con Porsche. Salvaron los muebles con el Cayenne, pero hoy es fundamentalmente una fábrica de SUVs y grandes berlinas que usa sus enormes beneficios para mantener vivo al 911. Sin embargo, el rumbo purista se agota: han convertido al Macan en un coche exclusivamente eléctrico y la nueva generación del 911 ya incorpora un sistema híbrido que añade peso y complejidad electrónica al icono de Stuttgart. En conclusión, el pragmatismo despiadado, las absurdas regulaciones impuestas desde los despachos y la obsesión por el beneficio económico han desfigurado los valores de estas marcas. El alma de un coche se mide en lo que te hace sentir al encender el motor en una mañana fría, y tristemente, parece que se han olvidado de ello.

Ex-Byton-Chef Daniel Kirchert erklärt, welche Technologiewelle nach dem E-Auto aus China kommt und prognostiziert, dass es schon in den nächsten fünf Jahren einigen der größten Autobauer an den Kragen geht.

У цьому випуску обговорюємо дослідження Anthropic про внутрішні механізми міркування AI-моделей — інструмент, який дозволяє простежити, як саме модель обробляє запит на рівні окремих шарів і токенів. Також говоримо про випадок із помилковим білінгом на 16,6 млн доларів, про людей без технічного бекграунду, які за допомогою AI-агентів створюють власні продукти, й про конкуренцію між західними й китайськими AI-моделями. 00:30 — стаття Anthropic про J-Space/J-Lens 04:50 — практична цінність interpretability-досліджень vs alignment 07:18 — зв'язок із Sparse Autoencoders 12:09 — реліз Kimi K3 і Qwen, конкуренція з китайськими моделями 17:00 — редактор Zed і швидкість роботи з опенсорсними моделями 19:07 — кейс: сейлз без бекграунду створює продукт через Claude Code 22:54 — ризики вайб-кодингу 29:10 — новий голосовий режим ChatGPT Live Mode 34:46 — електромобілі: анонс приводу Geely з рекордним ресурсом 39:57 — потреби в SSD/RAM у сучасних автівках 42:53 —  генеративний AI у 300+ проєктах Netflix 47:25 — найм в Anthropic, OpenAI, скандал з Grok і репозиторіями

It's EV News Briefly for Saturday 25 July 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyEU EV TARGETS COULD SAVE €12 BILLIONMeeting the EU's 2030 EV targets covering 35 million battery EVs, 3 million electric vans and 200,000 electric trucks could cut oil imports by about 190 million barrels a year, worth roughly €12 billion, according to E-Mobility Europe and Ember. In 2025 alone, battery EVs already displaced 57 million barrels of oil and kept about €4 billion in European wealth inside the bloc, with the report urging faster electrification alongside a stronger industrial base and energy resilience.FORD AND GEELY PLAN VALENCIA JOINT VENTUREFord and Geely Auto are forming a Europe-focused joint venture at Ford's Valencia plant in Spain, with Ford owning 66% and Geely 34%, aiming to start operations in early 2027 and begin production in 2028. The venture will build a new compact Bronco, a jointly developed multi-energy crossover, and two Geely-branded electric SUVs, while Kuga production continues uninterrupted during the transition.SENATE BILL COULD BAR MERCEDES FROM USThe Senate Commerce Committee advanced bipartisan legislation barring automakers with more than 15% Chinese ownership from selling cars in the US, a threshold Mercedes-Benz would exceed due to nearly 20% Chinese investor ownership. Committee chair Ted Cruz said the bill would effectively ban Mercedes, though the company would have until 2030 to comply or seek a waiver, with the measure still needing full Senate and House approval plus a presidential signature.RIVIAN CUTS BATTERY COST WITH STRUCTURAL PACKRivian slashed R2 battery-pack cost by switching to large-format 4695 cells, cutting cell count from 7,776 to 776, and making the pack structural to the vehicle floor, saving about 7mm of space used for extra protection and venting. The company made the pack non-serviceable at the cell level to simplify validation, instead consolidating serviceable electronics into a rear-seat "powerhouse" that cut high-voltage cabling by roughly 70% versus R1.TESLA SHEDS $214.5 BILLION AFTER EARNINGSTesla shares fell 14.5% to $319.69 after disappointing Q2 earnings, wiping $214.5 billion off its market value in the largest one-day loss in company history. The drop followed missed expectations, a more cautious timeline for Cybercab, Semi and Megapack 3, and Tesla's first negative free cash flow in two years amid $5.8 billion in quarterly capital spending.TESLA PUSHES BACK 2026 PRODUCTION GOALSTesla no longer expects volume production of the Cybercab, Semi, Megapack 3 or Optimus in 2026, blaming the need to scale 4680 battery output, even as quarterly revenue rose 26% to $28.2 billion on stronger deliveries. Despite the sales rebound, net income fell 5% to $1.1 billion, free cash flow turned negative $1 billion, and 2026 capital expenditure is now expected to reach $25 billion.DENZA Z9 GT OPENS UK ORDERSBYD's luxury brand Denza has opened UK orders for the Z9 GT shooting brake, starting at £105,000 for the EV and £95,000 for the plug-in hybrid, more than triple its Chinese starting price. The EV offers up to 599 km WLTP range, a 122.49 kWh Blade Battery 2.0 pack, tri-motor output of about 1,140 hp, and Flash Charging claiming 10-70% in roughly 5 minutes, as BYD tests premium pricing with a Daniel Craig/James Bond campaign.CARMAKERS PRESS UK TO REOPEN 2035 BANBMW, Ford, Nissan, Toyota and Bosch privately urged UK ministers in April to keep combustion, hybrid and range-extender vehicles on sale beyond 2035, citing the EU's softened 90% target and customer demand concerns. The Department for Transport insisted the 2035 phase-out is not being renegotiated, while critics including Polestar's UK boss and thinktank ECIU warned that delay risks jobs and climate goals despite the manufacturers employing about 30,000 people in the UK.BMW IX1 AND IX2 WIN FULL UK GRANTBMW secured the full £3,750 Electric Car Grant for the iX1 and iX2 in the UK, tied to its Science Based Targets commitment and the Regensburg plant's renewable energy use, making the iX1 eDrive20 Sport start at £33,315, cheaper than its petrol X1 equivalent. BMW also added a new, more affordable iX2 eDrive20 Sport variant at the same £33,315 starting price, alongside other grant-eligible trims.NHTSA OPENS RULE ON CAR DOOR ESCAPENHTSA has opened formal rulemaking on requiring reliable manual door-escape systems in new US cars, responding to a petition citing incidents where flush, electronic door handles—used notably by Tesla—trapped occupants after crashes or power loss. Bloomberg reported at least 15 deaths linked to such failures, and any final rule could force manufacturers to add mechanical backups and revise crash-test protocols, though the process is expected to take months to years.

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 EU EV TARGETS COULD SAVE €12 BILLION https://evne.ws/869af FORD AND GEELY PLAN VALENCIA JOINT VENTURE https://evne.ws/afwia SENATE BILL COULD BAR MERCEDES FROM US https://evne.ws/lvdv8 RIVIAN CUTS BATTERY COST WITH STRUCTURAL PACK https://evne.ws/9ks51 TESLA SHEDS $214.5 BILLION AFTER EARNINGS https://evne.ws/jxmin TESLA PUSHES BACK 2026 PRODUCTION GOALS https://evne.ws/5sbtb DENZA Z9 GT OPENS UK ORDERS https://evne.ws/fcz10 CARMAKERS PRESS UK TO REOPEN 2035 BAN https://evne.ws/84hfv BMW IX1 AND IX2 WIN FULL UK GRANT https://evne.ws/bm0pg NHTSA OPENS RULE ON CAR DOOR ESCAPE https://evne.ws/nuil3

The global automotive industry may have just crossed another major turning point.In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are partnering in Europe, what it means for the future of global manufacturing, and why more legacy automakers are turning to Chinese technology despite growing geopolitical tensions.The discussion also explores Mercedes-Benz's challenges with the proposed Connected Vehicle Security Act in the United States, Volkswagen's expanding partnerships in China, Honda's renewed commitment to its Chinese joint venture, Tesla's latest earnings, and whether the global industry has reached a point where competing with Chinese automakers alone is no longer enough.This episode covers:Ford & Geely's new European joint ventureWhy Spain is becoming Europe's next automotive hubMercedes-Benz and the Connected Vehicle Security ActVolkswagen's growing reliance on Chinese technologyHorizon Robotics and Volkswagen's AI partnershipTesla's latest earnings and shrinking marginsChina's increasingly competitive EV marketBYD's global ambitionsWhy more legacy automakers are partnering with Chinese companiesWhat this means for Europe, North America and the future of global manufacturingIf you want independent analysis on where the automotive industry is heading—not where it has been—subscribe to China EVs & More.Hosted by Tu Le (Sino Auto Insights) and Lei Xing, bringing decades of experience covering China's automotive industry from the inside.Chapters00:00 Welcome to China EVs & More #25500:50 The week's biggest stories: Ford, Mercedes & Volkswagen02:10 Why Mercedes could be blocked from selling in the U.S.06:30 How China and U.S. policy are squeezing German automakers09:00 Mercedes' EV struggles continue in China11:45 Ford & Geely team up in Europe15:45 Why Spain is becoming Europe's next automotive hub18:15 Is Ford's Geely partnership the future of the auto industry?20:00 What's next for GM in China and Europe?21:30 Why every legacy automaker is partnering with Chinese companies23:45 Volkswagen doubles down on China27:45 Has Volkswagen reached the bottom in China?29:00 "If You Can't Beat Them, Join Them"30:15 China's EV price war is becoming unsustainable33:00 Tesla earnings: Sales up, margins down35:50 Is Tesla's China advantage starting to fade?37:30 Financial Times: Chinese premium brands target Europe39:00 Can Chinese premium brands win outside China?40:15 Live Q&A begins41:00 XPeng X9 recall: Should buyers be worried?44:15 Is XPeng really Tesla's biggest rival?46:00 Can BYD overtake Toyota as the world's #1 automaker?48:20 Why hybrids still dominate the U.S. market50:10 Battery swapping vs. autonomous charging52:10 Xiaomi's next big launch53:15 Should we move the livestream to 12 PM Eastern?55:20 Thanks for watching!SEO KeywordsChina EVChina EVsChina EV podcastChina EVs and MoreChinese EVChinese automakersChina auto industryFord GeelyFord Geely partnershipGeely Ford joint ventureFord EuropeFord ValenciaGeelyMercedes-BenzMercedes ChinaConnected Vehicle Security ActConnected vehicle securityVolkswagenVolkswagen GroupVolkswagen ChinaHonda ChinaGAC HondaHorizon RoboticsCARIZONTeslaTesla earningsBYDBYD global expansionGM ChinaSAIC GMLeapmotorStellantisNIOXPengLi AutoToyotaElectric vehiclesEV newsGlobal automotiveMobilityAutonomous drivingAI vehiclesSoftware-defined vehiclesFuture of mobilityTu LeLei XingSino Auto InsightsSupport the show

China's automotive market may have just crossed one of the most important milestones in modern automotive history.In Episode 253 of China EVs & More, Tu Le and Lei Xing analyze the latest Chinese auto sales—and the numbers are staggering.China's domestic ICE vehicle sales plunged 50% year-over-year, while Chinese automakers continue expanding globally at an unprecedented pace. Foreign automakers—including Volkswagen Group, Porsche, Mercedes-Benz and BMW—are facing mounting pressure as Chinese brands continue taking market share.This episode also covers:✅ China's domestic ICE collapse and what it means for global automakers✅ Why BYD, Geely, Chery and Leapmotor continue gaining momentum✅ China's vehicle exports surpassing one million vehicles in a single month✅ Volkswagen's latest board meeting and the difficult decisions ahead✅ Why Porsche's China strategy continues to deteriorate✅ NIO's product cadence, ES8 momentum and upcoming NIO Day✅ Li Auto's launch strategy and how Chinese OEMs are changing product rollouts✅ Reuters' recent reporting on China's auto industry and why the government is trying to slow the "involution" and price war✅ How new safety regulations and payment reforms could reshape China's automotive market✅ Why Western automakers still underestimate China's competitive advantagesWhether you're an automotive executive, investor, supplier or simply passionate about the future of mobility, this episode explains why the world's largest automotive market is entering an entirely new phase—and why its effects will be felt across Europe, North America and beyond.

FOLLOW UP: COURT MAINLY RULES IN FAVOUR OF OEMS IN UK DIESELGATE TRIALA UK judge has found mostly in favour of car manufacturers in the claims against them regarding defeat devices being fitted to cars between 2012 and 2017. The judge's decision is based on her decision that a defeat device needs to be deliberately installed to create a different driving operation if it senses it is in test conditions, but this has not been proven to be the case. If you wish to learn more, click this article link here, from The Law Society Gazette.UK GOVERNMENT CONFIRMS PAY-PER-MILE FOR EVS AND PHEVSFollowing the public consultation, the Government has announced that it will introduce a pay-per mile scheme, named eVED, for electric and plug-in hybrid cars, from April 2028. As a result of feedback they have tweaked how the proposal will work. Vehicles under three years old will not have to undertake an additional check to the mileage prior to their age requiring an MOT. A picture of the odometer and an estimation of next years mileage will be sent by the driver. Drivers can opt-in to send the Government the vehicle's mileage data directly via the connected systems on-board, if they wish. This is not mandatory. To learn more, click this electrive article link here.PORSCHE FINDS A NEW PRODUCTION CHIEFPorsche has announced that Christian Friedl will take over as Production Chief, from Albrecht Reimold. Reimold is stepping down at the end of August. If you wish to read more, click this electrive article link here.ASTON MARTIN SHAREHOLDERS FORM CO-OPMore than 50% of the largest shareholders in Aston Martin have formed a cooperative to insure themselves against any new debt deal that would leave them taking disproportionate losses. During this time, the company has restructured its debt financing, with the revolving credit facility and some of the Yew Tree financing being paid off. Financial results are due to be announced on 29 July 2026. For more on this click this link from Zetik, here. To read about the debt restructuring, click this Morning Start link here.FORD AND GEELY SIGN EUROPEAN DEALFord and Geely has agreed to a new joint-venture that will run the Blue Oval's Valencia facility, eventually producing two Ford SUVs and two Geely SUVs. Ford will bring a European Bronco inspired car and develop another C-Segment SUV with Geely. The Chinese company will be building two electric SUVs in the same facilities. To read more, click this Autocar article link here.CARWOW RUNS AD CAMPAIGN USING ANPR TO TRACK YOUCarwow is using ANPR in a UK-wide advertising campaign, encouraging owners of cars the company is targeting to sell to them through their system. Does that step over the line into tracking far too much? Does it contravene the ICO's rules on using ANPR? Click this Motor Trade News article link to read about the plan from Carwow.Click this link to the ICO's own page on fair use of ANPR data and camera systems.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 -Range Rover GTJLR has revealed a new model line for the Range Rover brand, the GT. The claim is it sits between a grand tourer and an SUV. The images issued appear to show the typical bluff Range Rover range front end, with a coupe style rear. Either this is a brilliant move to capture buyers who've lost out due to Porsche leaving or many years too late. The interior is really leaning into ‘minamilist', with a very thin screen directly on top of the dash in front of the driver and a huge screen slapped in the middle, quite low down. Prices and specifications are yet to be revealed. Click this Autocar article link, for more.Dacia StrikerDacia has revealed their latest model, the Striker. The overall design concept, jacked-up estate, is reminiscent of the Subaru Outback. Prices will start at a smidgen under £25,000, when launched in the UK, but the full price and specifications are yet to be released. Click this Motoring Research article link, for more.VW ID CrossVolkswagen has shown off images of their latest ID model, the Cross. Using the same MEB+ platform as the ID Polo, this will go up against the Ford Puma and Renault 4. There will be a variety of motors and battery packs offered, which will give ranges varying from 196 to 271 miles. Prices are expected to start around £25,000. Click this Autocar article link, for more.LUNCHTIME WATCHES: FOTU 2026Last weekend was the 2026 Festival of the Unexceptional, from Hagerty. A much loved car gathering, where the common cars from yesteryear gather and everyone enjoys their trip down memory lane. For those of us who couldn't attend, thankfully YouTube has many videos showing off the wonderful event. We have but a tiny fraction of what is out there, do go search for more and spread some love to all those who make content for us to enjoy.To watch I Drive a Classic, click on this link to see what caught Steph's eye.To watch Furious Driving, click on this link to see what caught his eye.To watch Jon Coupland Cars, click on this link as he watched the cars enter the show.LIST OF THE WEEK: 23 COLOURS WITH GREAT NAMESClassic & Sports Car have a list about some of the best named colours that you could have specified for your car. Do you agree with Andrew's choice? What would you like to have, adorning your car just so you could tell people the name of it? Click this link to check out your options.AND FINALLY: TECH BROS MAKE A BUS. AGAIN.In an ever increasing number times the tech bros design a transport ‘solution' it turns out we already have that solution, but perhaps it hasn't been maximised to exploit the customers enough. This time, Uber have designed ‘the bus', albeit named the ‘Uber Shuttle' that runs from Logan Airport, in the US, on a fixed route with dedicated stops. Click this YouTube link to then join in pointing and laughing and the ridiculousness of these companies.

David Brown and Paul Murrell unpack BYD's full refund offer after a model-year mix-up, assess new budget EVs from Geely, and examine why plug-in hybrid utes could be the practical choice for Australian buyers. They also explore Chinese brands' sales performance, adaptive traffic signal technology, award-winning future vehicle concepts, and the evolution of automotive design before wrapping up with a road test of Mazda's CX-80 diesel SUV. Episode Breakdown • BYD model-year refund controversy — 00:01:04 • Geely EX2 and affordable EVs — 00:08:50 • JAC Hunter PHEV ute and market trends — 00:18:17 • SAIC, MG and Chinese brand performance — 00:26:05 • Traffic signals and Telstra outage impacts — 00:35:14 • Future vehicle concepts and design history — 00:43:54 • Mazda CX-80 road test — 00:52:10 BYD model-year refund controversy David and Paul discuss BYD's decision to offer full refunds after some buyers received 2025 vehicles they believed were 2026 models. They examine the impact on resale value, consumer confidence and the importance of checking model-year details and equipment before purchase. Geely EX2 and affordable EVs The new Geely EX2 enters Australia with aggressive pricing, LFP battery technology and practical packaging aimed at city buyers. The pair also discuss vehicle safety, crumple zones, storage innovations and why thoughtful design matters as much as specifications. JAC Hunter PHEV ute and market trends Attention turns to JAC's plug-in hybrid Hunter ute, with discussion around towing, electric tool charging, real-world practicality and why PHEVs may suit tradies better than full EV utes for now. They also assess JAC's struggle for market share despite competitive offers. SAIC, MG and Chinese brand performance The hosts analyse SAIC's global sales claims, MG's Australian recovery and shifting consumer demand across petrol, hybrid and electric models. They question headline figures while noting the growing diversity of Chinese vehicle line-ups. Traffic signals and Telstra outage impacts A Telstra outage prompts a discussion about connected infrastructure, adaptive traffic management and Sydney's SCATS system. David explains how coordinated, adaptive signals improve traffic flow and what happens when communications fail. Future vehicle concepts and design history From Hyundai's Red Dot-winning concepts to classic dream cars such as the Citroën DS and Lamborghini Countach, the conversation explores how bold concepts sometimes reshape production vehicles while others remain fascinating experiments. Mazda CX-80 diesel road test The program concludes with a review of Mazda's large CX-80 SUV, highlighting its refined six-cylinder diesel, comfort, practicality and touring ability, while noting some infotainment and phone connectivity frustrations. Program Links and Credits Website, podcasts and social media: Cars Transport Culture With David Brown, Paul Murrell (SeniorDriver.au) and Mark Wesley. Broadcast across Australia on the Community Radio Network.

Esta semana analizamos uno de los grandes puntos de inflexión de la movilidad eléctrica: el nuevo BMW iX3 ya cuesta menos que su equivalente de gasolina. Pero ¿estamos realmente ante el principio del fin de la diferencia de precio entre ambas tecnologías? También revisamos la letra pequeña del Plan Auto+ para descubrir quién podrá recibir los famosos 4.500 euros de ayuda, qué coches se beneficiarán más y por qué el lugar de fabricación del vehículo y de su batería será tan importante. Además, hablamos de la sorprendente ausencia de BMW en el Salón del Automóvil de París, de la alianza entre Ford y Geely para fabricar coches eléctricos e híbridos en Valencia, del regreso del Audi A2 convertido en eléctrico y de la nueva propuesta estadounidense que podría poner en dificultades a Mercedes-Benz por sus accionistas chinos. En nuestro Espacio Tesla repasamos las novedades sobre la llegada del Full Self-Driving supervisado a España, el espectacular éxito del Tesla Diner de Hollywood, los primeros movimientos del Robotaxi en Colombia y Chile y la misteriosa compra de una empresa de inteligencia artificial por casi 2.000 millones de dólares. Toda la actualidad del coche eléctrico, explicada de forma clara, directa y entretenida. Más información y noticias en SomosElectricos.com. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

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 BYD OPENS 9,000-PLUS SHENSHAN ROLES https://evne.ws/iurtf CHINA JULY NEV SALES SEEN AT 980,000 https://evne.ws/9b92f FORD AND GEELY SET UP VALENCIA JV https://evne.ws/f60zy LYNK & CO 07 GT TARGETS A GAP https://evne.ws/lykpg XIAOMI MATCHES LI AUTO AT CATL https://evne.ws/k2b9o XPENG G6 HITS 200,000 GLOBAL DELIVERIES https://evne.ws/ifdtp IM MOTORS DEALER CRISIS HITS TRUST https://evne.ws/fa1ms

If we look at car durability, safety, comfort, efficiency (and features we could never dream of a few decades back), many new cars are a bargain relative to their equivalents. Canada opens its market to 49,000 Chinese-made Xpengs, BYD, Geely, Xaomi cars. However, Tesla's Chinese factory may be first to eagerly respond to that ruling.

Netflix Is Struggling to Stay on Top…. and the Stock Reflects It For years, Netflix has been the dominant force in streaming, consistently taking market share from its competitors. However, recent data suggests the competition is beginning to chip away at that lead.   Netflix reported earnings last week, and the results showed a company that is executing well. Profits continue to grow, customer cancellations remain among the lowest in the industry, and the company is still producing blockbuster franchises like Bridgerton and Stranger Things that attract millions of viewers.   The concern in the report wasn't profitability, it was engagement. Viewer engagement measures how much time subscribers spend watching content and how often they complete a movie or series. The more engaged customers are, the less likely they are to cancel their subscription in favor of another streaming service. That's why this metric is so important.   Netflix still accounted for 7.8% of total TV viewing in April, making it the largest subscription streaming platform. However, that was its lowest share since May 2025, suggesting competitors are gradually gaining ground.   The stock has reflected those concerns, declining roughly 40% over the past year despite continued earnings growth. I've always liked what Netflix co-founder Reed Hastings had to say as he frequently emphasized the importance of staying focused and keeping the business simple. That's a philosophy that has served our investment firm well over the years.   Now, with increasing competition from Disney, HBO Max, YouTube, and others, Netflix is reportedly exploring additional subscription offerings similar to what Amazon and Apple provide. Personally, I think that would be a mistake.   At this year's Emmy Awards, Netflix earned 111 nominations. Instead of expanding into new subscription services, why not invest even more heavily in creating award-winning shows and movies? If they produced enough quality content to earn 120 or even 130 Emmy nominations next year, subscriber engagement would likely take care of itself.   Sometimes the best strategy isn't to do more, it's to do one thing exceptionally well. What do you think? Have you canceled or considered canceling your Netflix subscription? Or do you still believe Netflix offers the best streaming service?   U.S. oil supplies are falling to concerning levels U.S. oil inventories have fallen to levels that should be a concern. The current U.S. oil stockpile is just under 410 million barrels. On a seasonal basis, we have not seen inventories this low since 2018. The seasonal comparison is important because summer is one of the highest-consumption periods of the year.   The U.S. consumes about 20.6 million barrels of oil per day, produces approximately 13.9 million barrels per day, and relies on imports for roughly 7 million barrels per day. At the same time, the United States exports about 4 million barrels of oil per day, likely because companies can receive higher prices for that oil in international markets. If we somehow stopped producing and importing oil entirely, the current commercial stockpile would last roughly 20 days.   The Strategic Petroleum Reserve, which has been reduced to approximately 317 million barrels, is also at its lowest level since 1983. At current consumption rates, that reserve would represent roughly 15 days of consumption.   Replenishing U.S. oil inventories to higher levels could take many months or even years. Now with WTI oil around $90 a barrel that higher price could actually be a good thing.   You may be wondering why I would say that, especially since higher oil prices often mean higher gas prices at the pump, but higher gas prices may encourage consumers and businesses to reduce their energy consumption. A lower consumption rate could help slow the decline in inventories and give the U.S. a chance to rebuild its oil supplies.   Over the last six months, have you found yourself reducing your energy usage? And do you plan to reduce your consumption going forward?   Banks Had a Great Quarter, Is It Time to Invest? Last week, the banks reported financial results that topped estimates for both earnings and revenue. They also showed improved efficiency as expenses declined as a percentage of revenue. After such a strong quarter, you might think the coast is clear and it's time to invest in the banking sector.   For the cautious investor, however, it's important to look at the other side of the coin. I'm not expecting the banks to fall dramatically but returns going forward could be more muted because of several factors.   First, there is net interest margin, which measures the difference between what a bank earns on its assets and what it pays depositors and debt holders to borrow money. Banks now have very large balance sheets, so even if net interest margins decline, the dollar amount of profits can remain substantial. However, further pressure on margins could still become a headwind for future earnings growth.   There are also other risks for conservative investors to consider. The ongoing situation with Iran could create additional uncertainty. The AI boom could experience a rough patch, and while the economy and labor markets appear strong right now, investors cannot ignore the possibility of an economic slowdown.   Rising interest rates could also prove difficult for banks if rates move significantly higher from current levels, potentially putting pressure on their profit margins. The good news is that bank valuations are not excessively high, which could help limit the downside risk in the event of a market pullback.   To be clear, we are not anticipating a major decline in the banks we hold in our portfolio. However, investors should make sure the banks they own have very strong balance sheets. Strong capital positions and manageable debt can help reduce downside risk if the economic environment becomes more challenging. A strong quarter is certainly a positive sign for the banks, but investors should remember that great earnings today do not always guarantee great returns tomorrow. Valuation, balance-sheet strength, and the economic environment will all play an important role in determining future returns.   Are new homes actually a better deal than existing homes? There is an interesting trend developing in the housing market: the median price of a newly built home is now lower than the median price of an existing home. Historically there has been about a 20% premium for new homes.   At first, that sounds surprising. New homes are typically more expensive, so how can they now be cheaper? One major reason is that the type of new homes being built and sold has changed. Builders are increasingly focusing on smaller homes, townhomes, and more affordable developments. Townhouses now account for about one in five new single-family homes, which is the highest share since the National Association of Home Builders began tracking the data in 1985. In many cases developers are focusing on attainable homes for the middle-class which means the homes are roughly 1,200 to 2,000 square feet on smaller lots. As a result, the median price of a new home can look lower than the median price of an existing home, even though that doesn't necessarily always mean buyers are getting more house for their money.   In other words, the comparison isn't always apples to apples. A new townhome or smaller home may have a lower price than an older, larger single-family home. That can make new construction appear to be a better deal, but buyers need to carefully consider what they are actually comparing.   There are some real advantages to buying new. Builders are offering incentives such as mortgage-rate buydowns and assistance with closing costs. These lower rates make the monthly payment lower and more achievable than a comparable existing home. New homes typically require less maintenance, come with modern finishes and new appliances, are more energy efficient, and often come with warranties.   But there are risks and a big one many people may not consider is lower resale value. Many of these new home developments only provide a handful of floorplans and they are built on a smaller parcel of land, which leads to less distinctive homes. If you go to sell your home within a few years, you may also be competing against the homebuilder if new homes are still being built in the community.   The bottom line: new homes may offer some of the best deals in the housing market right now, but buyers need to look beyond the headline numbers. Compare the size, location, price per square foot, HOA fees, upgrades, and the total monthly cost. A new home may be a better deal than an existing home, but make sure you understand exactly what you are getting for your money.   Stock Trading Is Off the Charts! There is a frenzy happening in the stock market right now. With individuals buying and selling stocks, along with institutional investors constantly trading, Wall Street is generating enormous trading fees. But one has to ask the question: Does all of this activity make sense?   U.S. average daily trading volume in equities and options hit a record in the second quarter, with 73 million options contracts and 20 billion shares traded. Think about that number for a minute: 20 billion shares of stock changing hands over just three months. Let that sink in.   We have not seen this much activity in individual stocks since the end of the dot-com bubble, and we all know how that turned out.   The good news is that, with this frenzy of stock trading, more people are beginning to seek professional help managing their portfolios. The bad news is that many brokers are really just salespeople who may not have a strong investment philosophy or truly understand what they are doing. They will simply ride the wave until the crash comes, just as happened at the end of the tech bust.   Back then, even a year after the market had collapsed, some brokers were still telling their clients to stay invested because the market would eventually come back. I remember an old saying I learned when I first entered the industry: “The broker knows the price of everything and the value of nothing.”   It took the Nasdaq more than 15 years to get back to breakeven after the dot-com bubble burst when it fell close to 80% from top to bottom. That is why it is so important, when seeking financial advice, to understand the investment philosophy of the broker or investment adviser you are working with. Does their philosophy make sense to you? Does it align with your goals? And, most importantly, does it make sense for your portfolio?   When markets are rising and everyone is making money, almost any strategy can look brilliant. The real test is what happens when the frenzy ends.   If it sounds too good to be true, it probably is! A recent story in Barron's highlights a warning that applies to everyone, not just professional athletes.   Several current and former professional athletes reportedly invested in an online business opportunity that sounded too good to be true. Three former NFL players were interviewed by Barron's and collectively they said they lost more than $1 million. The pitch was simple: invest at least $50,000 in an online store and they'll handle everything from social-media marketing to manufacturing store inventory. Investors were told they would get their original investment back within six months, and then receive 80% of the profits.   Sounds like a great deal, right? Unfortunately, according to the investigation, it appears the sales weren't real. The stores were built using Shopify and appeared to be generating significant revenue. But investigators reportedly found questionable orders, including one $5,000 order for 100 desktop humidifiers and 120 USB-powered cup warmers. The person at the shipping address said they never placed the order and “Who needs 100 humidifiers and 120 cup warmers?” There were also other red flags including one e-commerce site, Dailyprodtrend, doesn't appear in Google search results and the web address is just a random string of numbers and letters.   The scheme is run by a 24-year-old entrepreneur named Mohamed Coulibaly and to gain credibility he used celebrity connections citing the names of about two dozen current and former pro athletes and other public figures as clients in a pitch deck. He also has created an image of wealth and success with one athlete saying he saw what appeared to be $25 million in a business account that Coulibaly showed him on a cellphone screen. It's important to remember that no matter how successful someone appears or how many famous people they know you still need to do your own due diligence.   A big problem is the websites were just the beginning of what appears to be a longer con. Once investors had their Shopify login credentials, they were given the impression the business was healthy due to these “fake” orders and then were presented with an even bigger bet that involved the Dubai investment firm Middle East Venture Partners. Unfortunately, this appears to have led to more red flags and still no return on investment.   Before investing, you should independently verify the revenue, customers, expenses, bank statements, contracts, and the actual business itself. Don't simply rely on an online dashboard or someone else's claims about how much money is being made.   The bottom line: If it sounds too good to be true, it probably is. And the more exciting and guaranteed the opportunity sounds, the more skeptical you should become.   Financial Planning: Conservation Easements: Valuable Planning Tool or Tax Trap? Conservation easements are a tax planning strategy that allows a landowner to permanently donate certain development rights to a qualified conservation organization in exchange for a charitable income tax deduction equal to the reduction in the property's value. When used as Congress intended, they can provide meaningful tax benefits while preserving land for future generations. For example, a family that owns a 1,000-acre ranch valued at $10 million may have no intention of developing the property and want to ensure it remains open space permanently. By donating a conservation easement that limits future development, the property value may decline to $6 million, creating a $4 million charitable deduction while allowing the family to continue owning and using the land. This type of transaction aligns with the purpose of the law because the conservation benefit is the primary goal and the tax deduction is an incentive. However, taxpayers should be cautious of strategies that appear too good to be true. In recent years, the IRS has aggressively challenged syndicated conservation easement transactions that were marketed primarily as tax shelters. In these arrangements, investors often contributed a relatively small amount of capital to a partnership that acquired land, and promoters claimed the donation of a conservation easement created deductions several times larger than the investors' original contribution. For example, an investor might contribute $250,000 and be promised a $1 million charitable deduction based on an aggressive property valuation. Many of these transactions relied on inflated appraisals and lacked a genuine conservation purpose, resulting in significant IRS scrutiny, disallowed deductions, penalties, and litigation. While conservation easements can be used in specific situations, they should be approached with caution and used only when there is a legitimate conservation objective. As with many tax strategies, a benefit that appears disproportionately large compared to the underlying economic activity is often a warning sign that additional due diligence is needed. Are Porsche Cars Losing Their Excitement? Porsche cars have long been known for their high-end, exciting sports cars. But lately, the company has been losing sales compared with last year.   Porsche faces plenty of competition, but its global deliveries were down 16% during the first six months of 2026 compared with the same period in 2025. Last year, the company benefited from strong demand for the electric Macan, while it also ended production of the gasoline-powered 718.   The company was also hurt by the loss of U.S. tax incentives for electric vehicles, which contributed to the decline in sales. Porsche sold 37,712 vehicles in North America, a 13% decline from last year. China, which accounts for roughly 10% of Porsche's sales, saw an even larger drop, with sales falling 32% to 14,501 vehicles.   The price of a Porsche starts at around $65,000, but the average transaction price is closer to $125,000. And if you know anything about these cars, you also know that the maintenance and upkeep can put significant pressure on your wallet. You would think that if you're spending $125,000 on a car, you shouldn't have to spend a fortune maintaining it. But that can be part of the trade-off when owning a high-performance luxury vehicle.   So, are Porsche cars losing some of their excitement? Would you be willing to spend $125,000 on a new Porsche, or would you rather purchase a less expensive American car?   Time to Say Goodbye to EV Car Maker Polestar? I would occasionally see Polestar vehicles on the road, and I believe the company even has a dealership at UTC Mall. However, I didn't know much about the company and was surprised to learn just how complicated its ownership structure is.   Polestar is closely tied to Volvo, which is 79% owned by the Chinese company Zhejiang Geely Holding Group. The automotive world has become incredibly complicated over the years. I always thought of Volvo as a Swedish company, but that is no longer technically the case.   The ownership change began in March 1999, when Ford Motor Company paid $6.5 billion to acquire Volvo. However, Ford later sold 79% of Volvo to Geely in August 2010 for approximately $1.8 billion. The remaining 21% is publicly owned through stock ownership. In other words, Ford appears to have taken a significant loss on its investment.   Now, Polestar is facing serious challenges in the United States. The U.S. government is concerned about the company's connection to China and the possibility that data collected by the vehicles could be accessed by the Chinese government. As a result, new Polestar vehicles are no longer expected to be sold in the U.S.   What is strange, however, is that Volvo vehicles are still being sold in the United States, even though Volvo is also majority-owned by Geely. The situation shows just how complicated the relationship between the U.S. auto market and Chinese ownership has become.   There are currently reports of fire-sale discounts on Polestar vehicles, with some discounts reportedly reaching as much as $25,000 just to move the cars. These vehicles originally sold for roughly $55,000 to $75,000 when new.   I'm not sure who would want to purchase one at this point. The biggest concern may not even be the vehicle itself, but what happens to service and support for existing owners. It is possible that Volvo will continue servicing Polestar vehicles, but I would be skeptical about whether maintaining a separate service infrastructure for the brand will be worth the company's time.   After all, relations between the United States and China are currently far from ideal. For Polestar owners, that could create some serious questions about the future of their vehicles.   The New Tobacco Companies The three remaining major players in the tobacco industry are Philip Morris International, British American Tobacco, and Altria Group. It should come as no surprise that the number of cigarettes sold in North America has dropped by about 33% since 2020, while the number of tobacco smokers continues to decline rapidly.   But don't be fooled: Tobacco companies have developed smoke-free products that are gaining popularity, but that does not mean they are healthy. The two primary alternatives tobacco companies are now selling are vaping products and something called an oral nicotine pouch.   It is easy to see when someone is vaping because of the large clouds of vapor produced. Nicotine pouches, however, are much less noticeable. They are placed between the front of your teeth and your lip, similar to chewing tobacco. The difference is that you don't need to spit out saliva every few minutes because the nicotine is slowly released into your system.   Currently, in North America, about 7% of the population vapes, up from 3.7% in 2020. Nicotine pouches are also growing rapidly, although you can't see who is using them. In 2024, approximately 23 billion nicotine pouches were sold worldwide, a 50% increase from 2023.   Make no mistake: Both of these products contain nicotine, which is highly addictive and keeps people coming back for more. Some may believe that nicotine pouches are simply a way to move away from cigarettes, but that isn't necessarily the case. The pouch itself can become addictive as well.   Tobacco stocks have performed well, with some nearly doubling over the last few years. More institutional investors who previously dumped these stocks for ethical reasons are now returning because of the growth of smoke-free products.   It all sounds like smoke and mirrors to me. There are simply too many issues surrounding nicotine and the addictive nature of these smokeless products for me to feel comfortable investing in the tobacco industry.   Companies Discussed: Fiserv, Inc. (Ticker: FISV)

"Deutschland ist digital noch im Neandertal", so lautet das Urteil von China-Kenner Jörg Wuttke, der über drei Jahrzehnte in Peking lebte und dort unter anderem die Deutsche und Europäische Handelskammer gründete. Für die Autoindustrie sieht er dunkle Zeiten bevorstehen, denn zwischen den USA und China sieht er einen Machtkampf anrollen, der Europa unvorbereitet aufreiben könnte.

- Tesla Burns Through Cash - Hyundai's Earnings Impacted by Higher Costs - EVs Drive Sales Growth in Europe - Ford and Geely Partner in Europe - U.S. Likely to Modify Bill That Would Ban Mercedes - China Sees 7 New Reveals in 1 Day - Nissan Launches Nismo Leaf

- Tesla Burns Through Cash - Hyundai's Earnings Impacted by Higher Costs - EVs Drive Sales Growth in Europe - Ford and Geely Partner in Europe - U.S. Likely to Modify Bill That Would Ban Mercedes - China Sees 7 New Reveals in 1 Day - Nissan Launches Nismo Leaf

A eletrificação dos veículos tem impulsionado uma nova fase da indústria automotiva, em que inovação, conectividade e inteligência artificial ganham protagonismo na construção de uma mobilidade mais eficiente e sustentável. Nesse cenário, montadoras ampliam seus investimentos em novas tecnologias para atender às diferentes demandas dos consumidores e contribuir para a transição energética. Em entrevista mediada pela jornalista Aline Pacheco, Alex Cheng, diretor comercial da Geely, explica como a empresa tem integrado eletrificação, inteligência artificial e conectividade ao desenvolvimento de seus veículos. No episódio, o executivo aborda o papel dos modelos elétricos e híbridos na transição energética, os investimentos da marca em infraestrutura tecnológica, a parceria com a Renault no Brasil e como essas iniciativas devem ampliar o acesso a novas soluções de mobilidade no País. Este podcast é uma produção do Estadão Blue Studio. See omnystudio.com/listener for privacy information.

- 650 New Models Already Hit China This Year - China Could Restrict Rare Earth Exports - Investors Bet Against Manufacturing Stocks - Hyundai Wants Full Ownership of Boston Dynamics - Mercedes and Hyundai Dealers to Sell Humanoids - Honda Adds Google Gemini - Bigger Lexus ES Replacing Flagship LS - Rivian Reduces Complexity with New R2 - Geely Drive Unit Has Best Efficiency

- 650 New Models Already Hit China This Year - China Could Restrict Rare Earth Exports - Investors Bet Against Manufacturing Stocks - Hyundai Wants Full Ownership of Boston Dynamics - Mercedes and Hyundai Dealers to Sell Humanoids - Honda Adds Google Gemini - Bigger Lexus ES Replacing Flagship LS - Rivian Reduces Complexity with New R2 - Geely Drive Unit Has Best Efficiency

Bienvenidos al podcast de Somos Eléctricos, donde analizamos toda la actualidad del sector de la automoción y la movilidad eléctrica. En el episodio de hoy repasamos el futuro MG2 y su cambio de filosofía hacia un diseño más emocional. Analizamos el nuevo superdeportivo Denza Z con más de 1.600 caballos, el hito de China al exportar un millón de vehículos en un mes y los avances de Chery en baterías de estado sólido. También descubrimos el nuevo Mercedes AMG CLA45 eléctrico, los récords de carga de Geely con su batería de un megavatio y las novedades de Tesla sobre el Hardware 3 y el Full Self-Driving V14 Elite. Cerramos con vuestras opiniones sobre la seguridad en caso de accidente y el futuro de los híbridos. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos el nuevo monovolumen premium Leapmotor D99, el récord de autonomía del Geely Galaxy A7M y el hito industrial de BYD al alcanzar los 17 millones de vehículos fabricados. También repasamos la capacidad de carga del nuevo Tesla Model YL, los avances en baterías LFP de Geely con carga superior al megavatio y la nueva política de gastos en IA de Tesla. Cerramos con un importante consejo de seguridad de la Guardia Civil para viajar con carga en el maletero este verano. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

China's EV industry isn't slowing down—it's becoming even more competitive.In Episode 249, Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine why Chery is rapidly becoming one of China's most successful global automakers, and discuss what Tesla, Mercedes and other legacy automakers are up against as Chinese brands expand at home and abroad.  The conversation explores Chery's potential manufacturing partnership in the UK, the latest May sales results, NIO's growing momentum with the ES9, Li Auto's recent challenges, Mercedes' next-generation EV strategy, and why intelligent driving, software and global manufacturing are becoming the next battlegrounds in the automotive industry.If you want to understand where the global auto industry is headed—and which companies are building long-term advantages—this episode connects the dots beyond the headlines.  They also hit:Why Chery's export strategy is reshaping its global ambitionsWhether NIO's recent product launches have finally changed its trajectoryThe growing tension between NIO and Li Auto—and what it says about China's increasingly competitive EV marketWhy Mercedes is betting heavily on Chinese software and intelligent drivingTesla's resilience in China despite a flood of new competitorsHow intelligent driving has become the industry's newest competitive battlefieldWhy China's leading EV makers are preparing for a very different next phase of growth.  SEO KeywordsChina EVs, China EVs and More, Chery, NIO, Li Auto, Tesla China, Mercedes China, Chinese automakers, EV exports, China auto market, intelligent driving, autonomous driving, EV competition, Chery UK, electric vehicles, BYD, XPeng, Geely, Tu Le, Lei Xing, Sino Auto InsightsSuggested YouTube Chapters00:00 Welcome & Episode Setup 01:30 Chery's UK Manufacturing Move 03:10 Chery's Export Strategy & Global Push 05:15 Is Chery Too Dependent on Exports? 07:35 BYD, Geely, Chery & China's Global Automakers 09:40 May Sales: Tesla, LeapMotor, Xiaomi & NIO 10:55 NIO Momentum: ES8 / ES9 Update 11:15 NIO vs. Li Auto Suspension Test Controversy 13:15 Li Auto Under Pressure 15:55 Xiaomi, HIMA & the 30K+ Monthly Sales Club 17:30 Mercedes GLC, Momenta & China-Specific EV Tech 20:50 XPeng, FSD & China's Intelligent Driving Race 23:10 China EVs Entering Canada 25:00 USMCA, Canada & Chinese EV Investment 26:35 Honda's China Collapse 27:25 Legacy Automakers' Only Path Forward in China 29:45 Fast Charging, Battery Life & Viewer Q&A 31:30 Built-In Fridges, BYD, NIO & Closing Thoughts

(14) Jack Burnham explains that Volvo, though manufacturing in the US, is owned by Geely and must comply with Chinese data-sharing laws. He also warns of China's dominance in the biotechnology supply chain. Through state subsidies and "dumping," China threatens the security of US pharmaceutical and generic drug stockpiles.

SCHEDULE THE JOHN BATCHELOR SHOW, 6-3-2026.1907 TOJO(1) Scott Harold discusses the unprecedented question from Japan's Defense Minister at the Shangri-La Dialogueregarding America's Indo-Pacific commitment. He notes the omission of Taiwan in Secretary Hegseth's speech compared to last year. Japan remains a hawkish front-line ally, despite regional concerns over shifting US national defense priorities.(2) Rebecca Grant describes the proposed Trump class battleship, a nuclear-powered "missile truck" designed for standoff strikes. Unlike traditional battleships, it emphasizes hypersonic attack and laser weaponry. The ship would be highly survivable, defended by Space Force overwatch and advanced electromagnetic warfare techniques.(3) Steve Yates examines the KMT leader's visit to Washington following meetings with Xi Jinping. He expresses concern over the KMT cutting Taiwan's indigenous defense budget. Yates also analyzes Taiwan's "inverted triangle" demographics, where older voters remain more sympathetic to traditional KMT narratives than younger generations.(4) Steve Yates argues the "Thucydides trap" is a manufactured academic concept used by Beijing to suggest inevitable US decline. He emphasizes that the US is not a classical empire and remains globally influential. China uses this rhetoric for political warfare while remaining sensitive to American strength.(5) Michael Bernstam analyzes the humiliating Ukrainian strike on a St. Petersburg oil terminal during Putin's flagship economic forum. Russia's energy sector faces a crisis, forcing a ban on refined exports like gasoline due to refinery damage. Consequently, Russia must increase crude exports to China and India.(6) Michael Bernstam notes the OECD's warning of global recession if the Gulf energy crisis persists. While the US is depleting strategic reserves to maintain supply, it is also increasing domestic production. High prices are triggering "demand destruction," where consumers shift to public transport to mitigate energy costs.(7) Bob Zimmerman reports that Blue Origin's CEO expects to resume launches this year despite a recent launchpad explosion. Meanwhile, SpaceX secured $6 billion in Space Force contracts for tracking and communication satellites. China continues rapid development with its Long March 12B, a Falcon 9-style reusable rocket copycat.(8) Bob Zimmerman highlights Curiosity rover data confirming Gale Crater's shifting climate, which once supported warm water. The James Webb Space Telescope detected high methane levels on the interstellar comet 3I/Atlas, suggesting a unique chemical composition. Webb also captured a spectacular infrared image of the galaxy M77.(9) Jonathan Schanzer describes the "ceasefire war" in the Middle East, where Iran continues attacks despite diplomatic efforts. He argues Iran aims to detach Gulf allies like Kuwait from the West. Schanzer advocates for maximum economic pressure on Tehran and increased IDF activity against Iranian proxies.(10) Jonathan Schanzer reports that Israeli forces have reduced Hamas control in Gaza to roughly 40%, aiming for 30%. Hamas is currently trapped in an Israeli "yellow zone" kill zone, making rearmament or offensive operations nearly impossible. Schanzer believes systematic military pressure is creating a viable theory of victory.(11) Titus Techera critiques the evolution of Animal Farm films, noting the newest version depicts Silicon Valley and AI as villains. He argues this shift denatures Orwell's original anti-totalitarian message for modern ideological purposes. The 1954 version remains the most effective educational tool regarding the dangers of tyranny.(12) Gordon Chang asserts that China is a declining power facing economic stagnation and a massive demographic collapse. He notes that the US economy remains superior, particularly in energy and AI. China's youth unemployment is estimated at 35-40%, forcing university graduates into menial roles like shepherding.(13) Jack Burnham discusses how Nvidia chips reach the Chinese military through loopholes in export controls and subsidiaries. He notes bureaucratic confusion over the "AI diffusion rule" allowed Chinese firms to stockpile high-end hardware. Burnham recommends stricter Commerce Department guidance to prevent further military modernization.(14) Jack Burnham explains that Volvo, though manufacturing in the US, is owned by Geely and must comply with Chinese data-sharing laws. He also warns of China's dominance in the biotechnology supply chain. Through state subsidies and "dumping," China threatens the security of US pharmaceutical and generic drug stockpiles.(15) Ryan Streeter honors economist Ed Phelps, who defined dynamism as a culture of grassroots tinkering and indigenous innovation. He explains that growth is driven by experimental mindsets rather than just scientific labs. Streeter notes that dynamic cultures, like Austin or California, naturally attract global risk-takers.(16) Ryan Streeter discusses human flourishing, defining it as the fulfillment of potential through purpose and upward mobility. He argues that dynamic societies improve job satisfaction for hourly workers by providing more options. Conversely, stagnation in Europe results from heavy regulation and a declining cultural valuation of entrepreneurs.One naming consistency flag: segment (15) uses "Ed Phelps" while your earlier preview blurb and outreach email today used "Edmund Phelps." Both are correct—Ed is the informal—but if you want consistency across the day's broadcast, I can swap to Edmund Phelps.

China's carmakers like BYD, Geely and Great Wall Motor have seen immense growth in recent years. But their cars are not for sale in the U.S. due to high tariffs and tight regulations. WSJ's Ryan Felton reports on America's rising interest in Chinese cars, particularly because they're so affordable. Jessica Mendoza hosts. Further Listening: - Move Over, Humans. China's Robots Are Taking Over - How China's BYD Overtook Tesla - China and the U.S. Are in a Race for AI Supremacy Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices