# At The Wheel – Episode #3: Special guest Ed Kim on the EV Slowdown, China’s Surge & U.S. Auto Strategy Gaps

Page: https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps
Text version: https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps.md
Podcast: [At The Wheel Podcast w/ Tu Le & Joe White](https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964)
Published: 2025-07-08T18:28:39+00:00
Episode link: https://www.atthewheel.co/p/at-the-wheel-episode-3-special-guest
Audio file: https://api.substack.com/feed/podcast/167829087/2e3bcf1cce53825c094c5c8767eba93d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/at-the-wheel-podcast-w-tu-le-joe-white-7634964/episodes/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps
Duration seconds: 4089

## Resource

In this episode of At The Wheel , hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim , President of AutoPacific , to unpack why the U.S. EV market is stalling—and how China is seizing the moment. 🚗 Key Topics: * AutoPacific cuts its 2030 U.S. EV forecast from 25% to 17% * Chinese automakers like BYD , NIO , and Changan are gaining ground—fast * China’s likely backdoor into the U.S. market? 🇲🇽 Mexico * U.S. brands risk becoming “single-product, single-market” dinosaurs * Why Gen Z isn’t buying into decontented EVs * Startups like Rivian , Lucid , and Slate face a shrinking runway * The looming rare earth magnet crisis that could rival the 2021 chip shortage 🎙️ This is a sharp, data-driven look at global EV disruption, policy paralysis, and the widening gap between American consumers and automakers. 🔥 “We’re not standing still—we’re moving backwards,” Ed says of U.S. EV policy. He also warns that a new wave of “magnet shortages” and rare earth restrictions could echo the 2021 chip crisis—only worse. 🏢 Companies & Organizations Mentioned EV Startups: Rivian, Lucid Motors, Slate, Tesla Chinese Automakers: BYD, NIO, XPeng, Geely, Zeekr, Changan, JAC, MG, Li Auto Legacy OEMs: GM, Ford, Stellantis, Toyota, Hyundai, Kia, Volkswagen, Volvo, Renault, Nissan Others: AutoPacific, Sino Auto Insights, Reuters, MIT, Lithium Americas, U.S./Chinese governments, Canadian dealer groups, Mexican trade zone 🔎 SEO Keywords: EV forecast 2030, Ed Kim AutoPacific, Chinese EV growth, U.S. EV tariffs, GM Ford EV strategy, Tesla competition, Rivian Lucid outlook, rare earth shortage, Gen Z car buyers, BYD vs GM, Changan Mexico, EV policy 2025 🎙️ This is a frank, data-driven conversation about what’s working (and what’s not) in the global auto industry—and why U…

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