Episode
At The Wheel, Episode #8 - Detroit OEMs Need a Push, Unpacking Rare Earths, Cars ONLY for the Rich?
- Published
- Oct 22, 2025
- Duration seconds
- 2478
- Processing state
not_requested- Canonical source
- https://www.atthewheel.co/p/at-the-wheel-episode-8-detroit-oems
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Summary
The global EV story is changing fast. In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters / High-Speed Rodeo) unpack the latest data and strategies shaping the future of the car industry. They dive into: ⚡ The U.S. EV market’s slowdown — and what GM’s $1.6 billion charge says about consumer demand 🇺🇸 Stellantis’ combustion-heavy U.S. plan and John Elkann’s Trump outreach 🇪🇺 Europe’s debate over delaying the 2035 ICE ban — and new IP-transfer demands on Chinese automakers 🇨🇳 China’s EV “cliff”: record exports from BYD and Chery, brutal price wars, and overcapacity pressures 🌍 Why Spain is becoming Europe’s new EV hub (BYD, CATL, VW Group) 💰 U.S. car prices topping $50K — and the growing middle-class gap 🚗 How Chinese brands like BYD, Geely, Leapmotor, NIO (Onvo), and Xpeng are taking share abroad 🤖 The rise of Waymo, Uber, Lyft, and new autonomous players like Tensor Auto — and what it means for future mobility ⚙️ Rare-earth supply chain battles between China and the U.S. Tu and Joe connect the dots between policy, profitability, and innovation across Detroit, Beijing, and Berlin. 📺 Subscribe to At The Wheel for straight-talk analysis from two of the most plugged-in voices in global mobility. Chapters: 00:00 Introduction to Electric Vehicles and Market Trends 01:39 The Cliff of EV Adoption in the US 05:51 The Chinese EV Market Dynamics 11:37 Export Trends and Global Competition 18:02 The Shift in US Auto Industry Focus 26:31 The Future of Innovation and Competitiveness 35:02 Supply Chain Challenges and Geopolitical Tensions 🔑 SEO / Keyword List EV market slowdown, U.S. auto industry, BYD exports, Chery IPO, China EV exports, EV price war, GM EV charge, Ford EV outlook, Stellantis combustion strategy, John Elkann Trump, Volkswagen MEB Plus…