# China’s EV Surge Hits Europe & North America | Munich Auto Show + Trade War Fallout | ATW #7

Page: https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/china-s-ev-surge-hits-europe-north-america-munich-auto-show-trade-war-fallout-atw-7
Text version: https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/china-s-ev-surge-hits-europe-north-america-munich-auto-show-trade-war-fallout-atw-7.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: 2026-03-14T17:17:55+00:00
Episode link: https://www.atthewheel.co/p/chinas-ev-surge-hits-europe-and-north
Audio file: https://api.substack.com/feed/podcast/190927614/87d1b9039dcaf7137fcd1e1c3f580239.mp3
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Duration seconds: 2147

## Resource

In this episode of At The Wheel , hosts Joe White and Tu Le break down the biggest global automotive stories shaping the future of transportation. Tu reports live insights from the Munich IAA Mobility Show , where Chinese automakers dramatically expanded their presence and showcased cutting-edge technology—from intelligent driving systems to next-generation EV platforms. With 40% more Chinese participants than in 2023 , the message was clear: Chinese companies are rapidly scaling their global ambitions. Meanwhile, Western automakers are racing to keep up. Volkswagen unveiled new affordable EV models targeting the €25,000 segment, Mercedes debuted its next-generation GLC with the updated MBOS software architecture, and BMW continues pushing its Neue Klasse platform. But the real story may be geopolitical. The conversation shifts to rising global trade tensions impacting the auto industry. Mexico is considering tariffs on Chinese vehicles while navigating pressure from the United States ahead of a USMCA renegotiation. At the same time, Canada is reviewing its 100% tariff on Chinese vehicles, highlighting how trade policy is reshaping global supply chains. Joe and Tu also explore how Chinese companies are exporting not only vehicles but also software, silicon, and supply chains , which could disrupt traditional Tier-1 suppliers across Europe and North America. Key themes include: * The rapid globalization of Chinese EV companies * How protectionism is reshaping the auto industry * The battle for affordable electric vehicles * Supply chain shifts and semiconductor competition * What Western automakers must do to stay competitive If you follow the future of mobility, EV technology, or the global auto industry, this episode offers essential insights into how the next decade…

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