Episode
Tesla’s Global Sales Collapse, China’s EV Surge & Europe’s Climate Fight | At The Wheel #11
- Published
- Mar 15, 2026
- Duration seconds
- 2909
- Processing state
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- https://www.atthewheel.co/p/teslas-global-sales-collapse-chinas
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Summary
In Episode 11 of At The Wheel , Joe White and Tu Le unpack one of the biggest developments in the global automotive industry: Tesla’s weakening sales and the accelerating rise of China’s EV giants. Tesla’s once unstoppable growth story is suddenly under pressure. Sales are down sharply in Europe, China, and the United States , while Chinese automakers like BYD, Geely, Chery, and XPeng continue expanding both domestically and globally. Joe and Tu break down: * Why Tesla’s global sales growth has stalled despite strong EV market growth * How China’s EV market is reshaping the global automotive industry * The reality of Tesla’s idle capacity in Shanghai and Berlin gigafactories * Why Chinese automakers are rapidly expanding into Europe, Latin America, and Southeast Asia * Porsche’s dramatic sales collapse in China * The growing pressure on legacy automakers to adapt to China’s EV dominance * Europe’s escalating debate over phasing out combustion engines by 2035 The episode also explores how geopolitics, trade tensions, and evolving technology are reshaping the future of the global auto industry. As China pushes toward 80% electrification of its auto market by 2040 , the stakes for Tesla, Detroit, and Europe have never been higher. 🔎 SEO Keywords for Discoverability Tesla sales decline Tesla China market BYD EV growth China EV market dominance electric vehicle competition Tesla vs BYD global EV market trends Porsche China sales collapse EV adoption China 2040 future of electric vehicles China EV exports EV market competition electric vehicle industry news ⏱ YouTube Chapters / Timestamps 00:00 Intro – Tesla’s Global Sales Problems 01:41 Tesla Sales Decline Explained 03:08 Tesla’s China Production Dependence 05:02 Idle Gigafactory Capacity in Berlin & Shanghai 07:10 Rising C…