# Why China EV Makers Are Pivoting to Southeast Asia

Page: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-ev-makers-are-pivoting-to-southeast-asia
Text version: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/why-china-ev-makers-are-pivoting-to-southeast-asia.md
Podcast: [China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets](https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760)
Published: 2026-06-13T06:12:52+00:00
Episode link: https://audio.fexingo.com/business/china-economy/episode-0049.mp3
Audio file: https://audio.fexingo.com/business/china-economy/episode-0049.mp3
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JSON: https://stenobird.com/v1/public/podcasts/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/episodes/why-china-ev-makers-are-pivoting-to-southeast-asia
Duration seconds: 628

## Resource

Chinese electric-vehicle exports to Europe are slowing as tariffs and geopolitical friction mount. But on the ground in Thailand and Indonesia, Chinese EV makers are building factories, not just shipping cars. Lucas and Luna examine the strategic shift: BYD's new plant in Rayong, the role of Chinese battery supply chains, and why Southeast Asian consumers are adopting EVs faster than expected. They also tie the trend to broader yuan trade dynamics and what it means for legacy automakers in Japan and Germany. A concrete look at how Chinese industrial policy is reshaping the auto industry, one assembly line at a time. #ChinaEconomy #EVPivot #SoutheastAsia #BYD #TradeStrategy #EVExports #Tariffs #BatterySupplyChain #Thailand #Indonesia #YuanTrade #AsiaPacific #AutomotiveIndustry #Manufacturing #IndustrialPolicy #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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