Episode

Passing "Peak ICE", BYD's export armada, and the legacy price war

Podcast: The Driven Podcast
Published: May 22, 2026
Duration seconds: 4349
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Canonical source: https://soundcloud.com/thedrivenpodcast/passing-peak-ice-byds-export
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Summary

We dig into the IEA's 2026 Global EV Outlook which says ICE vehicles peaked in 2017, BYD’s move to build its own export armada, and why legacy car makers are being dragged into a price war they may not be built to win.