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

Page: https://stenobird.com/podcast/the-driven-podcast-1064195/passing-peak-ice-byd-s-export-armada-and-the-legacy-price-war
Text version: https://stenobird.com/podcast/the-driven-podcast-1064195/passing-peak-ice-byd-s-export-armada-and-the-legacy-price-war.md
Podcast: [The Driven Podcast](https://stenobird.com/podcast/the-driven-podcast-1064195)
Published: 2026-05-22T03:18:48+00:00
Episode link: https://soundcloud.com/thedrivenpodcast/passing-peak-ice-byds-export
Audio file: https://feeds.soundcloud.com/stream/2325357929-thedrivenpodcast-passing-peak-ice-byds-export.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-driven-podcast-1064195/episodes/passing-peak-ice-byd-s-export-armada-and-the-legacy-price-war
Duration seconds: 4349

## Resource

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.

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## Transcript

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