# Episode 232: Tu Le

Page: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-232-tu-le
Text version: https://stenobird.com/podcast/the-global-lithium-podcast-1191702/episode-232-tu-le.md
Podcast: [The Global Lithium Podcast](https://stenobird.com/podcast/the-global-lithium-podcast-1191702)
Published: 2026-03-26T23:52:55+00:00
Episode link: https://podcasters.spotify.com/pod/show/globallithium/episodes/Episode-232-Tu-Le-e3h1con
Audio file: https://anchor.fm/s/e113880/podcast/play/117534935/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-26%2Fa01f1477-5154-f7d7-ce50-4b3946d6ad4e.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-global-lithium-podcast-1191702/episodes/episode-232-tu-le
Duration seconds: 4201

## Resource

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest" China EV companies Rapid fire The growing angst in China over lithium supply

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## Transcript

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