{"podcast":{"title":"At The Wheel Podcast w/ Tu Le & Joe White","slug":"at-the-wheel-podcast-w-tu-le-joe-white-7634964","podcast_index_feed_id":7634964,"rss_url":"https://api.substack.com/feed/podcast/5337830.rss","website_url":"https://www.atthewheel.co/podcast","image_url":"https://substackcdn.com/feed/podcast/5337830/c1f1fb012e246504f27c6e22fbc01224.jpg","author":"Tu Le & Joe White","episode_count":25,"summary":"A thoughtful discussion about the future of transportation that highlights companies and individuals moving the sector forward.","last_synced_at":"2026-07-16T06:20:29.200493+00:00","page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964"},"episode":{"title":"At The Wheel – Episode #3: Special guest Ed Kim on the EV Slowdown, China’s Surge & U.S. Auto Strategy Gaps","slug":"at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps","published_at":"2025-07-08T18:28:39+00:00","page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps","show_page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964","url":"https://www.atthewheel.co/p/at-the-wheel-episode-3-special-guest","audio_url":"https://api.substack.com/feed/podcast/167829087/2e3bcf1cce53825c094c5c8767eba93d.mp3","summary":"In this episode of At The Wheel , hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim , President of AutoPacific , to unpack why the U.S. EV market is stalling—and how China is seizing the moment. 🚗 Key Topics: * AutoPacific cuts its 2030 U.S. EV forecast from 25% to 17% * Chinese automakers like BYD , NIO , and Changan are gaining ground—fast * China’s likely backdoor into the U.S. market? 🇲🇽 Mexico * U.S. brands risk becoming “single-product, single-market” dinosaurs * Why Gen Z isn’t buying into decontented EVs * Startups like Rivian , Lucid , and Slate face a shrinking runway * The looming rare earth magnet crisis that could rival the 2021 chip shortage 🎙️ This is a sharp, data-driven look at global EV disruption, policy paralysis, and the widening gap between American consumers and automakers. 🔥 “We’re not standing still—we’re moving backwards,” Ed says of U.S. EV policy. He also warns that a new wave of “magnet shortages” and rare earth restrictions could echo the 2021 chip crisis—only worse. 🏢 Companies & Organizations Mentioned EV Startups: Rivian, Lucid Motors, Slate, Tesla Chinese Automakers: BYD, NIO, XPeng, Geely, Zeekr, Changan, JAC, MG, Li Auto Legacy OEMs: GM, Ford, Stellantis, Toyota, Hyundai, Kia, Volkswagen, Volvo, Renault, Nissan Others: AutoPacific, Sino Auto Insights, Reuters, MIT, Lithium Americas, U.S./Chinese governments, Canadian dealer groups, Mexican trade zone 🔎 SEO Keywords: EV forecast 2030, Ed Kim AutoPacific, Chinese EV growth, U.S. EV tariffs, GM Ford EV strategy, Tesla competition, Rivian Lucid outlook, rare earth shortage, Gen Z car buyers, BYD vs GM, Changan Mexico, EV policy 2025 🎙️ This is a frank, data-driven conversation about what’s working (and what’s not) in the global auto industry—and why U…","meta_description":"In this episode of At The Wheel , hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim , President of AutoPacific , to u…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4089,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/at-the-wheel-podcast-w-tu-le-joe-white-7634964/episodes/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/at-the-wheel-episode-3-special-guest-ed-kim-on-the-ev-slowdown-china-s-surge-u-s-auto-strategy-gaps.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}