{"podcast":{"title":"Catalyst with Shayle Kann","slug":"catalyst-with-shayle-kann-4458041","podcast_index_feed_id":4458041,"rss_url":"https://feeds.megaphone.fm/catalyst","website_url":"https://www.latitudemedia.com/podcasts/catalyst","image_url":"https://megaphone.imgix.net/podcasts/d2f3b172-3bc3-11ec-a455-6f999fef6a5d/image/fbec5c0a5554c2cf93735bd48e4c42a1.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Latitude Media","episode_count":266,"summary":"A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.","last_synced_at":"2026-07-30T20:21:45.983146+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041"},"episode":{"title":"How China is reshaping the global auto market","slug":"how-china-is-reshaping-the-global-auto-market","published_at":"2026-06-11T10:00:00+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/how-china-is-reshaping-the-global-auto-market","show_page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041","url":"https://traffic.megaphone.fm/PSMI5477878340.mp3","audio_url":"https://traffic.megaphone.fm/PSMI5477878340.mp3","summary":"In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany. Yet this massive global shift feels nearly invisible in the U.S. A 100% tariff on Chinese vehicles, combined with strict rules keeping Chinese hardware and software off American roads, has effectively built a regulatory wall around the domestic market. But in virtually every other corner of the globe, Chinese automakers are dramatically reshaping markets — from Europe and Southeast Asia to Latin America and Canada. In this episode, Shayle sits down with Michael Dunne, the CEO of Dunne Insights and author of the upcoming book Car Wars. Shayle and Michael map out the chaotic dynamics of the global auto market and consider what’s actually happening inside China’s automotive powerhouse. And they explore the biggest question of all: can America permanently shield legacy automakers, or is it just delaying an inevitable wave? Shayle and Michael discuss topics including: - How China successfully applied its massive manufacturing capacity to the automobile industry. - The market forces governing China’s massive car exports - Unpacking the two tiers of Chinese automakers: Legacy scale giants like BYD, Geely, and SAIC versus the \"Teslas of China” like Xiaomi, Xpeng, Leapmotor, and Nio. - Why China’s expansion is already forcing major European and Japanese automakers to plan for closures and layoffs. - How regulatory frameworks in China are accelerating the commercialization of autonomous driving far quicker than in the U.S. - Concerns over cybersecurity in Chinese automobiles - Driving with Dunne podcast - Catalyst: Repurposing EV batteries for grid storage - Catalyst: Demystifying the Chinese EV market - Catalys…","meta_description":"In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Jap…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2052,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/catalyst-with-shayle-kann-4458041/episodes/how-china-is-reshaping-the-global-auto-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/how-china-is-reshaping-the-global-auto-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}