AD #3889 - BYD Could Outsell Ford and Honda; GM Ramping Up BrightDrop Production; Audi's 1st China-Sourced EV Coming in 2025
About this episode
The discussion covers shifting EU tariffs on Chinese EV imports and the impact on German automakers like BMW, which is lowering profit forecasts due to sales declines and recalls. Western brands are adopting Chinese EV platforms to appeal to local customers, with Audi and Stellantis partnering with Chinese firms. BYD aims to sell 4 million vehicles this year, potentially outselling Ford and Honda. GM plans to ramp up BrightDrop electric van production by adding a second shift. Intel considers selling more of its Mobileye stake amid struggles. Rivian launches a referral program to boost sales. Mercedes and others invest in solid-state batteries promising higher energy density and range improvements.
Zevo Bright Drop
"...s integrated its electric commercial van company, bright Drop, into Chevrolet. That allows it to take advantage..."
Pontiac Solstice
"...of the decade. Speaker 2: The new battery, called Solstice, has. Speaker 1: An energy density of four hundre..."
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