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DAILY: EU Plans Local Rules For EVs, Ford Pitches US-China Venture and Volvo’s Fleet Software Update| 18 Feb 2026

DAILY: EU Plans Local Rules For EVs, Ford Pitches US-China Venture and Volvo’s Fleet Software Update| 18 Feb 2026

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About this episode

The European Union is introducing local content rules for EV manufacturing to boost domestic production and counter Chinese dominance, requiring significant EU-sourced components. Ford CEO Jim Farley proposes US-China EV joint ventures to share technology and production, stirring debate amid trade and security concerns. Volvo is rolling out a major software update across 2.5 million vehicles, highlighting the challenges legacy automakers face compared to Tesla's streamlined OTA updates. The episode also touches on energy trends in the UK, Maruti Suzuki's battery-as-a-service model in India, and ongoing shifts in global EV markets and manufacturing strategies.

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Technical Too Afraid to Ask
Car

Toyota Land Cruisery

"China battery installs falling, and the Hong Chi brand testing an off-road EV. Looking very Land Rover-y, looking very total Land Cruiser-y. Okay, let's get into the podcast today."

The Toyota Land Cruiser is a big, tough car that can drive over rough and bumpy places where normal cars can't go. People trust it because it lasts a long time and works well in hard conditions. It's often compared to other strong off-road cars like Land Rover.

Term

EVs

"EVs must source 70% of source components, excluding the batteries from the European Union or be fully assembled within the European Union."

Cars that run on electricity instead of gas or diesel.

Brand

Volkswagen

"Volkswagen itself has recently been shutting plants and cutting jobs."

Volkswagen is a big car company from Germany that makes many cars you might see on the road. They build everything from small cars to big SUVs.

Brand

BMW

"BMW warns of added costs and red tape if this goes ahead."

BMW is a company from Germany that makes fancy cars that are fun to drive and comfortable.

Brand

Stellantis

"Volkswagen and Stellantis both lobbied for a made-in-Europe incentive scheme."

Stellantis is a big car company that owns many different car brands from Europe and America, like Jeep and Fiat.

Brand

BYD

"BYD, the world's best-selling EV brand in 2025, is building for Europe in Hungary,"

BYD is a company from China that makes electric cars, which run on batteries instead of gas.

Term

Gigafactory Shanghai

"Tesla's Model 3 from Gigafactory Shanghai faces the same EU tests as well,"

Gigafactory Shanghai is a big factory in China where Tesla makes its electric cars like the Model 3.

Brand

Ford

"Okay, let's talk about Ford CEO Jim Farley. ... Those with Chinese partnerships, Volkswagen, Kia, Stalantis, Ford and more"

Ford is a big car company from the United States that makes many kinds of cars, including electric ones.

Brand

Kia

"Those with Chinese partnerships, Volkswagen, Kia, Stalantis, Ford and more"

Kia is a car company from South Korea that makes many cars, including electric ones, and works with other companies in China.

Term

US tariffs

"US tariffs on security bans currently restrict Chinese brands."

US tariffs are extra taxes the government puts on products coming from other countries. This can make those products more expensive.

Brand

GM

"GM warns that entry would destabilize North American supply chains and erode their share."

GM is a big American car company that makes many popular cars and trucks. They are important in the US car market.

Concept

North American supply chains

"GM warns that entry would destabilize North American supply chains and erode their share."

Supply chains are how car parts and cars get made and moved around. North American supply chains mean this happens mostly in the US, Canada, and Mexico.

Concept

hybrid batteries

"Ford is negotiating with BYD on hybrid batteries outside the US"

Hybrid batteries help cars use both gas and electricity to save fuel and pollute less.

Brand

Geely

"and possibly with Geely to use some of their European manufacturing capacity."

Geely is a big car company from China that makes cars and owns other car brands around the world.

Company

CATL

"Ford will produce CATL licensed batteries at their Michigan plant."

CATL is a company from China that makes batteries for electric cars.

Term

LFP packs

"They're going to be LFP packs for their new Universal EV platform."

LFP packs are a kind of battery used in electric cars that are safe and last a long time.

Concept

Universal EV platform

"They're going to be LFP packs for their new Universal EV platform."

A Universal EV platform is like a basic design that many electric cars can be built on, making it easier and cheaper to make different cars.

Term

ADAS

"Many use Chinese partners for software, some for ADAS."

ADAS means special features in cars that help the driver stay safe and make driving easier.

Concept

joint ventures

"So, I appreciate Ford CEO pitching the idea of let's do joint ventures with China. Let's bring in their technology to the United States."

A joint venture is when two companies work together to make cars or share technology. This helps them build better cars or sell them in new places.

Concept

fleet-wide update

"Volvo is rolling out a fleet-wide update, which is a huge deal for Volvo."

A fleet-wide update means a car company sends new software to all their cars to make them better or fix problems.

Car

Tesla Model 3

"...tners together. Tesla have one car. They have the Model 3 and the Model Y. It's one platform. It's one car,..."

The Tesla Model 3 is a small electric car that many people like because it can go far on a single charge and is fun to drive. It's built on the same basic design as another Tesla car called the Model Y, which helps keep things simple and less expensive. People talk about it a lot because it's one of the most popular electric cars out there.

Car

Tesla Model Y

"Tesla have one car. They have the Model 3 and the Model Y. It's one platform. It's one car, effectively."

The Tesla Model Y is a fully electric SUV that shares many parts with the Model 3. This helps Tesla send updates to both cars easily.

Concept

over-the-air update

"But Volvo say it'll start to arrive over the air within three weeks."

An over-the-air update means the car gets new software or fixes through the internet, so you don't have to take it to the shop.

Car

Volvo EX90

"..., bringing free 2025 cars up to date with what an EX90 would look like if you walked into the showroom a..."

The Volvo EX90 is a new electric SUV, which means it runs on batteries instead of gas. It's a big, safe, and modern car that shows how Volvo is moving towards cleaner and smarter vehicles. It's like the newer version of their older SUV called the XC90.

Car

Polestar 2

"...cars. I've got a 2020 all-wheel drive launch spec Polestar 2. I find it pretty snappy."

The Polestar 2 is an electric car that looks sporty and drives well. It uses batteries instead of gas and is made by a company connected to Volvo. People like it because it's quick and has a lot of modern technology inside.

Term

7.4 kilowatt AC wall box

"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"

A 7.4 kilowatt AC wall box is a charger you can put on your wall to plug in your electric car and charge it faster than a regular outlet.

Term

lane keep assist

"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"

Lane keep assist helps the car stay in its lane by nudging the steering if you start to drift without signaling.

Term

automatic braking

"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"

Automatic braking means the car can stop itself if it sees something in front to avoid crashing.

Concept

battery leasing

"Whether splitting the car price from the battery cost builds by a confidence or just adds complexity. We'll see if India goes for battery swapping or battery leasing in the way that China has."

Battery leasing means you don't buy the battery with the car but rent it, so the car costs less and you can get help if the battery has problems.

Concept

battery swapping

"We'll see if India goes for battery swapping or battery leasing in the way that China has."

Battery swapping means instead of waiting to charge your electric car, you swap your empty battery for a full one quickly at a station.

Concept

zero emission bus

"The United Kingdom retained its position as Europe's largest zero emission bus market last year. Over two and a half thousand new zero emission buses on the roads according to new data."

Zero emission buses are buses that don't make dirty smoke or pollution when they drive, helping keep the air clean.

Term

electric charging

"Should we do that for electric charging? Physical signage is important for drivers"

Electric charging is how you fill up an electric car with power, like putting gas in a regular car, but using electricity from a charger.

Term

phone mirroring

"have things like phone mirroring through apps which make driving an EV slightly more difficult"

Phone mirroring lets you see and use your phone's apps on the car's screen, so you can use your phone safely while driving.

Term

charging networks

"if your apps don't support things like charging networks and more expensive vehicles, let's say,"

Charging networks are groups of places where you can plug in and charge your electric car. Some apps help you find these spots.

Car

Volvo XC60

"...les in China. So the EX-30 and the plug-in hybrid XC60. The XC60 is Volvo's best-selling model ever."

The Volvo XC60 is a smaller luxury SUV that lots of people buy because it's safe, looks good, and has smart features. Some models use a mix of gas and electricity to help save fuel. It's Volvo's most popular car because it fits well for everyday use.

Car

Volvo XC90

"EC40 and the XC60 plug-in hybrid, XC90 plug-in hybrid. The Quota could also return the E..."

The Volvo XC90 is a fancy, medium-sized SUV that many families like because it's safe and comfortable. Some versions use both gas and electricity to save fuel. It's popular because it looks nice and has lots of helpful features.

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