Episode 171: Tu Le - Vol II

Tu Le is the Founder and Managing Director of Sino Auto Insights. He is also co-host of the China EVs & More Podcast. @SinoAutoInsight on X Topics: The UAW Strike The future of the "Big 3" US automakers Tesla's huge EV lead in the US Modifying IRA rules The long road to NA/EU battery competitiveness The German auto retreat in China EV = battery & software The China EV market The India EV market China market misinformation LFP in North America Rapid fire