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Environment China is a weekly bilingual podcast from the Beijing Energy Network. The show features conversations with advocates, entrepreneurs, and experts working in the environmental field in China.  We are looking to learn how they do their work, what new strategies and solutions they have found, and why now is the right time for real and positive changes in China’s environmental field.

If you like Environment China, you can subscribe on iTunes here, as well as on other podcast apps, such as Stitcher and Overcast. We also invite you to subscribe to our feed on libsyn here. And if you really like Environment China, you can leave us a comment on iTunes — we really appreciate your support!

Listen to the latest episodes below!

  1. All Episodes
  2. China’s booming EV market - with Tu Le and James Gao

China’s booming EV market - with Tu Le and James Gao

Dec 13, 2021

By popular request, the podcast turns to the topic of electric vehicles and trying to look at this from a market perspective instead of a policy perspective, and really examine how the market works and how it breaks down in terms of EV characteristics and market shares. Today we are speakng to two EV experts: Tu Le of Sino Auto Insights, a mobility consultancy, and of China Evs and More podcast; and James Gao (Gao Tianjian) of Mercedes and the Beijing Energy Network.

In this podcast we discuss:

  1. Why EV sales in China are surging
  2. What types of vehicles are seeing the most growth, and how similar Chinese vehicles are to EVs abroad
  3. How the market breaks down in terms of foreign vs domestic
  4. How China is able to scale up manufacturing of potentially globally competitive products, and which EVs have the most export potential
  5. The situation with battery swap, which is now expanding from NIO and BAIC to new players
  6. The charging situation for China's apartment dwellers

We end the podcast with a game of buy-sell-or-hold, where we challenge our guests to identify the probability of different future EV scenarios, such as whether a Chinese EV will be a top seller worldwide (outside of China) in 2025.

China EVs and More is available on all the finest podcasting platforms. You can follow Sino Auto Insights and listen to their live podcasts on Twitter Spaces here:

https://twitter.com/SinoAutoInsight