Detroit’s Dunne, China’s won? How it happened & is it ‘unstoppable’?
Robert Llewellyn talks to Michael Dunne – entrepreneur, author and keynote speaker ≠ about China’s ambitions to dominate global electric car and battery markets.
How did it happen, and is China’s rise and America’s automotive decline inevitable?
Timestamps
0:00 Intro
2:10 Michael Dunne’s background and first trip to China!
6:27 Robert’s own Shanghai trip
8:03 The old China: BYD’s unloved early days and foreign brands’ golden years
11:36 The “two earthquakes” — EV sales explode, exports skyrocket
13:14 Chinese cars flooding the UK & charging infrastructure
18:13 How China built its edge
22:11 Made in China 2025 & the long game on batteries/rare earths
36:52 The subsidy debate, state support, and the West’s dilemma
58:52 The road ahead: autonomy, robotaxis, congestion, and the West’s remaining strengths
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