In the rapidly transforming landscape of global energy and transportation, China’s grip on the electric vehicle (EV) sector has become a dominant force. With control over critical supply chains, particularly batteries, China is reshaping the industry through aggressive strategies that blend state support with market tactics. This dominance, however, comes at a cost—raising alarms about fair competition and the survival of auto industries in regions like Canada, the UK, and the EU. Meanwhile, scandals within China’s own market expose vulnerabilities, contrasting sharply with Tesla’s pivot toward a tech-driven future. As we examine these dynamics in early 2026, the implications for energy security and automotive innovation are profound.
The main topics discussed in this Podcast are:
1. The challenges facing the electric vehicle (EV) industry, particularly the struggles of Western automakers to compete with Chinese EV manufacturers. Speakers discuss the significant financial losses and write-downs reported by major automakers like Stellantis, Ford, and GM in their EV divisions.
2. The potential for China to dominate the global EV market due to factors like lower production costs, government subsidies, and vertical integration of the supply chain. Speakers express concerns about Western countries becoming overly dependent on China for EVs and related technologies.
3. The policy decisions and government interventions in various countries that are shaping the EV market, such as emissions regulations, EV mandates, and subsidies. Speakers critique the effectiveness and unintended consequences of these policies.
4. The broader geopolitical and economic implications of the shift towards EVs, including the potential impact on domestic manufacturing, energy security, and trade relationships. Speakers discuss how the EV transition is tied to larger issues like de-industrialization, dependence on foreign suppliers, and the competition between the US, China, and other powers.
5. The role and responsibility of corporate leaders and executives in the EV transition, with some speakers criticizing the lack of pushback and advocacy from automakers against government policies that undermine their competitiveness.
6. The potential political and economic disruptions that could arise from the EV transition, including the possibility of regime changes, trade disputes, and realignments of global alliances and power dynamics.
02:33 What is going on in the EV markets?
03:30 Western Car companies vs China
06:01 Write downs on EV losses 09:02 EU car companies losing money even with subsidies
11:21 Clown show in US car companies
14:39 Deindustrialization as a plan implemented through Net Zero policies
20:21 Subsidies will lead to collapse
21:28 Supply Chains
27:13 Carbon taxes, grid failures, and how?
41:31 Defence Manufacturing with Net Zero
51:51 CBAM is another tipping point
56:41 OPEC and the future of oil pricing
Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/
For David Blackmon https://blackmon.substack.com/
For Tammy Nemeth https://thenemethreport.substack.com/
For Irina Slav https://irinaslav.substack.com/
