Is this an EV story, a China story, or an “America forgot how to build affordable cars” story? My guest today, Patrick George, Detroit Bureau Chief at The Wall Street Journal says it’s all of the above. On this episode, Patrick unpacks the latest twists and turns in the EV arms race, the China factor, and why US automakers are stuck selling $70k trucks while BYD is out here dropping tech-packed EVs for the price of a used Corolla. From El Paso, Texas as America’s unofficial Chinese EV showroom to Volkswagen handing its EV homework to Chinese partners, Patrick pulls back the curtain on what's actually happening and why. You’ll hear how Chinese automakers have mastered EVs using the West’s own playbook and then leveled it up, why US policy “whiplash” has automakers whipsawed between EV mandates and gas-powered reality, what everyday buyers really want (hint: not a $50k “rough draft” EV) and why $20k Chinese EVs are the elephant at the border. If you work in auto and think you “kind of” understand what’s happening…you probably don’t. This episode is your wake-up call.

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Read the full WSJ article by Ryan Felton here, "The U.S. Wants to Ban China’s High-Tech Cars, but They’re Already Here in El Paso"

https://www.wsj.com/business/autos/chinese-cars-byd-geely-u-s-mexico-be0dea28?st=S1KY5S&reflink=desktopwebshare_permalink

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