Energy News Beat (Substack)

China's Evolving EV Monopoly - Energy Realities Podcast

The episode dissects China’s growing monopoly over the global EV market, highlighting its state‑backed battery dominance, predatory pricing, and the resulting threats to Western automakers in the US, Canada, the UK, and the EU. Panelists critique policy responses, note massive write‑downs at Stellantis, Ford and GM, and warn of de‑industrialisation tied to net‑zero goals. They also expose a Chinese scandal involving “zero‑mileage” used‑car fraud and contrast it with Tesla’s pivot toward AI‑driven autonomy and high‑margin software. Throughout, the guests argue that without decisive protectionist measures, Western auto sectors risk losing jobs, supply‑chain security, and influence over the energy transition.