New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming.

So what’s going on?

In this episode, Shayle talks to TP Huang, who writes a substack about EVs, clean energy, and other tech focused on China. (For family reasons, TP uses the pseudonym TP Huang.) Shayle and TP cover topics like:

How EVs became extremely cost competitive with internal combustion engines in China where EV prices dip as low as $10,000 USD
Chinese consumer preferences for vehicles packed with features ranging from voice commands to fridges
The ubiquity and interoperability of fast charging, plus battery swapping
The rapid pace of electrification in heavy-duty trucking
Chinese exports to Europe, Southeast Asia, and elsewhere (although not the U.S.)

Recommended Resources:

TP Huang: What's going in the Chinese automotive market

CNN: A brutal elimination round is reshaping the world’s biggest market for electric cars

Bloomberg: Why Europe Is Raising Tariffs on China’s Cheap EVs

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Demystifying the Chinese EV market