"China Will Be Dominant And America Will Be Irrelevant." Kyle Chan, Author, New York Times Op-Ed

"China Will Be Dominant And America Will Be Irrelevant." Kyle Chan, Author, New York Times Op-Ed

It is hard for Americans to imagine not being No. 1. The US has been the leading industrial, economic and military power since the end of WWII. But now America confronts a challenger that appears to be bigger, faster and more ambitious. That challenger is China. The PRC now manufactures one third of the world's cars, sixty percent of EVs, seventy percent of batteries and utterly dominates battery supply chains. How did Chinese companies get so powerful so quickly? What can America and the West learn from China's rapid ascendancy? And what can we do to compete going forward? Joining me today on the Driving wWith Dunne podcast is Kyle Chan, author of the widely read and highly respected newsletter, High Capacity. Kyle reveals China's secret superpowers – many of which might appear surprisingly ordinary. But they're not.

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Avsnitt(155)

Boom! Pop! Battery Lockup. John Voelcker On Some Unpleasant Fast-Charging Moments

Boom! Pop! Battery Lockup. John Voelcker On Some Unpleasant Fast-Charging Moments

In late 2022 and early 2023, customers from Ford, Rivian and Bolt separately reported an unusual and slightly terrifying experience while fast charging their vehicles. In the middle of their charge se...

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Breaking China's Graphite Monopoly.  Nico Cuevas, Founder, Urbix Resources

Breaking China's Graphite Monopoly.  Nico Cuevas, Founder, Urbix Resources

Graphite is a core component of lithium-ion batteries, accounting for up to 30% of the value of a battery cell. Today, Chinese companies utterly dominate refining, producing 93% of all processed graph...

17 Feb 202329min

Fixing The Charging Experience. John Thomas, COO, Autel Energy North America

Fixing The Charging Experience. John Thomas, COO, Autel Energy North America

Today’s charging experience in North America is, to be blunt, not good. New EV owners meet disappointment in the very first weeks of ownership. Some chargers are broken. Others are slow. Still others ...

9 Feb 202335min

Richard Windsor: Why Legacy Automakers Are Sitting Ducks – It's The Software

Richard Windsor: Why Legacy Automakers Are Sitting Ducks – It's The Software

Imagine a future in which car buyers choose a make and model based not on acceleration, handling and braking but on their digital cockpit experience. How well does the navigation work? How rich are th...

2 Feb 202342min

Joe Lowry, Aka "Mr Lithium": Are Lithium Prices Headed Up – Or Down?

Joe Lowry, Aka "Mr Lithium": Are Lithium Prices Headed Up – Or Down?

Meet Joe Lowry, a man who in the battery minerals world is known as Mr Lithium. Lowry got his start in lithium at just about the same time that lithium ion batteries first started powering made-in-Jap...

26 Jan 202336min

John Pomfret, Author, From Warsaw With Love.  The American-Polish Spy Relationship, Ukraine, China and the New Great Game.

John Pomfret, Author, From Warsaw With Love.  The American-Polish Spy Relationship, Ukraine, China and the New Great Game.

There are a lot of people in America and Europe willing to tell you that they "know China." In reality, very few Westerners really understand China. Fewer still can communicate what they know in clear...

19 Jan 202344min

Madame Thuy Le, CEO, VinFast: From Startup to America At Lightspeed

Madame Thuy Le, CEO, VinFast: From Startup to America At Lightspeed

Meet VinFast, Vietnam's young, bold and relentless EV champion. In late December, 2022, Madame Thuy Le, VinFast CEO, supervised operations at the port in Haiphong as the first 999 VinFast VF 8s were l...

12 Jan 202336min

ICYMI - Meet Battery Brunch With Yen Yeh, Co-Founder, Volta Foundation

ICYMI - Meet Battery Brunch With Yen Yeh, Co-Founder, Volta Foundation

Have you been searching for an expert go-to source for knowledge on batteries? Look no further, Battery Brunch is here. In 2019, MIT graduates and Silicon valley battery scientists Yen Yeh (Voltaiq), ...

29 Dec 202227min

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