Episode Details

Is the EV bubble about to burst, or are we just witnessing the most aggressive industrial shake-up in automotive history? Depending on who you ask, the answer changes daily, but the truth lies in a messy, high-stakes collision between Europe’s heritage manufacturers and China’s rapid-fire growth. Back in 2019, Chinese electric vehicles were a rounding error in Europe, accounting for less than one percent of the market. Fast forward to mid-2025, and that figure has surged to nearly ten percent. It is not just a trend; it is a structural earthquake. For years, the story was simple: the West invents, and China replicates. Now, the narrative has flipped. Chinese manufacturers have cracked the code on cost-efficiency and vertical integration, leaving European giants scrambling to catch up. But is it really just about 'overcapacity,' as the European Union claims?

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