View Transcript
Episode Description
Robert Llewellyn talks to Michael Dunne - entrepreneur, author and keynote speaker - about China's ambitions to dominate global electric car and battery markets. How did it happen, and is China's rise and America's automotive decline inevitable? Join us at our next Everything Electric expo: https://everythingelectric.show EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show 00:00 – Intro 02:10 – Michael Dunne's background and first trip to China! 06:27 – Robert's own Shanghai trip 08:03 – The old China: BYD's unloved early days and foreign brands' golden years 11:36 – The "two earthquakes" — EV sales explode, exports skyrocket 13:14 – Chinese cars flooding the UK & charging infrastructure 18:13 – How China built its edge 22:11 – Made in China 2025 & the long game on batteries/rare earths 36:52 – The subsidy debate, state support, and the West's dilemma 58:52 – The road ahead: autonomy, robotaxis, congestion, and the West's remaining strengths Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric