·E239

Ep. 239: VOICE MEMO -> BYD Batteries for Ford Hybrids? The Plot Twist You Didn't See Coming

January 22

7 mins

Episode Description

Official EV4E merch has dropped! (more deets at the 5:05 mark). In other news, Hyundai is finally waving goodbye to its ICE i10 hatchback after 18 years and 3.3 million units sold. In its place? The IONIQ 3, an affordable entry-level EV dropping in April 2026 with zero plans to grace U.S. shores just yet. Meanwhile, Ford's playing geopolitical chess by flirting with China's BYD for hybrid batteries destined for non-U.S. factories. The talks are non-binding for now, but the controversy's already brewing. Ford's CEO Jim Farley is also insisting the USMCA North American supply chain is non-negotiable for staying competitive. Ditch it, and car prices skyrocket while the industry takes a nosedive. (Trump's calling the whole deal “irrelevant,”) Up north, Canada's just dropped tariffs on Chinese EVs with a starter quota of 49,000 units. If sub-$26K EVs prove irresistible, will those limits quietly vanish?

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Merch is here!

Use code ELENA for 15% off your order from now until Friday, January 23, 2026.

https://evs4everyone-shop.fourthwall.com/

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Don't miss me at NADA for Cox Automotive's The EV Inflection: Sourcing Strategy Meets Retail Reality - West Hall

Thursday, Feb. 5 | 2:30 pm–2:50 pm

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Connect with Elena:

https://evs4everyone.com/

https://www.linkedin.com/in/elenaciccotelli/

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