Tu and Lei start out the pod with a brief review of June sales numbers and both agreed the market seemed to recover well with the major automakers all rebounding from low April / May sales caused by the lockdown in Shanghai.
Tu and Lei spend a few moments to discuss the latest news about Covid in China including steps the Chinese govt is taking to restart the sector again.
Lei that discusses the controversy about the claim of BYD outselling Tesla for the 1st half of 2022 since BYD sells a combination of PHEVs & BEVs while Tesla sells ONLY BEVs.
The next topic of discussion is about the city of Shenzhen opening parts of the city up to L3 capable vehicles.
Lei reviews all the numbers that were revealed during NIO’s Power day likely to dispute the short report that came out on them last week. Tu counters the NIO numbers with some Tesla numbers of his own, specifically about the number of superchargers that have been installed in China.
Tu then pulls back the discussion to what the US needs to do to really help speed up EV adoption in the US including a laser focus on rolling out more EV charging infrastructure.
Tu & Lei close out the the pod with a summary of the VW battery manufacturing announcement.