How China is reshaping the global auto market
From Catalyst with Shayle Kann by Latitude Media
June 11, 2026 · 34 min
About this episode
Shayle Kann and Michael Dunne discuss how China is reshaping the global auto market and the implications for American automakers.
In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany. Yet this massive global shift feels nearly invisible in the U.S. A 100% tariff on Chinese vehicles, combined with strict rules keeping Chinese hardware and software off American roads, has effectively built a regulatory wall around the domestic market. But in virtually every other corner of the globe, Chinese automakers are dramatically reshaping markets — from Europe and Southeast Asia to Latin America and Canada. In this episode, Shayle sits down with Michael Dunne, the CEO of Dunne Insights and author of the upcoming book Car Wars. Shayle and Michael map out the chaotic dynamics of the global auto market and consider what’s actually happening inside China’s automotive powerhouse. And they explore the biggest question of all: can America permanently shield legacy automakers, or is it just delaying an inevitable wave? Shayle and Michael discuss topics including: - How China successfully applied its massive manufacturing capacity to the automobile industry. - The market forces governing China’s massive car…
People in this episode
Host: Shayle Kann
Guest: Michael Dunne
Topics covered
- global auto market
- China automotive industry
- car exports
- impact on legacy automakers
- manufacturing capacity
- market dynamics
Keywords
- China
- auto market
- car exports
- legacy automakers
- manufacturing
- automotive industry
- global shift
- market forces
Mentioned in this episode
Organizations: Dunne Insights, BYD, Geely, SAIC, Xiaomi, Xpeng, Leapmotor, Nio
Places: China, U.S., Europe, Southeast Asia, Latin America, Canada
More episodes of Catalyst with Shayle Kann
- Surprising trends in global electricity generation · June 4, 2026 · 44 min
- Building inference data centers on the high seas · May 28, 2026 · 48 min
- A blueprint for scalable fusion power · May 21, 2026 · 41 min
- Inside the global fertilizer crunch · May 14, 2026 · 36 min
- Cracking the code on autonomous trucking · May 7, 2026 · 43 min
- How AI is modernizing EPCs · April 30, 2026 · 34 min
Explore listener stats, chart rankings, contacts and more on the Catalyst with Shayle Kann podcast page.