About this episode

The episode discusses the peak of ICE vehicles, BYD's export strategies, and the challenges faced by legacy car makers in a price war.

We dig into the IEA's 2026 Global EV Outlook which says ICE vehicles peaked in 2017, BYD’s move to build its own export armada, and why legacy car makers are being dragged into a price war they may not be built to win.

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