Lei Xing: The Chinese vehicle threat is overblown

Lei Xing: The Chinese vehicle threat is overblown

Author: Automotive News March 1, 2026 Duration: 27:23
Lei Xing, an independent analyst and consultant on the Chinese auto industry, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how Chinese vehicles entering the U.S. would likely not initially compete in the most profitable U.S. segments, such as pickups. He also explains why the Chinese automakers Geely and BYD are best positioned to enter the U.S.

Shift: A podcast about mobility cuts through the hype surrounding the future of transportation. Hosted by Automotive News tech and innovation lead Pete Bigelow, each episode digs into the practical realities behind the headlines-from electric vehicles and autonomous driving to shifting ownership models and supply chain revolutions. Pete brings the authority of the industry's leading publication while maintaining a balanced, inquisitive tone, equally enthusiastic about potential and clear-eyed about pitfalls. This isn't just speculation; it's grounded analysis for professionals and curious observers who want to understand the actual forces reshaping how we move. The conversations go beyond mere announcements, examining the business strategies, technological hurdles, and societal impacts that will define the next era. As a production of Automotive News, this podcast offers direct access to the reporters and thinkers at the center of this transformation. Tune in for a nuanced exploration where optimism meets healthy skepticism, providing a essential guide to the complex world of modern mobility.
Author: Language: English Episodes: 100

Shift: A podcast about mobility
Podcast Episodes
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