🔊 Chinese automakers led by BYD have stormed the Paris Motor Show after Beijing agreed to cap hybrid exports. On this Viewsroom podcast, @Breakingviews columnists spar over how dominant Chinese EV makers can be, and whether VW and others can fight back

🚨 Chinese EV makers building full-scale factories in the US sounds simple. The economics don’t. @theJeffLutz points to the biggest problem: labor and supply-chain costs are dramatically higher in the U.S., while Chinese automakers also lose the supplier terms that help their model work at home. @TeslaBoomerMama adds that much of the profit comes from selling overseas, not from China itself. And @CernBasher raises the geopolitical angle: could Giga Shanghai become part of the bargaining? So is this really about factories in America? Or is it leverage in a much bigger negotiation? $TSLA

Volkswagen turned to Chinese EV maker XPeng to help it catch up in the world's biggest car market. But after a weak start for their first joint model, the question is whether VW can turn Chinese technology into cars that local consumers want to buy