# Tu Le
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tu le is an Australian lawyer and political candidate for the Australian Labor Party. Her candidacy became notable in 2021 when a local preselection process in Fowler, an electorate in Sydney, was halted in favour of choosing Senator Kristina Keneally. Le appeared in the media along with criticism of her party for promoting a political insider and failing to reflect a multicultural community, contributing to the otherwise safe seat being lost to independent Dai Le at the 2022 federal election.
Tu Le Explains the Hugely Ascendant Chinese Auto Industry
Tu Le of Sino Auto Insights lived in China from 2009 to 2022, and is one of the more insightful voices analyzing the car industry there from an American perspective. It's a view we don't get because Chinese cars are invisible in the U.S. (though all around us in Canada and Mexico). China sells more…
Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256
Could Tesla really leave China—the market and manufacturing base that helped transform it into the world's most valuable automaker?In Episode #256 of China EVs & More, Tu Le and Lei Xing unpack reports that Tesla could potentially sell, spin off or close its China operations as Elon Musk considers …
China's Auto Market Is Shrinking—So Why Is GM Doubling Down? | Ford Takes Aim at Cheap EVs | CEM #257
GM is doubling down on China for another 20 years—just as China's auto market enters one of its toughest periods in years.
In Episode #257 of China EVs & More, Tu and Lei break down General Motors' extension of the SAIC-GM joint venture, China's slowing domestic auto market, booming vehicle exports…
China's Auto Takeover Hits 77% | VW, GM & Europe Feel the Pressure | CEM #258
Chinese automakers just captured 77.4% of China's passenger-vehicle market—and exports have topped one million vehicles for two consecutive months.
In Episode #258 of China EVs & More, Tu and Lei unpack a dramatic shift in the world's largest auto market: Chinese brands dominating at home, NEVs app…
China Squeezes Germany From Both Ends | BMW, VW, NIO & ZEEKR | CEM #259
BMW and Volkswagen are getting more aggressive in China—but NIO, ZEEKR and the Chinese competition aren't slowing down.
In Episode #259 of China EVs & More, Tu and Lei break down the biggest developments from the Chengdu Motor Show, including aggressive pricing from BMW's Neue Klasse iX3 and Volksw…
Analyst Tu Le Says U.S. Automakers Will Never Catch Up to China, and That's Fine
The Chinese auto industry moved faster than almost anyone expected, and the numbers are hard to argue with. Legacy brands that once dominated the world's largest car market have watched their collective share collapse in a matter of years. Tu Le, founder and managing director of Sino Auto Insights,…
Can Volkswagen Save Itself? | Wall Street Journal & Former BMW Executive Explain Why This Time Is Different | At The Wheel #27
Volkswagen has approved one of the largest restructurings in automotive history.
The question isn’t whether it’s significant.
The question is whether it came too late.
In this special edition of At The Wheel, Tu Le is joined by Stephen Wilmot, automotive reporter for The Wall Street Journal, and Da…
AAH #807 - Unboxed Assembly Will Revolutionize The Industry....Or Maybe Not
TOPIC: Industry Disruptions PANEL: Dan Hearsch, AlixPartners; Tu Le, Sino Auto Insights; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
Tu Le breaks down the global EV market as Li Auto (LI) misses earnings with weaker sales and margins. He explains why XPeng (XPEV) may be ahead of Tesla (TSLA) on new tech initiatives despite a rough first quarter. Tu also says why rising oil and diesel prices could become a big tailwind for Tesla …
China's Next EV Plan Changes the Game | Tesla, Ford & the Global Auto Race | China EVs & More #262
**China just laid out its automotive roadmap through 2030—and electrification is only the beginning.**In Episode #262 of **China EVs & More**, Tu Le and Lei Xing unpack China's new Five-Year Plan for intelligent connected NEVs, including a **70% passenger-vehicle NEV target**, stronger global ambit…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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