A few years ago, the sight of a BYD or Geely on the streets of the UK was an anomaly. Fast forward to 2026 and Chinese badges are fast becoming household brands.
Stephen Wilmot, European Autos Reporter for The Wall Street Journal, joins us on the show floor in our first episode in the "Industry Voices" mini-series to deliver a comprehensive, broad-brushstrokes look at the EV industry in 2026.
Informed by over a decade of autos reporting, Stephen provides his insights on the American and Chinese EV sectors, looking at how specific industry conditions have contributed to creating China’s unparalleled EV dominance. We explore the unique factors contributing to China’s title as the world’s largest EV market, including the impact of government subsidies, supply chain dominance, and market scale. “We are in a seismic moment for the global auto industry where it is being totally reshaped by Chinese exports, and it feels as if it’s only just starting.”
As we wind up, Stephen discusses the rise of “marriages of convenience” between Chinese and Western EV makers before offering some journalistically neutral commentary on autonomous developments here in the UK capital.
For the latest articles and insights on all things auto tech, visit MOVEmnt.net.
Or drop us a follow on LinkedIn at @MOVE: Mobility Re-Imagined.