Automakers, be prepared for China competition in U.S., Larry Dominique says

Shift: A podcast about mobility

Automotive News

Business

4.6 • 37 Ratings

🗓️ 21 September 2025

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Automakers shouldn’t count on Chinese vehicles’ exclusion from the U.S. market forever, warns Larry Dominique, previously with Stellantis and PSA North America and now president of LD Management Consulting. If automakers “don’t push for innovation and push for technology, when those gates do open, they’re going to have that much more of a gap to catch up on,” he said on the Automotive News Shift podcast. Dominique and Jerry Hirsch, senior editor of technology and innovation coverage at Automo...

Transcript

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0:00.0	At the Electric and Hybrid Vehicle Technology Expo, Shephler is energizing motion with all solid
0:06.0	state battery technology. You will see complete all solid state battery solutions,
0:11.3	humanoid modules, and battery components. Everything is integrated. Everything is included.
0:19.1	Hi, everyone. Welcome to the Automotive News Shift podcast, where we bring you the latest on
0:25.4	automotive technology, trends, and transformation. I'm Molly Boygan, tech and innovation reporter
0:32.4	and co-host of the Shift podcast. And I'm Hannah Lutz, Director of Technology and Innovation Coverage at
0:38.4	Automotive News and your other host of this podcast. Today's guest is Larry Dominique,
0:44.1	president of L.D. Management Consulting and former chairman and CEO for PSA North America.
0:50.1	He and our own Jerry Hirsch will talk about the growing threats from China and more.
0:54.3	I do believe the legacy oEMs are falling into a trap.
0:57.8	They've got to find a way to, in some ways, build a new airplane while they're still in flight.
1:03.6	But first, let's talk about the highlights from this week's news.
1:07.1	Hannah, we got July's EV registration data last week.
1:10.8	What was your main takeaway?
1:12.6	Well, two main takeaways this time.
1:14.6	Again, we're seeing the strength of legacy brands that's continued from previous months.
1:19.6	The EV registrations for those legacy brands were up 27%.
1:22.6	And that's why, while Tesla's EV registrations fell 13%.
1:27.9	So Tesla, the market leader, still is the market leader, but seeing a decline while its
1:33.4	competitors are really surging.
1:35.5	The other thing is that people are rushing to the showrooms before the end of the federal
1:40.7	EB tax credit, which we know is coming up on September 30th. So we're really
	...

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