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The views expressed on this podcast are those of the participants, not of Rogers News.

I think probably the main aim of the tariffs is just to buy time, just to buy time to

delay the sort of onslaught of Chinese exports to a point where the European industry is

a bit bigger and a bit better able to compete on a price level, which is, you know,

we're not there yet, but it's not, you know, we will soon see cheaper EVs come from

the European carmakers in the coming years.

The once-stayed car industry has had a tumultuous few years.

First upended by Tesla's electric revolution, big incumbents in the US, Europe, South Korea,

and Japan now face the rising export powerhouse of China's marks. With growth slowing, pandemic-fueled

years of price rises ebbing, and new partnerships in the offing, the reordering of the global

automotive order is the subject of this week's views room. Welcome back to the views room. I'm Jonathan Guilford. This week, I'm joined by columnist Katrina Hanlon and Neil Unnack, who have been covering a slew of earnings and news from manufacturers in Asia and Europe. So stay tuned for the Views Room, the weekly podcast from Reuters Breaking Views, where I chat with fellow columnists about the big stories of the week.

And please, rate us or leave us a review on whatever podcast platform you find us.

I'm coming to you from New York City.

Katrina, Neil, welcome back to the views room.

Hi.

Hi. So we're now several years into, I mean, a still nascent electric vehicle revolution sparked

by Tesla in the US and accelerated enormously by Chinese OEMs like BYD.

Yet we've now reached this period where growth in the electric market is slowing.

...