CHINA: Ford Chasing The Chinese, BYD Sealion 05 Launched and VW Eyes Oil Shock China Sales | 21 Apr 2026
EV News Daily - Technology and Business of EVs
Martyn Lee
4.8 • 749 Ratings
🗓️ 21 April 2026
⏱️ 18 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome back to EV News, China. Today, Ford's chasing the Chinese, BYD's C-Lyion O5, is launched, |
| 0:07.7 | and Volkswagen, I's oil shock, China sales. Plus, stay tuned. Later in the show, I'll tell you why |
| 0:13.5 | Beijing's auto show marks China's premium EV turn. Welcome to EV News, China, the podcast dedicated |
| 0:20.4 | to the world's largest electric vehicle market. |
| 0:23.0 | Each day, I bring you the latest headlines, insight and analysis from the heart of China's |
| 0:27.3 | booming EV industry and decode how fast-moving developments in the east shape the global |
| 0:31.7 | landscape. |
| 0:32.7 | Let's get into it. |
| 0:33.7 | Ford's chief executive, Jim Farley, went on a podcast last Friday and named BYD, not Tesla, as Ford's |
| 0:42.2 | benchmark rival. He called BYD the best in the business on cost, supply chain, manufacturing, |
| 0:50.5 | and intellectual property. Farley says Ford needs to adopt BYD's cost discipline and pair it with |
| 0:57.0 | American innovation. He also said Ford should aim at US buyers who want more body style choice |
| 1:02.6 | at $30,000 rather than $50,000. In practice, Ford's EV plan is now more about fixing its cost structure than chasing Tesla's model for model. |
| 1:16.1 | Well, BYD has expanded strongly outside of the United States. |
| 1:19.9 | The European Union imposed tariffs of up to 38.1% on Chinese vehicles. |
| 1:26.0 | Yet BYD's European registrations rose to 18,242 in January this year, |
| 1:33.7 | up from just under 7,000 same month last year. That's a tripling of their business. Others have |
| 1:40.2 | reached the same conclusion. Elon Musk said back in 2024, |
| 1:45.5 | the Chinese car makers are the most competitive car companies in the world. |
| 1:50.5 | BYD has launched the C-Lion 05 compact crossover with two new power train choices in China, |
| 1:57.8 | fifth generation DMI plug-in hybrid and pure electric. Both have the same exterior |
| 2:02.7 | design, both versions measure 4.6 metres long, 1.86 meters wide, 1.63 meters tall. That makes |
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