Hi everybody. Welcome to Shift, a podcast about mobility. My name is Pete Bigelow. I'm your host and reporter at the Automotive News. My guest on the podcast today is Michael Dunn, founder and CEO of the consulting firm Dunn Insights. Michael's been both predicting and closely tracking the rise of the Chinese auto industry.

And we're going to dig into the latest details from China,

including why Ford CEO Jim Farley is visiting six or seven times a year

and offering up effusive praise.

The Detroit automakers have really taken it on the chin.

Jeep, having exited in 2022, Ford,

basically trimming its business way back. And there's rumors now that GM, the poster child of what a

U.S. China joint venture should look like. There's rumors that that joint venture may not be renewed.

That in just a minute. First, we have a look at this week's headlines from around the mobility sphere.

And for that, I am joined by my colleague, Molly Boygan.

Molly, welcome as always.

Thank you, Pete.

Happy pre-fourth of July.

That's right.

That's right.

Same to you.

Thanks.

And obviously, I think probably like a lot of people out there, it doesn't feel like there's so much, you know, time off as much as we're compressing all the work into the days before we get out for the long weekend.

So maybe that's a lead into saying it's been a whirlwind week, probably especially for you because

you've been covering developments in Washington. What's the latest with the big beautiful bill and how

it relates to EVs? Yes. So the latest, and this is sure to change in the very near future,

but the latest is that the Senate passed its version of the

...