What does KEIR's CHINA 'TRIP' mean for UK automotive?' Glut Instinct? Biofools?
Everything Electric Podcast
The Fully Charged Show
4.9 • 1.5K Ratings
🗓️ 30 January 2026
⏱️ 41 minutes
🧾️ Download transcript
Summary
Imogen Bhogal & Dan Caesar deliberate on what would put the cherry on top of Keir Starmer's trade mission to China, and why 'overcapacity' is the crisis looming over the global automotive market. They also discuss how solar beats biofuels, 'dark factories', cold conditions & Polestar's triumph.
Grotesquely inefficient Biofuels: https://ourworldindata.org/biofuel-land-solar-electric-vehicles?utm_source=substack&utm_medium=email
Excess capacity in Europe: https://www.autonews.com/manufacturing/automakers/ane-automakers-europe-production-problems-0124/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter-ANEDontMiss-20260126
Chery & JLR join forces in UK: https://www.ft.com/content/6998c36a-d098-4605-aa44-e5a6557651f9
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Transcript
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| 0:00.0 | Hello and welcome back to another episode of the Pulse podcast, the podcast where we delve |
| 0:10.4 | into the life and death decade of the automotive industry. |
| 0:14.9 | I'm joined of course by Dan Caesar, CEO of Fully Charged show, and myself Imogen Vogel, one of the presenters and producers here on the Everything Electric show. I've really mixed naming there and I'm going to blame having been slightly discombobulated by the wind for my very fluffy intro. But Dan, tell us how are you? How are you doing? I'm really good. You've been out filming overseas, aren't you? |
| 0:40.3 | Not too far away, but out on the cold and the wind. |
| 0:42.3 | I'm just at home today, which is a real nice treat. |
| 0:45.3 | I was in Birmingham yesterday. I'm travelling next week, but actually I'm glad to be at home. |
| 0:50.3 | Catching up with work admin and life admin and all those good things. |
| 0:53.3 | Well, I am reporting live from a Holiday Inn Express in Antwerp where you're right, |
| 0:59.1 | we've been filming with a company called Windrose, who honestly, I can't wait for the |
| 1:03.3 | episode to come out because it's pretty extraordinary in the past four years. |
| 1:07.5 | They're only four years old and they've developed this incredible, you know, |
| 1:11.2 | Tesla semi, like rival, HGV, and it's pretty, it's pretty fab. And yesterday, we were the |
| 1:17.8 | company called Coolbrook in Eindhoven, who are doing, let me get this right. They are producing |
| 1:24.7 | something called a rotodynamic heater, which is a form of turbo machinery |
| 1:29.2 | to decarvanise high temperature industrial processes over 1,000 degrees C using shockwaves. |
| 1:37.8 | So there you go. |
| 1:39.6 | Wow. Okay. That's got me intrigued. |
| 1:42.6 | I mean, it's amazing, isn't it? I don't even know sometimes what you're doing day-to-day, which is great. |
| 1:47.4 | I get these great surprises, but, you know, maybe I should be more on top of the detail, but that sounds amazing. I can't wait to see both those episodes. Well, we could have actually been Skyving, and that could have been totally made up. But no, well, a little controversial segment that I'll just sort of sprinkle in here. |
| 2:01.8 | We were filming with Coolbrook, who are looking at elections. But no, well, little controversial segments that I'll just sort of sprinkle in here. |
| 2:01.8 | We were filming with Coolbrook, who are looking at electrification of high temperature industrial processes. |
| 2:08.2 | But in order to capture them, they have their pilot line facility at a petrochemical plant. |
... |
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