China Is the Only Story That Matters Right Now with Michael Dunne | The Merge 2025
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Recorded live at the Alliance for Automotive Innovation's the Merge 2025, this episode features Michael Dunne, one of the most respected global analysts on the Chinese auto industry. From his vantage point tracking China for decades, Dunne delivers a blunt assessment: the biggest issue facing the auto industry today isn’t EVs, autonomy, or affordability—it’s China, at a scale most Americans still don’t fully see.
Dunne explains how Chinese automakers have gone from exporting one million vehicles to eight million in just five years, why 70% of those exports aren’t EVs, and how…
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