Longtime friends Dr. Elizabeth Economy and Michael Dunne sit down to discuss the transformation of the Chinese automobile industry, the roots of electric vehicles in China, the demand for electric vehicles (EV) both in the United States and globally, and how the United States can best compete in a rapidly changing environment. Dunne details the early days of the Chinese EV revolution, a quiet transformation that came to a head at the 2023 Shanghai auto show and has now resulted in China becoming a global leader in EVs. The two also touch on how the conversation around electric autos has shifted from a concern that focuses on climate change on green energy to now one that encompasses national security and critical supply chains. They conclude by discussing how America can best compete in this shifting industry, and how the country must “get out of its comfort zone” in order to do so effectively.

ABOUT THE SPEAKERS

Michael Dunne is the Chief Executive Officer of Dunne Insights LLC, an advisory firm with expertise in global electric vehicle markets and battery supply chains. He is also an LP at Assembly Ventures, a Michigan-based venture capital company. Dunne is the author of the Wall Street Journal acclaimed book, American Wheels, Chinese Roads. Dunne was previously the President of General Motors Indonesia and, before that, the Managing Director of JD Power operations in China. He worked in Asia for 25 years as an entrepreneur and an executive in China, Vietnam, Thailand, and Indonesia.

Elizabeth Economy is the Hargrove Senior Fellow and co-director of the Program on the US, China, and the World at the Hoover Institution. From 2021-2023, she took leave from Hoover to serve as the senior advisor for China to the US Secretary of Commerce. Before joining Hoover, she was the C.V. Starr Senior Fellow and director, Asia Studies at the Council on Foreign Relations. She is the author of four books on China, including most recently The World According to China (Polity, 2021), and the co-editor of two volumes. She serves on the boards of the National Endowment for Democracy and the National Committee on US-China Relations. She is a member of the Aspen Strategy Group and Council on Foreign Relations and serves as a book reviewer for Foreign Affairs.

ABOUT THE SERIES

China Considered with Elizabeth Economy is a Hoover Institution podcast series that features in-depth conversations with leading political figures, scholars, and activists from around the world. The series explores the ideas, events, and forces shaping China’s future and its global relationships, offering high-level expertise, clear-eyed analysis, and valuable insights to demystify China’s evolving dynamics and what they may mean for ordinary citizens and key decision makers across societies, governments, and the private sector.