On one hand, tariffs are causing significant disruption in the global automotive industry. On the other, the electric vehicle (EV) market continues to surge, seemingly unaffected. According to the latest Q1 2025 data from Rho Motion, 4.1 million EVs were sold globally in Q1 2025—a 29% year-over-year increase compared to Q1 2024. Growth is particularly strong in China (+36%), followed by Europe (+22%) and North America (+16%).
To help make sense of these opposing dynamics—and to assess which OEMs are likely to lead or fall behind—Laurent and Gerard have brought in a top-tier expert: Michael J. Dunne.
Michael is the CEO of Dunne Insights LLC, a San Diego-based firm specializing in electric vehicles, autonomous driving, and battery supply chains. With over three decades of experience, Michael has held prominent roles including President of General Motors Indonesia and Managing Director of JD Power China. He is also the author of American Wheels, Chinese Roads (2011), and the host of the podcast Driving With Dunne.
Across all regions, we forecast who the likely winners are, who may barely survive, and who seem destined for the dustbin of history.
