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@dunne_insights Avatar @dunne_insights Michael Dunne

Michael Dunne posts on X about china, byd, tariffs, ford the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence countries XXXXX% automotive brands XXXXX% finance XXXXX% stocks XXXX% technology brands XXXX% travel destinations XXXX% currencies XXXX%

Social topic influence china #2251, byd #73, tariffs #374, ford #930, the world 4.11%, mexico #1480, ceo #1819, tesla #1542, spain #1505, bmw #2173

Top accounts mentioned or mentioned by @ft @ascrmmc @markplackett1 @electricfelix @jchengwsj @afonsoev @pstasiatech @guguroma @johnbuckoke @ethonspectator @wsj @william71714952 @grok @isniffelonsmusk @mindofelephant @wassim_rat @greenmoonlightx @scmpnews @hjesanderson @jasonj2525

Top assets mentioned Tesla, Inc. (TSLA) XPeng Inc. (XPEV) Spotify Technology (SPOT) General Motors Company (GM) Li Auto Inc. (LI)

Top Social Posts

Top posts by engagements in the last XX hours

"Wayve the British AV underdog gets moving. "Kendall took Jensen Huang the Nvidia co-founder for a spin around Hyde Park corner. Huang who had just committed $500mn to Wayves next funding round was effusive in his admiration. Ever the salesman Huang declared Wayve to be the next trillion-dollar company. Can Wayve make London a self-driving city via @ft"
X Link 2025-12-07T14:27Z 14.6K followers, 1907 engagements

"Who owns Volvo and Polestar The Chinese will not pause: Volvo and Polestar bosses urge EU to stick to 2035 petrol car ban Automotive industry The Guardian"
X Link 2025-12-02T13:36Z 14.6K followers, 4116 engagements

""They're flooding into the UK Australia you name it Middle East Europe Africa. They're going everywhere in the world except for two countries: the United States and Canada." via @detroitnews"
X Link 2025-12-04T15:44Z 14.6K followers, 3286 engagements

"Chinese automakers on Mexico raising import tariffs on Chinese cars to 50%. "That's really not going to stop us" This and more in a tremendous conversation with Luis Lozano former CEO of Toyota de Mexico. Listen to this week's Driving With Dunne podcast on Apple Spotify or wherever you take your dessert"
X Link 2025-12-08T15:45Z 14.6K followers, 3986 engagements

"China car market picture worth 10000 words. Top XX Brands YTD 2025 Chinese - XX German - X Japanese - X American / Korean / French / Italian - X Supersonic growth (100%): Xiaomi Geely/Glalaxy Leapmotor Xpeng Did data source overlook Tesla here Source: Global Data"
X Link 2025-12-09T14:58Z 14.6K followers, 7661 engagements

"GM and Ford repurpose China JV businesses as base camps for exports. Where is this going Turning to exports has helped giants like General Motors Ford and Stellantis survive a tough period in China writes @julianaliu"
X Link 2025-12-10T02:29Z 14.6K followers, 2368 engagements

"The stunning collapse of Chevrolet in China Chevy Sales in China 2018: XXX K 2023 XXX K 2024 XX K 2025 16K (e) 2026 The End (f) Market forces Managed blunders Controlled outcomes"
X Link 2025-11-23T04:22Z 14.6K followers, 63.8K engagements

"Ford's painful spiral in China - down XX% from peak. Ford Sales in China 2017: XXX million 2020: 602K 2022: 490K 2023: 455K 2024: 175K 2025: 115K (f) Market forces Shaped outcomes Something else"
X Link 2025-11-23T22:04Z 14.6K followers, 501.5K engagements

"Super Duper Fan Mail. I write simply to say how great the most recent Driving With Dunne podcast (with Luis Lozano) was. I thought it was quite interesting and powerful that he rated the initial experience in a BYD as a XX ie equal to Toyota. I appreciate that he wants more long-term info on durability quality before making a definitive rating but still for a Toyota guy to say that ----- Friends - If you have never been welcome to listen to the DWD podcast on Apple Spotify or wherever you take your podcasts"
X Link 2025-12-10T17:39Z 14.6K followers, 1398 engagements

"China: the most unforgiving car market in the world. Li Auto Sales 2022: XXX K 2023: XXX K 2024: XXX K 2025: XXX K (f) Li Auto Swings to Loss on Sharply Lower Sales via @WSJ"
X Link 2025-11-26T14:21Z 14.6K followers, 2332 engagements

"China Top XX NEV Export Destinations Jan-Oct 2025 X. Belgium (gateway to EU) X. UK X. Philippines X. Brazil X. Mexico X. Australia X. UAE X. Thailand X. India XX. Indonesia Iceland did not make it into the top XX nor Monaco. Source: China EV Home"
X Link 2025-11-29T10:27Z 14.6K followers, 2569 engagements

"VW loses a million China sales in a blink of an eye. What happens next Nicht gut"
X Link 2025-12-01T13:06Z 14.6K followers, 14.9K engagements

"Honda confronts tough new realities in China. Restructure is nice corporate language for takes a mighty hit. Honda to restructure China business after over X years of talks - Nikkei Asia"
X Link 2025-12-02T13:28Z 14.6K followers, 2522 engagements

"One to watch. "Britain is the first big economy to announce that it will tax electric vehicles by mileage to help offset a fall in fuel duty from petrol cars." Britains big experiment with taxing EVs via @ft"
X Link 2025-12-04T15:15Z 14.6K followers, 1990 engagements

"@varma_ashwin97 Correct"
X Link 2025-12-08T16:12Z 14.6K followers, XXX engagements

"The mighty formidable American dam keeping Chinese cars off American roads feels like its about to burst. Prediction: Look for President Trump to announce a grand deal in Q4 featuring multi billion dollar China automaker investment into a southern state. One or more U.S. automakers could be involved too"
X Link 2025-08-12T09:46Z 14.6K followers, 17.1K engagements

"58. XX. XX. China now has XX satellite makers and XX rocket companies and more than XX humanoid robot manufacturers. "Chinese companies that survive gruelling involution emerge hardened. They learn to scale rapidly slash costs relentlessly and survive on razor-thin margins. Cut-throat price wars at home only sharpen their hunger to capture overseas markets." via @ft"
X Link 2025-10-23T22:57Z 14.6K followers, 51.1K engagements

"VinFast "comeback" momentum gathers pace. "VinFast delivered 20380 cars in October bringing the total number of VinFast sales to 124264 units in the first XX months of the year." Smaller models like the VF3 SE Asian markets focus power the rebound after a rough start in North America and Europe"
X Link 2025-11-12T20:50Z 14.6K followers, 2310 engagements

"Spain going Chinese fast. MG BYD Omoda CATL pour in. Chinese brands now XX% of new cars sales. Spanish Government Announces New EV Incentives of Over XXX Billion EV"
X Link 2025-12-03T21:57Z 14.6K followers, 36.4K engagements

"People working the line at the BMW Plant Spartanburg are talking about China a lot these days. They're worried about declining production numbers for exports to China. "From 2014 to 2024 the Spartanburg site exported more than XXX million BMWs representing around XX% of all vehicles made there. During the 10-year interval the SUVs shipped to other countries had a combined value exceeding $XXX billion." $XX bllion in exports in 2024 alone"
X Link 2025-12-04T17:18Z 14.6K followers, 4602 engagements

"BYD Europe Sales XXX% Higher in November Top X European Markets UK 4600 Germany 4000 Italy: 3500 Spain: 2900 France: 1000 Question: Can the German sales (see chart below) be up this much this fast Great work by @AfonsoEV_ and team"
X Link 2025-12-06T15:07Z 14.6K followers, 7201 engagements

"Are Chinese auto companies successful because of state subsidies / incentives or because of innovation + grit You know this is the wrong question. Whats the right question"
X Link 2025-12-09T01:55Z 14.6K followers, 5894 engagements

"What is your favorite Chinese car brand"
X Link 2025-12-03T19:06Z 14.6K followers, 1611 engagements

"Batteries as energy storage systems - booming. "The rapid growth of wind and solar power and the rising demand for electricity from data centers are making batteries a necessity. They store surplus renewable energy for when its not windy or sunny and maintain a balance between energy supply and demand.""
X Link 2025-12-07T06:32Z 14.6K followers, 11.2K engagements

"BYD Speed catches up with itself. Records 3rd straight month of declines. BYD Sales Drop for Third Month as EV Competition Heats Up"
X Link 2025-12-02T00:59Z 14.6K followers, 3617 engagements

"Tesla still finding a way in brutally competitive China. Up XX% in November. Tesla Sales in China 2023: 603K 2024 657K 2025: 630K (f) Tesla Scored a Sales Win in China Just As Its Rival BYD Stumbled - Business Insider"
X Link 2025-12-03T18:28Z 14.6K followers, 5919 engagements

"Leapmotor doing its name proud. How long before it acquires a Stellantis brand"
X Link 2025-12-03T18:35Z 14.6K followers, 2649 engagements

"China leverage. "Tariffs huh How about we just don't send you stuff." China's out-maneuvers US tariffs by choosing to limit or not export the things America and Europe need to work. Nexperia chips. Battery materials and manufacturing inputs Rare earth metals. High quality piece by @greg_ip"
X Link 2025-12-06T16:54Z 14.6K followers, 6623 engagements

"China Battery Power Rankings Installed Capacity 10/2025 X. CATL: XX% X. FinDreams (BYD): XX% X. CALB: X% X. Gotion: X% X. SVOLT: X% LG Energy is only non-Chinese in top XX has X% share. Source: Gasgoo"
X Link 2025-12-07T14:42Z 14.6K followers, 6476 engagements

"Toyota defies gravity in China. Only global auto maker to hold its ground in treacherous China market since 2020.* Toyota Sales In China 2025 1.82m (f) 2024: 1.78m 2023: 1.71m 2022: 1.86m 2021: 1.94m 2020: 1.8m * Only foreign brand other than Tesla. which started Shanghai Gigafactory production in 2020"
X Link 2025-11-29T10:12Z 14.6K followers, 141K engagements

"Ford is now exporting more cars from its Chinese joint venture to markets around the world including to America than it sells in China. Ford Exports from China 2023: 101000 2024: 170000 2025: 195000 (f) Ford Sales in China 2023: 455K 2024: 175K 2025: 112K (f)"
X Link 2025-11-30T17:35Z 14.6K followers, 9234 engagements

"Quickest ramp to scale in XXX years of automotive history. In first full year pace up to 40k per month / 500000 per year Xiaomi. Xiaomi Delivers 'Over 40000' EVs for Third Consecutive Month EV"
X Link 2025-12-02T13:04Z 14.6K followers, 35.5K engagements

"Further capitulation. These are not "VW's made in China" but Chinese joint venture products with a VW badge. Huge difference. EU to review tariffs on Volkswagens EVs made in China via"
X Link 2025-12-04T15:13Z 14.6K followers, 12.8K engagements

"Caption: The moment when everyone heard BYD will invest in a manufacturing plant in America. Naw I was just making a prediction about whether the Lions would make the playoffs this year. The Merge 2025 in DC this week was a superb event that looked at what exactly America needs to rebuild a globally competitive auto industry. America's auto industry is now officially the undisputed underdog"
X Link 2025-12-05T15:22Z 14.6K followers, 2546 engagements

"Not Win-Win. "Chinas dominance of so many categories of manufacturing gives it formidable leverage. When the Netherlands took control ofDutch chip maker Nexperiafrom its Chinese owner for national security reasons China barred the company from exporting chips from its Chinese operations crippling auto-assembly customers." China is pursuing a beggar thy neighbor growth model at everyone elses expense writes WSJs Greg Ip via @WSJ"
X Link 2025-12-06T16:47Z 14.6K followers, 34.5K engagements

"China trade surplus looks like a runaway freight train. $1000000000000. A trillion dollars plus. With the renminbi undervalued by XX percent against the euro possibly more it will be exceedingly difficult if not impossible to compete against Chinese manufacturers -- even if Europe does all the right things it needs to do in terms of deregulation bringing down energy prices and establishing a true unified market." Superb reporting by @KeithBradsher of the @nytimes"
X Link 2025-12-08T04:50Z 14.6K followers, 36K engagements

"Jim Farley on Europe's automotive future: Vanishing fast. "EU vehicle production is now 3mn units below pre-Covid levels. Plants are going dark. In 2024 alone 90000 jobs in the automotive industry evaporated. This is not a transition. Its more like a wind-down of Europes automotive industry." Ford CEO: Europe is risking the future of its auto industry via @ft"
X Link 2025-12-08T12:40Z 14.6K followers, 111.1K engagements

"Chinese cars are pouring into Europe and the UK at a pace that dwarfs what the Japanese and Koreans could achieve over the past XX years. Spain is the canary"
X Link 2025-12-08T15:32Z 14.6K followers, 27.8K engagements

"Rare Earth Crisis Part Two "The urgency of the rare-earths situation is just now dawning on the United States and Europe said Naoki Kobayashi an official working in the minerals division of Japans trade ministry. For Japan this painful lesson came XX years ago he said." Japan was there in 2010"
X Link 2025-12-09T06:29Z 14.6K followers, 44.4K engagements

"BMW Zipse done. BMW chief to leave after XX years at carmaker via @ft"
X Link 2025-12-09T17:04Z 14.6K followers, 5912 engagements

"One reason Herr Zipse is not CEO anymore. BMW Sales in China 2023: 825000 2024: 715000 2025: 585000 (f) X5 sales tanking XX% YoY"
X Link 2025-12-10T14:01Z 14.6K followers, 3834 engagements

"Uh-oh heres a stunner. Mexico has raised import tariffs on Chinese cars - but only to 35%. That will do nothing to stop the Chinese. (Mexican government earlier indicated 50%)"
X Link 2025-12-10T21:39Z 14.6K followers, 3075 engagements

"Israel market Jan-Oct 2025 Chinese Takeover EVs Chinese brands account for XX% of the EV market. Toyota remains overall markets leader followed by Hyundai. Top Chinese are BYD Chery Geely Xpeng and Zeekr. Hybrids: XX% EVs: XX% PHEVs: XX% via @AfonsoEV_"
X Link 2025-12-10T23:33Z 14.6K followers, 3683 engagements

"China to Europe: dont blame us for being superior to youlaggards. Negotiators from China want to see lower EV tariffs"
X Link 2025-12-11T13:55Z 14.6K followers, 3114 engagements

"Ouch. South Koreas SK On Ford Motor to end U.S. battery joint venture"
X Link 2025-12-11T17:58Z 14.6K followers, 1219 engagements