When the world’s biggest battery maker and one of the world’s largest container shipping lines announce a strategic partnership, it is not a coincidence of scale. It is a signal that two of the most energy-intensive parts of the global economy are finally starting to converge. On October 10, 2025, … [continued]
As widely reported today, GM announced in a public filing that it is taking on $1.6 billion in charges associated with scaling back US EV manufacturing capacity. The capacity reduction was justified in the filing because “the termination of certain consumer tax incentives for EV purchases and the reduction in … [continued]
General Motors’ decision to end development of its next generation Hydrotec fuel cells for vehicles did not come as a surprise. It marked the close of a long, careful experiment. After years of research, pilot programs, and cautious optimism, GM finally acknowledged what the energy math had been showing for … [continued]
The sound of a Porsche at full throttle is as much a part of its brand as the crest on the hood. The flat-six engine’s rasping echo through a tunnel is not just a mechanical event. It is a declaration of identity. That has always been Porsche’s gift. It builds … [continued]
At an event at the company’s new factory in Bahia, Brazil, BYD Chairman Wang Chaunfu personally delivered its 14 millionth NEV (BEV and PHEV) to Brazilian President Lula da Silva. The new BYD factory replaces a former Ford plant on the same site that closed several years ago. Local politicians … [continued]
It should come as a shock to precisely no one that Tesla has missed a notable target regarding its Optimus robot. On a Tesla investor call earlier this year, Elon Musk stated that Tesla would build and use 10,000 of its Optimus robots internally this year, at least “several thousand.” … [continued]
Bayreuth, a pleasant Bavarian city of about 75,000 people, has become an unlikely symbol of learning in the hydrogen story. Two years ago, its municipal utility, Stadtwerke Bayreuth, announced a plan to decarbonize its bus fleet with hydrogen fuel cell vehicles. It looked like the future. The proposal included a … [continued]
The publication of the white paper Beyond Portland: Cement’s Transition to 2100 by TFIE Strategy Inc comes at a moment when the cement and concrete industries stand at the center of the global climate challenge. Cement is everywhere—in the foundations of homes, the bridges that span rivers, the ports that … [continued]
I’m in Teslas regularly these days. Vancouver’s rideshare ecosystem has quietly standardized around them. Open the Uber app, call a ride, and odds are good a Model 3 or Model Y slides up to the curb. I don’t own a car, so my view of these machines is almost entirely … [continued]
The Trump administration has imposed double-digit tariffs on automobiles and auto parts for virtually all of the world’s largest vehicle manufacturers. And, boy, are global automakers and their supply chains starting to feel the effects of the tariffs, which range from 7.5%–25%. The tariffs are severely disrupting the automotive industry, … [continued]
