China Dominates Global EV Industry
BYD is leading the EV revolution worldwide while China is increasing its domination of the EV battery supply chain.
China
What Does The Return Of The US Monroe Doctrine Mean For Cleantech?
After the first three weeks that Trump 2.0 has been unfolding, with a mix of absurd ego, drill baby drill, radical loyalty requirements, elimination of soft power, purging of ‘enemies’ and devastation of science, it’s worth asking what the foreign policy tea leaves suggest for clean technology globally. It’s actually … [continued]
Is The Onvo L60 Actually A Tesla Model Y Competitor?
The Onvo L60 all-electric sedan is apparently a direct competitor to the Tesla Model Y. It has some obvious advantages: it costs less in China and has battery swapping. It also has some FSD-like features. Onvo is a sub-brand of NIO, which is known for premium/luxury. The L60 has many … [continued]
The Unavoidable Demise Of The Western Car Industry In China
The unavoidable demise of the western car industry in China is not on the forefront of managers’ minds, and neither on those of journalistic or financial followers of the industry. And that is strange. For many conglomerates in the industry, China is their biggest and most profitable market. Losing it … [continued]
Coal & Nuclear Are Very Different Beasts In China, Per Expert
Recently I had the opportunity to sit down with an expert in China’s energy transition, David Fishman of APAC-focused Lantau Group. In the first half of the conversation we talked coal, gas, and nuclear. Michael Barnard [MB]: Hi, welcome back to Redefining Energy Tech. I’m your host, Michael Barnard. … [continued]
Science Purge Is Part of United States’ Echoing Of Mao’s Cultural Revolution
As Mark Twain is reported to have said, history doesn’t repeat but it rhymes. Trump 2.0’s actions are very much rhyming, albeit discordantly, and with a dismal period from the past of the United States’ proclaimed great enemy, China. Mao Zedong’s Cultural Revolution, launched in 1966 and lasting until 1976, … [continued]
Beijing Buses 95% Electric, Hydrogen Buses Dwindling, Refueling Stations Closing
A rule of thumb I’ve been applying for a while is to look at what is succeeding in China in terms of clean technology. It tries everything that’s potentially viable domestically and fierce competition weeds out the winners from the losers. And on battery-electric buses vs hydrogen buses, and battery-electric … [continued]
Graphite Tariffs Could Upend US EV Industry
Tariffs on graphite from China may seem like an easy thing to do, but they are an indication of national weaknesses in technology.
China Responds to Trump Tariffs
In response to Trump’s administration imposing new tariffs on Chinese goods, China has responded. However, make no doubt about it, China has been planning for this for a long time. “It’s aiming for finding measures that maximize the impact and also minimize the risk that the Chinese economy may face,” … [continued]
Donald Trump Handing the World to China
Things that have existed since we were born are very hard to imagine not existing. That may be especially true for broad societal norms, structures, and assumptions. The United States has held an exceptional role in the world for more than 100 years, and especially since World War II. Through … [continued]
