US Farmers Need Green Ammonia, And China Has It
China takes another step towards demonstrating a viable global market for green ammonia, produced from green hydrogen and renewable energy.
China
Gen Z Consumers Are Warming Up To The Idea Of Chinese EVs
US consumers may not admit it, but they’re getting very interested in Chinese EVs. Part of the curiosity arises as neighboring countries court trade deals to bring more affordable vehicles westward. For example, during a January visit to Beijing, Canadian Prime Minister Mark Carney agreed to admit a small number … [continued]
BYD Launches Next-Generation Blade Battery & Flash Charging
Earlier today, BYD launched its second-generation Blade Battery and Flash Charging system. While the specifications that we have seen so far for the battery and charging pile are impressive on their own, the integrated approach pushes electrification forward. The “chicken or egg” dilemma is avoided with more capable chargers combined … [continued]
Why Is Hong Kong Ending EV Tax Breaks? Does It Make Sense?
Hong Kong has a sizable tax break available for electric vehicle purchases, comparable to what the US had before Donald Trump took office and Republicans took control of the US Congress on the low end. It is HK$58,500 (US$7,477), or a whopping HK$172,500 (US$22,047) if you trade in/scrap on old … [continued]
Geely & Xiaomi Shine In China — January EV Sales Report
After the usual December EV record sales peak in China, which coincided with an end-of-incentive sales rush (NEVs are no longer exempt from purchase tax this year), the year started with an expected sales slump, down by 20%, which sounds like a lot, but considering that the overall market was … [continued]
Tesla Situation in China Doesn’t Look Rosy
Two weeks ago, I wrote about a shocking January for Tesla in China. The company’s sales were down 45% year over year. 45%! There’s no excuse that it was January and January is a slow month — we’re comparing to January 2025! And even January 2025 wasn’t great. Tesla delivered … [continued]
Hegseth’s Blacklists Target Academia & Cleantech, Not National Security Threats
Last week, I started writing about blacklists from the US Military that were posted and retracted multiple times or leaked. As they did not stay official, it was a bit of a stop-start, and I was reluctant to finish the article. Like terrorism, these lists are likely intended to create … [continued]
Can We Dare To Be Hopeful About Clean Energy?
A voiceover previewing a new sci-fi movie narrated, “The newcomers had killed their planet, just like we are.” The ominous fiction rings true to today’s reality. US President Donald J. Trump has rejected any gesture of global climate cooperation from allies and has withdrawn the US from the Paris climate … [continued]
It Isn’t That Simple: Why “Free Trade” Needs A New Playbook
If you have been reading the recent takes on the “legacy EV retreat,” including at least one piece published here last week, you have likely seen the narrative that Detroit is just lazy, lobby-happy, and getting exactly what it deserves for dragging its feet. The argument generally goes that if … [continued]
China’s Carbon Market Expands Into Heavy Industry As USA Regresses
China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]
