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]
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]
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 US President Donald J. Trump has rejected any gesture of global climate cooperation from allies and has withdrawn the US from the Paris climate … [continued]
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 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]
The SAWES high-altitude wind turbine before taking off for a grid-connected flight. Photo from SAWES.
China’s S2000 Stratosphere Airborne Wind Energy System (SAWES) has crossed an important threshold. This is an update on a report CleanTechnica featured 5 months ago. Last month, the megawatt-class airborne wind platform, operated by Beijing Lanyi Yunchuan Energy Technology Co., completed a grid-connected test flight in Yibin, Sichuan Province, confirming … [continued]
As I wrote yesterday, Tesla’s sales are down considerably in several European markets so far this year. Now we have news out of China, and it isn’t any better. In fact, whereas Tesla’s sales were down 23% across the 12 markets analyzed in Europe, the company’s EV sales in January … [continued]
ChatGPT generated map showing China’s shift from coal-based aluminum in the north and northwest toward hydropower in the southwest, with growing secondary aluminum recycling nationwide
China’s aluminum manufacturing CO2 emissions likely peaked in 2024, not because production collapsed or because a single policy suddenly bit, but because the structure of where aluminum is made and how it is made changed in ways that compound over time. Aluminum is a useful material to examine because it … [continued]
Will the Chinese use Canada as their North American beachhead? This story has been updated with additional details and recalculation of the forecasts. As Chinese electric vehicle manufacturers look beyond Europe and Southeast Asia, Canada is quietly emerging as the most realistic entry point into North America. It combines stringent … [continued]
As Zach recently posted, BYD’s sales were down 30.7% in January. BYD sold 210,051 NEVs, which still put it in first place, well ahead of Geely with 124,252. Geely, however, also sells ICE vehicles, which saw significant sales growth to bring their total to 270,167. Due to selling primarily ICE … [continued]
