China moves dense short-haul travel to rail while building COMAC into the aircraft market that remains.
Boeing expects Chinese airlines to require 8,830 new commercial aircraft by 2043. That sounds like an enormous opportunity until the denominator is corrected. China is not starting with aircraft demand and asking which manufacturer should supply it. It is deciding how people should move, assigning dense corridors to electric rail, … [continued]
Well, we don’t know exactly how much EU tariffs on EVs produced in Chinese hit different brands, but a new analysis from Transport & Environment (T&E) sure provides some strong implications that made my eyes pop. Scrolling through the report, I saw this chart and found it fascinating: First of … [continued]
China’s electric-truck buildout targets the high-use freight diesel market oil forecasts still rely on.
Oil forecasts that still depend on sustained Chinese road-fuel growth now have a heavy-truck problem. Passenger electric vehicles have already weakened the gasoline story, but freight diesel is the more important system denominator. Commercial trucks operate for longer hours, carry heavier loads and burn far more fuel per vehicle than … [continued]
Imports of Chinese batteries, which face virtually no tariffs, increased seven fold. The EU’s electric car tariffs succeeded in reducing the market share of EVs made in China, according to T&E analysis of the trade measures. But while the share of electric cars produced in China by western brands fell, imports … [continued]
In the second half of 2026, a whopping 156 new electric vehicle models are expected to hit the Chinese auto market. Thinking from the perspective of an American looking at the US auto market, we don’t even have 156 EV models in total! It’s truly unfathomable the amount of choice … [continued]
Let’s start with the obvious: there’s no need to ban a major consumer product coming from the country that leads the world (by far) in producing and buying that product if that product isn’t highly competitive. If China was producing crappy electric cars that Americans wouldn’t buy, there wouldn’t be … [continued]
Cape Verde, also known as Cabo Verde, is a small island nation off the coast of Africa. With a little over 500,000 people, it tends to not attract much attention. However, they will have much of the globe watching them as they face off versus Messi and Argentina in the World … [continued]
China’s electric heavy-truck plan treats freight electrification as corridors, depots, charging, swapping and grid infrastructure, not just vehicle sales.
China’s new electric heavy-truck target is not interesting because another government wrote down a 2030 number. It is interesting because the target is tied to the system around the truck. The Ministry of Transport plan points to 40% of new heavy-truck sales being electric by 2030, 20% of the total … [continued]
I don’t normally do this — in fact, I don’t remember ever doing it — but I’m just going to launch this article with initial images of the BYD Seal 08. It’s a stunning looking vehicle, and will surely sell well. That’s going to sell well. It’s a BYD, so … [continued]
Going through our CATL archives, I see tons of articles about sodium-ion batteries, but I have to go back more than a year to find a story about CATL battery swapping stations. The company is moving forward with this in places, though. CATL is apparently planning to launch 36 battery … [continued]
