A year and a half ago I had the opportunity to sit down with Michele Wucker, author of The Gray Rhino and You Are What You Risk, to have a wide ranging conversation about risks we tend to ignore, Asian vs Western perceptions of risk, black swans, climate change, COVID, … [continued]
Yesterday, I noticed that BYD’s share of the Chinese auto market really had grown a lot over the course of the year, and I produced an article featuring monthly market share charts to visualize that. In the comments, a reader, Mike Sarcione, noted, “Zach didn’t include Tesla’s Chinese market share … [continued]
When I saw the latest new energy vehicle (NEV) insurance registrations in China, my first reaction was just wonderment at how much BYD dominates the market. But then I was like, “well, this is nothing new — BYD’s been dominating this market for a while.” So, I moved on from … [continued]
I saw an interesting headline this week regarding an industry I don’t closely follow, the oil industry. Yes, we write daily about cutting oil use by driving electric vehicles. However, I don’t follow what’s happening in the oil industry or trends in the price of oil. But “Oil prices slide … [continued]
Getting more zero-emission trucks on the road is an important transportation shift that is needed to reduce air pollution, protect public health and curb climate-harming emissions. But transforming the entire trucking industry is a challenging feat that will require the establishment of government policies with ambitious targets. Some jurisdictions have … [continued]
At the beginning of the year, I highlighted a few epicenters of hydrogen folly, cities or states that decided at some point in the past that hydrogen was the molecule they were going to double down on. Today, news arose of the inevitable failure of one of the signature hydrogen … [continued]
Coal generation in China continues to fascinate the world, and for good reason. Last year’s emissions from that source alone were in the range of 6.1 billion tons of carbon dioxide, over double global aviation and shipping emissions combined. The big headlines in the past year were reserved for China’s … [continued]
From the Hyundai IONIQ 5 now being built in the US, to the CEO of Volvo Cars saying the best car he’s ever driven is an EV, to Chinese ride-hailing platform Didi bringing 200,000 electric cars to Mexico, we’ve got a lot of fun EV stories to highlight in this … [continued]
BYD’s growth has been astounding in recent years, especially if you go all the way back to the severely limited and laughed-at BYD e6! With the company starting off with that EV, it was hard to imagine it would have the brightest of futures, but as the company has evolved … [continued]
In this article, I analyze the competitive landscape of electric vehicles (EVs) in China, focusing on the Xpeng Mona M03 and others’ effect on the global auto market. About 3 years ago, I wrote about cars that seemed to be impressive before, like the Xpeng P5 and the BYD Dolphin. … [continued]
