Beijing, 16 July – China now operates the world’s largest battery energy storage fleet, and new analysis from Ember shows there is still headroom to do more with it. Used to its full potential, China’s utility-scale batteries could have shifted an additional 23 TWh of clean electricity in 2025 to the hours when … [continued]
By Ray Wills and Peter Newman If the electric car was the opening chapter of China’s transport transition, battery-electric heavy trucks are the next — and it is now moving from promise to industrial reality. And this is happening inside the fastest energy transition in human history. For global oil, … [continued]
Scrolling through the 75th edition of the Statistical Review of World Energy from the Energy Institute this week, several things jumped out to me. If you’ve missed my previous coverage of the report, also see “Renewables, Led By Solar, Were Largest Source of Energy Supply Growth Globally in 2025” and “US … [continued]
The GM Ultium platform is obsolete. The next Cadillac Optiq may ride on an advanced platform developed with SAIC in Shanghai.
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]
