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]
Energy-transition constraints are real, but long-range analysis has to model how investment, substitution and policy respond.
A lot of weak energy-transition analysis makes the same mistake in opposite directions. The booster version assumes every deployment curve will keep rising smoothly, as if grids, mines, factories, workers, permitting systems and customers are all waiting obediently for the spreadsheet. The fatalist version takes the bottleneck visible today and … [continued]
It’s been a popular topic lately to write about China’s EV sales slump in 2026, growing EV exports from China, and various policy changes and even controversies related to that. But there’s much more going on that isn’t typically acknowledged. First of all, note that while China’s EV sales are … [continued]
While the solar industry really got its jumpstart in the US, and then grew to a significant level in Germany, it’s China that completely exploded the industry while driving costs down to unbeatable levels. The same thing basically happened with electric vehicles as well. However, there’s still much more that … [continued]
Yesterday, BYD officially launched sales of the Datang or “Great Tang.” The premium SUV went on sale with over 150,000 pre-orders on the books over the past month, after having been previewed months earlier. BYD has been supply constrained with its latest models featuring the second-generation Blade Battery. Based on … [continued]
