China

BYD Datang Flagship SUV Launch Impresses

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]

China’s First Build Is Ending, And The World Won’t Repeat It

One of the easiest ways to get long-range energy and materials demand wrong is to treat first-build infrastructure demand as a permanent condition. Countries build their first stock of housing, highways, ports, rail, power systems, water systems, industrial parks, and concrete-and-steel cities once. After that, the demand structure changes. The … [continued]

Chinese NEV Share Hits 63%. What’s Next?

EVs are reaching new levels of market penetration in China. Chinese retail NEV (BEV and PHEV) market share was estimated to be 63% for May, while Chinese wholesale (includes exports) reached 61%, according to CPCA, as reported in CnEVPost. We will have to wait for a more detailed breakdown. While … [continued]