Decarbonization Requires Robust Decision Making Frameworks

Credit to Author: Michael Barnard| Date: Thu, 16 Jan 2025 19:09:46 +0000

An accidental advantage I have with my somewhat ADHD career and interests is that I’ve established patterns and filters for how I view the world that have been tested in multiple domains, often to destruction. I’ve published on the set a few times, but it’s worth returning to them. Looking … [continued]

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XPENG CEO: “Elimination Round” Hitting in Chinese EV Market in 2025

Credit to Author: Zachary Shahan| Date: Thu, 16 Jan 2025 01:53:57 +0000

The Chinese electric vehicle market has gotten a lot bigger in the past year as electric vehicles have gotten more and more competitive. As part of that, there have been occasional “price wars” in which automakers aggressively lower prices in order to reach sales targets — even to the point … [continued]

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EV Sales In China Are Fabulous! EV Sales In China Are Awful! Pick One.

Credit to Author: Steve Hanley| Date: Wed, 15 Jan 2025 03:33:16 +0000

If you are following the EV revolution in China, you can be forgiven if you are confused. The latest headline from the Associated Press says, “China’s electric car sales grew in 2024 as sales of gasoline cars plunged.” The latest headline from CNBC says, “China’s electric car boom is expected … [continued]

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RedNote (小红书) Shows The Looming Futility Of Banning Chinese EVs

Credit to Author: Jennifer Sensiba| Date: Tue, 14 Jan 2025 13:16:55 +0000

If you’ve been following me for a while, you might know that I’m not the biggest fan of China’s government. While nobody’s government is perfect (especially the one I live under in the United States), the actions of the Communist Party are often inexcusable. From threatening to nuke neighbors to … [continued]

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China’s EV Export Era Is A Bigger Geopolitical Move Than We Normally Acknowledge

Credit to Author: Zachary Shahan| Date: Tue, 14 Jan 2025 04:58:34 +0000

It’s clear to anyone following the global EV market — the Chinese EV market is much bigger than any other EV market (it accounts for about 50% of the global EV market all by itself), Chinese EV producers now absolutely dominate their home market, and some of those Chinese EV … [continued]

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This Is What’s Driving Growing EV Sales & Competitiveness

Credit to Author: Zachary Shahan| Date: Mon, 13 Jan 2025 23:25:01 +0000

As we’ve seen now, electric vehicles had healthy sales growth in 2024. Many companies actually had spectacular EV sales growth. Without a doubt, policies in certain countries help with this — because they force companies to actually try, and to be willing to produce and sell higher volumes of electric … [continued]

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2025 To Be Year Of Electrification In Africa & South America

Credit to Author: Zachary Shahan| Date: Fri, 10 Jan 2025 04:57:45 +0000

In the EV world, I think most would agree that the biggest story of 2024 was the rapid scaling up of EV sales in China, particularly from future automotive king BYD. The Chinese EV market had been growing fast for years, and BYD had more than a decade of EV … [continued]

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Critical Minerals Are A Gold Rush The West Lost Sight Of

Credit to Author: Michael Barnard| Date: Fri, 10 Jan 2025 02:35:02 +0000

Recently I had the opportunity to sit down with Gavin Mudd, director of the centre for critical minerals intelligence with the British Geological Survey. He’s been doing leading research with global collaborators on how much of what resources we can actually get at. Below is the first half of our … [continued]

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Pony.ai To Launch Robotaxis in Hong Kong

Credit to Author: Zachary Shahan| Date: Thu, 09 Jan 2025 04:45:29 +0000

Pony.ai Robotaxis Gallop to Hong Kong Pony.ai currently has 250+ robotaxis in operation in Beijing, Guangzhou, and Shenzhen (without safety drivers). It’s now looking to expand into Hong Kong, following somewhat more mature rival Baidu there. In particular, Pony.ai will be operating robotaxis at the Hong Kong International Airport as … [continued]

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