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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Survey Shows Significant Differences in EV Life & Interests in China, Germany, & USA

Credit to Author: Zachary Shahan| Date: Wed, 08 Jan 2025 20:40:10 +0000

Looking through Deloitte’s 2025 Global Automotive Consumer Study more closely today, some things jumped out at me on differences between the Chinese, German, and US EV markets. We already covered the obvious one from China being a more mature EV market — many more people plan to buy a BEV … [continued]

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Oil Consumption Growth Trends in China, India, & USA — Is 2025 Forecast Accurate?

Credit to Author: Zachary Shahan| Date: Thu, 19 Dec 2024 18:06:31 +0000

The US Energy Information Administration put out an interesting article today. The headline focused on growth of oil consumption in India compared to China — “India to surpass China as the top source of global oil consumption growth in 2024 and 2025.” I sat looking at the chart for several … [continued]

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