MagnusKarlstrom

Editor-in-chief Electric Vehicles Ex-researcher Chalmers. A link or retweet indicate interest, not necessarily agreement. West Ham & Rotterdam

[Thomas Deridder @tjaderidder]

DAMES EN HEREN,
WOUT. VAN. AERT.

#ParisRoubaix

[Alexander Stahel 🌻 @BurggrabenH]

Excellent summary by former head of MI6, Sir Alex Younger, of this new era in geopolitics…adapt or die

[Felix Hamer • electricfelix @electricfelix]

Brace For Impact; 🇩🇪🇩🇪
@kyleichan:

"German automakers are getting hit with a triple whammy:
1) Losing out to Chinese EVs in China
2) Sluggish auto sales in Europe
3) And now tariffs on exports from their Mexico plants to the US"

#alwaysbecharging

[Instablog9ja @instablog9ja]

China has placed a ban on exportation of gallium, germanium, antimony and other key high-tech materials to the US

[BloombergNEF @BloombergNEF]

Why are Chinese-made EVs so popular in Brazil? 🔋

Chinese EV automakers captured 89% of Brazil's EV sales in H1 2024, BloombergNEF estimates show.

🔎 Learn more on our blog: https://t.co/Fe6vEx2nHN

#EVs #CleanTransport

[Brad Setser @Brad_Setser]

Interesting article -- but I think it personalizes the difficulties the US faces in South America a bit too much. The US and South America are structurally a bit too competitive -- both capital importing and increasingly commodity exporting regions.

1/x

https://t.co/Ps0v82mSgp

[Philip Pilkington @philippilk]

The China Collapse Industry is having another hard year… 🇨🇳

[Jostein Hauge @haugejostein]

China is taking over global manufacturing.

By 2030, they will account for 45% of global manufacturing. That's *one* country making nearly half the world's stuff.

How did they do it? Strategic industrial policy with a long time horizon.

[Laurent Segalen @MegaWattXinfo]

Excellent data from @ElectriosH

China battery landscape!
CATL and BYD are reinforcing their dominance. Now 2/3 market share. They are eating the competition alive

𝐉𝐚𝐧𝐮𝐚𝐫𝐲-𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟖𝟒𝟕.𝟓 𝐆𝐖𝐡
𝐀𝐯𝐞𝐫𝐚𝐠𝐞 𝐁𝐚𝐭𝐭𝐞𝐫𝐲 𝐏𝐚𝐜𝐤 𝐂𝐚𝐩𝐚𝐜𝐢𝐭𝐲
Pure electric passenger cars: 𝟓𝟒.𝟎 𝐤𝐖𝐡
Plug-in hybrid passenger cars: 𝟐𝟑.𝟐 𝐤𝐖𝐡
Steady increase in average battery capacity for both pure electric and plug-in hybrid vehicles, reflecting a trend towards longer range and improved performance.

𝟓𝟑 Battery Companies operating in Chinese EV space

[Jason Hickel @jasonhickel]

This Bloomberg report is a stark reminder: we cannot rely on capital to achieve green transition. Capital is not investing enough in green energy because it's not as profitable as fossil fuels. The solution? We need a public finance strategy and fast.

https://t.co/6ysLeRA3zG

[Felix Hamer • electricfelix @electricfelix]

China Can’t Cut EV Subsidies It Isn’t Paying

by @davidfickling ✍️
The accepted wisdom is that clean energy support explains the country’s competitive edge. But that’s far from the truth.

China’s manufacturing prowess is purely a matter of rubbery state money?

"Look through the accounts of the major export-oriented Chinese carmakers, and you can see how little the narrative matches reality. The main support that’s typically pointed to comes in three key areas: direct subsidies, generous tax treatment, and artificially cheap credit. Right now, there’s very little sign these are making a difference."

eg Direct Subsidies:

[Nat Bullard @NatBullard]

The latest @Waymo California driverless ride stats are out from @californiapuc.

In August 2023: 12,000 for the month.
In August 2024: 312,000 for the month.

[Michael Dunne @dunne_insights]

People ask who -after BYD - to watch in China

It’s the Geely Group and then…

*The Gang of Five *

NIO
Li Auto
Xpeng
Huawei
Xiaomi

What do they all have in common?

1. Billionaire founders.

2. Software defined vehicles.

3. Speed.

[Fatih Birol @fbirol]

NEW: The global market for the top clean technologies is set to triple to over $2 trillion by 2035, close to the value of today's crude oil market

Countries are competing for the economic benefits, with implications for energy, industry & trade policies: https://t.co/qEUr78yfgQ

[MagnusKarlstrom @MagnusKarlstrom]

Why Europe’s car crisis is mostly made in China https://t.co/joxfKMkDV3

[Felix Hamer • electricfelix @electricfelix]

I wonder what the German CEOs think when looking at this

I guess they will blabber about cornering on the track (none of their buyers do this regularly)

top speed (none of their buyers are interested in 250kmh on the Autobahn anymore)
⚡️⚡️⚡️
Good luck #Deutschland!

[Colin Mckerracher @colinmckerrache]

Are European regulators really forcing everyone into EVs, or are automakers overplaying their hand?

My latest for @BloombergNEF and @business here:
https://t.co/zAFDgmPmcZ

[Colin Mckerracher @colinmckerrache]

We're a year into the EV slowdown narrative. Where do things actually stand?

Heading for just under 17 million EV sales this year, a new record. Growth rate will be about 20%, down from 33% the previous year.

[Michael Thomas @curious_founder]

For the last month, I've been researching the current state of EV adoption in the U.S.

And I have good news: EV sales are growing again.

We are so back.

https://t.co/bWhvtaKyOH