Not all supplies are set to be abundant Under today's policy settings, supply from existing & announced projects falls short of 2035 requirements for some key minerals, notably copper & lithium But greater efforts on recycling & new project development can close the gap

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. distilled.earth/p/why-ev-sales…

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.

Are European regulators really forcing everyone into EVs, or are automakers overplaying their hand? My latest for BloombergNEF and Bloomberg here: bloomberg.com/news/newslette…

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!

Why Europe’s car crisis is mostly made in China ft.com/content/b95f9a…

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: iea.li/4f8pKos

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.

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. bloomberg.com/graphics/2024-…

The latest Waymo California driverless ride stats are out from California PUC. In August 2023: 12,000 for the month. In August 2024: 312,000 for the month.

China Can’t Cut EV Subsidies It Isn’t Paying by David Fickling ✍️ 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

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

Excellent data from Electrios HK 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

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.

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 ft.com/content/b9cfda…

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: bloom.bg/4hZfzUR #EVs #CleanTransport

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

Brace For Impact; 🇩🇪🇩🇪 Kyle Chan: "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

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