Editor-in-chief Electric Vehicles https://teapawt.org/t.co/jBR3DloNHj. Ex-researcher Chalmers. A link or retweet indicate interest, not necessarily agreement. West Ham & Rotterdam
Prefer Rotterdam
Joined December 2008
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MagnusKarlstrom retweeted
BYD to spend €2bn to develop 5-minute flash chargers in Europe ft.trib.al/s9y9INK
MagnusKarlstrom retweeted
DAMES EN HEREN,
WOUT. VAN. AERT.
#ParisRoubaix
MagnusKarlstrom retweeted
Excellent summary by former head of MI6, Sir Alex Younger, of this new era in geopolitics…adapt or die
MagnusKarlstrom retweeted
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
MagnusKarlstrom retweeted
China has placed a ban on exportation of gallium, germanium, antimony and other key high-tech materials to the US
MagnusKarlstrom retweeted
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
MagnusKarlstrom retweeted
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/b9cfdae3-c276…
MagnusKarlstrom retweeted
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.
MagnusKarlstrom retweeted
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
MagnusKarlstrom retweeted
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-…
MagnusKarlstrom retweeted
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:
MagnusKarlstrom retweeted
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.
MagnusKarlstrom retweeted
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.
MagnusKarlstrom retweeted
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
MagnusKarlstrom retweeted
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!
MagnusKarlstrom retweeted
Are European regulators really forcing everyone into EVs, or are automakers overplaying their hand?
My latest for @BloombergNEF and @business here:
bloomberg.com/news/newslette…
