Category: Research
The China EV Flywheel And Why Exports Will Keep Rising
Most Western analysis of the automotive transition still carries a quiet but profound blind spot. China is often treated as one large market among several, occasionally acknowledged as the largest, but rarely internalized as the market that now determines global scale, cost curves, and learning rates. This is not a … [continued]
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Tesla Registrations Dropped 34.2% in November in European Union
2024 was the year Tesla’s long-term story changed dramatically. Instead of growing, growing, growing … well, just write that 12 times in total … 2024 was the year Tesla saw an annual sales decline. It was the first time since the Model S was released that Tesla’s sales dropped year … [continued]
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America’s Drone Ban Hands Productivity Gains To The Rest Of The World
The recent US decision to block new certifications for Chinese drones is being framed as a narrow national security measure. In practice it is a broad economic choice with long shadows. The policy does not ground existing drones or seize equipment. It works through certification attrition, cutting off the ability … [continued]
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Hydrogen for Transportation Didn’t Fail Just Once in 2025. It Failed Everywhere.
This year marked the point where hydrogen transportation stopped being a future tense conversation and became an accounting exercise. Across light duty vehicles, buses, trucks, trains, mining equipment, refueling infrastructure, and even aviation, withdrawals outpaced commitments. These were not isolated pilots failing at the margins. They were coordinated retreats spread … [continued]
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Why Hydrogen Transit Often Emits More Than Diesel Once You Count Everything
The discovery, late in the year, that yet another hydrogen transit scheme turned out to be high emissions rather than low emissions was not surprising, but it was clarifying. The Dijon hydrogen bus project followed the same pattern seen repeatedly over the past several years. It was presented as zero … [continued]
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