Tag: Battery Swapping
NIO vs. XPENG — Back Almost Even Again!
I’ve said it before several times — XPENG and NIO have had a humorously similar growth trajectory over the past several years. Sometimes one surges ahead of the other for a while, and then things swing again and the other one surges ahead. NIO had a bit of an advantage … [continued]
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China Just Made Electric Trucks A Freight System, Not A Vehicle Category
China’s new electric heavy-truck target is not interesting because another government wrote down a 2030 number. It is interesting because the target is tied to the system around the truck. The Ministry of Transport plan points to 40% of new heavy-truck sales being electric by 2030, 20% of the total … [continued]
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CATL — 36 Battery Swap Stations for Hong Kong, 3000 Total This Year
Going through our CATL archives, I see tons of articles about sodium-ion batteries, but I have to go back more than a year to find a story about CATL battery swapping stations. The company is moving forward with this in places, though. CATL is apparently planning to launch 36 battery … [continued]
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NIO CEO: Plugin Vehicles 90% of Chinese Auto Market in 2030
NIO just hit another notable milestone. Its Onvo L60 already surpassed 100,000 cumulative deliveries. However, the bigger NIO news of the week was NIO CEO, chairman, and founder William Li saying that he thinks the Chinese auto market will exceed 90% new energy vehicle (plugin vehicle) sales by 2030. 90% … [continued]
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As Kenya’s Electric Motorcycle Ecosystem Grows, Local Firms Are Starting to Specialise and Forge Interesting Partnerships With Large Global Firms
Kenya’s electric motorcycle sector is starting to blossom now as several firms move from initial commercialisation of their products to full commercialisation, and scaling up their operations. In the beginning, several startups moved to validate their models using electric motorcycles built with off-the-shelf battery cells, BMS, controllers, motors, and other … [continued]
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