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XPENG vs. NIO — Sales Lining Up Again
I just reported on XPENG and NIO sales in December, the 4th quarter, and 2025 as a whole. Both had great — but quite different — years. For several years, more or less since they launched, I’ve tracked the two companies and been struck by how closely their growth lined … [continued]
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Donald Trump Illegally Extends Life of the Coal-Fired Craig Unit 1, Driving Up Electricity Bills and Increasing Pollution
DENVER — [On Tuesday], the Trump administration issued an “emergency” order to force utilities to operate Craig Unit 1 against their will, past the Dec. 31 retirement deadline that the utilities had decided upon and their state regulators had approved. Trump’s actions to prop up an uneconomic coal plant will drive … [continued]
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What Would A SpaceX Public Offering In 2026 Look Like?
The news headlines this morning celebrated the inauguration of New York City Mayor, Zohran Mamdani. During his inaugural address the Democratic Socialist pledged to turn the city’s efforts to uplifting working people. That news of egalitarianism is at the opposite end of the spectrum from a recent SpaceX letter to … [continued]
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NIO Explodes Through New Year, 55% Growth in December
NIO didn’t have the strongest start to the year in 2025. But it finished with a bang. The last four or five months of the year were huge for NIO. In December, NIO scored 48,135 vehicle deliveries, a 54.6% increase over December 2024. That was also a 32.7% increase month … [continued]
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XPENG Sales Rise 126%, from 190,068 to 429,445
XPENG had a banging blockbuster year in 2025. It grew 126% from 190,068 vehicle deliveries in 2024 to 429,445 vehicle deliveries in 2025. Most of its growth was in China, but the company also had huge growth abroad. It sold 45,008 vehicles outside of China, representing 96% growth. It is … [continued]
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