Tag: europe
From Guns & Steel to Grids & Batteries: A History-Informed View of Climate Action
The past year of thinking about climate action has increasingly felt like thinking about markets. Not markets in the narrow sense of price signals alone, but markets as arenas where learning happens, capacity is built, costs fall, and political coalitions shift. Reading and in some cases rereading Guns, Germs, and … [continued]
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BYD Rises in Europe as Tesla Falls, More Than Tripling Sales
As Zach mentioned yesterday, The Guardian reported data from ACEA showing that Tesla sold 12,130 vehicles in Europe in November, down from 18,430 last year, while the overall market grew slightly. Tesla’s market share shrank from 2.1% to 1.4%. However, while Tesla staggered, BYD’s sales growth accelerated in the EU, … [continued]
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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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CATL Battery Factory in Spain, Lithium Mine in Yichun
CATL is the largest EV battery producer in the world. It continues to progress, with the latest news being a factory under construction in Spain and restarting of a lithium mine in China. CATL + Stellantis Battery Factory in Spain The US and Japan led on electric vehicles for a … [continued]
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Electric Door Handles — What Did Elon Know, And When Did He Know It?
Tesla has put its customers at risk by relying on electrically activated door locks and downplaying mechanical locks.
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