Tag: panasonic
2024 Is Over, And Legacy Auto Could Be Doomed, But The ICE Is Not Yet Defeated
A few months ago, I wrote about a global peak ICEV fleet, and argued that we’re very close to it — perhaps even surpassed it by now. Despite the headline, I stand by that position, and that’s because the focus here is different: not about internal combustion engine vehicles (ICEV), … [continued]
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US Focus On Domestic EV Battery Supply Chain Pushing Tesla to Move Supplies from China to US
The most critical element of the Inflation Reduction Act of 2022 was the broad effort to bring manufacturing jobs back to the US, and especially cleantech blue collar (or “green collar”) jobs in the fast growing EV, battery storage, and solar industries. We’ve never had such serious and impactful reshoring … [continued]
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