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BrightDrop Died in America, While China Made Electric Vans Normal

12 min read

I see BrightDrop vans regularly in Vancouver. That is one of the many small pleasures of living in a city that functions as a pocket of the future. Battery buses show up before they are common elsewhere. Heat pumps are ordinary. Public charging is part of the furniture. Electric delivery … [continued]

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Pony.ai on a Roll — Uber Collab, Breakeven in Shenzhen, 3,000 Robotaxi Target

6 min read

Pony.ai is not the first robotaxi company that comes to mind for most of us, but it’s up there on the list of companies that have been around for a while, progressing consistently, and showing promise. A series of announcements this month really up its profile, though. Also, let’s keep … [continued]

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XPENG Records Positive Net Profit In 4th Quarter

19 min read

The Company achieved a positive net profit of RMB0.38 billion in the fourth quarter of 2025, recorded a positive net profit for a single quarter for the first time. Cash position[i] was RMB47.66 billion (US$6.81 billion) as of December 31, 2025 Quarterly total revenues were RMB22.25 billion, a 38.2% increase year-over-year … [continued]

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US Fast Charging Needs to Focus on Moving Faster

8 min read

Last week, Jennifer Sensiba wrote about the chaos created by NEVI funding disruption. In the final year of the program, Trump put an illegal freeze on releasing funding, interrupting progress. However, while the administration’s disruption in funding was destructive, the speed of the program made it vulnerable to that disruption. … [continued]

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