Tag: Substack
VinFast’s Vietnam Sales Surge as EVs Enter a Tipping Point
VinFast delivered 21,781 electric vehicles in Vietnam in July, bringing its sales for the first seven months of 2026 to 137,697 vehicles and putting the company on course to substantially exceed last year’s record in its home market. July deliveries increased 21.3% from June’s 17,955 vehicles. The seven-month total is … [continued]
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China Is Making More Aluminum. Its Emissions May Still Be Peaking.
Earlier this year I argued that China’s aluminum-sector carbon emissions had probably peaked around 2024. Since then, the output data have weakened one important part of that case. China produced 45.02 million tonnes of primary aluminum in 2025, 2.4% more than the year before, and another 23.19 million tonnes in … [continued]
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Porsche Ditches Volkswagen Group Emissions Pool, Joins Up With XPENG
Well, this is an interesting one…. For some background, regulations in the European Union require that automakers reduce the CO2 emissions that the cars they sell create. Year after year, they have to cut their average fleet emissions. If they don’t cut their emissions to the necessary level, they have … [continued]
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China Exports 1 Million Automobiles in a Month … Twice
I was just writing about China exporting electric vehicles, and Chery buying a Nissan factory in South Africa to produce them there. Now I’ve also seen news that China just reached a new milestone, with electric vehicles playing a big part of that. China exported more than one million electric … [continued]
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More Renewables Lead To Lower Demand For Methane In Europe
There’s a line in a Bruce Springsteen song that goes like this: “Foreman says these jobs are going, and they ain’t comin’ back.” Something similar is happening to demand for methane in Europe. When Russia invaded Ukraine in 2022, the Continent depended heavily on supplies of cheap methane from Russia. … [continued]
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