Tag: Tariffs
EVs Take 23.4% Share In Germany – Disappointing Year For EV Transition
December saw plugin EVs take 23.4% share in Germany, down from 30.0% share YoY. BEV volume was sharply down YoY in a hold-back ahead of tighter 2025 emissions regulations. Overall auto volume was 224,721 units, down 7% YoY. The bestselling BEV in December was the Tesla Model Y. The December … [continued]
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Tariffs, growth and modernization on the minds of Dairy Farmers at Grey Bruce Farmers’ Week
The elephant in the room made an appearance about 25 minutes into Mark Hamel’s Dairy Farmers of Ontario update Thursday afternoon during Dairy Day at Grey Bruce Farmers’ Week. “What are you doing to prepare for the challenges that we all think are coming south of the border on January 20,” asked someone from the […]
Critical Minerals Are A Gold Rush The West Lost Sight Of
Recently I had the opportunity to sit down with Gavin Mudd, director of the centre for critical minerals intelligence with the British Geological Survey. He’s been doing leading research with global collaborators on how much of what resources we can actually get at. Below is the first half of our … [continued]
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EVs At 29.6% Share In France — Renault 5 Poised For The Lead?
December’s auto market saw plugin EVs at 29.6% share in France, down from 30.1% year on year. BEVs lost volume YoY, in a hold-back ahead of tougher emissions requirements in 2025. PHEVs and plugless HEVs both saw YoY growth. Overall auto volume was 183,661 units, up 1.5% YoY. The Tesla … [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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