Tag: Tariffs
NCP Chlorchem & Terra Firma Roll Out One Of South Africa’s Largest Behind-The-Meter Industrial Solar Installations
The impressive technological progress in the solar industry over the past decade has resulted in a drastic reduction in prices of solar panels. This has accelerated the adoption of solar around the world. Having lagged compared to other places, solar panel shipments to a lot of African countries have surged … [continued]
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The Strange Time Compression of Sodium-Ion Battery Development
If you are not aware of Chinese battery technical leadership, it is probably time to take notice. As of 2025, CATL and BYD have over 50% of the world’s EV battery market share. From January to September, they accounted for 811.7 GWh. CATL and BYD are not the only battery … [continued]
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Bring on the Rebadges! Leapmotor at Auto Guangzhou
When looking at the cars from Leapmotor, I got the impression that they were attractive but a bit like vanilla ice cream. Good, but not the most flavorful. However, in the context of their partnership with Stellantis, the potential to rebrand with localized flavors on top of that “vanilla” is … [continued]
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The Coming Slow Fade of America’s Corn Ethanol Industry
The story of the United States corn ethanol industry is a story about a sector that grew rapidly under a very specific set of policy, technology and market conditions. It filled a gap when gasoline demand was rising, when climate policy focused on incremental change, and when EVs were still … [continued]
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CATL Launches Factory Construction In Spain
CATL, the largest EV battery producer in the world (by far), is doing what some Chinese EV producers are doing — it’s launching production in Europe. With the European Union slapping tariffs on EVs manufactured in China earlier this year, Chinese EV producers are starting to build factories in Europe. … [continued]
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