Tag: Tariffs
Powering Data Centers Is An Existential Challenge
The explosion in the number of data centers is ramping up demand for electricity. What is the best way to meet that demand?
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Red State To Rescue EV Battery Supply Chain As Graphite Trade War Looms
Tennessee will play a key role in the domestic EV battery supply chain, as the host of two new factories slated to produce synthetic graphite in bulk.
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Oil Consumption Growth Trends in China, India, & USA — Is 2025 Forecast Accurate?
The US Energy Information Administration put out an interesting article today. The headline focused on growth of oil consumption in India compared to China — “India to surpass China as the top source of global oil consumption growth in 2024 and 2025.” I sat looking at the chart for several … [continued]
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Trump Transition Team Plans To Take A Sledgehammer To Biden Era EV Policies
The transition team for the incoming administration proposes tearing up the carefully crafted EV incentives to please oil companies.
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Accelerating Electrification: Freight Trucks Will Dominate In The US
Key Takeaways: Transportation is the highest emissions segment in United States Of rail, water, and road, only freight trucking can readily decarbonize Electric trucks are cost-effective and rapidly advancing The United States has unintentionally made itself into the country with the hardest to decarbonize transportation sector, and it matters. Transportation … [continued]
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Will Some US Automakers Hit Crisis During Trump Term?
Naturally, when it comes to big macroeconomic changes, issues often seem to come out of the blue. You can reverse engineer what happened and everything looks obvious, and there are always some canaries or boys crying wolf who notice the issue early but are ignored. However, by and large, macroeconomic … [continued]
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BYD Enters Peru
Continuing the trend of rolling out its electric vehicles in a new market every week (or, at least, that’s what it feels like), BYD has entered Peru with 5 plugin vehicle models (“new energy vehicle” models as they call them in China). The 5 models BYD is initially launching in … [continued]
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Baranyai: Obeying autocrat in advance a dangerous game
Seeking to appease an authoritarian by anticipating their wants merely conditions us for more and greater concessions