Tag: Thailand
BYD Rises in Europe as Tesla Falls, More Than Tripling Sales
As Zach mentioned yesterday, The Guardian reported data from ACEA showing that Tesla sold 12,130 vehicles in Europe in November, down from 18,430 last year, while the overall market grew slightly. Tesla’s market share shrank from 2.1% to 1.4%. However, while Tesla staggered, BYD’s sales growth accelerated in the EU, … [continued]
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The China EV Flywheel And Why Exports Will Keep Rising
Most Western analysis of the automotive transition still carries a quiet but profound blind spot. China is often treated as one large market among several, occasionally acknowledged as the largest, but rarely internalized as the market that now determines global scale, cost curves, and learning rates. This is not a … [continued]
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Peak Oil Is Not Dead: Reviewing the IEA’s World Energy Outlook for 2025
A month ago, media all over the internet went crazy repeating the following headline (or a similar one) over and over: “IEA scraps Peak Oil, says oil demand will continue growing until 2050.” All this oil-positive hype was a result of the IEA’s World Energy Outlook for 2025. This report … [continued]
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XPENG to Begin Local Assembly in Malaysia by Mid-2026
XPENG is expanding into the Southeast Asia region, as it just signed an agreement with Malaysian industrial partner EP Manufacturing Berhad (EPMB) to begin local assembly operations in Malacca, with production scheduled to commence in 2026, the companies announced Thursday. The announcement came after XPENG announced on December 12 that … [continued]
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Drones, Diesel, & Policy: Two Countries, Two Agricultural Futures
China’s rapid adoption of agricultural drones is one of the most interesting examples of technological divergence between two major food producers. The contrast is striking. Chinese pilots are now treating an amount of land with drones each year that is larger than the total farmland base, which means multiple drone … [continued]
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