Tag: US policy
Ford EV Sales Drop In USA, But Not As Bad As I Expected
Ford has had the most dramatic pullback in its electric vehicle plans, ambitions, and investments this year in response to US policy on electric vehicle changing under Republicans. We have written all about that, but if you missed it, head here, here, here, and here. With that context behind us, … [continued]
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From Riverboats To Global Ports: CATL Is Winning The Shipping Electrification Race
CATL’s batteries and energy management systems are already operating in roughly 900 ships and vessels, a figure that on its own should reframe how maritime decarbonization is discussed. Shipping is conservative for structural reasons tied to safety, long asset lifetimes, and unforgiving certification regimes, so deployment at this scale signals … [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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America’s Drone Ban Hands Productivity Gains To The Rest Of The World
The recent US decision to block new certifications for Chinese drones is being framed as a narrow national security measure. In practice it is a broad economic choice with long shadows. The policy does not ground existing drones or seize equipment. It works through certification attrition, cutting off the ability … [continued]
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Dystopian Denials Of Climate Change Don’t Change The Facts
I just finished the Kamala Harris memoir about the 2024 election, 107 Days. I come away from reading it even more unsettled than ever about the dystopian state of our democracy under President Donald J. Trump and his Project 2025 backers. Private companies and US citizens are hesitant to practice … [continued]
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