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In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical integration, and their global charging network. IN THIS EPISODE YOU'LL LEARN: 00:00:00 Intro 00:02:00 How Tesla evolved from a niche EV startup into a trillion-dollar company 00:12:53 Why Elon Musk's bold leadership and risk tolerance shaped Tesla's success 00:27:03 How vertical integration and software-driven vehicles give Tesla an edge 00:32:31 How competition from BYD and legacy automakers impacts Tesla's growth outlook 00:38:27 What Tesla's Master Plan Part IV reveals about its future in AI and robotics 00:41:08 Why the energy segment and battery innovation could rival the auto business 01:02:28 What investors can learn from Musk's “capacity to suffer” mindset 01:05:19 Why Tesla's valuation depends on optionality from Optimus and Robotaxi And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Walter Isaacson's book: Elon Musk. Mentioned Episode TIP593: Elon Musk by Walter Isaacson. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Vanta LinkedIn Talent Solutions Kubera Netsuite Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
China está conquistando el mercado automotriz mexicano a una velocidad que nadie esperaba. Marcas como BYD, MG y Chirey ya dominan las calles, ofreciendo precios bajos, tecnología avanzada y un modelo de negocio que está poniendo en jaque a la industria nacional.En este video te explicamos cómo China logró entrar a México, qué hay detrás de su expansión, por qué Estados Unidos está tan preocupado y qué consecuencias puede tener para el futuro económico del país.¿Estamos ante una oportunidad histórica para México… o ante la invasión silenciosa de una potencia que no deja de crecer?
- Hyundai Bets Big on India - BYD Building EV Fast Chargers in S. Africa - How Many Different 2-Liter Engines Do We Need? - Horse Is Now World's #3 Engine Builder - Do Customers Want Gen AI in Cars? - Maverick Outsells Santa Cruz 10:1 - EU Battles Over PHEV Regs - Nio Sued for Financial Shenanigans - Dongeng BOX Does Poorly in Euro NCAP
- Hyundai Bets Big on India - BYD Building EV Fast Chargers in S. Africa - How Many Different 2-Liter Engines Do We Need? - Horse Is Now World's #3 Engine Builder - Do Customers Want Gen AI in Cars? - Maverick Outsells Santa Cruz 10:1 - EU Battles Over PHEV Regs - Nio Sued for Financial Shenanigans - Dongeng BOX Does Poorly in Euro NCAP
In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China's EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China's auto sector:
Hoy vamos a hablar de un tema que me parece clave para entender no solo el presente sino, sobre todo, el futuro inmediato del automóvil. Vamos a responder a dos preguntas aparentemente sencillas: ¿Qué significa hoy en día "Made in Europe"? ¿Qué significa "Made in China"? Olvídate de todo lo que creíais saber, porque las viejas etiquetas ya no sirven. Y ahora, vamos con los “euro-chinos”. Porque la “paternidad” de los coches, fruto de las alianzas, cada vez es menos clara. Una nueva generación de automóviles está conquistando nuestras carreteras. Son coches nacidos de esas alianzas que hace apenas una 5 o 10 años nos habrían parecido ciencia ficción. La unión “euro-china” tiene sus ventajas, pues por un lado tienes tradición, ingeniería y diseño de Europa con el músculo financiero y la increíble agilidad productiva de China. Y que nadie se confunda: hoy no hablamos de copias, ni de imitaciones baratas. Hablamos de una fusión estratégica y, por lo general, inteligente que está redibujando por completo el mapa mundial del motor. Todavía hoy cuando escuchamos "coche chino", nos viene a la cabeza la imagen de un producto de calidad dudosa. Y esto está cambiando a toda velocidad. El desembarco de las marcas chinas en Europa no es una simple invasión comercial al uso: Va más allá, es me atrevo a decir, más peligrosa. Es un movimiento sutil y brillante, porque los gigantes industriales chinos han entendido que para conquistar el exigente mercado occidental no basta con ofrecer un precio bajo. Se necesita diseño, tecnología punta, una seguridad incuestionable y, todavía hoy, sigue ayudando mucho una marca de confianza, una tradición, una historia, un ADN. ¿Y dónde se encuentra todo eso en abundancia? Exacto, en Europa. Por otro lado, marcas europeas con décadas de historia, algunas de ellas en dificultades e incluso al borde de la desaparición, han encontrado en el capital chino el salvavidas que necesitaban. Pero no ha sido un simple rescate. Ha sido una inyección masiva de recursos con la idea de reinventarse y posicionarse como líderes en la nueva era eléctrica. Para hacerlo más fácil, vamos a dividir este fenómeno en tres grandes categorías: Primero, las joyas de la corona europeas que ahora tienen un pasaporte chino. Segundo, las nuevas marcas chinas que han nacido y crecido con un cerebro y un alma de diseño europeo. Y tercero, los matrimonios de conveniencia más recientes, donde dos gigantes se unen para crear una nueva generación de vehículos. Para mí no todo han sido aciertos… hay de todo. Nosotros te lo contamos y tu juzgas. ¡Vamos allá! Categoría 1: Legado europeo con corazón oriental. Aquí es, quizás, donde encontramos las historias más potentes. Lotus. De la ligereza al Hiper-SUV Eléctrico. MG. El Renacer del icono británico. Volvo y Polestar. Modelo de éxito. Categoría 2: Marcas chinas con cerebro europeo. BYD. El gigante que fichó a las estrellas. Lynk & Co. El “Netflix” del automóvil. Categoría 3: Matrimonios de Conveniencia… Smart. Revolución Germano-China. Stellantis y Leapmotor. Un “balón de oxígeno”. ¿Vendrás más? Volvo, MG, Lotus... la lista crece. Y seguirá creciendo. Como veis, el panorama del automóvil ha cambiado para siempre. Ya no se trata de dónde se ensambla la última tuerca, sino de dónde provienen el capital, la tecnología, el diseño y la estrategia. Esta fusión "euro-china" está acelerando la transición eléctrica y aumentando la competencia, lo cual es bueno para nosotros. Surgen muchas preguntas: ¿Es menos europeo un Volvo por tener un dueño chino que ha potenciado su herencia? ¿Es menos chino un BYD por haber sido diseñado por un alemán? Las etiquetas son cada vez más difusas, los estereotipos desaparecen. Hay dos cosas que importan. Una, el producto final. Y muchos de estos coches "euro-chinos" son productos y muy competitivos. Y dos, ¿Dónde van a parar los beneficios? Este asunto, a futuro, es también muy importante… la preponderancia de las marcas europeas y japonesas, está llamada a desaparecer. Conclusión. El concepto de coche "nacional" se va desvaneciendo. Marcas históricas europeas sobreviven gracias a esta unión, mientras que nuevas marcas chinas conquistan nuestro mercado adoptando un alma europea. Esta fusión está acelerando la electrificación… si es bueno o malo, lo veremos con el tiempo.
Tu and Lei unpack a pivotal week in global EVs — where Germany's giants stumble and China keeps charging ahead.
Tu Le and Lei Xing unpack a pivotal month for China's EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that's reshaping the industry.
Hello nerds.When I first started interviewing Scott Santens years ago during the Nerds for Yang era, he was one of the most relentless and articulate advocates for universal basic income (UBI) in America. Back then, it felt like the country was on the verge of something big. Andrew Yang was on the debate stage making “Freedom Dividend” a household phrase. Silicon Valley technologists were whispering about automation in the same breath as moral responsibility. Even Republican voters were entertaining the idea that direct cash transfers might be less bureaucratic and more empowering than sprawling social programs.Fast forward to 2025, and the conversation feels quieter. The pandemic-era stimulus checks are long gone. Washington has reverted to tribal warfare. Meanwhile, AI is advancing faster than anyone—maybe even Scott and Andrew —predicted. The irony is thick: the very forces that made UBI seem like a radical idea a decade ago are now transforming entire industries before our eyes. And yet, the movement feels stuck in neutral.So when Scott rejoined me on Nerds for Humanity this month from his new base in Washington, D.C., I wanted to know: What happened? Why did UBI lose its moment? And is there a realistic path back to the mainstream before millions of Americans get left behind?The Move to D.C. and the Lost MomentScott began by explaining why he left New Orleans for D.C. a few years ago. “It just seemed that UBI was really a bigger part of the conversation,” he said. “I thought if the Democrats came in again in 2024, I could actually get some traction.”He laughs a little when he says that now. “That didn't end up happening,” he admitted, reflecting on how the Biden reelection froze the kind of idea competition that defined 2020. “The big problem was that Biden decided to run again, and there was no primary process. Then suddenly Kamala comes in and still no primary process. So there was no ideas competition. We really missed out on that.”That lack of competition, Scott argues, has a ripple effect. Political movements thrive on moments of contrast, when new ideas bump up against old dogmas and voters are forced to re-evaluate assumptions. The 2020 race—with Yang, Sanders, Warren, and others pitching structural reforms—was one of those rare idea-rich moments. 2024, by comparison, was a desert.As Scott put it bluntly: “We were close enough to taste it during the pandemic. It really felt like we were actually on the cusp of doing a monthly cash payment that could change things. But none of that happened.”He's not wrong. The COVID checks were, in effect, a large-scale experiment in direct income support. Poverty temporarily plummeted. Families caught their breath. Consumer demand stayed strong. And then we let it all expire.AI Ate the Jobs While America SleptWhat's striking about this quiet period, as I noted to Scott, is that the threat he and Yang warned about—the automation of work—is no longer hypothetical. Knowledge worker jobs are being eaten by AI faster than policy debates can catch up.“I'm a parent of two teenagers,” I told him. “Other parents are starting to wonder if a computer science degree is still the golden ticket. Should we be preparing our kids to be plumbers instead?”Scott nodded grimly. “It's disheartening,” he said. “Now that these impacts are here… this is the stuff that we've been warning about. It's not a sudden thing, but it does seem to already be impacting the entry-level job market.”He pointed to a convergence of pressures: corporate hiring freezes driven by uncertainty around tariffs, companies experimenting with AI productivity tools, and executives under shareholder pressure to “do more with less.” The result: stagnating headcount even in high-growth sectors.“We don't really need people that we likely would have if AI had not been introduced,” he said. I observed from Silicon Valley, “What we're seeing right now is that companies can grow revenue while keeping headcount flat.”It's not a collapse. It's a quiet deceleration—a slow bleed. And that's arguably more dangerous because it doesn't provoke a policy response. There's no headline-grabbing “AI layoffs.” Just the invisible absence of opportunities for millions of new grads.Even top business schools are struggling to place students. “It's like the hardest market in years,” Scott said, and I agreed. “If we hit a recession,” he warned, “that's when all these businesses really lean into productivity. The recession ends, and they realize they don't need those people back.”That scenario—automation accelerated by economic downturn—is the nightmare UBI advocates have been predicting for over a decade. Each downturn becomes a ratchet that permanently eliminates another layer of middle-class work.The Automation MirageWhen politicians talk about “bringing manufacturing jobs back,” Scott and I get visibly frustrated. “I don't think people realize—you don't need that many people in those factories anymore,” I said.He reminded me of a chart he once published showing that U.S. manufacturing output is higher than ever, even though manufacturing employment has fallen dramatically. “We're manufacturing more than ever, we just have fewer jobs,” he said. “If we did reshoring, sure, we could manufacture even more, but jobs would continue going down.”I brought up a U.S. tech investor who recently toured Chinese EV plants. “He said the number of BYD employees per car is something like a fifth of what it is for Ford or GM,” I told Scott. “If we build plants here, we're not going to hire 20 people per car—we'll hire four or five.”Scott didn't hesitate: “Exactly. The only way to bring it back is to minimize labor. American labor is expensive. You can't both re-shore and keep the same job intensity.”Then he pivoted to a deeper critique of political dishonesty. “Trump sold a lot of people false hope,” he said. “He told them, ‘Once I negotiate these trade deals, everything's gonna be back to post–World War II full employment.' But that's a lie. We've heard that lie over and over again, even from people in the AI world. They say this will create more jobs than it displaces. Come on. We all know the realities.”This is the paradox of modern capitalism: productivity growth has decoupled from employment growth. We make more stuff with fewer people. And our political imagination hasn't caught up to that new reality.From Careers to Gigs: The New NormalScott traced this shift back decades. “We know what happened when we displaced people from manufacturing jobs—they went lower down the ladder into lower-paying work,” he said. “You went from careers to gig labor.”He rattled off examples that have become painfully familiar: “People now earn extra money by signing up for Uber, delivering food, DoorDashing. There's just a transformation of what employment even means.”In Scott's view, the only logical response to this is UBI. “You need to make sure everyone actually gets basic income,” he said. “That helps feed demand for new jobs. If people's incomes fall as a result of AI, demand falls. And when demand falls, the entire economy reorients.”He pointed to a staggering statistic: “Right now, the top 10% are buying half of everything produced and sold in the U.S. It's a very unequal consumption economy. The markets start ignoring the basic needs of people and reorient around luxury experiences.”That imbalance, he argued, isn't just economic—it's political. “It leads to people getting violent. It's key to the erosion of democracy.”The Coming Middle-Class AwakeningIf there's any silver lining, I said, it's that the pain is spreading up the income ladder.“I think it's going to affect a lot of middle-class and upper-middle-class people in a way it hasn't before,” I said. “When Andrew talked about truck drivers losing jobs, people thought, ‘My kid's going to college, they'll be fine.' Now they're realizing maybe not.”Scott agreed. “We just didn't realize how fast it would hit arts, music, images, and photos. I didn't think about that. It took me by surprise.”I added, “When he said doctors and lawyers, it felt far away. Now you're like—oh s**t—that's happening right now.”He laughed and I added more examples. “People are winning court cases using ChatGPT as their attorney. And with tools like Sora and Grok Imagine, you can generate realistic videos and images instantly. There's no ground truth anymore.”That last point hits hard. “You just give people a reason to doubt it,” Scott said. “You can have fake security cam footage of Sam Altman stealing something, and people will believe it. Or you can have real footage of Trump doing something, and people won't.”When truth itself becomes negotiable, democracy can't function. Evidence is the oxygen of public accountability. Once it's gone, all we have left are teams—and team loyalty.The Tariff FantasyThat team loyalty came up again when I told Scott about a debate I'd had with a MAGA relative in Florida. My brother argued that Trump's tariffs would pay for his tax cuts. Scott immediately laughed. “Even assuming that were true—which it's not—you're still taxing the working and middle class to pay for tax cuts for the rich,” he said.He broke it down simply: “It doesn't make any sense to say, ‘Tariff revenue will cover it.' Who covers the tariff revenue? It's the consumers. And yet people believe it.”Scott sees this as part of the broader epistemic collapse—people believing “whatever their team is saying,” no matter how illogical. “It's impressive in some ways,” I said. “You can propose policies that hurt your base and they'll cheer you for it.” He nodded. “Yeah. It's really frustrating.”UBI Research: Misunderstood and MisreportedI asked Scott about recent UBI research that some media outlets described as “disappointing.” His response was both sharp and nuanced.“Those weren't negative results,” he said. “They were null results.” He walked me through three often-cited studies: Baby's First Years, the Denver Homeless Pilot, and Sam Altman's Worldcoin/Overture experiment.“The key is to understand what's being tested,” he explained. “These weren't saturation pilots. They gave money to small groups of individuals. But real universal basic income changes communities. It creates new demand, new jobs, new dynamics.”He contrasted these with the Alaska Permanent Fund, which distributes oil dividends to every state resident annually. “In Alaska, we saw an overall increase in employment due to the dividend,” he said. “Some people worked less, but the spending created new jobs.”That's the essence of his argument: if you only study individuals, you miss the macro effects.He was especially skeptical of the way media covered the Baby's First Years study, which found no measurable difference in children's brain development after four years of $333 monthly payments. “That's a null result, not a failure,” Scott said. “It doesn't mean UBI doesn't work. It just means we didn't see differences yet. Impacts often show up later in life.”He also noted that measuring brain development via EEG scans is an odd and narrow metric. “Maybe families were happier. Maybe they bought what they needed. That still matters.”The Secret Study and New FrontiersScott hinted that a major new study is underway. “There's a study I can't talk about,” he said, smiling, “but it's looking at something no other experiment has looked at. I'm excited for those results.”He also mentioned Jeff Atwood (co-founder of Stack Overflow) is funding a $50 million set of county-level pilots, focusing on rural areas. “That's exciting,” Scott said. “It's a different political slice, and it's potentially saturation-like.”Globally, he's watching Thailand closely. “They announced they were going to do a negative income tax starting in 2027,” he said. “If that happens, they'd be the first country in the world to have a basic income guarantee. It could reduce poverty by over 90%.”Then he sighed. “But the day after they announced it, their prime minister got fired. So who knows.”ITSA Foundation: Building UBI From the Ground UpScott's not just theorizing anymore. His ITSA Foundation is taking action with two ambitious projects launching next year.First, the Bootstraps documentary series, which follows families receiving a basic income to humanize the policy through storytelling. “Storytelling is key,” he said. “People need to feel it, not just read data.”Second, the Comingle app, which will create what he calls “a small basic income floor of around $50 per week without waiting for government.”“You can create it yourself, through community pooling,” he said. “If Bill Gates joined Comingle and put 7% of his income in, everyone's income would go up. Don't worry about him getting $50 a week—everyone benefits.”It's the kind of practical experimentation the movement needs: bottom-up systems proving that shared prosperity can be engineered today, not someday.Reflections: The Hard Politics of Intelligent ReformAfter the interview ended, I stayed live on the stream to share a few personal reflections—some of them, frankly, tinged with frustration.I told my audience that I'm a believer in two three-letter acronyms: UBI and RCV (ranked choice voting). I have conviction that both are essential for a healthier democracy and a fairer economy. Yet it's maddening how little traction they get compared to what dominates our discourse.This morning, I argued politics with another MAGA acquaintance on WhatsApp. He was fired up about “the trans agenda” and “illegals.” When I asked what he thought about RCV or UBI, he admitted he didn't know what they were.And that, I said, is the tragedy. Many voters are animated by cultural wedge issues that barely affect their lives, while transformative structural reforms barely register. People will march for hours over trans athletes, but not over gerrymandering, open primaries, or the collapse of middle-class livelihoods.Maybe that's why Scott is investing in storytelling. “You have to boil this down into a bumper sticker,” I said. “Or a story.” Policy briefs won't cut through a media ecosystem optimized for outrage.It's sobering to realize how little energy we allocate to existential issues—like the sustainability of democracy or the viability of a middle-class life in an AI-driven economy—compared to the performative culture wars that dominate cable news.A Political System Addicted to DistractionI sometimes wonder if America is capable of solving long-term problems anymore. We have the tools and the talent, but not the attention span.We obsess over symbolic fights while the foundations rot. Closed primaries keep extremists in power. Gerrymandered districts ensure incumbents never lose. The electoral incentives all point toward division, not solutions.UBI and RCV are, in many ways, tests of whether we can think systemically again—about incentives, about fairness, about the structural forces shaping our future. And right now, the answer seems to be: not yet.As I told my audience, “It's sad that people will march for red-meat issues where government isn't even the decisive actor, while ignoring how broken the system itself has become.”The AI asteroid is heading straight for us. Millions of jobs—white-collar jobs—are on the chopping block. And neither party is talking seriously about it. Not Trump, not Schumer, not Newsom. Maybe Andrew Yang. Maybe Buttigieg. Maybe Bernie. But as a national conversation? Crickets.What's Next: Awakening or DenialMy optimism, if you can call it that, lies in inevitability. The pain will broaden until reform becomes unavoidable. Middle-class professionals will begin to experience the same precarity that working-class Americans have faced for decades.The good news is that when comfortable people get uncomfortable, politics shifts. The bad news is that it often takes crisis to get there.UBI isn't charity. It's infrastructure for an economy that no longer guarantees stability through employment. It's the plumbing of a post-industrial democracy.Scott put it best when he said: “You have to make sure everyone actually gets basic income so you have that cash. That can feed demand for new jobs. Without it, demand falls, inequality grows, and democracy erodes.”A Call to the NerdsAs we wrapped, I asked Scott how people could stay involved. “Sign up at ItsaFoundation.org,” he said. “Subscribe to the newsletter. Next year we'll have the Bootstraps docu-series, the Comingle app, and events across the country to organize communities.”I told him I'd be cheering him on. Because, frankly, the next five years are going to test whether America is still capable of rational self-government—or if we've outsourced that too.If you've made it this far into this post, you're probably one of the few people left who actually cares about data, ideas, and structural reform. You're a nerd. And that's a good thing.But as I told my audience at the end of the livestream: being a nerd isn't enough. We need to organize, support, and amplify. If we don't, the algorithms will drown out the quiet voices of reason.So if you value this kind of long-form conversation—the kind you won't find on cable news—please consider becoming a Nerds for Humanity YouTube channel member. Memberships help cover the operating costs of the livestream and keep these discussions going. Members also get shout-outs on every show as a thank-you for keeping independent, data-driven political analysis alive.And if you can't join as a member, the next best thing you can do is like, share, and comment. That helps the algorithm surface this content to others who might just be waking up to the same questions we've been asking for years.Bye nerds. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nerdsforhumanity.substack.com
It's EV News Briefly for Friday 10 October 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily RENAULT TWINGO E‑TECH TO LAUNCH IN NOVEMBER https://evne.ws/4mQlpJj THE ELETTRICA, FERRARI'S FIRST EV, WILL BE A FOUR-MOTOR FOUR-DOOR NON-SUPERCAR https://evne.ws/4h2DgeR RIVIAN SWAPS AMAZON'S ALEXA FOR GOOGLE'S GEMINI https://evne.ws/4n2R6PV RIVIAN CEO RJ SCARINGE CLAIMS CONFIDENCE AHEAD OF 2026 LAUNCH OF $45,000 R2 https://evne.ws/47hwK0v NEXT GENERATION VOLVO EX40 WILL USE SPA3 PLATFORM https://evne.ws/3KB8fTn TESLA'S NEW BASE MODEL 3 EVEN CUTS POWER MIRRORS https://evne.ws/4oaQad9 BYD SALES SURGE IN GERMANY AND OVERSEAS https://evne.ws/3KKZXYU SKODA OVERTAKES BMW IN GERMAN BEV SALES https://evne.ws/48VaJFW NISSAN TO LAUNCH THIRD-GENERATION LEAF ORDERS IN JAPAN https://evne.ws/4o51E1Q IONITY LAUNCHES POWER 365 AND MOTION 365 SUBCRIPTION OFFERS https://evne.ws/4mZ8xRl FEDEX AUSTRALIA ADDS 55 ELECTRIC DELIVERY VEHICLES https://evne.ws/4mXWlQO FUELL COMPANY, IP SOLD FOR $170,000 https://evne.ws/4h11vdk PAKISTAN EV BIKES MOSTLY USE FAKE “GRAPHENE” BATTERIES https://evne.ws/3VUkXim Renault Twingo E‑Tech launch Renault will unveil the new Twingo E‑Tech on 6 November, starting below £17,000 with UK deliveries in 2026. Built on the Ampr Small platform and targeting 6.2 miles per kWh, it aims to combine efficiency, affordability, and rapid production turnaround. Ferrari Elettrica revealed Ferrari's first EV, the Elettrica, is a four‑door, four‑motor GT producing over 1,000 hp and 0–62 mph in 2.5 seconds. With 323‑mile range and advanced in‑house engineering, it showcases Ferrari's blend of luxury innovation in electric form. Rivian adopts Google Gemini AI Rivian is replacing Alexa with Google's Gemini AI for a more advanced in‑vehicle assistant that manages navigation, messaging, and media naturally. The new system keeps Rivian's software platform independent while enhancing control and integration. Rivian CEO confident for R2 CEO RJ Scaringe says development of Rivian's $45,000 R2 compact EV is on track for 2026, marking his highest confidence in the company's future. Backed by Amazon and Volkswagen, Rivian aims to expand EV accessibility through advanced, software‑led design. Volvo EX40 to use SPA3 Volvo's upcoming EX40 will debut the SPA3 platform with cell‑to‑body batteries, new motors and megacasting for major cost and efficiency gains. Launching in 2027 under $50,000, it will offer up to 350 miles of range and support future‑ready tech. Tesla trims Model 3 features Tesla's new base Model 3 and Model Y remove certain comfort and powered features to cut cost and entry price. The pared‑back design lowers prices to make ownership more accessible, though with slightly reduced performance and range. BYD sales surge overseas BYD's September German registrations jumped 2,225% year‑on‑year, driving European growth despite softer China demand. Overseas sales rose 123% to 697,000 units this year, reinforced by upcoming local assembly plants in Hungary, Brazil, and Uzbekistan. Skoda overtakes BMW in German BEV sales Skoda has climbed to second place in Germany's BEV market behind Volkswagen with 34,567 sales, edging out BMW. Higher discounts and more choice are boosting EV market share while Tesla stabilizes after earlier dips. Nissan third‑generation Leaf orders Nissan will open Japan orders for its redesigned Leaf on 17 October, offering 702 km range and faster 35‑minute charging. Priced from about ¥5.2 million before subsidies, it signals Nissan's renewed push for global EV leadership. Ionity launches subscription plans Ionity's new Power 365 and Motion 365 plans offer fixed‑rate, transparent ultra‑rapid charging across Europe for 12 months at the price of 10. With access to 5,000 chargers, the subscriptions make long‑distance EV travel simpler and more predictable. FedEx Australia adds 55 electric vehicles FedEx has deployed 55 electric delivery vehicles across Australian cities, marking a shift from trials to daily operations. Using Fuso eCanters and Mercedes eSprinters, the rollout supports FedEx's goal to fully electrify its fleet by 2040. Fuell assets sold Fuell, Erik Buell's electric mobility firm, sold its assets for just $170,000 following bankruptcy and low awareness. The sale concludes a once‑promising venture, though a new owner could yet revive the innovative brand. Pakistan's fake “graphene” batteries issue About 90% of Pakistan's e‑bikes reportedly use mislabeled lead‑acid “graphene” batteries, undermining EV subsidy goals. Industry leaders are urging the government to shift incentives toward true lithium‑ion systems for quality and consumer protection.
Welcome back to EUVC Live in Malmö, where we bring you unfiltered conversations with the voices shaping Europe's venture ecosystem.In this session, Nick de la Forge, Partner at Planet A Ventures, takes the stage to share insights from an eye-opening field trip through China's climate and hardware startup ecosystem.Nick's story begins with a simple question: what if we're wrong about China's advantage? — and ends with a humbling realization of just how fast and how efficiently the world's largest manufacturing ecosystem now moves.Joined by fellow investors from 2150, Energy Impact Partners, and Compass, Nick toured factories, startups, and hyperscalers like CATL and BYD, witnessing firsthand what “scale” really looks like. The takeaway? Europe's biggest competitor isn't just cheaper — it's faster, leaner, and far more integrated.
As Prime Day kicks off, we're asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025's tariff push is actually “working” (and who's really paying) - How a U.S. sale of TikTok could reshape social commerce just as Amazon's big event feels less special - What the Sept. 30 expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond - Plus, a lightning round of stocks positioned to benefit from these trends Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM Host: Emily Flippen, Jason Hall, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
It's EV News Briefly for Tuesday 07 October 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily UK EV SALES REACH RECORD LEVELS https://evne.ws/46QfDBv TESLA TEASES OCTOBER 7 MODEL Y REVEAL https://evne.ws/46WT3Hs TESLA GERMANY SEPTEMBER SALES AND BYD SURGE https://evne.ws/4mRi9gM EUROPE EV SALES RISE IN AUGUST https://evne.ws/46Vqpqm FRANCE SEPTEMBER EV MARKET UPDATE https://evne.ws/48NVMp9 AUDI US EV SALES SURGE Q3 2025 https://evne.ws/48jHD30 CADILLAC Q3 EV SALES SURGE https://evne.ws/4nI8z1c BMW AND STELLANTIS MATCH FEDERAL EV CREDIT https://evne.ws/4q3L9VG DACIA SPRING UPGRADED WITH MORE POWER AND LFP https://evne.ws/4hiK8oN SCANIA HIGH-FLOOR ELECTRIC COACH PLATFORM https://evne.ws/4374rPM KIA PV5: ELECTRIC LIGHT COMMERCIAL VAN https://evne.ws/48PS12r ILLINOIS EV FAST CHARGING: $15 FLAT https://evne.ws/3KBE8uY RIVIAN ADDS LIDAR TO AUTONOMY PLATFORM https://evne.ws/4h1hacD UK EV SALES REACH RECORD LEVELS UK electric car registrations surged nearly 33% in September to 72,779 units, with over half of new vehicles electrified and the majority purchased by businesses or fleets. Government grants and incentives have widened adoption, and zero-emission vehicles now account for over 22% of new cars registered in 2025, while diesel registrations plummeted to historic lows. TESLA TEASES OCTOBER 7 MODEL Y REVEAL Tesla released a teaser for an October 7 Model Y reveal, sparking speculation over a more affordable variant intended to boost sales momentum and address product aging. The event is pivotal as Tesla faces pressure from competition and expiring federal incentives; analysts expect production ramp-up of the lower-cost Model Y in Q4. TESLA GERMANY SEPTEMBER SALES AND BYD SURGE In Germany, BEV registrations rose 31.9% year-over-year, but Tesla's numbers fell 9.4% in September and halved since January, while Chinese rival BYD saw registrations soar beyond twenty-fold for the month. The rise of competitors and market diversification are accelerating electrification, prompting legacy automakers to refresh offerings despite Tesla's updated Model Y achieving stronger results in other parts of Europe. EUROPE EV SALES RISE IN AUGUST European plug-in vehicle sales climbed 36% year-over-year in August to about 246,000 units, outpacing overall market growth and raising BEV share to 21%. Popular models like Tesla's Model Y, Skoda Elroq, and Model 3 contributed to momentum, reinforcing investment in charging infrastructure and fleet electrification. FRANCE SEPTEMBER EV MARKET UPDATE France saw 140,090 total registrations in September with plug-in vehicles making up 29% of sales, as BEVs and PHEVs increased their market share compared to last year. The Tesla Model Y led the month's results with its best French volume in two years, pointing to strengthening Q3 demand for electrification despite a slight year-to-date shortfall. AUDI US EV SALES SURGE Q3 2025 Audi's U.S. EV sales leaped 232% to 18,071 units in Q3 2025, with electrics making up 39% of the brand's quarterly volume as the Q6 e-tron outsold its ICE sibling Q5. The shift signals consumer preference for electric variants, but ongoing growth depends on scaled production, dealer readiness, and effective ownership economics. CADILLAC Q3 EV SALES SURGE Cadillac delivered 18,383 EVs in Q3—a record since 2013—boosted by expiring tax credits, with electric models chosen by 40% of buyers in the period. Q3 EV deliveries rose 154% year-over-year, though upcoming quarters will test Cadillac's ability to sustain the momentum. BMW AND STELLANTIS MATCH FEDERAL EV CREDIT BMW and Stellantis are offsetting the loss of the $7,500 federal EV tax credit by applying equivalent discounts to eligible electric and plug‑in hybrid models. The offers, restricted to dealer inventory and requiring delivery by early November, are intended to prevent immediate price hikes and maintain sales amidst changing incentives. DACIA SPRING UPGRADED WITH MORE POWER AND LFP Dacia's upgraded Spring city car features new, more powerful motors and a lithium iron phosphate (LFP) battery that improves cost and safety while maintaining a WLTP range of 140 miles. The revised models, now quicker and more efficient, are priced from £15,000 to £17,000 and arrive early next year. SCANIA HIGH-FLOOR ELECTRIC COACH PLATFORM Scania has launched a high-floor battery-electric coach platform with up to 600 km range, supporting multiple body types and maintaining luggage space comparable to conventional coaches. The new platform comes with integrated smart charging services and aims to advance commercial vehicle electrification across Europe. KIA PV5: ELECTRIC LIGHT COMMERCIAL VAN Kia's new PV5 electric van, built on a dedicated E-GMP.S platform, offers multiple body styles, battery options up to 258 miles, and fast DC charging of up to 150 kW. Integrated fleet management and warranty features support commercial use, with mass production underway in Korea. ILLINOIS EV FAST CHARGING: $15 FLAT Universal EV Chargers now provide flat-rate, $15-per-session DC fast charging across Illinois, eliminating time-based pricing and surprise surcharges. Drivers use CCS or NACS connectors, scan to start, and benefit from predictable costs with a growing statewide coverage. RIVIAN ADDS LIDAR TO AUTONOMY PLATFORM Rivian will incorporate LiDAR sensors into its next-generation vehicles to bolster their autonomy platform, reflecting industry trends as costs for the technology decrease. Recent hires and tech stack updates align with CEO RJ Scaringe's statements about Rivian's long-term focus on advanced driver-assistance systems.
- Tesla Q3 Sales Stun Critics - Cybertruck Selling in Middle East - BYD Outsells Tesla in BEVs - BYD Fleet Capable Of 1 Million Exports/Year - Sub-Prime Car Loans Send Warning Signs - American Car Buyers Want $5,000 Discounts on EVs - Nissan To Launch Robotaxis In Japan - EU Calls for AV Strategy - Wuling Launches New Brand, Moves Upscale - S. Korean Workers Return to U.S. Battery Plant
- Tesla Q3 Sales Stun Critics - Cybertruck Selling in Middle East - BYD Outsells Tesla in BEVs - BYD Fleet Capable Of 1 Million Exports/Year - Sub-Prime Car Loans Send Warning Signs - American Car Buyers Want $5,000 Discounts on EVs - Nissan To Launch Robotaxis In Japan - EU Calls for AV Strategy - Wuling Launches New Brand, Moves Upscale - S. Korean Workers Return to U.S. Battery Plant
En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan primero los números de ventas de vehículos en Estados Unidos y el mundo. Tesla sorprendió al mercado con entregas muy por encima de lo esperado, mientras que GM y Ford reportaron crecimientos sólidos impulsados por sus modelos eléctricos e híbridos. En contraste, BYD sorprendió con un retroceso poco usual en sus ventas. Más allá de los resultados puntuales, los hosts subrayan un cambio estructural.En la segunda parte, el foco se traslada al mercado laboral de recién graduados. Con datos de CNBC y otros reportes, se pone en evidencia que los jóvenes con título universitario enfrentan la tasa de desempleo más alta en casi una década y un mercado poco dinámico, caracterizado por pocas contrataciones y escasas renuncias.
Sales of Chinese electric-car maker BYD fell for the first time in 19 months in September, the US government shutdown is not likely to affect interest rates, and a fresh bout of jitters is shaking Argentina's financial markets. Plus, a nascent solar revolution is taking hold in Africa's largest oil-producing nation, Nigeria. Mentioned in this podcast:BYD monthly sales fall for first time since early 2024US government shutdown unlikely to prompt deeper Fed cutsArgentine assets hit by fresh selling amid worries over US bailoutSolar shines in the rush for power in Africa's largest petrostateThe FT News Briefing has been nominated for Signal's listener's choice award for best Daily Podcast. Vote for us here! Today's FT News Briefing was produced by Fiona Symon, Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Kelly Gary, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
- OEMs Step Up to Replace EV Incentives - Hyundai Slashes IONIQ 5 Price - Hyundai Simplifies Kona EV Lineup - Stellantis Wants to Sell Free2Move - Dodge Axes Top EV Charger Trim - BYD's Sales Drop - Renault and Chery Talk Joint Assembly and Sales - U.S. Market Share Winners and Losers - GM Shows New Lunar Rover
- OEMs Step Up to Replace EV Incentives - Hyundai Slashes IONIQ 5 Price - Hyundai Simplifies Kona EV Lineup - Stellantis Wants to Sell Free2Move - Dodge Axes Top EV Charger Trim - BYD's Sales Drop - Renault and Chery Talk Joint Assembly and Sales - U.S. Market Share Winners and Losers - GM Shows New Lunar Rover
A computação em nuvem não é mais suficiente para atender todos os desafios do mercado. É aí que entram os micro data centers, capazes de levar processamento de alto nível para a borda, perto de onde os dados são gerados. No novo episódio do Podcast Canaltech, conversamos com Bruno Miranda, head de produtos da CloudVBox, e Fabiano Sabatini, Gerente de Aliança e Especialista de IoT na Intel para América Latina. Eles destacaram sobre como essa tecnologia pode transformar setores críticos como o agronegócio, reduzir custos de energia e ampliar o acesso digital em regiões distantes. Você também vai conferir: Justiça afasta diretoria e antecipa falência da Oi, novo hub de inteligência artificial da TCS chega ao Insper em São Paulo, Starship V2 se despede: SpaceX marca último voo para outubro, BYD lança navio gigante capaz de levar 9 mil carros de uma só vez e Agora dá pra contestar golpes do Pix direto no app do banco. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Bruno de Blasi, João Melo e Danielle Cassita, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
It's EV News Briefly for Wednesday 01 October 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily THE US FEDERAL $7,500 EV TAX CREDIT EXPIRES http://bit.ly/48HI2w6 FORD, GM PRESERVE $7,500 EV LEASE CREDIT https://bit.ly/3IqUPsp TOGG LAUNCHES T10X AND T10F IN GERMANY http://bit.ly/4mI4msU POLESTAR 2 WILL RETURN AS A NEW MODEL http://bit.ly/46K7QoL BYD QIN L LAUNCHES IN MALAYSIA AS SEAL 6 http://bit.ly/4mQH44d ILLINOIS LAUNCHES FOURTH $4,000 EV REBATE ROUND http://bit.ly/4pRTqf7 TESLA LAUNCHES FIRST V4 500 KW SUPERCHARGER http://bit.ly/4gU15FR LOS ANGELES TO DEPLOY 500 ZERO-EMISSIONS BUSES http://cbsn.ws/4gRuz7a FORD CEO CLAIMS CHINESE AUTOMAKERS GET ‘HUGE SUBSIDIES' http://bit.ly/3KtPHEs CIRCLE K OPENS FIRST 1MW TRUCK CHARGER IN SWEDEN http://bit.ly/3Koynkf PATENT IMAGE SHOWS POSSIBLE VOLVO EM90 PLUG-IN HYBRID http://bit.ly/3VHzLAP TESLA ROADSTER RESERVATIONS REFUNDS APPEAR DIFFICULT TO REQUEST http://bit.ly/3VHzFcr LUCID AIR SAPPHIRE ACHIEVES RECORD ACCELERATION http://bit.ly/3VIjuM3 THE US FEDERAL $7,500 EV TAX CREDIT EXPIRES Despite the expiry of the federal $7,500 EV tax credit, automakers are proactively recalibrating strategies, including enhanced incentives and leasing deals, to cushion the transition for buyers. The industry is staying committed to electric futures, leveraging lessons from history to maintain long-term progress and adapt quickly to emerging market conditions. FORD, GM PRESERVE $7,500 EV LEASE CREDIT Ford and GM have devised innovative leasing programs that extend the $7,500 federal incentive to customers beyond the program's expiration, ensuring buyers continue to benefit from substantial savings. These initiatives show the brands' flexibility and customer focus, with Ford confirming incentives available through the end of 2025 while other manufacturers may soon follow suit. TOGG LAUNCHES T10X AND T10F IN GERMANY Togg makes a strong debut in Germany, introducing two competitively priced electric models with advanced features, robust battery ranges, and five-star safety ratings. The brand is well-positioned for rapid growth, drawing interest from Germany's large Turkish diaspora and planning expansion to France and Italy. POLESTAR 2 WILL RETURN AS A NEW MODEL Polestar is reinventing its core model with a next-generation Polestar 2, building on a successful legacy and keeping loyal customers engaged through fresh updates. This move, alongside the upcoming Polestar 7 SUV, demonstrates Polestar's commitment to mainstream appeal and a sustainable global strategy. BYD QIN L LAUNCHES IN MALAYSIA AS SEAL 6 BYD's launch of the Seal 6 EV in Malaysia offers advanced technology, generous driving range, and comprehensive driver safety features at an accessible price. With ongoing software improvements and strategic exports, BYD is making high-quality electric mobility more attainable across new markets. ILLINOIS LAUNCHES FOURTH $4,000 EV REBATE ROUND Illinois is continuing its successful support of EV adoption by launching a fourth round of rebates, with enhanced incentives for low-income residents and broad eligibility for electric cars and motorcycles. The program's consistent growth demonstrates strong state commitment to green transportation and accessibility for all. TESLA LAUNCHES FIRST V4 500 KW SUPERCHARGER Tesla's new V4 Supercharger in California sets a benchmark for fast charging technology, offering up to 500 kW per stall and speeds that benefit the latest high-voltage vehicles. Non-Tesla EVs are expected to gain access soon, expanding premium ultra-fast charging to a broader customer base. LOS ANGELES TO DEPLOY 500 ZERO-EMISSIONS BUSES Los Angeles is repurposing 500 zero-emission school buses for the 2028 Olympics, ensuring convenient, sustainable transit to most venues while showcasing innovative fleet logistics and energy resilience. These buses will also support backup power and grid services, underscoring the city's commitment to clean mobility and infrastructure. FORD CEO CLAIMS CHINESE AUTOMAKERS GET ‘HUGE SUBSIDIES' Ford's CEO highlights how Chinese manufacturers, backed by substantial state support, drive global innovation and affordability in the EV sector. The influx of new players and technologies is helping accelerate industry progress worldwide and expanding consumer choice. CIRCLE K OPENS FIRST 1MW TRUCK CHARGER IN SWEDEN Circle K inaugurates Sweden's first megawatt truck charger, greatly enhancing fast-charging options for heavy vehicles and reinforcing its leadership in Scandinavian ultra-fast charging. The expanding network benefits both heavy and light vehicles, supporting sustainable commercial transport across the region. PATENT IMAGE SHOWS POSSIBLE VOLVO EM90 PLUG-IN HYBRID Patent filings for the Volvo EM90 hint at a possible plug-in hybrid variant, suggesting Volvo's ongoing exploration of flexible powertrain options for global markets. Future updates for the U.S. could bring new electrified models as Volvo invests in hybrid technology at its American facility. TESLA ROADSTER RESERVATIONS REFUNDS APPEAR DIFFICULT TO REQUEST Tesla refunding Roadster deposits after years showcases the company's policy to honor commitments, with customers remaining hopeful for an upcoming reveal and a vehicle that promises breakthrough performance. The anticipation for future Roadster developments keeps excitement high as Tesla aims for “the most impressive product demo of all time” by the end of 2025. LUCID AIR SAPPHIRE ACHIEVES RECORD ACCELERATION The Lucid Air Sapphire set a new benchmark in electric performance, achieving a record 0–60 mph time and quarter-mile acceleration with its powerful three-motor setup and specialized tires. This accomplishment solidifies Lucid's status among the world's fastest production cars, demonstrating the extraordinary capability of modern EVs.
China's EV industry faces its biggest test yet as the December 31, 2025 deadline approaches for massive subsidy cuts. In this deep dive, I break down what's really happening behind the 40,000+ NIO ES8 orders that crashed their system, why companies like BMW, Toyota, and Tesla are recalling hundreds of thousands of vehicles despite better technology, and which EV manufacturers will survive when subsidies disappear.The numbers are staggering: purchase tax exemptions dropping from 30,000 to 15,000 yuan, delivery delays pushing into 2026, and consumer complaints up 37% year-over-year. But here's the twist - the companies recalling products might actually be the strongest players in the market.I analyze the real conversion rates behind inflated order numbers (hint: only 10-30% of "orders" convert to actual sales), the supply chain crisis hitting CATL and BYD Semiconductor with 24-hour overtime shifts, and why NIO CEO William Li warned Q1 2026 could see 50% demand collapse.This isn't just about NIO - this affects Tesla, BYD, XPeng, Li Auto, and every player in the world's largest EV market. When subsidies end, only companies with genuine technology advantages, sustainable cost structures, and corporate responsibility will remain standing.Key topics covered: China EV subsidy policy changes, NIO ES8 production capacity crisis, purchase tax exemption ending December 2025, automotive recall trends, supply chain challenges, order inflation in Chinese EV market, Q1 2026 demand forecast, battery swap advantages, and what separates surviving companies from failing ones.Whether you're invested in Chinese EV stocks, considering purchasing an electric vehicle, or tracking the future of automotive technology, this analysis explains what mainstream media won't tell you about the coming industry shakeup.NIO stock, China EV subsidies, electric vehicles China, NIO ES8, purchase tax exemption, Chinese EV market, Tesla China, BYD stock, EV investment 2025, automotive recalls, William Li NIO, battery swap technology, EV supply chain, Q1 2026 forecast, Li Auto, XPeng, China automotive policy, EV subsidy ending, NIO bull case, electric vehicle stocks, CATL battery, China NEV policy, EV market crash, automotive industry analysis, EV stock analysis, Chinese stocks, green energy investingTAGS (500 characters):
It's EV News Briefly for Tuesday 30 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily XIAOMI OPENS EV EUROPE R&D AND DESIGN CENTER IN MUNICH Xiaomi has established its first overseas EV R&D and Design Center in Munich, Germany, a milestone that strengthens its commitment to innovation and global collaboration. This initiative will advance Xiaomi's smart mobility ecosystem, setting the stage for its European market entry in 2027 through partnerships and historic industry integration. CHINA TO REQUIRE EV EXPORT LICENSES China will introduce export licenses for electric vehicles starting January 2026, aiming to ensure high-quality after-sales support and address overseas demands while maintaining market discipline. The new system mirrors existing practices for hybrid and combustion vehicles, supporting the sustained growth and credibility of China's EV industry abroad. BYD REACHES 100 UK DEALERSHIPS BYD now boasts 100 franchised dealerships in the UK, making its innovative EVs more accessible with an average drive time of only 27 minutes to a showroom for most UK residents. Launching a certified pre-owned program and preparing for ultra-fast charging infrastructure, BYD's rapid growth and record sales highlight its rising status as a mainstream brand in Europe. BYD ADDS EIGHTH CAR CARRIER SHIP BYD's eighth ocean-going car carrier, the BYD Jinan, enhances its ability to export over a million vehicles per year, supporting the brand's impressive global growth and logistics capacity. With international shipments up 136% year-on-year, BYD's expanded fleet ensures smooth deliveries and meets soaring demand worldwide. SODIUM-ION BATTERIES REACH MANUFACTURING AND ENERGY PARITY WITH LFP Sodium-ion batteries have matched lithium iron phosphate (LFP) packs in both cost and energy density, promising broader EV adoption and diversification of battery chemistry by 2026. These affordable batteries offer excellent cycle life and temperature tolerance, supporting the continuous innovation and sustainability of future EVs. EVE ENERGY HUNGARY PLANT REACHES CONSTRUCTION MILESTONE EVE Energy's new Hungary plant has reached a critical construction milestone, underscoring progress toward supplying advanced batteries for European automakers like BMW. The large facility will boost local employment and play a central role in Europe's expanding clean energy sector. CALIFORNIA ENDS EV CARPOOL LANE EXEMPTION California's long-running EV carpool lane exemption will sunset after a successful 26-year run that supported over a million decal holders, marking a major milestone in the state's clean transportation history. The end of the exemption highlights California's achievements in EV adoption and signals the maturity of its electric vehicle market. FISKER OWNERS FORM NONPROFIT TO MAINTAIN EVS Fisker owners have proactively formed a nonprofit association to maintain and repair their EVs, securing parts and expertise, and even developing open-source fixes. This collaborative solution showcases the ingenuity and commitment of the EV community, keeping vehicles on the road despite the manufacturer's closure. VAN DRIVERS SUPPORT MOVE TO ELECTRIC VANS Volkswagen Commercial Vehicles' research shows 75% of van drivers are confident that electric options meet business needs, as electric van sales soar more than 50% year-on-year. Drivers value cost savings and sustainability, while innovative incentives and improved vehicle options further encourage the switch. FRANCE'S EV 'ECO BONUS' PROGRAM SEES CONFUSION OVER VEHICLE LIST France's eco bonus program is set to enhance EV affordability with an additional €1,000 incentive, supported by a comprehensive published list. While there is some confusion over eligibility, the initiative reflects France's dedication to promoting cleaner vehicles and supporting buyers with practical benefits. PM E-DRIVE PUBLIC CHARGING GUIDELINES India has launched ambitious guidelines to rapidly roll out over 72,000 public EV charging stations, offering generous subsidies across strategic locations. The tiered incentives ensure widespread access, supporting the country's transition to cleaner transportation and energy independence. TESLA TESTS FSD V14 ON SWEDISH ROADS Tesla has started regulatory testing of FSD V14 in Sweden through close cooperation with national agencies, marking a key step toward broader autonomous driving approval in Europe. The initiative builds on successful processes in Norway and exemplifies constructive collaboration between industry and regulators for advanced vehicle technology. NYC SETS 15 MPH LIMIT FOR E-BIKES New York City is implementing a clear 15 mph speed limit for e-bikes and e-scooters to promote rider and pedestrian safety, aligning with international best practices. The positive policy, shaped by extensive community input, will help ensure safer streets while supporting growth of sustainable urban mobility.
China's electric vehicle manufacturers are changing the game with seamless ecosystems that blend digital and physical production – and they're scaling without friction. This week, the Zero100 team explores how companies like BYD and Xiaomi are producing high-quality EVs faster and cheaper than Western competitors, and breaks down the operating lessons every supply chain leader needs to know. Featuring: Principal Analysts Suzanne Lindsay and Jenna Fink, and VP, Research Kelly Coutinho. The three waves of China's EV innovation (00:51) How robotics help Xiaomi produce 1,000 cars a day with just 2,000 workers (02:28) Unpacking BYD's battery advantage (04:26) How STEM talent powers China's automotive transformation (06:03) Understanding China's EV glut and export strategy (08:54) What Western supply chains can learn from China's “seamless scale” approach (12:10)
In the 60th episode of The Drive Thru, the team takes a dive into automotive headlines, motorsports, and quirky car stories. They reflect on cars from their childhoods, discuss concepts of 'good cars,' and debate the status of brands like Infiniti and Jaguar. The episode features a segment on the return of classic car parts, mentions dramatic races at VIR, and speculates on the future of sports and endurance racing. They wrap up with news on Max Verstappen's potential F1 championship, modern car news, and various shenanigans involving unusual vehicles. ===== (Oo---x---oO) ===== 00:00:00 Introduction and Welcome 00:02:42 Where Did All the Good Cars Go? 00:03:10 The Rise and Fall of 90s Japanese Cars 00:04:24 The German Car Dilemma; The Volkswagen Journey 00:11:50 To Infiniti and Beyond 00:20:57 Jaguar's Identity Crisis 00:31:53 Resurrecting Old Cars: Brad's New Whip! #PSL 00:34:35 Volkswagen and Audi News 00:39:03 Ferrari's New Testarossa 00:42:36 Mercedes Powered by BMW? 00:49:00 Nissan's Manual Transmission Comeback 00:52:10 BYD's Record-Breaking Electric Car 00:54:49 Remembering the Father of the Miata 01:05:49 Amazon Sells Hertz Cars 01:12:23 Formula One Movie Review 01:16:54 GTM Book Club: Racing Literature Recommendations 01:19:07 Florida Man Stories! 01:27:45 Daniel Ricciardo's Retirement Announcement 01:29:41 Lamborghini's Exit from Hypercar Racing 01:32:17 Max Verstappen's Endurance Racing Journey 01:33:41 Forza Motorsport Cancellation and Racing Games 01:36:58 Alex Taylor's Speed Record 01:38:11 Formula One Season Highlights and Predictions 01:51:18 GTM Trackside Report and Upcoming Events; Closing Remarks and Sponsorship Acknowledgements ==================== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: https://www.motoringpodcast.net/ Become a VIP at: https://www.patreon.com/gtmotorsports Online Magazine: https://www.gtmotorsports.org/
Our host Michelle talks us through the countdowns and playoffs and we discuss are they still relevant in 2025. We also discuss BYD's new World Record of 496km/hr in their 3000HP monster. We discuss all the latest news on the Ford Ranger Superduty and the new NDRC Drag Racing calender
In this week's episode, Imogen is joined by Daniel Davey, joint CEO of Longbow Motors. He reveals how his team of Tesla, Lucid, and BYD alumni are creating Britain's next generation of electric sports cars. Could Longbow Motors be the future of Britain's Electric Sports Car? Listen Now! 00:00 - Who are Longbow Motors? 02:00 - Speedster vs Roadster explained 04:07 - Why change how Earth feels about sports cars? 06:45 - Why EVs are perfect for sports cars 09:15 - The right timing for electric sports cars 10:15 - From Tesla to Longbow 12:55 - Tesla Roadster 16:00 - The advisory board 18:45 - Why Longbow will succeed where others failed 21:10 - The importance of co-founder relationships 23:30 - Manufacturing and supply chain 27:00 - Product philosophy 31:45 - Customer base 35:00 - Design process 37:30 - Why the UK is perfect for electric sports car manufacturing 40:00 - Future goals 41:20 - Final thoughts Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric FARNBOROUGH - Farnborough International - 11th & 12th October 2025 Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk
- European Suppliers Beg for EU's Help - BYD Slashed Japan Prices 50% - Xiaomi To Sell Cars in Japan In Smart Phone Stores - Used EVs Are Hottest Segment in U.S. - JLR Slowly Restarting After Cyber Attack - GM Reopens Tech Center After Legionnaire's Disease Scare - Stellantis Appoints New CFO - Mercedes Speeds Up Tech Development - Porsche and BASF Test Chemical Recycling - Retractable Door Handles Poll Results
- European Suppliers Beg for EU's Help - BYD Slashed Japan Prices 50% - Xiaomi To Sell Cars in Japan In Smart Phone Stores - Used EVs Are Hottest Segment in U.S. - JLR Slowly Restarting After Cyber Attack - GM Reopens Tech Center After Legionnaire's Disease Scare - Stellantis Appoints New CFO - Mercedes Speeds Up Tech Development - Porsche and BASF Test Chemical Recycling - Retractable Door Handles Poll Results
It's EV News Briefly for Sunday 28 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily SODIUM‑ION BATTERIES NEAR LARGE‑SCALE COMMERCIALISATION http://bit.ly/42Xou36 ZEEKR LAUNCHES "SEEK MORE" CAMPAIGN http://bit.ly/42XodNC MG4 EV URBAN APPROVED FOR AUSTRALIA http://bit.ly/4nxitmj GM DONATES 59 BRIGHTDROP VANS TO RED CROSS http://bit.ly/3Wgur7B BYD FORECASTS EXPORTS AT 20% OF SALES http://bit.ly/3WoYcDb CHARGETRIP INTEGRATES WITH OCTOPUS ELECTROVERSE http://bit.ly/3VLElOn CHINA'S ROLE IN RARE-EARTH SUPPLY http://bloom.bg/3VLWMCK SODIUM‑ION BATTERIES NEAR LARGE‑SCALE COMMERCIALISATION Sodium-ion batteries are rapidly advancing from pilots toward commercial adoption, offering exceptional low-temperature performance, faster charging, and improved sustainability for heavy-duty and automotive use. Major players like CATL have already launched mass-produced compliant batteries and vehicle makers such as JAC have delivered volume production EVs with sodium cells, signaling a promising new era for affordable, eco-friendly energy storage. ZEEKR LAUNCHES "SEEK MORE" CAMPAIGN Zeekr's “Seek More” European brand campaign introduces cutting-edge EVs with ultra-fast charging and innovative design, targeting growth in new markets despite tariff headwinds. With more than 520,000 vehicles delivered and expansion plans underway, Zeekr's proprietary 800V–900V tech and comprehensive charging ecosystem position it for international leadership. MG4 EV URBAN APPROVED FOR AUSTRALIA MG has secured approval to launch the MG4 EV Urban in Australia, featuring a choice of efficient battery sizes and advanced LFP or semi-solid-state chemistries for superior range in all climates. The Chinese-market Anxin Edition's affordable semi-solid-state technology and strong local sales illustrate MG's successful expansion as a value leader in EVs. GM DONATES 59 BRIGHTDROP VANS TO RED CROSS GM's donation of 59 all-electric BrightDrop vans to the Red Cross strengthens disaster response, providing emission-free, long-range support for communities in need. This initiative reflects GM's long-term commitment to social responsibility and electrification's contribution to humanitarian efforts. BYD FORECASTS EXPORTS AT 20% OF SALES BYD projects that one out of every five vehicles sold in 2025 will go to export markets, doubling its international reach thanks to expanded shipping capacity and a growing global lineup. The focus on bringing all China-developed models to new markets underlines BYD's ambition to become a truly global EV manufacturer. CHARGETRIP INTEGRATES WITH OCTOPUS ELECTROVERSE Chargetrip's partnership with Octopus Electroverse streamlines EV travel across Europe by embedding advanced route planning and making 1.1 million public chargers accessibly through one app. The integration offers users cleaner, more affordable charging while major automakers leverage the tech for improved customer experiences. CHINA'S ROLE IN RARE-EARTH SUPPLY China continues to be the world leader in rare-earth magnet production for EVs, offering unmatched technical expertise and cost advantages, while new facilities like Neo's in Estonia bolster European supply security. The evolving global rare earths landscape is fostering cooperation, investment, and innovation across key regions.
CONHEÇA O SOROS: https://emprc.us/3nPnp7No PodCa$t #109 da Empiricus, analisamos os principais destaques da semana no mercado financeiro, criptoativos e política brasileira.PIB dos EUA 2T25 cresce acima do esperado e levanta dúvidas sobre os próximos cortes de juros do Federal Reserve.- O mercado cripto sofre correção após o corte de juros nos EUA: Bitcoin cai 7% e Ethereum 15%. É hora de comprar ou esperar?- No Brasil, o IPCA-15 de setembro veio abaixo do esperado. Como isso impacta as expectativas para a taxa Selic?- Na política, o encontro amistoso entre Lula e Donald Trump aumenta a popularidade do presidente. O que isso sinaliza para as eleições de 2026?- No quadro Compra ou Vende, discutimos BYD, NVIDIA e Argentina.- E ainda: a dica cultural da semana dos analistas.Com Larissa Quaresma, Matheus Spiess, Enzo Pacheco e Valter Rebelo, da Empiricus Research.
This week's full broadcast of Computer Talk Radio includes - 00:00 - Tech news for non-nerds - Amazon, FTC, SEC, Radio Shack, Meta, TikTok, BYD, Disney+ - 11:00 - Handling price hikes - Benjamin addresses how he got his mobile carrier to lower fees - 22:00 - Apples latest problems - Keith brings up and discusses Apples new scratchgate issues - 31:00 - Marty Winston's Wisdom - Mark Brownstein guests on the Audio Technica EDU mic pkg - 39:00 - Scam Series - fake cell towers - Benjamin tells of scammers using backpack fake cell towers - 44:00 - Keske on Computer Talk Radio - Steve asks Benjamin the origin stories of Computer Talk Radio - 56:00 - Expo swag items and giveaways - Dr Doreen Galli and Benjamin discuss expo swag and freebies - 1:07:00 - Listener Q&A - eavesdrop phones - Sophia asks how to stop phone from listening and giving ads - 1:16:00 - IT Professional Series - 347 - Benjamin reflects on the latest H1B visas hikes to $100k - 1:24:00 - Listener Q&A - bluetooth tech - Allie asks how Bluetooth works without wifi or cell service
- Trump Slaps 25% Tariff on Heavy-Duty Trucks - Bosch Cutting 13,000 Jobs - Volkswagen Pauses Production at German EV Plants - JLR Restarts Some Operations - BYD Continues Price War in China - Dongfeng, Xpeng and Xiaomi Expand EU Growth - China to Require EV Export Permits - Xiaomi Launches Customization Service - CATL To Start Shipping Sodium-Ion Batteries Next Year - Dreame Technology Rips Off Rolls-Royce Cullinan
- Trump Slaps 25% Tariff on Heavy-Duty Trucks - Bosch Cutting 13,000 Jobs - Volkswagen Pauses Production at German EV Plants - JLR Restarts Some Operations - BYD Continues Price War in China - Dongfeng, Xpeng and Xiaomi Expand EU Growth - China to Require EV Export Permits - Xiaomi Launches Customization Service - CATL To Start Shipping Sodium-Ion Batteries Next Year - Dreame Technology Rips Off Rolls-Royce Cullinan
The future of batteries—including a surprising chemistry that works all the way down to –50°C. We'll also look at New York City's new speed limit for e-bikes, the world's first driverless truck border crossing, and how a listener in Japan pressed Saskatchewan's premier on renewables. CORRECTION: 600,000 tons of hydrogen does not produce 200 terawatt hours of electricity. It's only 2! AI halucinated and let us down. We appologize. We explore whether Saskatchewan really is “too cold to decarbonize,” with insights from researchers like Brett Dolter and Stanford's Mark Z. Jacobson. Plus, we compare the province's energy choices with bold projects in northern China and the Netherlands, where renewables are surging ahead despite tough climates. In listener mail, Jon from Japan updates us on solar and EV progress in his city, proving that persistence pays off. And in the Lightning Round, we'll cover fossil fuel declines in Europe, China's new climate pledge, a Canadian wildfire twist that helped crops, India's nuclear expansion, Nigeria's solar boom, and BYD's massive new battery breakthrough. Wind-solar-hydrogen integrated demonstration project in Manzhouli, China. Lightning Round: China's climate pledge, U.S. offshore wind ruling, EV oil displacement, Nigeria's solar push, BYD's 14.5 MWh container battery Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! PayPal Donate offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2025 Sneeze Media.
Le quatrième constructeur mondial annonce l'arrêt temporaire de plusieurs sites européens, alors même que ses ventes repartent légèrement à la hausse. Une décision qui illustre les difficultés profondes de l'automobile européenne, confrontée à la concurrence chinoise, aux coûts élevés et aux incertitudes réglementaires. Stellantis, qui réunit Peugeot, Citroën, Fiat et Opel, a décidé de suspendre la production dans plusieurs de ses usines européennes pendant trois semaines cet automne. Une annonce paradoxale, intervenue quelques jours avant la publication de chiffres de vente encourageants : en août, le groupe a enregistré une hausse, la première depuis plus d'un an. Mais sur un an, les ventes restent en recul de 10 %. Les stocks s'accumulent, et leur maintien coûte cher. D'où cette suspension temporaire, symbole des turbulences qui frappent toute l'industrie automobile européenne. À lire aussiComment l'UE peut relancer son économie face à la Chine et les États-Unis Un marché européen fragilisé et incertain Les constructeurs souffrent d'un marché en perte de vitesse. Les consommateurs conservent plus longtemps leurs véhicules et hésitent au moment d'acheter : faut-il choisir l'électrique, l'hybride ou rester au thermique ? L'interdiction programmée des moteurs essence et diesel en 2035, que Bruxelles vient de décider de réexaminer, entretient ce flou. À cela s'ajoutent des coûts de production élevés en Europe – énergie, charges sociales, réglementation stricte – et un retard considérable sur les batteries. Selon un rapport des équipementiers, l'industrie européenne accuse un désavantage de 15 % à 35 % face à ses concurrents chinois. À lire aussiComment expliquer les difficultés de l'industrie européenne? La percée chinoise et le risque social Ce handicap se traduit directement dans les ventes : le constructeur chinois BYD a vu ses immatriculations bondir de 200 % en un an sur le continent. Moins chères, mieux équipées et intégrées dans un écosystème efficace, les voitures chinoises séduisent de plus en plus de consommateurs. Un contraste amer pour l'Europe, pourtant riche en brevets et en savoir-faire. Si rien ne change, 350 000 emplois seraient menacés, selon une étude du cabinet Roland Berger. Faute de champion unique à l'échelle européenne, chaque pays défendant ses marques nationales, l'industrie automobile se retrouve à un carrefour. Comme le résume Antonio Filosa, patron de Stellantis : c'est désormais « une bataille pour la survie » et pour la place de l'Europe dans le secteur.
Carl Quintanilla, Jim Cramer and David Faber led off the show with Intel, one day after the stock jumped 6%. The company has reportedly approached Apple about investing in the troubled chipmaker. President Trump is expected to sign a deal Thursday that would facilitate the sale of TikTok's U.S. operations. Starbucks ramps up its turnaround strategy, disclosing it would cut up to 900 corporate jobs and close a number of locations. Also in focus: Stocks extend losses on tech weakness, Q2 GDP jumps to 3.8%, existing home sales edged lower in August, KB Home's earnings beat, China's BYD outsells Tesla again in the EU, CoreWeave expands OpenAI pact, CarMax tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
According to International Organization of Motor Vehicle Manufacturers, China produced 31.3 million cars in 2024 vs the US' 10.6 million. With companies like BYD and Wuling taking the top spots in Chinese car purchases, what does the future of cars look like? Hosted on Acast. See acast.com/privacy for more information.
FOLLOW UP: JLR WOES STILL CONTINUEJLR have put back their proposed production restart from 24 September to 1 October as they continue to try and deal with the hack on their systems where the effects became apparent on 1 September. What has only started to be appreciated is the knock-on effect the closures have had on suppliers to the company. Staff have been told to apply for Universal Credit, due to stopped wages, and many are calling on a furlough scheme to be instigated by the Government. To read more about the ongoing issues for JLR, click this Autocar article link here. To gain an understanding of the affects down the supply chain, click this article link from The Record. CITROËN ISSUES NEW NO-DRIVE WARNINGCitroën UK has issued a new no-drive warning, covering the C3, ë-C3, C3 Aircross and ë-C3Aircross, due to potential brake failure. This no-drive notice is on top of the other two the company is already dealing with. Click this Autocar article link here to read more. PORSCHE DELAY EV MOVE GIVING VW GROUP $6BN PROFIT HITPorsche has announced that they are delaying their move to EVs as had been expected. The Panamera and Cayenne will have ICE and hybrid options into 2030, rather than going all electric. Likewise the new 718 models. The projected hit to Volkswagen Group profits is a smidgen under $6 billion, following this move. You can read more by clicking this Yahoo! Finance article link here. NISSAN SHRINKS LONDON DESIGN STUDIO AND CLOSES OTHERSNissan cost cutting efforts have been turned to the design studios across the globe. Those in California and Brazil will be shut, with the Paddington studio expected to lose some staff numbers too. Click this Autocar article link here. FORD CUTS JOBS IN GERMANYDue to much weaker than expected sales of the Explorer and Capri, Ford has announced that it is cutting up to 1,000 jobs at their Cologne factory. This is on top of the previous 2,900 jobs that went at the end of 2024.If you wish to read more, click this Autocar article link here. TOM MATANO HAS PASSED AWAYTom Matano was the designer of the first two generations of the Mazda MX-5 and has sadly passed away on 20 September 2025, aged 76. He had a long career where he worked for GM, BMW and then onto Mazda. To learn more about him and his career, click this Classic & Sports Car article link here. BUFFETT SELLS ENTIRE BYD STAKEWarren Buffett, the renowned investor, has sold his entire stake in the Chinese EV maker BYD. This is the first time since 2008 that Berkshire Hathaway did not hold any stock in the company. Click this article link from Fortune for more information. TOYOTA AE86 ENGINE BLOCKS BEING BUILT AGAINToyota is building the parts...
Briefly | 23 Sep 2025 It's EV News Briefly for Tuesday 23 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily HYUNDAI ADDS NEW IONIQ 5 N TRIM CALLED ‘ESSENTIAL' https://evne.ws/3Kk5MMG CALIFORNIA WON'T REPLACE FEDERAL EV TAX CREDIT https://evne.ws/42CcsvW THREE TESLA "ROBOTAXI" CRASHES ON JULY 1 https://evne.ws/3Kgyy0H TESLA UPDATES ORDERING LANGUAGE FOR $7,500 EV CREDIT https://evne.ws/4nCom14 TESLA SUPERCHARGER VIRTUAL QUEUE FEATURE DETECTED https://evne.ws/4pzd4MD PORSCHE CHANGES PRODUCT PLANS, SLOWING ALL-ELECTRIC ROLLOUT https://evne.ws/3W2044J LUCID GRAVITY INVENTORY SELLS OUT QUICKLY https://evne.ws/4gHSeHe JEEP CANCELS GLADIATOR PLUG-IN HYBRID https://evne.ws/425jdq3 KIA EV4 NOW BUILT IN EUROPE https://evne.ws/47RkQeD HYUNDAI IONIQ 6 CHARGING-PORT DOOR RECALL https://evne.ws/4pBL7DW VOLVO RUNS THREE-VEHICLE CRASH TEST DEMONSTRATION WITH EX90 https://evne.ws/4pzcXAH RIVIAN ADVENTURE NETWORK NOW HAS 100 SITES OPEN TO ALL EVS https://evne.ws/422uoQf BYD'S YANGWANG U9 XTREME NOW WORLD'S FASTEST PRODUCTION VEHICLE https://evne.ws/47QDljj HYUNDAI ADDS NEW IONIQ 5 N TRIM CALLED ‘ESSENTIAL' Hyundai introduced the IONIQ 5 N Essential trim, making high-performance electric driving more accessible by offering core N features and vital technologies at a reduced price. This new option also includes advanced driver safety systems and a unique Parking Assist Lite package, providing excellent value for EV enthusiasts. CALIFORNIA WON'T REPLACE FEDERAL EV TAX CREDIT California will focus resources on expanding EV charging infrastructure after deciding not to immediately replace the expiring federal EV tax credit, aiming to support long-term statewide electrification. The state may revive its own incentive next year, potentially funded by successful carbon-trading programs, and remains committed to reducing emissions and fostering green innovation. THREE TESLA "ROBOTAXI" CRASHES ON JULY 1 REPORTED Tesla's Austin robotaxi pilot transparently reported three crashes shortly after launch, with all incidents involving either minor injuries or none, demonstrating strong incident management and care for participants. The pilot continues under close regulatory oversight, highlighting Tesla's commitment to safe autonomous vehicle testing. TESLA UPDATES ORDERING LANGUAGE FOR $7,500 EV CREDIT Tesla swiftly updated its order process to align with the IRS's newly clarified rules, ensuring more customers can still benefit from the $7,500 federal EV tax credit even if delivery takes place after September 30. This proactive approach helps buyers maximize incentives while making EV ownership more affordable. TESLA SUPERCHARGER VIRTUAL QUEUE FEATURE DETECTED Tesla is preparing to launch a virtual queuing system for Supercharger stations, allowing owners to secure a spot without waiting on-site—a step that promises to streamline the charging experience. The development, discovered in the latest over-the-air update, could soon become widely available and improves convenience for all Tesla drivers. PORSCHE CHANGES PRODUCT PLANS, SLOWING ALL-ELECTRIC ROLLOUT Porsche is adapting to global market conditions by ensuring customers can choose from both advanced hybrids and exciting new combustion models while ramping up investments in future EVs. With several electrified and hybrid options planned, Porsche is positioning itself to deliver innovation and performance for every driver preference. LUCID GRAVITY INVENTORY SELLS OUT QUICKLY Lucid's Gravity SUV inventory sold out online in less than 24 hours, signaling enthusiastic demand for the company's latest electric model. Production is set to ramp up further following supply chain improvements, with the Gravity poised to become a flagship offering for Lucid this year. JEEP CANCELS GLADIATOR PLUG-IN HYBRID Jeep is refocusing its Gladiator lineup in response to evolving customer preferences, ensuring continued investment and production stability for this popular midsize pickup through at least 2028. The model remains strong, with recent sales growth following price adjustments, and Jeep continues to innovate with their electrified SUV range. KIA EV4 NOW BUILT IN EUROPE Production of the Kia EV4 has begun at the AutoLand facility in Slovakia, making it Kia's first European-built electric vehicle. The advanced plant combines state-of-the-art robotics and engineering expertise to deliver vehicles with specially tuned handling for European roads, following rigorous validation tests. HYUNDAI IONIQ 6 CHARGING-PORT DOOR RECALL Hyundai is proactively recalling Ioniq 6 fastbacks to address a charging-port door issue, with a straightforward fix already implemented to ensure safety and customer confidence. The company's rapid response underscores its dedication to ongoing quality and reliability for EV owners. VOLVO RUNS THREE-VEHICLE CRASH TEST DEMONSTRATION WITH EX90 Volvo performed an unprecedented three-vehicle crash test with the EX90, going beyond regulatory requirements to set new benchmarks for real-world EV safety. Test data showed excellent occupant protection, demonstrating Volvo's continued leadership in automotive safety during the industry's electrification shift. RIVIAN ADVENTURE NETWORK NOW HAS 100 SITES OPEN TO ALL EVS Rivian's Adventure Network now welcomes all EVs at 100 of its charging sites, greatly expanding fast-charging access and convenience for drivers of every brand. With a robust rollout of new and upgraded dispensers, Rivian is making reliable, high-speed charging more accessible across North America. BYD'S YANGWANG U9 XTREME NOW WORLD'S FASTEST PRODUCTION VEHICLE BYD's Yangwang U9 Xtreme set a new world speed record for production vehicles, reaching 496.22 km/h (308.4 mph) thanks to cutting-edge electric propulsion technology. This achievement highlights the remarkable performance potential of EVs and demonstrates BYD's leadership in automotive innovation.
Want to start your own AI side hustle? Get our crash course here: https://clickhubspot.com/tyg After the UnitedHealthcare CEO murder, Cop-on-demand apps are now a thing. Many startups are trying to supply effective security for the ultra-wealthy who will pay for it, and many of the bodyguards are off-duty cops. So how does this all work and does the idea have legs? Plus: Ebay acquires Tise and Berkshire Hathaway pulls out of BYD. Join our host Jon Weigell and Juliet Bennett as they take you through our most interesting stories of the day. Follow us on social media: TikTok: https://www.tiktok.com/@thehustle.co Instagram: https://www.instagram.com/thehustledaily/ Wanna watch this episode on YouTube? https://lnk.to/oxsURDRS Thank You For Listening to The Hustle Daily Show. Don't forget to hit subscribe or follow us on your favorite podcast player, so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/ If you are a fan of the show be sure to leave us a 5-Star Review, and share your favorite episodes with your friends, clients, and colleagues. The Hustle Daily Show is a part of Hubspot Media, produced by Darren Clarke, edited by Robert Hartwig with help from Alfred Schulz.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1153: Carvana expands its dealership experiment in Dallas, Berkshire Hathaway closes the books on its massive BYD bet, and Amazon steps up its AI game with a chat assistant for advertisers.Show Notes with links:Carvana is making another big move into franchised new-car sales, and this time it's happening in Dallas. The company has agreed to acquire Park Cities Chrysler-Dodge-Jeep-Ram-Fiat, marking its second foray into the world of traditional dealerships.This is Carvana's second franchised dealership after buying Jerry Seiner CDJR in Casa Grande, Arizona, earlier this year.Wood Motor Co. owner Chip Johnson, who sold the Dallas store, said it was simply the right time to sell and Carvana's offer made sense for the future of the dealershipThe deal reflects Carvana's ongoing experiment in blending its digital-first model with the in-person dealership experience.A Carvana spokesperson said: “We are in the very early days of testing as a franchise dealer… and we look forward to continuing to learn as we focus on delivering exceptional customer experiences.”Warren Buffett and Berkshire Hathaway have officially cashed out of their wildly successful bet on Chinese EV maker BYD. After holding the stock for 17 years, Berkshire confirmed it no longer owns a single share.This is the end of a $230 million investment made in 2008 at Charlie Munger's urging, which grew to nearly $9 billion at its peak.BYD shares skyrocketed about 3,890% during Berkshire's ownership, making it one of the firm's most lucrative EV-related plays.Buffett hasn't given a detailed reason for the exit but has voiced concern about geopolitical risks tied to China and Taiwan.On BYD, Buffett told CNBC: “It's an extraordinary company run by an extraordinary person, but I think that we'll find things to do with the money that I'll feel better about.”Amazon is stepping deeper into AI for marketers, rolling out a conversational chat assistant designed to act as a “creative partner” for brands advertising on its platform.The tool lives inside Amazon's Creative Studio and is launching in beta at no cost to advertisers.This is Amazon's first conversational AI ad assistant, built to help with research, brainstorming, storyboarding, and producing display and video ads.The assistant uses Amazon's massive shopper data and Bedrock foundation models like Nova and Anthropic Claude to give marketers campaign-ready assets.It's being pitched as a way to level the playing field, especially for smaller brands without big agency budgets.Amazon's VP Jay Richman said: “This is about more than speed — it's about giving every advertiser and agency access to the kind of strategic, high-quality creative support that once only large brands could afford.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über die große Parkinson-Wette von Bayer, den BYD-Abschied von Warren Buffett und die unglaubliche Mag7-Bilanz. Außerdem geht es um Pfizer, Metsera, Eli Lilly, Novo Nordisk, Porsche Automobil Holding SE, Porsche AG, Volkswagen, Berkshire Hathaway, BYD, Taiwan Semiconductor, Amundi MSCI USA Daily (2x) Leveraged ETF (WKN: A0X8ZS), WisdomTree Nasdaq 100 3x Daily Leveraged ETP (WKN: A3GL7E), WisdomTree Dax 3x Daily Leveraged ETP (WKN: A1VBKS), Invesco Nasdaq 100 (WKN: 801498). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
- Danger Sign- U.S. HD Truck Sales Plunge - Buffett's Berkshire Hathaway Sells Its BYD Stock - BYD Yangwang U9 Xtreme Goes 308 MPH - Aptiv to Sell EDS Unit - Nissan Developing FSD-Like System w/ Wayve - Tesla Gets Robotaxi Approval in Arizona - California Can't Afford $7,500 EV Rebate - Hackers Target Stellantis - Cadillac Optiq RWD is $52,395 - Porsche Pivots Away from EV Strategy
- Danger Sign- U.S. HD Truck Sales Plunge - Buffett's Berkshire Hathaway Sells Its BYD Stock - BYD Yangwang U9 Xtreme Goes 308 MPH - Aptiv to Sell EDS Unit - Nissan Developing FSD-Like System w/ Wayve - Tesla Gets Robotaxi Approval in Arizona - California Can't Afford $7,500 EV Rebate - Hackers Target Stellantis - Cadillac Optiq RWD is $52,395 - Porsche Pivots Away from EV Strategy
Welcome back to EV News Daily. Today we're taking a look back at an intense week of EV launches and debuts at the IAA Mobility 2025 show in Munich. IAA this year showcased an unprecedented transition toward electrification across all manufacturers, with nearly every debut featuring some form of electric or hybrid propulsion. Chinese manufacturers demonstrated particular strength in battery technology and pricing competitiveness, while established European brands focused on premium features and performance electrification. The show marked a clear inflection point where electric vehicles are no longer niche products but mainstream offerings across all segments and price points. A reminder our bonus shows are exclusively for our Patreon supporters. For the first 7 days, only Patreon insiders get early access, their name on the list of legends for Executive Producers and above, and the power to shape future shows. If being in the know and recognised as a supporter sounds like you, join us now at patreon.com/evnewsdaily and become part of something special. ➤ Audi Concept C: All-electric sports car with 89kWh battery, 300+ mile range, 800V/350kW fast charging, retractable hardtop, motorsport-inspired design. ➤ BMW iX3 Neue Klasse: Next-gen SUV with 108kWh battery, twin motors, AWD, 345kW (462hp), 500-mile range, advanced tech, up to 400kW charging, two-way energy flow. ➤ BMW Motorrad Vision CE: Urban e-scooter concept, roll-cage and self-balancing technology, lightweight and maneuverable for city use. ➤ MINI JCW Electric x Deus Ex Machina “Skeg”: Surf-lifestyle electric special, 54.2kWh battery, 251-mile range, 258hp, translucent panels, surf-friendly cargo. ➤ MINI Cooper Electric (2025): “E” trim (40.7kWh, 184hp, 180–186 miles) and “SE” trim (54.2kWh, 218hp, 239–247 miles), go-kart feel, 75kW fast charging. ➤ Mercedes-Benz GLC EQ 400 4MATIC: 360kW (490hp) dual-motor AWD SUV, 94kWh battery, 443-mile range, 330kW fast charging, rear-axle steering, vegan interior. ➤ Mercedes-Benz CLA Shooting Brake (electric): 85kWh battery, 484-mile range, 272hp rear motor, estate practicality, sustainable materials. ➤ Mercedes Concept AMG GT XX: All-electric AMG Halo car—focus on high power, sophisticated tech. ➤ EQS Solid-State Mule: Demonstrator for Mercedes' solid-state battery tech—higher energy density, much faster charging. ➤ Mercedes-Benz Baby G-Class (EQG): Downsized all-electric G-Class, classic look, four-wheel drive, off-road/urban blend. ➤ Opel Corsa GSE Vision Gran Turismo: Digital-only 800hp EV concept, gaming-inspired design for future real-world Opels. ➤ Porsche 911 Turbo S Hybrid: First hybrid 911, 711hp, 800Nm, electric-assisted turbos, Nürburgring lap in just over 7min. ➤ Porsche Cayenne Electric Prototype: Wireless induction charging technology for easy home charging. ➤ Volkswagen ID. Cross Concept: Compact electric family SUV, 450km range, production in 2026, family interior. ➤ Volkswagen ID. Polo/ID. Polo GTI: Electric hatchbacks (38/56kWh battery), 180hp base/223hp GTI, launch planned for 2026. ➤ Volkswagen ID.Buzz AD (MOIA): Level 4 autonomous EV city shuttle—driverless van evolution. ➤ Volkswagen ID.3 GTX FIRE+ICE: Limited-edition AWD performance model, BOGNER design, fashion/performance focus. ➤ Volkswagen Scout Terra: Electric pickup for off-roading, American-style utility, advanced tech for tough terrain. ➤ Skoda Epiq concept: Compact, affordable electric SUV, MEB+ architecture, emphasis on practicality and efficiency. ➤ Skoda Vision O: Estate concept previewing next electric Octavia, large load space, zero-emissions everyday use. ➤ Cupra Raval: Small hatchback, 38/56kWh battery, up to 227hp, >7s 0–62mph, urban driving focus. ➤ Cupra Tavascan: Electric SUV coupe, EMOV platform, brand's technology flagship. ➤ Cupra Tindaya Concept: 1.5L range-extender, large battery, 489hp, 620mi range (186mi electric), sporty estate. ➤ BYD Seal 06 DM-i Sedan/Touring: Plug-in hybrids, 1.5L petrol + electric motors, two battery sizes, up to 2,000km (Touring: 1,535L boot). ➤ BYD Dolphin Surf: Affordable city EV, 30kWh/43.2kWh battery, up to 322km range, roomy cabin, local Hungary assembly. ➤ BYD ATTO 2: Small crossover, Blade Battery (51.1/64.8kWh), up to 261 miles range, rapid charging. ➤ BYD SEALION 7: Upcoming flagship family electric SUV, spacious, tech-rich. ➤ Denza D9 MPV: Luxury van (BYD sub-brand), hybrid or full-EV, up to 600km range, limo comfort, captain's chairs. ➤ Denza Z9GT: Tri-motor electric wagon, 952hp, 100kWh battery, 800V charging, 391 miles range, rear-wheel steering. ➤ Chery Omoda 5 BEV/E5: Compact electric SUV, 204hp, 61.1kWh battery (430km), value-focused equipment. ➤ Jaecoo 5 BEV: Rugged compact electric SUV, shares Omoda 5 hardware but tougher styling. ➤ Jaecoo 7 PHEV: 1.5T petrol hybrid, 18.7kWh battery, 201hp, 56mi EV, 745mi hybrid range, fast DC charging. ➤ Leapmotor B05: 4.43m electric hatch, affordable, city/family use, practical range. ➤ Leapmotor B10: Compact SUV, 67.1kWh/56.2kWh battery, up to 434km range, 218hp, fast 168kW DC charging. ➤ Nio Firefly: Entry-level EV for Europe, details TBA, aims for affordable mass appeal. ➤ Nio ONVO: Versatile, family-focused EV for European market, previews broader lineup. ➤ Smart #5: Largest Smart yet, spacious crossover EV, urban/family flexibility. ➤ Smart #1 and #3: Smaller urban EVs, #1 as compact crossover, #3 as hatchback for dense city driving. ➤ XPeng X9: Luxury digital MPV, multi-row seating, advanced amenities, family comfort focus. ➤ XPeng G6: Efficient crossover, 80.1kWh battery, 535km range, 800V fast charging, user-friendly tech. ➤ XPeng G9: AWD, high-output SUV, 423kW, 4.2s 0–100km/h, 525kW DC charging, premium space. ➤ XPeng P7: Sedan, 82.7kWh battery, up to 576km range, dual-motor (239kW), advanced driving aids. ➤ Genesis GV60 Enhanced: Upgraded electric crossover, luxury cabin features, better performance. ➤ Genesis GV60 Magma Concept: High-power (641bhp) electric coupe, track-oriented, high comfort. ➤ Hyundai Concept THREE: Upcoming IONIQ 3 hatch, Art of Steel design, new EV platform, urban/cargo adaptability. ➤ Hyundai SANTA FE (New): Bold lines, updated media/safety, plug-in hybrid option for mixed city/country use. ➤ Kia EV5: Electric SUV, 530km range, V2L appliance charging, spacious for five, E-GMP platform. ➤ Kia Concept EV2: Urban EV concept, space-efficient and practical, aimed at younger buyers. ➤ Kia EV3: Value-driven electric SUV, up to 600km range, comfort and tech focus. ➤ Kia EV4: Electric hatchback, up to 625km range, stylish versatile interior. ➤ Kia EV6 GT/EV9 GT: EV6 GT (650hp AWD, 0–100km/h in 3.5s), EV9 GT (7-seat, 508hp, 510km range). ➤ Kia PV5: Modular electric van platform—up to 16 layouts for business/personal use. ➤ Dacia Bigster: Budget-friendly family SUV (Ford Kuga size), 1.8L hybrid (155hp), 80% urban EV mode, 677L boot, from £24,995. ➤ Polestar 5: Luxury four-door GT, Scandinavian design, advanced EV drive, premium comfort. ➤ Renault Clio (6th Gen): 1.2TCe petrol (115hp) or 160hp hybrid, 391L boot, longer body, lower costs for urban driving. ➤ Togg T10F: Turkish electric sedan for Europe, emphasis on cabin, local design, advanced EV tech. ➤ Togg T10X: Crossover alternative, more ground clearance, versatile interior, Mediterranean flair.
HEADLINE: China's EV Market Faces Global Headwinds and Domestic Overcapacity GUEST NAME: Alan Tonelson SUMMARY: Despite innovation, China's electric vehicle market, led by BYD, is experiencing production drops, price wars, and significant international pushback due to quality, surveillance fears, and predatory trade practices, exposing a broader economic deflation. China's EV market leader BYD saw production drops amidst price wars and over 150 producers. Global markets, including the US, Japan, Germany, and South Korea, resist Chinese EVs due to surveillance concerns and predatory trade practices. Beijing maintains employment through municipal loans, but widespread overcapacity and deflation are significant challenges. 1950 PEKING
CBS EYE ON THE WORLD WITH JOHN BATCHELOR 9-17-2025 FIRST HOUR 9-915HEADLINE: Global Tensions Escalate: Nuclear Drills, Urban Warfare, and Naval Probes Amidst Shifting Alliances GUEST NAME: Jeff McCausland SUMMARY: Russia conducts tactical nuclear drills with Belarus as drones probe Polish airspace, while Israel engages in difficult urban warfare in Gaza, and the US flexes naval power against Venezuela, all against a backdrop of potential regional miscalculations. Russia's Zapad 2025 includes tactical nuclear training with Belarus, as unidentified drones probe Polish territory. Israel faces six months of challenging urban combat in Gaza, learning from Fallujah. The USconducts naval exercises near Venezuela, potentially aimed at destabilizing Maduro. Regional flashpoints in Syria risk accidental escalation between Turkey and Israel. 1930 POLAND 915-930 CONTINUED HEADLINE: Global Tensions Escalate: Nuclear Drills, Urban Warfare, and Naval Probes Amidst Shifting Alliances GUEST NAME: Jeff McCausland SUMMARY: Russia conducts tactical nuclear drills with Belarus as drones probe Polish airspace, 930-945 HEADLINE: EU Schemes to Fund Ukraine with Frozen Russian Assets, While Oil Prices Fluctuate GUEST NAME: Michael Bernstam SUMMARY: The EU devises a "clever scheme" to fund Ukraine with Russia's frozen assets by converting cash into zero-interest bonds held by Euroclear, effectively confiscating the funds while navigating legal obstacles, as global oil markets remain volatile. The EU and G7 plan to use $170 billion of frozen Russian assets, largely held by Euroclear in Belgium, to fund Ukraine. This "confiscation" involves the European Union issuing zero-interest bonds to Euroclear, allowing cash to be transferred to Ukraine as an unpayable loan. Meanwhile, Brent crude oil prices fluctuate, influenced by sanctions and Trump's calls to stop buying Russian oil. 945-1000 HEADLINE: Challenging Prospect Theory: Increasing Sensitivity to Loss in Human Behavior GUEST NAME: Tim Kane SUMMARY: Professor Tim Kane questions Kahneman and Tversky's Prospect Theory, presenting experiments that suggest humans exhibit increasing sensitivity to loss, rather than diminishing, impacting our understanding of complex rationality beyond financial gambles. Professor Tim Kane challenges Kahneman and Tversky's Prospect Theory, arguing that while losses hurt more than gains, people show increasing sensitivity to successive losses, not diminishing sensitivity. His chocolate experiment demonstrated higher demands to part with each subsequent piece, suggesting a "complex rationality" that differs in non-financial contexts from pure monetary gambles. SECOND HOUR 10-1015 HEADLINE: Nepal's "Gen Z Revolution" Against Corruption and Inequality, Amidst Geopolitical Influence GUEST NAME: Kelly Currie SUMMARY: Nepal faces its biggest governance challenge in decades as disillusioned youth, frustrated by corrupt elites and deep inequality, ignite a "Gen Z revolution" marked by widespread protests, while China and India vie for influence in the poor, landlocked nation. Nepal is grappling with widespread "Gen Z" youth-led protests, marked by violence and targeting government institutions, driven by anger over corrupt elites and severe inequality. An interim government is forming to stabilize the country and organize elections. Meanwhile, Nepal, Asia's second poorest nation, is a growing battleground for influence between China and India. 1015-1030 HEADLINE: China's Deflationary Cycle: A Consequence of Overproduction and Centralized Control GUEST NAME: Anne Stevenson-Yang SUMMARY: China is mired in a fearful deflationary cycle driven by chronic overproduction and a government unable to shift from supply-side investment to stimulating consumption, perpetuating a "race to the bottom" under CCP leadership. China faces widespread deflation, causing consumer uncertainty and stemming from government-backed overproduction. The CCP leadership pours money into factories to meet GDP targets, despite overbuilt infrastructure and property. This "involution," or economy eating itself, continues due to a lack of innovative solutions and reluctance to cede economic control. 1030-1045 HEADLINE: China's Covert Strategic Support for Russia Fuels NATO Border Tensions GUEST NAME: Victoria Coates SUMMARY: China is actively supporting Russia's efforts to destabilize NATO's eastern flank, particularly through the Polish-Belarusian border, by pushing migrants and using proxies. This "partnership without limits," declared by Xi and Putin, aims to keep the United States entangled in European conflicts, preventing a focus on East Asia. Poland, however, remains resolute and is strengthening its defenses. China covertly aids Russia in destabilizing NATO via incidents on the Polish-Belarusian border, pushing migrants and using drones. This "partnership without limits" between Xi and Putin aims to keep the US preoccupied in Europe and the Middle East, preventing a focus on East Asia. Despite this, Poland, led by President Karol Nawrocki, remains resolute, strengthening its defenses and economy. 1045-1100 HEADLINE: China's EV Market Faces Global Headwinds and Domestic Overcapacity GUEST NAME: Alan Tonelson SUMMARY: Despite innovation, China's electric vehicle market, led by BYD, is experiencing production drops, price wars, and significant international pushback due to quality, surveillance fears, and predatory trade practices, exposing a broader economic deflation. China's EV market leader BYD saw production drops amidst price wars and over 150 producers. Global markets, including the US, Japan, Germany, and South Korea, resist Chinese EVs due to surveillance concerns and predatory trade practices. Beijing maintains employment through municipal loans, but widespread overcapacity and deflation are significant challenges. THIRD HOUR 1100-1115 HEADLINE: Commodity Prices Surge Amidst Global Demand and UK Political Turmoil GUEST NAME: Simon Constable SUMMARY: While the south of France enjoys a pleasant harvest, global commodity prices for essential metals and select food items are spiking due to high demand and supply constraints, mirroring political unrest and leadership challenges within the UK's Labour Party. Simon Constable reports on rising commodity prices: copper, iron ore, and aluminum are up due to high demand for data centers and supply issues. Coffee prices have spiked by 51%, though cocoa and Brent crude have moderated. In the UK, Labour Party leader Keir Starmer faces internal dissent and "plastic patriotism" protests, with talk of replacing him by early next year. 1115-1130 CONTINUED HEADLINE: Commodity Prices Surge Amidst Global Demand and UK Political Turmoil GUEST NAME: Simon Constable SUMMARY: While the south of France enjoys a pleasant harvest, global commodity prices for 1130-1145 HEADLINE: Iraqi Intelligence Uncovers Global Islamic State Network, Highlighting African Hub's Expanding Influence GUEST NAMES: Caleb Weiss and Bill Roggio SUMMARY: The Iraqi National Intelligence Service (INIS) has made its first international bust in West Africa, revealing how Islamic State (ISIS) cells, particularly the wealthy ISWAP, are funding global attacks and supporting ISISoperations, including those in Iraq, amidst shifting jihadist strongholds and Western withdrawal from the Sahel. The Iraqi National Intelligence Service (INIS) revealed its first international operation, dismantling an Islamic State (ISIS) cell in West Africa. This cell, linked to the powerful ISWAP, was financing attacks in Europe and supporting ISIS operations in Iraq. This highlights Africa's growing importance as a hub for the global Islamic State network, amidst a complex regional jihadist landscape. 1145-1200 CONTINUED HEADLINE: Iraqi Intelligence Uncovers Global Islamic State Network, Highlighting African Hub's Expanding Influence FOURTH HOUR 12-1215 HEADLINE: Re-evaluating Liberalism: Cass Sunstein's Defense and Critiques of its Manifest Failings GUEST NAME: Peter Berkowitz SUMMARY: Peter Berkowitz analyzes Cass Sunstein's defense of liberalism "under siege," highlighting criticisms from both the new right and the woke left, and arguing that liberalism's own principles, when taken to extremes, contribute to its current pressures. Peter Berkowitz reviews Cass Sunstein's book On Liberalism: In Defense of Freedom, where Sunstein argues liberalism is "under siege" from criticisms on the right (permissiveness, criminality) and left (too weak on inequality, racism). Berkowitz suggests Sunstein mischaracterizes liberalism by overemphasizing "experiments of living" over equal rights, and neglects how liberalism's vices contribute to its challenges. 1215-1230 CONTINUED HEADLINE: Re-evaluating Liberalism: Cass Sunstein's Defense and Critiques of its Manifest Failings 1230-1245 HEADLINE: Erdogan's Neo-Ottoman Ambitions: Turkey's Escalating Confrontation with Israel and Regional Power Plays GUEST NAME: Sinan Ciddi SUMMARY: Erdogan's Neo-Ottoman ambitions are driving Turkey to increasingly confront Israel through vilifying rhetoric, alleged support for Hamas cells, and a growing military footprint across the Mediterranean and Africa, risking miscalculation and armed conflict in Syria. Erdogan is pursuing Neo-Ottomanism, escalating tensions with Israelthrough vilifying rhetoric and alleged MIT involvement in Hamas plots. Turkey's military expansion, including bases in Somalia and northern Cyprus, and advanced weaponry like drones and hypersonic missiles, positions it to dominate the Mediterranean and challenge Israel. Miscalculation in Syria poses a risk of armed conflict. 1245-100 AM HEADLINE: Erdogan's Neo-Ottoman Ambitions: Turkey's Escalating Confrontation with Israel and Regional Power Plays
It's EV News Briefly for Tuesday 16 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily CUPRA TINDAYA IS VW'S ANSWER THE CHINESE RANGE EXTENDERS https://evne.ws/3KopUgD GEELY LAUNCHES EX5 ELECTRIC SUV IN UK https://evne.ws/4n4e0ae VW DELAYS ID. GOLF AND ID. ROC TO 2030 https://evne.ws/4pH14Jp TESLA BERLIN PLANT RAISES OUTPUT DESPITE SALES DROP https://evne.ws/3IdI1p2 ALL-ELECTRIC AUDI RS6 E-TRON FUTURE UNCLEAR https://evne.ws/3I32pJw HONG KONG PURSUES LOCAL EV ASSEMBLY BASE https://evne.ws/41RwmTA LUCID TO EXPAND IN ASIA, BUT NOT CHINA https://evne.ws/41UAceF EXTENDING AUSTRALIAN EV TAX EXEMPTION ADDS 1.5 MILLION TO ROADS https://evne.ws/3JXn5mR NISSAN AND CHARGESCAPE LAUNCH V2G PILOT https://evne.ws/464rMUm FORD'S MOVE TO LFP BATTERIES https://evne.ws/46ofcy6 TOYOTA UK PROFIT FALLS TO £462,000 https://evne.ws/4goz5K1 USED EV CREDIT WORTH $4,000 ENDING SOON https://evne.ws/4mfAZxS UK REQUIRES LOCK UPGRADES FOR CHINESE CARS https://evne.ws/3K58IN8 CUPRA TINDAYA PREVIEWS EV FORMENTOR REPLACEMENT AND RANGE EXTENDER PLANS Cupra unveiled the Tindaya concept at the Munich motor show, hinting at a Formentor successor and showcasing Volkswagen Group's SSP platform with range-extender EV capability for increased market flexibility, especially in China. The sporty, composite-bodied SUV pairs dual motors and a petrol engine for 300 km range, with a production debut expected around 2027 or 2028. GEELY LAUNCHES EX5 ELECTRIC SUV IN UK Geely has launched its EX5 electric SUV in the UK, starting at £31,990 and offering up to 267 miles of range on a lithium-iron-phosphate battery with rapid charging. Featuring trims up to £36,990, the EX5 targets fleet buyers, includes a six-year warranty, and will begin deliveries in late October. VW DELAYS ID. GOLF AND ID. ROC TO 2030 Volkswagen has postponed production of its ID. Golf and ID. Roc EVs to 2030, with the ID. Roc debuting first on the new SSP platform, followed by the ID. Golf. The delay triggers a reshuffle of its plant allocations, with related internal combustion and EV model moves now set for clarification in annual planning later in the year. BERLIN PLANT RAISES OUTPUT DESPITE SALES DROP Tesla's Berlin Grünheide factory is increasing its production targets in response to anticipated market strength, despite ACEA reporting a 44% sales drop in the EU and a 39% decline in German registrations through August. Tesla attributes the downturn to Model Y design updates disrupting sales, with Norway showing strong growth and production revised upwards for Q3 and Q4. ALL-ELECTRIC AUDI RS6 E-TRON FUTURE UNCLEAR The fully electric Audi RS6 e-tron may be canceled, even as prototypes continue road testing, with Audi expected instead to launch a plug-in hybrid RS6 alongside its traditional combustion model. Both vehicles were planned to share RS6 design cues but sit on different platforms, and initial plans had the EV debuting before the plug-in hybrid's 2026 arrival. HONG KONG PURSUES LOCAL EV ASSEMBLY BASE Hong Kong is negotiating with multiple Chinese carmakers, including FAW Group, to establish local EV production facilities as part of a push for strategic industry and international expansion. High local costs and China's overcapacity drive suppliers to Hong Kong's financial sector, with major players like Contemporary Amperex Technology already setting up headquarters and listing on the city's stock exchange. LUCID TO EXPAND IN ASIA, BUT NOT CHINA Lucid Motors plans expansion into Asian markets but will avoid China, citing heavy subsidies and overcapacity as reasons for staying out. Interim CEO Marc Winterhoff expressed confidence in Lucid's technology and competitiveness while focusing future models on the $50,000 segment and higher, not the low-cost market. EXTENDING AUSTRALIAN EV TAX EXEMPTION COULD ADD 1.5 MILLION TO ROADS Extending Australia's EV fringe-benefits tax exemption to 2035 could add 1.5 million electric cars to Australian roads, according to Electric Vehicle Council modelling. The policy has driven over 100,000 additional EV sales since 2022, with further benefits possible for plug-in hybrids and the second-hand market. NISSAN AND CHARGESCAPE LAUNCH V2G PILOT Nissan and ChargeScape have launched a vehicle-to-grid (V2G) pilot in Silicon Valley, using Nissan EVs and Fermata Energy bidirectional chargers to support grid demand for local data centers. The project aims to set a model for broader V2G integration through California's virtual power plant network and beyond. FORD TOUTS MOVE TO LFP BATTERIES Ford will manufacture lithium-iron phosphate (LFP) batteries at its BlueOval Michigan plant from 2026, using CATL technology for future vehicles including a mid-size pickup. LFP batteries offer lower cost and better safety, though less energy density, and Ford remains open to evolving battery chemistry based on market needs and possible new plants. TOYOTA UK PROFIT FALLS TO £462,000 Toyota Motor UK's pre-tax profits fell sharply to £462,000 with revenues down over £135m, attributed to fleet mix management and compliance with tighter ZEV mandates. Despite a drop in market share, Toyota will expand its EV offering next year, including the all-electric Urban Cruiser SUV debuting in late 2025. USED EV CREDIT WORTH $4,000 ENDING SOON The U.S. federal Used Clean Vehicle Credit, worth up to $4,000 for electric or plug-in hybrid cars priced under $25,000, expires September 30. The credit drove significant price declines and saw models like the Tesla Model 3 and Chevy Bolt become notably affordable, making immediate purchases attractive for eligible buyers. UK REQUIRES LOCK UPGRADES FOR CHINESE CARS UK insurers have required Chinese car manufacturers to improve their vehicles' anti-theft devices and locking systems to better meet local standards amid rising theft rates, now at 102,000 annually. Brands like BYD have worked with regulators and added advanced technology to boost security as Chinese car sales surge in Britain.
It's EV News Briefly for Monday 15 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily GLOBAL EV SALES RISE AUGUST 2025 https://evne.ws/4gpyec9 FORD'S FOCUS-SIZED RECOVERY PLAN https://evne.ws/4meLq4M EUROPEAN AUTOMAKERS SEEK 2035 FLEXIBILITY https://evne.ws/3Vi2snC TOYOTA BUILDS EV SUVS IN KENTUCKY https://evne.ws/4nvokI6 STELLANTIS CANCELS ELECTRIC RAM 1500 REV https://evne.ws/4nftZCk NISSAN MICRA LIVE EVENT SHOWCASES NEW SUPERMINI EV https://evne.ws/42g5jS7 GM REAFFIRMS EV-ONLY FUTURE, SLOWS TRANSITION https://evne.ws/42g5jS7 AMAZON TESTS GM BRIGHTDROP DELIVERY VANS https://evne.ws/42xweZr VOLVO CEO EXPECTS OTHER BRANDS TO FAIL https://evne.ws/46JM199 CHINA AUTO INDUSTRY THREAT TO GLOBAL MARKET https://evne.ws/3K1F6QR HYUNDAI-LG GEORGIA BATTERY PLANT STARTUP DELAY https://evne.ws/42qMDif SCOUT CEO ARGUES FOR DIRECT SALES STRATEGY https://evne.ws/3K1vNjS MAINE DISTRICTS FACE ELECTRIC SCHOOL BUS SERVICE ISSUES https://evne.ws/46kbFAN GLOBAL EV SALES RISE AUGUST 2025 Global electric vehicle sales reached 1.7 million in August, marking a 5% rise from July and 15% year-on-year, with BEVs and PHEVs contributing to a strong year-to-date total of 12.5 million—25% higher than 2024. Europe led growth, North America hit a record as buyers rushed to secure tax credits, and China saw robust, if moderating, expansion, while BYD cut its sales target but expects significant overseas volume. FORD'S FOCUS-SIZED RECOVERY PLAN Ford will launch a new mid-sized crossover in 2027, built in Valencia, Spain, reflecting a shift toward affordable EVs following Fiesta and Focus factory closures. The model will compete directly with the likes of Tiguan and Sportage at a mid-£30,000 price point—aiming to recover relevance with lower emissions and competitive pricing without expecting past market share highs. EUROPEAN AUTOMAKERS SEEK 2035 FLEXIBILITY European automotive leaders are calling for flexibility in the EU's 2035 ban on petrol and diesel cars, citing tougher global supply chains and increased reliance on Chinese battery suppliers. Automakers advocate for hybrids and transitional support beyond 2035, while member states like Italy and France push for exceptions, highlighting the division over the full fossil fuel phase-out deadline. TOYOTA BUILDS EV SUVS IN KENTUCKY Toyota will begin producing its first electric vehicles in the U.S. next year, including two three-row SUVs at its Georgetown, Kentucky site, part of a $1.3 billion investment focused on domestic EV growth. The move aims to serve rising American demand, add jobs, and advance Toyota toward carbon neutrality by 2050, while balancing hybrids, plug-ins, and full EVs. STELLANTIS CANCELS ELECTRIC RAM 1500 REV Ram has scrapped its planned all-electric 1500 REV pickup in favor of a plug-in hybrid model, citing weak demand for battery-only trucks and financial constraints at Stellantis. The new Ram REV, featuring a gasoline generator with over 690 miles of range, appeals to users needing greater towing and long-distance capability, while Stellantis refocuses on hybrids and profitable platforms. NISSAN MICRA LIVE EVENT SHOWCASES NEW SUPERMINI EV Nissan unveiled its fully electric sixth-generation MICRA in Rotterdam, built on the dedicated AmpR platform, offering two battery sizes, 198–260 miles WLTP range, and advanced handling and tech features. Starting at £21,495 in the UK with government support, deliveries begin January 2026 as MICRA leads Nissan's European EV lineup expansion. GM REAFFIRMS EV-ONLY FUTURE, SLOWS TRANSITION GM CEO Mary Barra reaffirmed the company's long-term goal of going all-electric by 2035, positioning it as a strategic "North Star". However, she acknowledged that the full transition may take decades due to industry complexity and evolving market and regulatory challenges. AMAZON TESTS GM BRIGHTDROP DELIVERY VANS Amazon has started testing GM's BrightDrop electric vans alongside its existing Rivian fleet, part of its strategy to deploy 100,000 electric delivery vehicles by 2030. The pilot comes as GM faces production slowdowns, offering a chance to boost BrightDrop's visibility and demand while Amazon diversifies its supplier base. VOLVO CEO EXPECTS OTHER BRANDS TO FAIL Volvo recently rehired former CEO Håkan Samuelsson, who affirmed the inevitability of electrification and predicted only a few Chinese brands will dominate globally in the next decade. He expects legacy automakers will struggle, with survival dependent on agility and partnership with advanced firms like Geely, as newcomers like Tesla and BYD reshape the market. CHINA AUTO INDUSTRY THREAT TO GLOBAL MARKET Industry experts at the Detroit Automotive News Congress warned that U.S. automakers are underestimating the competitive threat posed by Chinese brands, whose EV market share in China surged to 50%. Fierce home competition is fueling aggressive export plans, targeting Europe, Mexico, and North America, with cost and technology advantages challenging established automakers. HYUNDAI-LG GEORGIA BATTERY PLANT STARTUP DELAY Hyundai and LG's Georgia battery plant faces a two- to three-month startup delay after a major U.S. immigration raid detained hundreds of workers, most employed by LG suppliers. Hyundai will offset production impact by sourcing batteries from other facilities while both governments negotiate skilled labor solutions for future projects. SCOUT CEO ARGUES FOR DIRECT SALES STRATEGY Scout Motors CEO Scott Keogh stated the company will pursue direct sales, comparing traditional dealer model unfavorably to buying directly from Apple and advocating for a seamless brand experience. He dismissed dealers as a distraction, reinforcing direct-to-consumer as the company's strategic retail approach. MAINE DISTRICTS FACE ELECTRIC SCHOOL BUS SERVICE ISSUES Maine school districts have seen electric buses sidelined due to unresolved service issues, with manufacturer Lion Electric's bankruptcy halting repairs and parts, leaving districts stuck with non-functional vehicles under federal grant terms. The state faces mounting frustration, a federal lawsuit against Lion, and reliance on emergency replacement options while the EPA oversees the troubled program.