Podcasts about catl

2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier.Trump stoppt Iran-Angriff. Amazon, Microsoft & Alphabet legen 1.500 Mrd. $ zu. Roblox, Reddit & Universal Music crashen über 20%. Novo Nordisk fällt wegen Studien-Flop. Schaeffler kappt Prognose. Alimentation Couche-Tard will Zabka.Perimeter Solutions (WKN: A40PUQ) hat quasi ein Monopol auf Löschmittel aus der Luft. Dahinter steckt TransDigm-Gründer Nick Howley. Starke Marktstellung, aber das Feuergeschäft stagniert trotz Brandsaison.CATL (WKN: A418NB) baut nicht nur E-Auto-Batterien. Back-Up-Batterien für KI-Rechenzentren boomen, Umsatz mit Speichern fast verdoppelt. Dazu Natrium-Batterien und über 150 Beteiligungen. Erwartetes KGV liegt bei 20.Diesen Podcast vom 03.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices

[깊이 있는 경제뉴스] 1) 엔화 약세에 美·日 환율 공조.. 엔 캐리 트레이드 청산 우려 2) 정부, '긴급조치권' 도입 추진.. 레버리지 배율 낮춘다 3) 중국, 자동차 부품 시장서 약진.. CATL은 글로벌 3위 - 머니투데이 김근희 기자 - 매일경제신문 이희수 기자 [친절한 경제] 퀀트가 도대체 무엇인가요? - 청취자 최송화 씨

Ex-Byton-Chef Daniel Kirchert erklärt, welche Technologiewelle nach dem E-Auto aus China kommt und prognostiziert, dass es schon in den nächsten fünf Jahren einigen der größten Autobauer an den Kragen geht.

Ex-Byton-Chef Daniel Kirchert erklärt, welche Technologiewelle nach dem E-Auto aus China kommt und prognostiziert, dass es schon in den nächsten fünf Jahren einigen der größten Autobauer an den Kragen geht.

Vahit ve Yaşar dünya gündemini yorumluyor.00:00 Giriş03:58 Avrupa'daki Elektrik Kesintisi26:04 Trump'ın İlk 100 Günü ve Etkileri38:48 ABD Dolarının Rezerv Para Olmasının Fayda ve Zararları44:23 Nükleer Silahlar ve Küresel Yayılım1:08:34 İran-ABD Nükleer Görüşmeleri1:40:05 Batarya Teknolojilerindeki Gelişmeler (CATL, BYD)1:59:16 ABD'de Mavi Yakalı İşlerin Yükselişi ve Üniversite Eğitiminin Durumu2:33:42 Kapanış

Plus: SAP shares rise after earnings beat. And CATL profit surges on booming battery demand. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

- VW Profit Margin Drops Below 2% - CATL Profit Shoots Up 42% - Tesla Shorts Made $4 Billion Yesterday - France Turns Up Its Nose to FSD - Porsche To Ax 5,000 More Jobs - Trump's New Tariffs Won't Affect Autos - Cadillac F1 Investor Faces SEC Investigation - Hyundai Forms Bi-Directional Charging Business Unit - Massachusetts Pays for V2G - Volvo EX60 Gets 330 Mile Rating

- VW Profit Margin Drops Below 2% - CATL Profit Shoots Up 42% - Tesla Shorts Made $4 Billion Yesterday - France Turns Up Its Nose to FSD - Porsche To Ax 5,000 More Jobs - Trump's New Tariffs Won't Affect Autos - Cadillac F1 Investor Faces SEC Investigation - Hyundai Forms Bi-Directional Charging Business Unit - Massachusetts Pays for V2G - Volvo EX60 Gets 330 Mile Rating

Dr. Simon Engelke speaks with Matt Shen, General Manager of CATL to explore CATL's European strategy - from its approach to market entry, joint-venture models, and regulatory readiness to the challenges of execution across supply chains and talent. CATL is the world's leading manufacturer of lithium-ion batteries for electric vehicles and energy-storage systems. They power global automakers and advances clean-energy innovation through sustained investment in technology, sustainability, and large-scale manufacturing. WHAT WE COVER IN THIS EPISODE• CATL's strategic approach to Europe - “In Europe for Europe” local production model - Operations in Germany and Hungary - Joint ventures to stay close to customers and meet local EV demand • Building European operations - Focus on people and talent development - Training local workforce - Transferring manufacturing know-how • Execution challenges & supply chain realities - Logistics and regulatory hurdles - Talent scarcity - Collaboration with local suppliers and institutions • European regulatory landscape - Regulations as both challenge and opportunity - Battery passport and evolving standards - Need for consistent policy support • Technology & innovation outlook - Development of solid-state batteries - Product customization for European conditions - Cold-temperature performance and range optimization • Integration into the European battery ecosystem - Partnerships with automotive companies - Collaboration with governments and research bodies - Flexible plant ownership and service models • Leadership insights & reflections - Cross-cultural management - Fast pace of battery innovation - Importance of customer understanding - Long-term commitment to Europe  About Battery Associates:Founded in 2020, Battery Associates (B.A.) unites battery professionals worldwide to accelerate sustainable energy solutions. We empower individuals and organizations to develop and deploy efficient, sustainable battery technology for a cleaner future.

Making Money Minute with Ron Hiebert - Battery Storage Companies that specialized in making lithium ion batteries have had sluggish sales growth the last few years. The problem is both from the batteries high cost and their limited capacity. But that is changing. As costs have come down and storage capacity gone up, batteries have found a whole new market besides electric cars. It has become economic for producers of renewable energy, like wind and solar, to store their surplus power in battery units for later use. Energy storage made up only 2% of percent of battery sales five years ago. China's CATL, the world's biggest battery maker, expects energy storage to account for half of its global output by 2030. This presents investors with a whole new avenue of growth. For more information listen to our Making Money podcast with Ron Hiebert and Graham Hicks at letsmakemoney.ca or CFCW.com.

Le géant chinois des batteries CATL s'est associé au fournisseur britannique Octopus Energy pour déployer un réseau de stations d'échange de batteries pour camions électriques en Europe. Derrière cette innovation, qui permet de remplacer une batterie en quelques minutes, plutôt que de la recharger, se cache un enjeu bien plus vaste : le contrôle des infrastructures du transport routier de demain. À première vue, il s'agit d'un partenariat industriel parmi d'autres. Pourtant, l'accord conclu entre CATL, premier fabricant mondial de batteries, et Octopus Energy pourrait profondément transformer le transport routier européen. Aujourd'hui, le développement des camions électriques se heurte à deux obstacles majeurs : leur autonomie et surtout le temps nécessaire pour recharger leurs batteries. Or, dans le secteur du transport, chaque minute compte. Un poids lourd immobilisé pendant quarante-cinq minutes, une heure, voire davantage, est un camion qui ne livre pas, ne facture pas et perturbe l'ensemble de la chaîne logistique. Pour répondre à ce problème, CATL mise sur une solution simple : remplacer la batterie plutôt que la recharger. Le camion entre dans une station automatisée, la batterie déchargée est retirée et une batterie pleine est installée en seulement quelques minutes. Ce système est déjà largement déployé en Chine, où plusieurs milliers de stations d'échange sont en service. Désormais, le groupe chinois veut exporter ce modèle en Europe. À lire aussiLa Chine, championne du monde des poids lourds électriques Un nouveau modèle économique pour les poids lourds électriques L'innovation ne réside pas uniquement dans la rapidité de l'opération. Elle repose surtout sur un changement complet de modèle économique. Avec ce système, la batterie n'appartient plus au transporteur mais à l'opérateur du réseau. Le propriétaire du camion n'a donc plus besoin d'investir dans l'élément le plus coûteux du véhicule. Le prix d'achat du poids lourd diminue, tandis que l'utilisateur paie ensuite un abonnement ou un service pour accéder aux batteries disponibles dans les stations. Pour CATL, l'objectif dépasse largement la simple vente de batteries. Le groupe chinois cherche à devenir l'opérateur d'un véritable écosystème associant batteries, stations d'échange, logiciels de gestion et services aux transporteurs. La valeur ne se situe plus uniquement dans la fabrication industrielle, mais dans le contrôle du réseau qui permet aux camions de continuer à circuler. La bataille des standards industriels est lancée Cette stratégie pose toutefois une question essentielle : celle de la compatibilité des batteries. Contrairement au diesel, identique dans toutes les stations-service, les batteries des camions électriques ne sont pas aujourd'hui standardisées. Si chaque constructeur développe son propre format, le système d'échange devient impossible à généraliser. L'enjeu est donc de parvenir à imposer un standard commun. C'est un mécanisme bien connu dans l'industrie. L'exemple du câble USB-C est particulièrement parlant : quel que soit le fabricant d'un smartphone ou d'un ordinateur, l'utilisation d'un connecteur unique simplifie les usages et favorise son adoption. Pour CATL, l'objectif est similaire. Si les constructeurs européens adoptent son standard de batteries interchangeables, le groupe chinois ne vendra plus seulement des batteries. Il deviendra un acteur incontournable des infrastructures du transport routier européen. Une évolution qui montre que, dans l'économie d'aujourd'hui, le véritable pouvoir ne réside plus uniquement dans la fabrication des produits, mais aussi dans la capacité à définir les règles du jeu.

Brian broadcasts from Montreal while James holds down the fort as the Clean Energy Show dives into another week of climate and clean energy news. This episode explores Canada's worsening wildfire seasons, Honda's surprising new AI-powered electric lawnmower, Europe's struggle to adapt to deadly heatwaves, and why it's now cheaper to take an electric taxi in China than drive your own gas car. Plus, former NOAA scientists resurrect U.S. climate data after government cuts. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast, early access to our content, behind the scenes looks, access to our members-only Discord community and thank-yous in the credits of videos and shoutouts on our podcast! Starting at just $1 per month! In this episode: Brian reports from Montreal. Honda unveils a $33,000 autonomous electric commercial lawnmower. Why Canada's wildfire seasons are becoming larger and more destructive. The surprising truth about lightning vs. human-caused wildfires. Smoke from Canadian fires impacts air quality across North America. Europe's heatwaves expose a long-standing reluctance to embrace air conditioning. Alberta plans to end seasonal clock changes. Why electric taxis in China now undercut the cost of driving a paid-off gasoline car. Former NOAA scientists launch Climate.us after Climate.gov disappears. The Lightning Round Ukrainian attacks cripple over half of Russia's oil refining capacity. Most Americans now connect extreme weather with climate change. China's grid batteries can shift 21% of its solar generation. CATL prepares mass production of sodium-ion batteries. 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! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.

What do you get when you cross the world's most innovative energy company with the world's largest battery maker? Swaptopus — a joint venture between Octopus Energy and CATL that's bringing HGV battery swapping to the UK and Europe. And the man growing it is Will Rowe, Entrepreneur in Residence at Octopus Energy, who joins us this week from a tennis club, the day after selling his house. Commitment.Will explains why battery swapping cracks the three problems that have stalled electric trucking: grid connections, charging downtime, and the mismatch between when trucks need power and when power is cheap. Swap a battery in minutes, keep the truck earning, and let the swapped-out batteries do a second job — because a network of stations full of batteries is also a virtual power plant, storing cheap renewable energy and feeding it back when the grid needs it. This isn't just a transport play; it's an energy infrastructure play.He's refreshingly blunt about the road that led here, too. Will previously founded a hydrogen business for exactly this market — and he tells us candidly why it didn't work, why losing two-thirds of your energy is no route to energy security, and what China's thousand-to-one preference for batteries over hydrogen tells us about where this is all heading. His verdict on hydrogen for transport is one you'll want to hear in full.Along the way we get into: Why trucks are the easy win — 32 TWh of new annual electricity demand if the UK's trucks go electric, lowering bills for everyone, while governments obsess over data centres instead Autonomy changing everything — a customer planning to go from 60 to 160 hours of weekly truck utilisation, and what cab-free, 24/7 freight means for an industry whose two biggest costs are labour and fuel Bringing Chinese OEMs to Europe — and conversations underway with four of the five biggest European truck makers Geography-specific energy strategies — why a swap station in solar-rich Spain looks nothing like one in windy Britain Growing up dyslexic with a reading age of six, passing A-levels anyway, and why resilience — and a mum who insisted he could do anything — mattered more than school ever did Honest talk about failure — why it hurts, what it teaches, and why loving the problem matters more than loving your first solution And when handed the EV Café Magic Wand, Will's wish is deliberately unglamorous and absolutely fundamental: just make electricity cheaper. Get that right, he argues, and the business case for electrifying everything falls into place on its own.Connect with Will: LinkedInOctopus Energy: octopus.energy

China transformed solar from one of the world's most expensive energy technologies into the cheapest source of electricity in just a couple of decades. And now it's doing the same with batteries, with prices plummeting around the world. This week on Cleaning Up, Bryony Worthington is joined by Alex Shoer, Managing Director of GridVest, who spent almost a decade building renewable energy businesses in China before bringing those lessons back to the United States. They discuss the lessons behind China's clean energy success, the evolution of solar subsidies, and why battery storage is becoming essential for everything from renewable energy to AI data centres. They explore whether collaboration rather than competition will shape the next phase of the global energy transition, and in which technologies the U.S. still holds a competitive advantage. Topics covered: China's blueprint for scaling clean energy The impact of ending solar subsidies Why batteries are becoming more valuable than solar alone Can AI and data centres accelerate the battery boom? Ford, CATL and the future of global partnerships Competing vs partnering with China Financing the next generation of energy infrastructure The future of battery tech and U.S. innovation Leadership Circle Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links Alex Shoer's bio: Alex Shoer Sign up to our newsletter: cleaninguppod.substack.com GridVest: https://gridvest.com/ Seeder Clean Energy: https://seederenergy.com/   Acronyms RE100: Renewable Energy 100% Commitment PPA: Power Purchase Agreement S-REC: Solar Renewable Energy Credits I-REC: International Renewable Energy Certificate IRR: Internal Rate of Return ITC: Investment Tax Credit FEOC: Foreign Entity Of Concern CPUC: California Public Utility Commission NMC: Nickel Manganese Cobalt LFP: Lithium Iron Phosphate AHJ: Authorities Having Jurisdiction

Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world's largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure.In this episode:00:00 – Why electrification is the defining trend of the next decade03:59 – The four critical minerals: copper, lithium, nickel and cobalt08:25 – The biggest growth drivers: EVs, batteries and emerging markets12:48 – AI and data centres are driving electricity demand higher16:11 – Investment opportunities across Australian miners23:27 – ETFs for investing in the electrification theme24:22 – How Bryce and Ren are approaching the opportunity27:07 – Final thoughts on Australia's green metals futureStocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Der Aktien-Schnelltest mit Volker Schulz ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Sendung im Rahmen von BerneckerTV, Aufzeichnung des Hauptvideos am 09.07.2026). Schlaglichter:Commerzbank: Sinkende Zinsmargen und Übernahmespekulationen im CheckDeutz: Nachfragerückgang bei Industriemotoren und RestrukturierungHinweis auf Bernecker SommerangebotNvidia: Günstigster Chip-Wert der WallstreetKioxia: IPO-Anlauf im Speicherchip-MarktCATL: Wie der Batterie-Marktführer den EU-Strafzöllen trotztBernecker Sommerangebot: Der Aktionärsbrief wurde bereits mehrfach als bester deutscher Börsenbrief ausgezeichnet. Sichern Sie sich jetzt das Bernecker-Sommerangebot:https://www.bernecker.info/offer/pzrtaqqwsm-6441=======Lust auf die eigentliche Hauptsendung? Und viele weitere Experten-Beiträge im Rahmen von Bernecker.TV? Jetzt informieren:https://www.bernecker.info/bernecker-tv=======Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website:https://www.bernecker.info/newsletter=======Disclaimer: Keine Anlageberatung. Investments an der Börse bergen Risiken. Bitte beachten Sie die rechtlichen Hinweise im Video und informieren sich vor Investmententscheidungen umfänglich.

Markus Will, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Happy Birthday, AVM/Fritz: Eine deutsche IT-Erfolgsgeschichte wird 40 – Was 1986 als kleines BTX-Bastelprojekt von vier Berliner Studenten begann, wurde zum Marktführer in deutschen Wohnzimmern: Vier Studenten gründeten AVM nach eigenen Angaben im Jahr 1986. Über ISDN-Karten und die erste FRITZ!Box wuchs die Marke zum Platzhirsch. Inzwischen hat sich einiges verändert: 2024 übernahm Imker Capital Partners über die Luxemburger Tochterfirma Rucio Investment die Mehrheit von AVM, die Gründer zogen sich aus Altersgründen zurück. Was hat AVM über vier Jahrzehnte so erfolgreich gemacht? Was bedeutet der Eigentümerwechsel zu einem Finanzinvestor für die Marke? Und kann Fritz sich gegen Provider-Router und günstige Konkurrenz weiter behaupten? - Unter Strom: Wie gefährlich sind Sicherheitslücken in Hoymiles-Wechselrichtern? Ein Sicherheitsforscher hat zusammen mit dem CCC gravierende Schwachstellen in Wechselrichtern von Hoymiles aufgedeckt: Das Problem liegt in den Funkprotokollen, über die die Wechselrichter der HM-, HMS- und HMT-Serien mit ihren Steuereinheiten kommunizieren – der Austausch erfolgt unverschlüsselt. Über eine undokumentierte Funktion lassen sich sogar Seriennummern der Geräte im Klartext per Funk auslesen und Schadsoftware einschleusen, während der Hersteller bislang kaum reagiert hat. Wie realistisch ist ein großflächiger Angriff auf Balkonkraftwerke im Vorbeifahren? Sollte die EU verbindliche Sicherheitsstandards für Energiehardware im IoT-Bereich vorschreiben? - In Wechselstimmung: Sind Akkuwechselstationen in der E-Mobilität der richtige Weg? – Während in Europa fast ausschließlich auf Laden gesetzt wird, treibt CATL in China ein ganz anderes Konzept voran: Gerade wurde die 2000. CATL-Akkuwechselstation eingeweiht, bis Jahresende sollen es 3000 werden, verteilt über 31 Provinzen und 180 Städte. Der Zeitvorteil des Akkutauschs relativiert sich allerdings mit der Einführung von 800-Volt-Systemen, die deutlich kürzere Ladezeiten ermöglichen – dennoch expandiert CATL auch nach Europa mit dem Joint Venture Swaptopus für E-Lkw. Ist das Wechselkonzept ein Modell, das auch in Europa funktionieren könnte, oder macht Schnellladen es überflüssig? Und lohnt sich der Aufbau einer parallelen Infrastruktur überhaupt noch? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.

Markus Will, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Happy Birthday, AVM/Fritz: Eine deutsche IT-Erfolgsgeschichte wird 40 – Was 1986 als kleines BTX-Bastelprojekt von vier Berliner Studenten begann, wurde zum Marktführer in deutschen Wohnzimmern: Vier Studenten gründeten AVM nach eigenen Angaben im Jahr 1986. Über ISDN-Karten und die erste FRITZ!Box wuchs die Marke zum Platzhirsch. Inzwischen hat sich einiges verändert: 2024 übernahm Imker Capital Partners über die Luxemburger Tochterfirma Rucio Investment die Mehrheit von AVM, die Gründer zogen sich aus Altersgründen zurück. Was hat AVM über vier Jahrzehnte so erfolgreich gemacht? Was bedeutet der Eigentümerwechsel zu einem Finanzinvestor für die Marke? Und kann Fritz sich gegen Provider-Router und günstige Konkurrenz weiter behaupten? - Unter Strom: Wie gefährlich sind Sicherheitslücken in Hoymiles-Wechselrichtern? Ein Sicherheitsforscher hat zusammen mit dem CCC gravierende Schwachstellen in Wechselrichtern von Hoymiles aufgedeckt: Das Problem liegt in den Funkprotokollen, über die die Wechselrichter der HM-, HMS- und HMT-Serien mit ihren Steuereinheiten kommunizieren – der Austausch erfolgt unverschlüsselt. Über eine undokumentierte Funktion lassen sich sogar Seriennummern der Geräte im Klartext per Funk auslesen und Schadsoftware einschleusen, während der Hersteller bislang kaum reagiert hat. Wie realistisch ist ein großflächiger Angriff auf Balkonkraftwerke im Vorbeifahren? Sollte die EU verbindliche Sicherheitsstandards für Energiehardware im IoT-Bereich vorschreiben? - In Wechselstimmung: Sind Akkuwechselstationen in der E-Mobilität der richtige Weg? – Während in Europa fast ausschließlich auf Laden gesetzt wird, treibt CATL in China ein ganz anderes Konzept voran: Gerade wurde die 2000. CATL-Akkuwechselstation eingeweiht, bis Jahresende sollen es 3000 werden, verteilt über 31 Provinzen und 180 Städte. Der Zeitvorteil des Akkutauschs relativiert sich allerdings mit der Einführung von 800-Volt-Systemen, die deutlich kürzere Ladezeiten ermöglichen – dennoch expandiert CATL auch nach Europa mit dem Joint Venture Swaptopus für E-Lkw. Ist das Wechselkonzept ein Modell, das auch in Europa funktionieren könnte, oder macht Schnellladen es überflüssig? Und lohnt sich der Aufbau einer parallelen Infrastruktur überhaupt noch? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.

Delhi is taking one of the world's biggest steps toward cleaner transportation by banning new gas-powered rickshaws and motorcycles, while Great Britain approves its first new pumped hydro projects in four decades—including one connected to the legendary Loch Ness. Plus, climate change is driving a dangerous invasive puffer fish into the Mediterranean, and the Lightning Round returns with the week's biggest clean energy and climate stories. Join us on Patreon for exciting perks! In this episode: Delhi bans new gas rickshaws starting in 2027 and fossil fuel scooters and motorcycles in 2028 as it ramps up EV charging infrastructure. Great Britain approves its first new pumped hydro projects in 40 years, bringing long-duration energy storage back into the spotlight. Greece offers a bounty on invasive toxic puffer fish as warming seas reshape marine ecosystems. Why pumped hydro acts like a giant battery—and why it's becoming important again. The Lightning Round Germany records thousands of excess deaths during the late-June heat wave. UK heatwave leaves millions struggling to sleep. U.S. car payments hit a record high. CATL rapidly expands battery swapping for heavy-duty trucks. More than 20 wind turbines damaged by extreme winds in South Dakota. What remains of the U.S. Inflation Reduction Act. China's electric cargo ship fleet continues rapid growth. Pakistan's rooftop solar boom forces the cancellation of LNG imports. 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! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media

Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos la llegada del SUV Chang'an Nevo Q05 a Europa, la nueva batería Tectrans 2 de CATL capaz de cargar en menos de 9 minutos y el caso de un Porsche Macan declarado siniestro total por daños en su batería. También repasamos la iniciativa de Tesla para captar startups en Giga Berlin, el fin de la alianza entre Volkswagen y Bosch en software, la llegada del nuevo Polestar 4 y el anuncio del primer eléctrico de Bentley, el Torcal. Cerramos con la normativa y multas por el uso indebido de plazas de carga pública. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

Gürcan Karakaş wiill der türkischen Nation mit Togg eine automobile Heimat geben - und jetzt auch Europa erobern. Was er mit einem jungen E-Auto-Bauer anders macht, wie er in der Türkei in so kurzer Zeit erfolgreich wurde und wie sich Togg gegen Tesla, China und etablierte europäische Hersteller behaupten will, klären wir in dieser Folge.

- It's Official: U.S. Will Not Renew USMCA - U.S. Car Sales Only Up 0.4% - Mining, Not Refining, The Big Bottleneck for Batteries - Robotaxi Companies Will Struggle to Scale - BYD Wants Legacy EU Plant - China Sets New Safety Rules for Batteries - VW To Sell Stakes in Futbol Clubs - Autoline Helps Ford Museum Get Car It Wants

- It's Official: U.S. Will Not Renew USMCA - U.S. Car Sales Only Up 0.4% - Mining, Not Refining, The Big Bottleneck for Batteries - Robotaxi Companies Will Struggle to Scale - BYD Wants Legacy EU Plant - China Sets New Safety Rules for Batteries - VW To Sell Stakes in Futbol Clubs - Autoline Helps Ford Museum Get Car It Wants

- Military Procurement Squeezing Auto Components - Hyundai, Kia, Genesis Sales Up Strong - EREV Sales Crater In China - Toyota, Joby to Make VTOLs - CATL's Battery Swapping Boom - ACEA Wants UK, Turkey and Morocco in Local Content - BMW X5 Lauches Neue Klasse X5 - Polestar U.S. Dealers Likely to Sue Company

- Military Procurement Squeezing Auto Components - Hyundai, Kia, Genesis Sales Up Strong - EREV Sales Crater In China - Toyota, Joby to Make VTOLs - CATL's Battery Swapping Boom - ACEA Wants UK, Turkey and Morocco in Local Content - BMW X5 Lauches Neue Klasse X5 - Polestar U.S. Dealers Likely to Sue Company

Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up nearly 100% in a single quarter — analysts are calling it "RAMageddon" — Apple already raised MacBook and iPad prices by up to 20%, and iPhones could be next. How far will Apple go to secure its supply chain, and what does it mean if Washington says yes? They also break down DeepSeek's landmark $7.4 billion funding round, which is the first time the Chinese AI startup has ever taken outside money. Tencent, CATL, and China's state-backed National AI Investment Fund are among the backers, and the valuation has jumped six-fold in six weeks to nearly $59 billion. DeepSeek built its reputation on doing more with less — so why does it need the money now? And finally: a new sign that China's middle class is changing what it puts on the table. The Economist calls it the "Californication" of Chinese diets: a growing appetite for organic, health-conscious food. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

CATL unveiled its TENER Sodium energy storage system at Intersolar Europe in Munich, rated for 15,000 cycles to 70 percent state of health at room temperature. CATL frames that as a 25 to 30 year service life, and it takes only 34 modules to stand up a one gigawatt-hour site. That single specification changes how commercial storage professionals price, propose, and finance battery projects. Tim Montague and John Weaver dig into what it means, alongside Illinois growing from about 80 megawatts of solar a decade ago to over 6,000 megawatts today under the new CRGA law, SunBallast ballasted racking and what module stacking tells you about install labor, UK bids for 16 and 18 hour long-duration storage, perovskite modules reaching the residential market, El Niño shifting solar output across the US, and silver falling more than 50 percent from its 2026 peak.Episode HighlightsCATL sodium ion battery, 15,000 cycles: CATL launched its TENER Sodium system at Intersolar Europe in Munich. It is rated for 15,000 cycles to 70 percent state of health at 25 degrees C, which CATL frames as a 25 to 30 year service life, and just 34 modules build a 1 GWh site. (Energy Storage News)Sodium ion safety advantage: CATL claims its sodium cells cut expansion force by roughly 40 percent, generate about 35 percent less gas during thermal runaway, and hold peak surface temperatures far below comparable lithium ion. The fire and thermal-runaway story is a big part of why C&I buyers are paying attention to sodium. (Interesting Engineering)Sodium ion in the fast-response role: John flagged a detail from a CATL hybrid storage proposal where sodium was specified for the faster-response duty and lithium for the slower role. Worth keeping in context. This is one proposal's configuration, not a blanket claim that sodium beats lithium on response everywhere.GM and Peak Energy sodium ion partnership: General Motors is moving into stationary storage with Peak Energy, backed by a strategic investment from GM Ventures. GM will develop the sodium ion cell in its Michigan battery lab and keep exclusive manufacturing rights, while Peak integrates the cell into its passively cooled storage systems. Peak energized the first U.S. grid-scale sodium-ion system, 3.5 MWh, in Watkins, Colorado, in 2025. (Inside Climate News)Illinois energy transition, 80 MW to 6 GW: Tim attended a Nexamp event at the company's Chicago office, where IPA director Brian Granahan reported Illinois has grown from about 80 megawatts of solar a decade ago to over 6,000 megawatts energized today, with roughly 14.5 gigawatts of wind and solar developed under the state RPS (13 GW to date plus about 1.5 GW just approved). The engine is CRGA, the Clean and Reliable Grid Affordability Act (SB 25, pronounced "Surge"), which runs its first utility-scale storage procurement in August, the opening tranche toward 3 GW by 2030 via additional 2027 and 2028 rounds. Residential VPP enrollment opens in mid-July, with ComEd and Ameren customers able to put home batteries into a short-term scheduled-dispatch pilot this summer. (PV Magazine)SunBallast racking and install labor: The hosts walk through SunBallast ballasted, no-penetration racking and get into the labor economics of module mounting, including what the way different manufacturers stack modules for shipping tells you about handling time on the job site.UK long-duration storage bids at 16 and 18 hours: Fresh procurement results out of Scotland and England show projects awarded at 16 and 18 hours of duration. John notes it is the first time he has seen bids at that scale and ties it to Scotland's wind-heavy generation profile. (Blue Sky)Trina Solar perovskite module hits residential market: Trina landed its first commercial order for a perovskite-silicon tandem module, going into New Zealand's premium residential market. The record-setting module is 907 watts at 29.2 percent efficiency, certified by TUV SUD. (Perovskite Info)El Niño and solar irradiance shifts: John walks through regional solar output swings across the US and globally. Rajasthan, India, home to some of the world's largest solar plants, is projected to run about 15 percent above its seasonal average this season. (PV Magazine)Silver prices fall more than 50 percent: Silver has dropped from its late-January 2026 record near 121 dollars to the upper 50s, more than half off the peak, on a stronger dollar and a hawkish Fed. It matters for PV because silver paste is a real line item, and World Silver Survey data shows solar's silver demand down about 19 percent. (TheStreet)This episode is essential for commercial solar installers, battery storage developers, community solar professionals, and clean energy policy watchers. The sodium ion story has direct and immediate implications for how professionals structure storage proposals, financial models, and customer conversations. Illinois developers will also want Tim's firsthand account of the CRGA storage procurement and the residential VPP pilot going live this summer. Support the showConnect with Tim  Clean Power Hour  Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email:  CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems.  Learn more at www.chintpowersystems.com

Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos el despliegue de las baterías de sodio de CATL, la llegada a España del Leapmotor B05 y el Dongfeng Vigo, además del éxito del Geely E2. También repasamos la seguridad de la Tesla Cybertruck, el nuevo servicio de Starlink en Iberia y el curioso concurso de carga gratuita de Tesla. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Obtén 50€ gratis en Octopus Energy: https://bit.ly/4eTLCDg Enlace baliza V16 recomendada: https://amzn.to/3LXPTfF Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

We look at AEMO's Integrated System Plan, plus the latest big battery tender, and the Coalition's determination to destroy everything. Plus: David visits China's State Grid, Xiami and CATL.

- Slate Prices Electric Pickup At $24,950 - Automakers Threaten to Halt California Car Sales - VW Launches Bidirectional Charging Service in Germany - Skoda Reveals New Peaq Electric SUV - Honda Revives the Element - JLR Unveils New Sustainable Concept Vehicle - LFP Battery Prices Surge Amid Rising Demand - CATL Sodium Batteries Powering New Electric Vehicles

- Slate Prices Electric Pickup At $24,950 - Automakers Threaten to Halt California Car Sales - VW Launches Bidirectional Charging Service in Germany - Skoda Reveals New Peaq Electric SUV - Honda Revives the Element - JLR Unveils New Sustainable Concept Vehicle - LFP Battery Prices Surge Amid Rising Demand - CATL Sodium Batteries Powering New Electric Vehicles

-The Wall Street Journal has found that the company is paying social media creators to post misleading content promoting the prediction market. -Norway is imposing a strict ban on the use of generative AI tools by elementary school kids. -Octopus Energy, the UK's largest energy provider, has teamed up with CATL, the world's biggest EV battery maker, to bring Chinese-style battery swap stations to Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

- CATL Profit Tops 7 China OEMs - China Critics Say EVs Too Heavy - UAW Attacks GM Over Co-Bots - NHTSA Working on National AV Standard - Larry Burns on AAH - Analysts: VW Cost Cutting Not Enough - Maserati Could Get Partner - NHTSA Wants Plasma in EMT Trucks

- CATL Profit Tops 7 China OEMs - China Critics Say EVs Too Heavy - UAW Attacks GM Over Co-Bots - NHTSA Working on National AV Standard - Larry Burns on AAH - Analysts: VW Cost Cutting Not Enough - Maserati Could Get Partner - NHTSA Wants Plasma in EMT Trucks

This week's podcast is about my recent visit to the CATL headquarters in Ningde, Fujian.Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now:Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.-----------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Die Batterie ist eine Schlüsselkomponente des Elektrofahrzeugs. Deutschland braucht eine integrierte Zell- und Batteriesystemproduktion. Diese zwei Sätze stammen aus dem Jahr 2010, sie stehen im ersten Zwischenbericht der Nationalen Plattform Elektromobilität, die von der damaligen Bundeskanzlerin Angela Merkel (CDU) ins Leben gerufen wurde. Die Erkenntnis ist also nicht neu. Doch mittlerweile ist der Weltmarkt für Batteriezellen fest in chinesischer Hand. In Deutschland scheiterten die meisten Versuche, eine Produktion aufzubauen. Spektakulär war das Aus für Northvolt im vergangenen Jahr, trotz hoher dreistelliger Millionenförderung. Zwar gibt es in Thüringen eine Fabrik, die Akkus in hohen Stückzahlen produziert. Sie gehört allerdings CATL, einem chinesischen Hersteller, der allein rund 40 Prozent des Weltmarkts bedient. Alle Hoffnung ruht nun auf einem Projekt der Volkswagen-Tochtergesellschaft PowerCo in Salzgitter. Wie es so weit kommen konnte, und warum wir die Hoffnung auf eine von China unabhängige Industrie trotzdem nicht aufgeben sollten, diskutieren wir in dieser Folge des Podcasts Digitalwirtschaft mit Professor Martin Winter. In der Autoindustrie wird der Elektrochemiker auch als „Batteriepapst“ bezeichnet, er forscht seit 30 Jahren an Akkus und war vom ersten Tag an Mitglied der Nationalen Plattform. Hauptberuflich ist er Wissenschaftlicher Direktor des MEET, des Batterieforschungszentrums der Universität Münster, das er selbst aufgebaut hat. Die Ursache für den Status quo sieht Winter zu wesentlichen Teilen im Beharrungsvermögen der deutschen Industrie sowie in der Illusion, man könne dauerhaft auf einen fairen Welthandel setzen. „Das haben wir selber zu verantworten“, sagt Winter. Eine profitable Produktion von Batterien setze voraus, dass man hohe Stückzahlen mit geringen Fehlerquoten erreicht. Dies aber sei nur mit entsprechender Erfahrung möglich. Deshalb rät Winter dazu, mit der Produktion so rasch wie möglich anzufangen. „Die Chancen sind da“, man müsse dafür jedoch das System so umbauen, dass weniger Verluste in Bürokratie und Regularien auftreten.

Chinese humanoid robot startups are moving beyond choreographed demonstrations and into factories and retail stores, racing to secure real-world deployments that could eventually scale to tens of thousands of machines.中国的人形机器人初创企业正走出编排好的演示阶段，进入工厂和零售商店，争相实现真实场景的部署，最终有望达到数万台机器的规模。The shift gained further momentum on Tuesday when the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission of the State Council launched a nationwide initiative to accelerate humanoid robot adoption across manufacturing, logistics, retail, healthcare and other sectors.这一转变在6月9日获得了进一步动力，工业和信息化部与国务院国有资产监督管理委员会当天启动了一项全国性专项行动，旨在加速人形机器人在制造业、物流、零售、医疗等领域的应用。The initiative aims to create more than 100 high-value application scenarios by the end of 2026 and drive large-scale deployment of more than 10,000 humanoid robots, underscoring China‘s ambition to turn humanoid robots into a new pillar of industrial growth.该专项行动的目标是，到2026年底打造100个以上高价值应用场景，带动形成万台级规模落地能力，凸显出中国将人形机器人培育为产业增长新支柱的决心。Among the early movers is Beijing-based Robotera, whose humanoid robots have already been deployed in more than 10 logistics centers operated by China Post and SF Holding across North, East and South China.总部位于北京的星动纪元（Robotera）是该领域的先行者之一，其人形机器人已在中国邮政和顺丰控股于华北、华东和华南地区运营的10多个物流中心投入应用。In a facility in Beijing on Wednesday, a Robotera humanoid robot packed products into cardboard boxes. When an item was unexpectedly removed from the box, the robot immediately detected the change, retrieved the object and completed the task again.6月10日，在北京的一处设施内，一台星动纪元的人形机器人正将产品装入纸箱。当一件物品意外被从箱中取出时，机器人立即察觉这一变化，重新拾起该物品，并再次完成了任务。Chen Jianyu, founder of Robotera, said that its humanoid robots can process up to 1,200 parcels per hour, approaching human-level productivity in some logistics environments.星动纪元创始人陈建宇表示，其人形机器人每小时最多可处理1200个包裹，在某些物流环境中已接近人类的生产效率。“We want robots to enter factories and logistics parks and become real productive forces,” he said.“我们希望机器人进入工厂和物流园区，成为真正的生产力，”他说。The company‘s commercial traction is already visible. Robotera's co-founder Xi Yue said the company is already delivering orders in thousands of units this year as demand accelerates.该公司的商业化进展已经显现。星动纪元联合创始人席悦表示，随着需求加速增长，公司今年已开始交付数千台订单。A similar race is unfolding in retail. Beijing-based Galbot, another embodied AI startup, has opened autonomous retail stores, known as galaxy capsules, across the city, and deployed humanoid robots in some of Beijing‘s FamilyMart convenience stores.类似的竞赛也在零售领域展开。总部位于北京的具身智能初创企业银河通用（Galbot）已在全市开设了名为“银河太空舱”的无人零售店，并在北京的部分全家便利店部署了人形机器人。Inside the silver, spacecraft-like capsule stores, humanoid robots prepare coffee, retrieve drinks and serve customers without human assistance.在银色、类似太空舱的胶囊店铺内，人形机器人无需人工协助即可制作咖啡、取用饮料并为顾客服务。The pace of improvement has been rapid. When Galbot opened its first capsule store last August, a robot took 46 seconds to pick up and deliver a cup of coffee. Less than a year later, that time has been cut to 18 seconds.改进的速度非常快。去年8月银河通用开设首家胶囊店时，机器人取送一杯咖啡需要46秒。不到一年后，这一时间已缩短至18秒。Galbot‘s co-founder Zhang Zhizheng said the company plans to launch similar stores in 10 cities, locating them in commercial districts, transportation hubs, tourist attractions and urban neighborhoods.银河通用联合创始人张志正表示，公司计划在10个城市开设类似的店铺，选址于商业区、交通枢纽、旅游景点和城市社区。He added that Galbot has pursued a dual-track strategy, deploying robots in both industrial and retail settings.他补充说，银河通用采取了双轨战略，在工业领域和零售场景同时部署机器人。According to him, its Galbot S1 mobile robot, capable of carrying loads of up to 50 kilograms while operating continuously through battery swapping, has entered production lines at companies including battery giant CATL and automaker BAIC Group.据他介绍，其Galbot S1移动机器人能够通过更换电池持续运行，可承载高达50公斤的负载，已进入电池巨头宁德时代和汽车制造商北汽集团等公司的生产线。Jiang Han, a senior researcher at market consultancy Pangoal, said: “What‘s happening now is a transition from laboratory validation to large-scale commercial deployment.市场咨询机构盘古智库的高级研究员江瀚表示：“当前正经历从实验室验证到大规模商业部署的转变。The key breakthrough is not that the robots can move. It's that they can operate autonomously in complex, dynamic environments as part of everyday business operations.”“关键的突破不在于机器人能动，而在于它们能够作为日常商业运营的一部分，在复杂、动态的环境中自主运行。”choreographed /ˈkɒriəɡrɑːft/精心编排的Ministry of Industry and Information Technology (MIIT) /ˈmɪnɪstri əv ˈɪndəstri ənd ˌɪnfəˈmeɪʃən tekˈnɒlədʒi/工业和信息化部State-owned Assets Supervision and Administration Commission (SASAC) /steɪt əʊnd ˈæsets ˌsuːpəˈvɪʒən ənd ədˌmɪnɪˈstreɪʃən kəˈmɪʃən/国务院国有资产监督管理委员会large-scale deployment /lɑːdʒ skeɪl dɪˈplɔɪmənt/规模化落地pillar of industrial growth /ˈpɪlə əv ɪnˈdʌstriəl ɡrəʊθ/产业增长支柱dual-track strategy /ˈdjuːəl træk ˈstrætədʒi/双轨战略

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped.  What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.In this episode, Tu and Lei discuss:Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technologyThe growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon RoboticsWaymo's rapid expansion and why autonomous driving is becoming impossible to ignoreThe reality of FSD versus China's rapidly improving intelligent driving systemsThe implications of the Trump-Xi summit for the automotive sectorCanada's evolving strategy toward Chinese EV importsWhat the Beijing Auto Show revealed about the future of the industryWhy the next battle is no longer about EVs — it's about software, AI and autonomyThe conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility.  ⸻

The balance of power among China's leading EV makers may be shifting.This week on China EVs & More, Tu Le and Lei Xing break down a remarkable set of earnings results that reveal very different trajectories for China's EV leaders.NIO appears to be emerging from one of the most challenging periods in its history, delivering consecutive profitable quarters while building momentum behind the ES9, ONVO, and Firefly brands.Meanwhile, Li Auto finds itself in an unfamiliar position. Margins are under pressure, earnings disappointed, and the company is increasingly relying on the success of its new BEV lineup to reignite growth.And then there's BYD.While competitors focus on selling cars, BYD continues expanding deeper into batteries, semiconductors, AI, and autonomous driving technology. The company recently unveiled its own advanced automotive chips, reinforcing its position as one of the most vertically integrated technology companies in the automotive industry.Tu and Lei also discuss:⚡ NIO's surprising turnaround and profitability outlook⚡ Li Auto's reset and what comes next for the L-Series and i-Series⚡ BYD's chip ambitions and technology strategy⚡ XPeng's robotaxi and robotics plans⚡ Stellantis' €60 billion strategy and deepening China partnerships⚡ Volvo's U.S. approval and what it means for Chinese technology in North America⚡ Tesla FSD vs China's rapidly evolving intelligent driving systems⚡ Why the next automotive battle is about AI, software, autonomy, and scaleThe EV race isn't slowing down. But the leaderboard may be changing faster than most people realize._____⏱️ YouTube Chapter Timestamps00:00 The Auto Industry Has Flipped02:00 Trump-Xi Summit & Global Auto Implications05:00 NIO Earnings: Is the Turnaround Real?09:00 Li Auto's Challenges & Margin Pressure13:00 XPeng's Robotaxi & Robotics Ambitions17:00 Why BYD Is Becoming a Chip Company21:00 CATL, Chips & China's Tech Arms Race25:00 Stellantis' €60 Billion China Strategy30:00 Why Europe Needs Chinese Technology34:00 Tesla FSD vs China's Intelligent Driving Systems38:00 Waymo's Momentum & Autonomous Driving Reality41:00 Volvo Approval & Future Chinese Market Access44:00 What Happens Next for Global Automakers?47:00 Final Thoughts_____#ChinaEVs #NIO #BYD #LiAuto #XPeng #Tesla #ElectricVehicles #Robotaxi #AutonomousDriving #ChinaEVsAndMore

American Clean Power’s Q1 report shows the weakest quarter since 2023, China plugs an undersea data center into offshore wind, and thermal imaging spots hidden blade damage. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now your hosts Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And three out of the four of us, everyone except Rosie, went to Houston this past week. Matthew, you were on the floor. Yolanda, you were on the floor this week. What did you think? Matthew Stead: I think there was a few sort of common themes that I picked up. One, the obvious one which keeps coming up every time is insurance and lightning, and insurance, and all those sort of things. probably the other point that I observed was really strong supply chain. they had everyone, all the people, e- even people, building boxes. And [00:01:00] so they had boxes, transportation, cranes, really strong, supply chain. also really strong on the batteries, like the CATL batteries, et cetera, et cetera, and solar. I think that seems to be getting a bit more, a bit more, mature and more obvious. obviously blades, lots of people talk to us about blades, maybe ’cause we talk about blades. But, lightning root issues, blade bolts, those sorts of things, leading edge erosion, robotic repair, et cetera, et cetera. a bit about, add-ons like PowerCurve, were fairly visible, so that was good. but there was a lot of secret meetings in rooms away from the actual event. so that was one observation. and the other observation was perhaps not so many operators that actually [00:02:00] work on a day-to-day basis. That was my subjective impression  Rosemary Barnes: Speaking of secret meetings in rooms, what were you guys doing around the time of ACP?  Matthew Stead: So the Australian American Chamber of Commerce organized a special event, with two Australian companies to launch a new product, which monitors lightning and then transmits the results using satellite communications. So it was very open, but invitation only, Rose.  Rosemary Barnes: I, actually, I- the comments, ’cause people are always, after our first go organizing wind O&M event in Australia, I would hear about it from people who didn’t, just chatting at, on, different wind farm sites. They didn’t know I was involved, and they’re like, “Oh, yeah, there’s a secret event now.” And it’s we did our very best to publicize this, the most that we could. It was not intended to be secret. So yeah, I’m just wondering if, people are gonna think the same if [00:03:00] they, they missed out on, your event. But how was it re- received? Do, we need more events in the US?  Matthew Stead: Yes, absolutely. And I, I don’t have my pin on here, but, yeah, I do have a pin from the Australian American Chamber of Commerce Texas division,  Rosemary Barnes: How was the event for you, Yolanda?  Yolanda Padron: It was good. It was good. the showroom was the, or the exhibit floor was a little bit em- more empty than I thought it would be, but it was good. It was good to, to see people, to catch up with everybody. There were some really good chats happening everywhere. and I got … I don’t know about you guys, but I saw a lot more people not from the US that wanted to come in and understand the market better than I did other years, which was nice to see. Matthew Stead: Was there any new technology on the floor this year? I thought there was a new robot company, but it was actually solar cleaning.  Yolanda Padron: I saw some rebranding from some companies, moving from former ties to [00:04:00] OEMs just m- moving into their own little companies and stuff. in a very interesting, PR move, a, an insurance company was raffling a motorcycle, which was really, funny for us to see. Allen Hall: Not very safe, is it?  Yolanda Padron: Was  Rosemary Barnes: it at least an l- an electric  Yolanda Padron: motorbike?  Allen Hall: Rosemary, you’re in America.  Yolanda Padron: I don’t know very much about bikes, but it was big and scary for me. did I put my name in there? Yes. We’ll see how that turns out, but  Rosemary Barnes: I’m always trying to win Lego sets at, events and, try to sweet talk the, the stall managers or s- stall minders into “Oh, if somebody wins and they don’t show up, could I have it?” yeah, so far unsuccessfully. Although I do have, actually you can see I’ve, I’ve got a Le- a L- Lego, in inverted commas, not Lego TM, wind turbine that we’ve just started making. So that’s a, [00:05:00] or a tower for a… that we have created. I have succeeded in getting some sort of Lego for my podcast background. Allen Hall: Are you gonna buy the Sagrada Família Lego set that just appeared?  Rosemary Barnes: I haven’t. I’m not like the hugest Lego fan. I wouldn’t call myself an, what is it? AF- AFOL, adult fan of Lego? Is that what, There’s a, there’s an acronym. I’m not one. None of us are apparently.  Allen Hall: Oh, I don’t know. I think we’ll buy that one. Allen, does it take 200 years to make? Probably. I think there’s around 10,000 pieces. that’s what I re- recall. It, there’s a lot of pieces. It’s built in sections. I watched had a little discussion about it. It is really complex, but we may purchase one and put it in the lobby of our shop because that cathedral is protected by strike tape, some of the ornamental features at the top. So we’ll, probably build one, but it’ll, it will take a year [00:06:00] Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions Let’s talk about American Clean Power’s, first quarter 2026 market report. So the American Clean Power Association’s first quarter 2026 market report shows United States developers brought 6.4 gigawatts [00:07:00] of new clean power online in Q1, but overall capacity was down 17% year over year, the weakest quarter since 2023. Onshore wind took the hardest hit with less than 500 megawatts installed, the slowest pace since about 2018. the Department of Defense delayed approximately, 165 projects totaling 30 gigawatts and $54 billion of investment. Ken Young, the CEO of Apex Clean Energy, put it plainly, quote, “This DoD thing is real. They found a button to hit, and we got punched in the face.” Unquote. Developers won a preliminary injunction in Massachusetts federal court, but the Interior Department has pledged to appeal in regards to offshore wind. Is this gonna be a permanent setback, Matthew? You think this is gonna continue on, or will this eventually get wrapped up and wind will be back on track? Matthew Stead: If I wanted cheap power, I would be building wind, [00:08:00]battery, and solar. So I think, if people want cheap power, it, will definitely come back. That’s my view.  Allen Hall: Yolanda, you see some of the development. You’re close to it in Austin, Texas. What are you seeing on the ground there? I think there’s repowering going on, but is there much in terms of new development? Yolanda Padron: There’s repowering. I think new development slowed down a little bit than this time last year, but it’s still going on, both for wind, solar, and battery, which is good. on the ground level in some of these very rural towns, this is a very important source of income for a lot of those people, regardless of political affiliation. so it’s important for some of these people to get these on their, in their land.  Allen Hall: Does American Clean Power have a plan to try to address this situation? Are there any lawsuits in place or any legal action on the docket?  Yolanda Padron: Not that I know of. I, know there was a, there was that lawsuit end of last year, for offshore.[00:09:00] but from American Clean Power itself, I don’t know of anything off the top of my head. Do you guys know?  Allen Hall: I haven’t seen much of a roadmap from American Clean Power on this particular issue on the onshore wind. I haven’t seen much e-except but for a couple of summary pieces explaining what is happening on the ground, but n-no action to push back. And maybe there’s some lobbying going on with Congress people and, senators, but you think we would hear about some of it. I haven’t heard anything, and I’m watching pretty close. it is a little confounding because it does seem like this could be broken with one court case. Maybe not. Maybe it’s more difficult than that. Yolanda Padron: I don’t know. There’s always a lot of, yeah, there’s always a lot of lobbying going on by, not just by American Clean Power, but by a lot of these larger owners, right? A lot of them have some sort of office in DC and people coming in and out and going to meetings [00:10:00] with everybody, So I don’t know. I’m also very curious to see what goes behind the scenes for that political side of things.  Allen Hall: just as a quick aside, one of the discussions I was having during the week was about AI data centers and the push for power. If gas turbines aren’t available for a couple of years and they’re gonna… the administration’s gonna push back on renewables, AI data centers are gonna have a hard time getting the power they need. I know the administration wants them to, be powered by natural gas, but that’s not possible right now. I don’t see how this ends easily. Rosemary Barnes: It seems like e- everybody’s looking into any single way that you can power a data center. There are people making serious plans to do it. There’s obviously, we’ve talked about space-based data centers before. then there was a podcast I listened to this week. Allen, you actually suggested it to me, but it’s one that comes up for me anyway, Catalyst podcast about, [00:11:00] data centers on ships. It, actually isn’t just purely about data centers on ships. It’s about, this company, and they have a ship that’s designed to fairly passively capture energy from waves of a ship out on the o- open ocean. They’ve actually designed the shape of the hull so that it is, will actually capture energy. They choose the location of their factories very carefully, put it in the ocean where there’s already enough energy, and it just, phew, off it goes, just powers itself off to the, I think it was somewhere in the South Pacific, where there’s nice big fetches of, of water and power whatever, including data centers. But I think each ship was about a megawatt or something like that, so you’ll need a lot of them. And then wasn’t there one that you were, you wanted to bring up today, Allen, an, underwater data center?  Allen Hall: The one that I think you’re talking about is Penthalassa, which has recently come out of the dark mode, and they have been working on this, in at least a couple of years from far as I can tell, [00:12:00] trying to develop data centers that… using a, system driven by not necessarily the waves. It’s not the waves, Rosemary. I think it’s more to do with the pressure, of the ocean. It’s, something to that effect, which is really interesting. but, China has, like in many things, working offshore and trying to get data centers up and running. they’ve commissioned the first undersea data center powered directly by offshore wind. The Shanghai Lingang project, built by a subsidiary of China Communications Construction, CCC, began operations off Shanghai’s eastern coast in May. Planned capacity is 24 megawatts, and the core design transmits offshore wind power directly to submerged data modules via subsea photoelectric composite cables. I’m not sure what that is, but I’ll have to dig into that deeper. And by bypassing grid routing entirely. Seawater obviously will serve as the cooling medium [00:13:00] through circulating pipes in the heat exchangers, reducing electricity consumption by about 20%. one of the local v- university professors estimates that this kind of data center model could save about 50 billion kilowatt hours annually across China’s data center fleet, equivaling, equivalent to not burning 15 million metric tons of coal per year, and that would be nice. Is there a future in offshore data centers that use the ocean to cool themselves and Plug ’em into wind turbines offshore, just get the electricity straight from the wind. Does this have growth futures,  Matthew Stead: particularly in China? I love it. I think it’s absolutely fantastic, and it just means you don’t have to send them into space, because that’s a silly idea. The other point, do you remember a couple of years ago they were going to build, hydrogen electrolyzers, offshore n- next to wind turbines? So all they do is [00:14:00] just scrap the electrolyzer and then put in the data center. It’s just perfect.  Rosemary Barnes: But that’s what this, ship one that I was, I listened to the podcast of, that’s their, thing. It’s just power for whatever. whatever, obviously it has to be something that’s capable of, operating on a ship environment. You’re not gonna be doing probably precision manufacturing or anything out there. But, apparently failure rates for, data center stuff is not… They’re not expecting it to be higher. Higher in some types of failures will be higher, and some will be lower, but, they think that overall it’s so much, so much cheaper. But yeah, they did also talk about doing, yeah, I don’t know, hydrogen. Is anybody, is anyone still talking about hydrogen anymore? I feel like we’re finally, not n- not doing that.  Allen Hall: Rosie, I think you killed it. I’ve seen more news reports about it, where they’re not proceeding and there’s been some funding challenges, and those things are happening. Like any new technology, it’s, hard. The beginning is hard.  Rosemary Barnes: But, you know that, already hyd- making [00:15:00]hydrogen the way that we make it today is something like 2% of the world’s, emissions. So it’s okay, we do need heaps of clean hydrogen for that 2%. So I’m definitely not against, some hydrogen projects happening, ’cause we’ve gotta… That’s the, same size as y- you know, nearly as much as aviation, for example. so not insignificant.  Matthew Stead: Yeah, someone actually came up to us and s- I had a bit of a discussion about that, Rosie. We’ve got a bit of information to share with you about that-  Rosemary Barnes: Oh, yeah …  Matthew Stead: that will dispute some of your claims. we’ll share that with you  Rosemary Barnes: offline. They’re not my claims. I’m merely reporting what people who are working on it say. But I, was saying to Allen, ’cause we had a big chat offline about contrails and how challenging it is to just alter an aircraft’s path to reduce them, I need to, Engineering with Rosie video on this and get an expert on and ask them all of Allen’s very informed questions. maybe I’ll get you on as a co- co-interviewer. I’m actually keen on viewer input, listener input. we’ve got a, Pardalote actually has a training course [00:16:00]coming up. I’ve been trying to organize this training so that I and my employees can learn more about blade repairs. So we have a course coming up, organizing it in collaboration with Direct Wind Services. We’ve got a great, blade repair guy who’s gonna be taking the course- It’s gonna start out with an optional day that I’ll be running about blade design, manufacturing, certification, those sorts of things. And then three days on blade repair. So we’ll go through the theory, also, hands-on stuff. So we’ll be doing grinding, we’ll be doing layups, infusions, all that sort of thing for three days in Ballarat. but the extra cool part is that I’m gonna be using this opportunity to make a video about wind turbine blade repairs, ’cause, one, I’ve been si- trying, I’ve wanted to make a video on this ever since I started my YouTube channel, six years ago. So this is the opportunity that I can take to, talk about what kinds of repairs are actually done. I think people will be really surprised to see, even in, when they’re brand new out of the factory, they still gotta do, dozens of repairs on a [00:17:00] blade before it’s ready to go out. And people will also probably be surprised at, the extent of, repair that you can do and get a blade back up to its original design intent. So I would ask, anyone listening to this that has questions about those sorts of topics, let me know, and I’ll try my best to include that in the video. ‘Cause I think it’s a topic that’s not, super well understood.  Matthew Stead: Can I come along as well?  Rosemary Barnes: Nice, nice segue into me advertising. So this is our first one. We’ve got, we’ve got a few spots. I think that they’re gonna very easily fill, but we are planning to run them periodically. So yeah, you can get in touch and, let me know. yeah. Anybody. You, Matt, I’ll send you over the, the information.  Yolanda Padron: That’s a really good idea, Rosie, ’cause I feel like a lot of people, you either have, a really robust, understanding of blades and a really good background on it, or you’re starting fresh. And when you’re starting fresh, it’s really difficult to know what exactly you’re [00:18:00] doing. Or you know in theory, not until you go into the nitty-gritty or until you watch Rosie’s videos, do you then get a better understanding of everything that’s going on.  Rosemary Barnes: Yeah. It’s, a fascinating topic. obviously that’s what I spend 90, 90%-plus of my time working on. yeah. Blade damage and blade repairs. But there’s so much, there’s so much information that would be better off if it was shared, if everybody, knew a bit more about what, what was possible, what was normal, what’s best practice. Then I think that the, O&M for blades would go a lot more smoothly. Allen Hall: We had Matt Sagala on the podcast this past week, and one of the items he was talking about, some of the basic fundamentals of repairs, the little checkpoints that need to be in place when you’re looking at a repair, and the photographs that come in a repair report and some of the details, how they get skipped. And there should be more emphasis on some of the basics, and making sure that the photos show the different layers that have been ground, where each of the plies are. [00:19:00] Something simple like that, which in a lot of good blade reports. You don’t necessarily see in all of them and Rosie, if you’re training people up and showing them what the fundamentals are, that’d be really helpful in getting that information out where you can access- where it’s accessible, like on YouTube. Rosemary Barnes: I’m always giving that, that feedback back, “Can you please at least show, an image of what it looked like before you started repairing?” Nobody ever does that, and it’s y- we have the inspection, the drone image, but, you don’t have… you had, you were right there. You had the opportunity to take the , photo from every, angle, because you wanna be able to recognize what does this damage look like the next time that we see it. What’s it gonna look like in a drone image? And, yeah, be able to… sometimes you get in there and you think that you’re just gonna be repairing a couple of layers, and it turns out to a huge, thing. like I’ve seen repair , repairs come in that, hundreds of thousands or more, to do just one repair that was totally unexpected by the person who was paying the bill.[00:20:00] the more information that you take about that repair, then the more possible it is for engineers like me to be able to, a- at least predict, okay, you’ve, you’re likely to have a big repair here, and plan for it.  Allen Hall: Trying to find someone doing blade repair correctly on YouTube is hard to find. It really is. I s- you see people with grinders and things, and yeah, they’re working hard and they’re doing a job. But someone to actually walk through from beginning to end, and made it, and explained it as they did it, would be helpful to the industry. Tremendously helpful.  Yolanda Padron: Just to make sure that your budget’s right, for the year. if you’re on the owner’s side, and then you think, “Oh, okay. Sure. this AI-based drone inspection told me that I need to tackle all of these, and I know that these are gonna cost me, I don’t know, X amount of dollars,” you can, take a, human pass through those images and make sure that, your expectations and your reality is, closer, just by [00:21:00] looking at Rosie’s videos. So that’ll be, really exciting.  Allen Hall: Rosemary, how do people join in on your blade repair fun?  Rosemary Barnes: for, first of all, get in touch if you wanna do the course, especially in Australia. we could definitely organize one. In, the US coming up, piggyback off a- another event or somewhere else. But also get in touch with me at pardaloteconsulting.com, and you can, yeah, send me a message through the contact form and let me know that you’re interested. Maybe spell pardalote,  Yolanda Padron: though, for people.  Rosemary Barnes: Pardaloteconsulting.com. P-A-R-D-A-L-O-T-E and then consulting.  Allen Hall: As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime Podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality [00:22:00] content you need. Don’t miss out. Visit peswind.com today. in this quarter’s PES Wind magazine, which you can get at peswind.com, there’s an article from Minerva Energy, ABJ Renewables, and Concept X where they have developed a product called WindView, which is an advanced inspection system using high-res optical capture with thermographic analysis for a full subsurface, inspection from rotor to tip. the system detects defects as small as three to four millimeters, which is quite small, and a- analyzes the blade structures up to about 15 centimeters, which is quite deep, so that it does seem like a pretty useful inspection tool. as we all know, just the generic, visual drone inspection can give you an idea of what’s happening on the surface, but a lot of the structural issues are deeper [00:23:00]inside the blade, so thermal inspection combined with optical inspection can give insights into some places that otherwise go unseen. And Rosemary, as a blade expert, and Yolanda too, there’s a lot that happens inside of blades, and having a- an additional tool to inspect blades and to get more understanding of what’s happening underneath the paint service could be really useful.  Rosemary Barnes: Yeah, I’m always trying to recommend th- this. I haven’t got any clients that have actually used thermal imaging, to look for damages, but especially in, areas where you suspect that there are r- some repairs that haven’t been done correctly or you’re looking for early signs of a serial defect. Y- like one of the weird things with the full service agreement, actually it’s probably true with, yeah, any kind of turbine sale, is there’s this serial defect liability period, and you’ve got to hit usually, a crazy high, stupid high number, like 20%, 30% of all your blades have to have the [00:24:00] same damage within it might be a two or three-year period, not, very long. It’s better when it’s more like 20% in five years. That’s, enough time to actually catch things. But so one of the things that you’ve got to do is like you really want to catch things early in order to be able to, y- make a claim on that. And so this is one of the tools that people would have to catch things earlier, like it’s not yet visible, with a crack on the surface that– Or even, like even small cracks on the surface will fly under the radar as well because, they won’t be flagged in the inspection reports. So if you’ve got a few of something that’s looks like it might be the same, it, and you’re still within your defect, your serial defect liability period, it’s definitely worth doing something, the, some kind of NDT, and this, is one of the good options it’s actually worth spending a whole lot of money to, to try and get that in because, like the numbers are, millions and millions of dollars, maybe tens, maybe hundreds, depending on, the extent of the problem. So yeah, it’s always good [00:25:00] to be well aware of what your deadlines are and what tools are available, and this is one of the good ones.  Allen Hall: Yolanda, you think it’ll open up access to carbon pultrusion inspections on blades without actually cracking the blade open?  Yolanda Padron: Hopefully, yeah. in, internal inspections you can only go so far, right? And Rosie, you have a lot more experience with this in action than I do. but yeah, so I, I think it’d be really interesting to see just what, what people can get done without actually happing- having to go and carving everything out, and without having to already start a s- a, a repair that maybe you don’t have the budget to do. Allen Hall: If its speed is fast enough, I- thermal imaging can be slow at times, but from what I’ve seen, the, cameras have really improved over the last couple of years. If they have this down where you could really inspect blades quickly, it would be a tremendous help to have insights into [00:26:00] depth of damage, especially with c- I think carbon pultrusions are the one that we just don’t have a lot of oversight with, and it’s very difficult to inspect. And so if you could actually see damage to the pultrusion ahead of time, that would be a, major advantage. I, can’t imagine the insurance companies wouldn’t love this system. S-  Matthew Stead: it’s interesting. Yeah, I’ve got a question. GE Vernova has a patent around some of this, technology. They’ve had it obviously for many years. But, I know one of the challenges with the GE Vernova approach was that through the day, if you’ve got ambient temperatures, it was a bit hard to pick up, the actual damage. So at least for the GE, solution, it had to be done at dusk or, when the sun wasn’t out. So I don’t know the answer to that, but is that one of the technical challenges around, when it can actually be taken? Do you need to take it when the sun’s not out?  Allen Hall: Yeah, I wonder that too I’ve– The way I’ve seen it is they try to catch it at sunrise or sunset where there’s [00:27:00] a thermal gradient on the blade. However, the thermal imaging cameras is, are, cameras are so much better than they used to be. it may be possible to just do it during the daytime. Rosemary Barnes: I think the different companies are approaching it in different ways and, I’m sure that some of them can do it, like especially under direct sunlight, then that can be actually a really good way to get some, some heating. And then g- it relies– Mostly it’s relying on the fact that different materials heat up at different rates. So as long as you’ve got some sort of change in, in temperature happening, then you should be able to see. Yeah, like obviously if there’s a big, crack or a delamination, there’s some air there that’s gonna heat up differently than the composite around it.  Allen Hall: Oh, sure. Yeah.  Rosemary Barnes: Yeah. I think also like when cracks propagate, they are actually generating some heat at that site and you, can catch that too. But, I’m, actually not on top of it enough to know how much it’s one or the other. I think it’s mostly about, when a blade heats up, air will heat up differently to, to composite and you’ll be able to see it. that’s my limited [00:28:00] understanding anyway. Something worth more of a deep dive. I’m actually looking forward to some, hopefully some clients getting over the line to, doing some more of the, taking advantage of some of the NDT tests that are, available because it can just help you do such a better job of, management and huge risk redus- reductions too.  Allen Hall: So if you haven’t seen this quarter’s PES Wind, you can download it now at peswind.com. That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. If you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. For Rosie, Yolanda, and Matthew, I am Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:29:00] podcast.

- Tata Pivots from JLR to China - New Taxes Kill Foreign PHEVs in China - Lithium-Air Batteries Could Match Gas Energy Density - Used EV Sales Surge in the U.S. - Reported U.S. May Sales Up 5% - Rivian Hits 1,000+ Fast Chargers - BMW M2 Gets AWD for the 1st Time - New Fiat Grizzly Coming in H2 of 2026

- Tata Pivots from JLR to China - New Taxes Kill Foreign PHEVs in China - Lithium-Air Batteries Could Match Gas Energy Density - Used EV Sales Surge in the U.S. - Reported U.S. May Sales Up 5% - Rivian Hits 1,000+ Fast Chargers - BMW M2 Gets AWD for the 1st Time - New Fiat Grizzly Coming in H2 of 2026

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

Shoot us a Text.Episode #1357: Honda rides hybrid momentum toward bigger market share, Ford gets an AI-fueled stock boost from repurposed EV batteries, and Target bets family-friendly upgrades will drive customer loyalty.Show Notes with links:Honda says it's aiming for more than 9% U.S. market share in 2026 and thinks 10% is within reach as hybrids continue to surge. With gas prices climbing and EV demand cooling, the company says its flexible production strategy is helping it stay ahead.Honda finished last year with 8.7% U.S. market share, hit 10% in April of this year and still expects to grow sales 4% this year to around 1.5 million vehicles.Hybrids made up nearly a third of Honda brand sales in Q1, and the company is ramping up production and marketing around Civic, Accord, CR-V, and Prelude hybrids.Despite tariff uncertainty, Honda says its North American manufacturing footprint protects it from major disruption with nearly 99% of vehicles built in-region.Honda says hybrids are now the sweet spot, expecting them to land in the “mid-to-low 30 percent range” of total sales this year as gas prices push more buyers away from pure ICE models.Ford stock is suddenly surging, not because of trucks, but because Wall Street is betting on Ford becoming an AI-era energy player. The company's new Ford Energy division plans to repurpose EV batteries into massive storage systems for data centers and utilities.Ford stock jumped 28% in two weeks after launching Ford Energy with a $2 billion investment aimed at powering AI data centers and utilities.The business will repurpose excess EV battery capacity into stationary storage systems, putting Ford into competition with Tesla and LG Energy Solutions.Investors are especially bullish on Ford's partnership with Chinese battery giant CATL, with one analyst valuing the new energy arm at up to $10 billion.Ford says it plans to deploy at least 20 gigawatt hours of battery storage annually, including a major supply agreement with energy company EDF starting in 2028.BNP Paribas analyst James Picariello summed up the shift saying: “It's hard to find another comparison on the OEM side of things with the exception of Tesla.”Target is betting that winning over busy families doesn't require flashy AI, it just requires cleaner bathrooms, smarter shopping carts, and fewer parenting headaches. The retailer says those small upgrades could create much bigger long-term customer loyalty.Target is investing $1 billion into customer experience upgrades, including 130+ store remodels focused on family-friendly improvements.New shopping carts feature larger cupholders, deeper child seats, and flat storage surfaces designed to make shopping easier for parents.The retailer says modernized bathrooms are a surprisingly important loyalty driver because “busy families” are now Target's core growth audience.Executives admitted Target lost focus in recent years and are now doubling down on creating “the most delightful experience in retail” for younger families.Gartner analyst Halle Stern said the smaller upgrades matter more than flashy tech: “The minor changes are making this huge difference.”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/

Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning.  Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate, the data and research platform mapping the climate-tech economy, and author of some of the sector's most influential newsletters, including CTVC and the newer Powerstack. Sightline has become essential reading for investors, utilities, corporates, and policymakers trying to understand where capital is flowing and how the energy system is evolving.  Together, they explore how Climate Tech has transformed over the past decade. Decarbonisation alone is no longer the central narrative. Today, AI, energy security, and industrial resilience dominate the conversation — often pushing sustainability itself into the background.  The discussion traces how funding has shifted from venture capital toward infrastructure and large-scale project finance. The spotlight has also moved away from “green molecules” — hydrogen, SAF, and carbon management — toward “green electrons”: virtual power plants, grid-enhancing technologies, and the race to accelerate datacentre construction.  They also examine the contrasting innovation models shaping global competition. In China, much of the breakthrough innovation happens inside corporations themselves, with companies like BYD employing more than 110,000 R&D staff, and CATL relying on a 20,000-engineer workforce. The United States, meanwhile, benefits from unparalleled access to capital and world-class universities and research centres. Europe sits somewhere in between, attempting to combine industrial policy with scientific excellence.  Finally, the conversation turns to one of Sightline's newest areas of focus: tracking data-center construction. The company currently follows 140 sites representing roughly 16 GW of announced capacity. Yet only about 6 GW are actually under construction — a reality check that has sent a chill through Wall Street.And Laurent goes on a rant of epic proportion against certain Hyperscalers!!!Useful links:Sightline website: https://www.sightlineclimate.com/Capital Stack and New Funds report: https://www.sightlineclimate.com/request-report?report-id=Dry-Powder-and-New-Funds-2026 ·        Data Center Q1 outlook report: https://www.sightlineclimate.com/request-report?report-id=data-center-outlook-q126 ·        2025 climate tech investment trends report: https://www.sightlineclimate.com/request-report?report-id=2025_investment_report ·        Article on our tour of China's electrostate: https://www.sightlineclimate.com/research/a-tour-of-chinas-electrostate ·        If people want to stay updated on our latest, they can subscribe to our CTVC climate tech newsletter here or our Powerstack power and data center markets newsletter here  

It's EV News Briefly for Thursday 14 May 2026, 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/EVNewsDailyGLOBAL EV SALES HIT 1.6 MILLION IN APRILGlobal EV sales reached 1.6 million units in April 2026 and 5.6 million year to date, with April up 6% year over year but down 9% from an unusually strong March. Europe led growth with 400,000 sales, up 27% year over year, driven by rising petrol prices and strong gains in Germany, France and Italy, while Chinese-built EVs grew their European market share from 19% in 2025 to 22% in 2026.ELECTRIC GOLF SLIPS TO DECADE'S ENDVolkswagen has pushed the electric Golf back to the end of the decade, later than the previously expected 2028 launch, due to delays with the SSP platform that will underpin it. SSP-based vehicles will now begin with Audi and Porsche from 2028, with Volkswagen following later, as the brand needs greater scale to achieve margin parity on the platform.HOUSE BILL SEEKS PERMANENT BAN ON CHINESE CARSA bipartisan group of Michigan lawmakers has introduced the Connected Vehicle Security Act, which would permanently ban Chinese-developed connected vehicles from US roads. The bill would codify and expand a Biden-era executive order, barring passenger vehicles from China, Russia, North Korea and Iran if they contain software or connectivity systems developed in those countries.JAGUAR NAMES FIRST EV TYPE 01Jaguar has confirmed its first all-electric production car will be called the Type 01, with the "0" representing zero tailpipe emissions and the "1" marking it as the first model of a new era. The full production reveal is planned for September 2026, with customer deliveries expected to begin in early 2027.FORD STARTS STATIONARY BATTERY BUSINESSFord has launched Ford Energy, a wholly owned subsidiary, to compete in the stationary battery storage market, with its first product being the DC Block — a modular LFP battery container offering 5.45 MWh of storage and a 20-year service life. Built at a repurposed factory in Glendale, Kentucky, the DC Block will be sold in two- and four-hour discharge versions, with first customer deliveries due in early 2027 and planned annual output of 20 GWh.APTERA BUILDS FIVE VALIDATION VEHICLESAptera Motors has completed five validation vehicles on a newly established 14-station low-volume assembly line at its Carlsbad, California facility, marking a significant step towards production readiness. The vehicles will now enter a comprehensive testing programme covering road performance, durability, safety, software integration and solar energy generation efficiency.FILOSA: CHINESE OEMS FACE US DELAYStellantis CEO Antonio Filosa said Chinese OEMs will not enter the US market for at least a few years, citing the current tariff and regulatory climate. He left the door open to future partnerships, suggesting Chinese technology could still find common ground with US operations, even if direct car sales remain off the table in the near term.ANDROID AUTO STRETCHES TO FIT ANY SCREENGoogle is giving Android Auto its first major display overhaul in 11 years, with a new version that adapts to fill any car screen shape and eliminates the black borders previously seen on round, trapezoidal and other non-standard displays. The update also introduces pinnable widgets that stay over the active map, alongside a redesigned Google Maps with 3D Immersive Navigation showing buildings, lane markings, traffic lights and stop signs.CATL ADDS 5 GWH MODULE LINE IN DEBRECENCATL has opened a new 5 GWh battery module assembly line at its gigafactory in Debrecen, Hungary, fed by cells from other CATL plants while the on-site cell factory awaits final regulatory permits. The added capacity could cover approximately 50,000 EVs with 100 kWh packs or 125,000 EVs with 40 kWh packs per year.JEEP AVENGER ELECTRIC JOINS UK GRANT SCHEMEThe fully electric Jeep Avenger now qualifies for the UK government's Electric Car Grant, reducing prices by £1,500 across the range and bringing the entry-level Longitude to £28,499. The car offers a WLTP range of 248 miles, 100 kW DC fast charging capable of 20–80% in under 30 minutes, and an 11 kW onboard AC charger.TESLA ADDS REMOTE METER FOR HOME CHARGINGTesla has launched a Remote Meter accessory in Canada and the US, priced at CA$285 and US$210 respectively, for homes whose electrical panels lack capacity for a full-power Wall Connector installation. The device enables Dynamic Power Management by continuously monitoring panel capacity and automatically adjusting charging output in real time to prevent overloading.PREMIER TAKES JCB ELECTRIC FLEET PAST 100Leicestershire-based Premier Plant & Tool Hire has grown its JCB electric machine fleet to more than 100 units, positioning itself as a leader in zero-emission construction equipment rental in the UK. The expansion is driven by rising demand from urban job sites where tightening regulations make diesel-powered equipment increasingly difficult or impossible to use.

Recorded live at the 2026 Beijing Auto Show, Elliot Richards sits down with Dr. Zhu Lingbo "LB", CTO of CATL's International Business Unit, for a conversation about the battery technologies that are reshaping the automotive industry. From 3-minute charging and 1,500 km batteries to the reality of solid-state development, this episode delves into the breakthroughs, bottlenecks, and global power struggle defining the future of EVs.    LB Zhu explains how CATL's latest Qilin and Shenxing battery platforms are pushing energy density, charging speed, and weight reduction further than ever before, and why the company believes lighter batteries may matter just as much as bigger ones.   In this episode:  CATL's 3 min 44 sec charging breakthrough  350 Wh/kg "Condensed State" batteries  Why EV weight is becoming a major battleground  The real timeline for solid-state batteries  CATL's expansion into Germany and Europe  The future of battery recycling and circular supply chains  China vs Europe in the global battery race   0:00 CATL's Vision for the Future of EVs  2:18 Qilin vs Shenxing: CATL's New Battery Breakthroughs  5:41 3-Minute Charging: How Fast Can EVs Really Get?  8:02 Sodium-Ion Batteries & the Next Chemistry Shift  10:27 Why EV Weight Is the Industry's Next Big Battle  14:20 Why 500 Wh/kg Batteries Aren't Ready for Cars  16:15 The Truth About Solid-State Batteries  19:06 Europe's EV Slowdown & Global Electrification Trends  23:18 Inside CATL's Expansion Into Germany  27:25 Battery Recycling & the Circular Economy Future  31:48 What EVs Will Look Like in 2036   Why not come and join us at our next Everything Electric expo: www.everythingelectric.show    Check out our sister channel: https://www.youtube.com/c/EverythingElectricShow   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 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026  #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #CATL #EVBattery #ElectricVehicles #SolidStateBattery #FastCharging #EVTechnology #BatteryTechnology #ElectricCars #Shenxing #QilinBattery #EverythingElectric #EVNews #ChinaEV #BatteryInnovation #FutureOfTransport #Electrification #SodiumIon #BatteryRecycling #EnergyStorage #BeijingAutoShow

EVents season kicks off in earnest, with the biggest car show ever held on planet earth. Where else, but in Beijing? But is its scale covering some cracks in the car market more generally and China specifically, Dan Caesar & Elliot Richards think it might be. From inside the cockpit of a CATL battery powered vertical take off and landing craft they predict take off for some, crash landings for others. Want to see and test drive an array of battery EVs, but can't make it to the major autoshows overseas? Then come join us at our next Everything Electric expo: https://everythingelectric.show THIS WEEK! - EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Check out our sister channel Everything Electric TECH: https://www.youtube.com/@EverythingElectricShow 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 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk

A.M. Edition for April 22. Florida has launched a criminal investigation into OpenAI over ChatGPT's role in a mass shooting that killed two people at Florida State University. Plus, future Iran peace talks may be in doubt, but nobody told investors. Ben Kumar from investment manager 7IM explains the trader enthusiasm fueling yet-more market records. And imagine charging your EV in six and a half minutes. Battery-maker CATL says that'll soon be a reality. Luke Vargas hosts. Explore our series on the financial realities of divorce.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices