Podcasts about catl

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

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

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.  ⸻

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.

Can China’s semiconductor champions, battery makers and AI infrastructure firms outshine the internet giants that defined the last decade? Hosted by Michelle Martin with guest Hazelle Soon, co-founder and Chief Trainer of The Joyful Investors. China’s technology story is evolving far beyond familiar names like Alibaba and Tencent. We explore the rise of "hard tech" leaders including SMIC and CATL, and how they differ from platform giants such as Meituan, JD.com and Xiaomi. What can the CSI STAR & ChiNext 50 Index and Hang Seng TECH Index tell us about the future of Chinese innovation? We examine the intensifying AI race between China and the US, Nvidia’s renewed access to China, and where each country holds key advantages. Plus, how investors can use ETFs and portfolio allocation strategies to gain exposure to one of the world's most dynamic technology ecosystems.See omnystudio.com/listener for privacy information.

- 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

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una sesión marcada por el comercio internacional, los resultados empresariales y las dudas sobre algunos segmentos del mercado financiero. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, examina el impacto que puede tener la reconstrucción del muro arancelario impulsado por Donald Trump sobre el crecimiento global, las cadenas de suministro y los beneficios empresariales. Otro de los focos de atención está en el crédito privado, después de que Partners Group sufriera una fuerte corrección bursátil, reabriendo el debate sobre las valoraciones y los riesgos de un sector que ha captado importantes flujos de inversión en los últimos años. En el ámbito corporativo, Inditex presenta unos resultados que reflejan un crecimiento sólido del beneficio y mantiene una atractiva política de remuneración al accionista con una propuesta de dividendo de 1,75 euros por acción. La inteligencia artificial vuelve a protagonizar la actualidad empresarial con los planes de financiación de DeepSeek, que prepara una ronda multimillonaria con el respaldo de gigantes industriales y tecnológicos como Tencent y CATL. Además, se analiza la fuerte caída bursátil de Akzo Nobel tras conocerse la retirada de potenciales compradores interesados en una operación corporativa sobre la compañía. Terminamos la hora con consultorio de bolsa junto a Miguel Méndez, analista independiente, respondiendo a las consultas de los oyentes sobre valores, tendencias de mercado y estrategias de inversión.

- 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/

Mon, 25 May 2026 16:51:00 +0200https://mario-lochner-weil-dein-geld-mehr-kann.blogs.audiorella.com/409-new-episode7a9bfd91-dfb0-4f45-9cc9-cec6700343a3Teste Shopify kostenlos und bring' dein Geschäft auf das nächste Level – auf https://www.shopify.com/de/marioGemacht für Deutschland, powered by Shopify --> https://www.shopify.com/de/mario

Wer steckt hinter den Batterien, die Elektroautos antreiben, Solarstrom speichern und die Energiewende erst möglich machen? In dieser Folge tauchen wir tief ein in die Geschichte und Technologie von CATL – dem chinesischen Unternehmen, das mit 39 % Weltmarktanteil die Batteriebranche dominiert.

Send us a voicemail to mark Let Me Sum Up's upcoming 100th Episode! Your friendly neighbourhood climate and energy podcast of record is about to clock up its 100th episode! Global VP for Marketing and Extortion kindly requests Summeruppers to send us a voicemail with your questions for LMSU's intrepid hosts or favourite anecdotes from listening to the pod. All contributions welcome! — In Episode XII of Global Energy Crisis Corner the current fuel crisis might have slipped off the radar of everyday Australians because, well, it's all been Very Much Under Control And Nothing To See Here Except Higher Than Pre-Crisis Domestic Fuel Reserves. That doesn't stop your tired, but resilient-in-our-nerdery intrepid hosts from another serving of what-is-actually-going-on-out-there chat! The latest IEA Oil Market Report makes it clear things are still VERY BAD but the impacts have been softened by countries drawing down on their domestic reserves - particularly China. But how much longer can this last? And how is this being experienced outside rich countries like Australia that can afford to pay extra to bolster imports? This article in the Economist does a good job outlining the impacts across Asia. Buckle up for Episode XIII folks. Our main course Your intrepid hosts dive out of the fire and into the frying pan to dissect ‘Power Flexible AI Factories: A UK-First Demonsration of Grid-Responsive AI Infrastructure', a paper from Chris Williams et al and supported by Emerald AI, Electric Power Research Institute, the UK's National Grid and Nebius. So what does BIG AI think the solution is to managing the growth of power-hungry data centres across the globe?  Unsurprisingly this paper is optimistic on the potential for data centres to operate in practice as a form of demand response, to smooth peak demand around significant events (tea kettle breaks for UEFA matches, anyone?) and reduce power consumption by up to 40%. The trial documented in the paper provides some real cause for optimism and throws out some suggestions for reform, but bigger trials and key questions - like who pays for the flex? And how about that water consumption? - still need grappling with.  One more things Tennant's One More Thing is: a techno-optimist double delight! CATL deal for 60 GWh sodium-ion batteries for grid storage shows sodium is here and lithium constraints aren't going to be a problem AND Fervo IPO - geothermal startup raises US$1.89b and market values it at $10b+ - they will have the money to get their first 500MW plant up and running this year (Cape Station, Utah). Frankie's One More Thing is: a sneaky peak into LMSU's post Budget analysis to alert folks to a tantalising reference to the Government's work on a ‘market measure' to drive demand for new Australian LCLF production (page 12 of BP1 to be precise). Watch this space! Luke's One More Thing is: some electrification optimism percolating around the country - from the $40m funding in the Budget to help electrify Australia Post's operations to Incat in Tasmania taking their ferries all electric! LMSU also heartily commends to Summerupperers the book ‘Power, Prosperity and Planet: Climate and Energy Policy For All' from friend of the pod, Thom Woodroofe! And that's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head to letmesumup.net to support us on Patreon, procure merch, find back episodes, and leave us a voicemail!

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  

La industria del automóvil ha experimentado una gran transformación en los últimos años. En lo que durante más de un siglo fue coto cerrado de europeos, estadounidenses, japoneses y coreanos hoy los fabricantes chinos llevan la delantera. En 2023 China superó a Japón como mayor exportador mundial de vehículos y en 2025 envió fuera más de ocho millones de automóviles a casi todos los mercados del mundo. Las marcas chinas suman ya casi un 9% de las matriculaciones europeas, cuando hace sólo cinco o seis años era difícil encontrarse con un turismo chino por la calle. Semejante salto se explica por una apuesta estratégica que hizo el gobierno chino hace 15 años. Decidieron que, en lugar de competir en el campo del motor de combustión interna, un campo en el que Occidente llevaba un siglo de ventaja, se decantaron por concentrarse en la electrificación. Desde entonces han volcado en el sector más de 200.000 millones de dólares en subvenciones, exenciones fiscales y todo tipo ayudas. A eso se sumó el control de la industria de las batería. Adquirieron minas compradas en medio mundo y levantaron sus propias plantas procesadoras. Hoy el 75% de las baterías salen de plantas chinas. Empresas como CATL o BYD son proveedores incluso de sus competidores occidentales. La ventaja china se apoya en cuatro pilares. El primero las baterías, las producen a menor coste y están mucho más avanzados en su desarrollo. El segundo el software, concebido desde cero para vehículos eléctricos. El tercero la velocidad de desarrollo de nuevos modelos. El cuarto el precio, un utilitario eléctrico chino se vende a un precio sensiblemente más bajo que su equivalente europeo. Ni los aranceles europeos aprobados en 2024 son capaces de neutralizar esa diferencia. Los fabricantes chinos están conquistando también el segmento premium, que es el más valioso e interesante para los fabricantes. Los compradores chinos de alto poder adquisitivo se inclinan cada vez más hacia sus propias marcas. En Europa están empezando a competir en el terreno de empresas alemanas especializadas en vehículos de gama alta como BMW o Mercedes. Esa competencia se la están trayendo también en la fabricación ya que son varios los proyectos de apertura de plantas de ensamblaje en territorio europeo. Los occidentales han pasado de desdeñar a los chinos a imitarles. Fabricantes con muchísima historia a sus espaldas como Volkswagen, Mercedes, Toyota, Renault, Ford o General Motors están abriendo centros de investigación en China o han cerrado alianzas con empresas chinas Xpeng, Geely, Huawei y SAIC. Pero estas alianzas podrían ser una trampa. Ceder la fabricación de la batería y el diseño de software a un competidor convierte a la marca occidental en un mero integrador de componentes ajenos. Lo que muchos han dado en llamar invasión china no parece que sea una moda. Es el resultado final de dos décadas en las que en China han planificado mientras Occidente miraba hacia otro lado y fingía que eso nunca iba a suceder. La pregunta es si los fabricantes históricos de Europa, Japón y EEUU sobrevivirán.

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

HOW TO HIRE IN THE PEOPLE'S REPUBLIC OF CHINA IN 2026   The post-pandemic recovery, shifting regulatory landscape, and explosive growth of domestic tech giants and surprising resilience of export economy in face of Trump Tariff War, have completely rewired how Chinese professionals evaluate opportunities.   What attracted top talent five years ago - multinational brand prestige, expat packages, hierarchical titles—now falls flat against the priorities of a new generation.   Meanwhile, local competitors are mastering AI-driven recruitment, offering unprecedented flexibility, and tapping into talent pools Western companies barely know exist. This webinar cuts through the noise to reveal what's actually working in China right now. If you're serious about building teams in the world's most complex talent market, this is your competitive intelligence briefing.   10 Critical Shifts Reshaping Hiring in China   • The Rise of "Quiet Loyalty" vs. "Lying Flat" • Domestic Giant Competition – How BYD, ByteDance, CATL, and Huawei are rewriting compensation, perks, and career development benchmarks—setting expectations that foreign employers now struggle to match • AI-Native Recruitment Platforms – Why LinkedIn's China exit created a fragmented ecosystem of super-apps (WeChat, Maimai, Boss Zhipin, Xiaohongshu) and how AI-powered matching algorithms on these platforms now determine candidate visibility • The Regulatory Tightrope – Navigating 2026's evolving data privacy laws, cross-border data transfer restrictions, and employment contract requirements that can derail hires before day one • Localiaation Beyond Translation – Why "glocal" strategies fail in China and how winning employers build autonomous, culturally-embedded talent teams rather than exporting Western HR playbooks • The Returnee Talent Wave – Tapping into the growing pool of overseas-educated Chinese professionals returning home - what they expect, what they're leaving behind, and why they choose local over multinational • Flexible Work Realities – Confronting the gap between China's 996 legacy and younger workers' demands for work-life balance, remote options, and mental health support—without sacrificing productivity expectations • Skills-First Hiring in Practice – Moving beyond degree pedigree and brand-name resumes to competency-based assessments, as China's education inflation makes traditional credentials increasingly unreliable signals • Employer Branding on Chinese Social – Mastering Xiaohongshu (Little Red Book), Douyin, and Zhihu for talent attraction—platforms where candidates research your reputation through employee-generated content, not corporate career pages • Succession-Proofing Your China Leadership – Addressing the critical shortage of ready-now local leaders and why 2026's winners are accelerating executive development programs rather than importing expat talent     All this and more as we tackle what it's like to hire on of the main drivers of the global economy.   We're on Tuesday May 5th, 10am BST / 5pm CST. Save your seat (click on the green button) to register and follow the channel here (recommended) to be notified whenever we go live with a new show.   Live session includes extended Q&A on your specific China hiring challenges. Recording available exclusively to registrants.

- Sales Below Expectations, Not Likely to Improve - Kia Slashes EV6 Pricing - Geely Buying Part of Ford's Spain Plant - GM Works to Fill Skilled Trades Shortage - VW Sets Fastest Front-Drive Car Record - Turkish Startup Partners with CATL - Lexus Gets 1st 3-Row EV - BMW iX3 Starts at $63K - Mercedes Reveals Pricing for New C-Class EV

- Sales Below Expectations, Not Likely to Improve - Kia Slashes EV6 Pricing - Geely Buying Part of Ford's Spain Plant - GM Works to Fill Skilled Trades Shortage - VW Sets Fastest Front-Drive Car Record - Turkish Startup Partners with CATL - Lexus Gets 1st 3-Row EV - BMW iX3 Starts at $63K - Mercedes Reveals Pricing for New C-Class EV

In this special on-the-road episode of China EVs & More, Tu Le and Lei Xing drive a Li Auto i6 from Beijing to Shanghai using Li Auto's latest hands-free VLA intelligent driving system — experiencing firsthand how quickly China's EV ecosystem is evolving.  The trip comes immediately after the massive Beijing Auto Show, where over 1,400 vehicles, 180+ debuts, and dozens of new brands highlighted how intense and competitive China's EV market has become.Tu and Lei break down:Li Auto's new VLA Driver Model and real-world NOA performanceXPeng's latest VLA 2.0 rollout and robotaxi ambitionsBYD and CATL's escalating battery and charging warWhy large Chinese SUVs are now targeting North America's most profitable segmentsThe rise of Huawei-backed brands and the growing influence of Chinese tech suppliersHow global automakers are increasingly relying on Chinese software, batteries, and ADAS systems to stay competitiveThe episode also captures the realities of driving EVs in China today — ultra-fast charging, crowded charging stations, nonstop product launches, and a level of EV infrastructure that still feels years ahead of most global markets.From autonomous driving and battery breakthroughs to the growing divide between China and the West, this episode offers a rare, firsthand look into the future of mobility — from inside the driver's seat.___

A global climate meeting in Colombia brings together mostly Global South nations, Europe, and Canada to talk seriously about ending fossil fuels—without binding agreements, but with real momentum. France goes further than anyone else, announcing a full phase-out by 2050. Support The Clean Energy Show on Patreon! CATL signs a massive 60 GWh deal and says sodium-ion batteries are ready for prime time—cheaper, longer-lasting, and ideal for grid-scale use. Hospitals are a bigger climate problem than you think. One Australian doctor is tackling single-use waste and high-emission anesthetic gases like nitrous oxide, which can be hundreds of times more potent than CO₂. https://www.bloomberg.com/news/articles/2025-09-04/the-doctor-fighting-medicine-s-addiction-to-plastic-waste "Guerrilla solar" is booming in the Philippines as frustrated customers bypass slow permitting to install rooftop systems—raising both safety concerns and questions about red tape. Listener Mail: EV charging from street lamps is coming to Washington, DC. Lightning Round highlights: • BYD sales shift globally • Alberta adds a solar panel tax • EVs saving Canadian households hundreds per month • Wind + solar beating nuclear on cost https://www.theenergymix.com/renewables-mix-beats-nuclear-on-price-in-future-energy-systems/ • UK solar installs surge • Texas hits nearly 2/3 solar power at peak 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.

Elbilsförsäljningen tar fart när oljepriset pressas upp av kriget i Iran, hur ska man tänka om man köper elbil idag? Vi tar tempen på Tesla-strejken och undrar om senaste turerna är på väg att bli de sista? Dessutom kollar vi läget för svenska elbåtar inför sommaren då det är vind i seglen för Candela. Och så frågar vi oss om laddkisspausen är hotad när BYD och CATL tävlar om vem som kan ladda snabbast. Hosted on Acast. See acast.com/privacy for more information.

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

Elon Musk attaque Sam Altman et OpenAI dans un procès explosif sur la gouvernance de l'IA • OpenAI et Microsoft redéfinissent leur alliance stratégique • Google renoue avec le Pentagone et relance le débat sur la tech militaire • La France débloque 200 millions d'euros contre les fuites massives de données • Une batterie automobile chinoise se recharge en moins de 4 minutes • En Chine, l'IA s'installe au cœur de la production audiovisuelle • Tech et défense : Tariq Krim décrypte le manifeste de Palantir.⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web [PARTENARIAT]===============Sommaire détaillé :===============Musk contre Altman : le procès de l'IA (02:37)Le procès qui oppose Elon Musk à Sam Altman s'est ouvert en Californie. Le fondateur de OpenAI accuse l'entreprise d'avoir trahi sa mission initiale en devenant lucrative avec le soutien de Microsoft. Au-delà d'un affrontement d'egos, l'affaire pose une question clé : l'IA peut-elle rester d'intérêt général sous la pression des marchés et d'une future introduction en Bourse ?OpenAI–Microsoft : la fin de l'exclusivité (05:34)Les deux partenaires historiques revoient leur accord stratégique. Microsoft perd l'exclusivité commerciale sur les modèles d'OpenAI, qui pourront désormais être distribués via d'autres clouds. Une évolution majeure qui redessine l'équilibre des forces dans l'IA mondiale et marque une nouvelle étape d'émancipation mutuelle.Google et le Pentagone : le retour du militaire (07:02)Selon Reuters et The Information, Google aurait signé un accord classifié avec le Pentagone pour l'usage de ses modèles d'IA à des fins gouvernementales et militaires. Un virage symbolique pour le géant américain, après les controverses du projet Maven en 2018. Le débat sur la collaboration entre la Silicon Valley et la défense américaine revient au premier plan.200 millions d'euros contre les fuites de données (08:57)Face à la multiplication des cyberattaques, le gouvernement français débloque 200 millions d'euros pour moderniser les systèmes publics et préparer l'adoption de la cryptographie post-quantique. Une réponse à des vols massifs de données, dont celui de l'ANTS, qui ont exposé des millions d'informations personnelles sur le darknet.Batterie automobile record : 3 minutes 44 pour recharger (11:04)Le chinois CATL annonce une batterie capable de passer de 10 à 80 % de charge en 3 minutes 44. Une prouesse technologique rendue possible par la technologie LFP et un système thermique optimisé, mais qui pose la question des infrastructures capables de délivrer une telle puissance.Un agent IA détruit une entreprise en 9 secondes (14:04)Dans le débrief transatlantique avec Bruno Guglielminetti, éditeur du podcast Mon Carnet, retour sur l'incident spectaculaire de l'entreprise américaine Pocket OS, dont la base de données a été effacée par un agent IA mal encadré. Une illustration concrète des risques liés au déploiement d'agents autonomes sans garde-fous de cybersécurité.La Chine, laboratoire du cinéma généré par IA (30:43)Shanhui Zhang, présentatrice à China Global Television Network, explique comment des plateformes comme iQIYI et Tencent Video expérimentent des acteurs virtuels et des productions partiellement générées par IA. Baisse des coûts, nouveaux métiers, transformation des formations : l'IA redessine en profondeur l'économie audiovisuelle chinoise.Tech et défense : décryptage du manifeste de Palantir (39:21)L'entrepreneur Tariq Krim, fondateur de Cybernetica, analyse le manifeste publié par le patron de Palantir Technologies. Derrière l'appel à mettre la tech au service de la défense occidentale, il voit avant tout une stratégie industrielle et commerciale, inscrite dans l'histoire longue des relations entre Silicon Valley et armée américaine.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! En este episodio de La Ola Eléctrica nos adentramos en uno de los temas más importantes, y a la vez menos comprendidos, del coche eléctrico: las baterías. Durante décadas, el motor fue el corazón del automóvil. Pero en la era eléctrica, el centro de poder se ha desplazado bajo el suelo del vehículo. La batería decide la autonomía, el precio, la carga rápida, la vida útil, la seguridad, el peso y hasta la estrategia industrial de países enteros. Hablamos de cómo funciona una batería de coche eléctrico, qué elementos la componen, qué papel tienen el ánodo, el cátodo, el electrolito, el separador y el BMS, y por qué no todas las baterías son iguales. Analizamos las principales tecnologías actuales: LFP, NCM, NCA, LMFP, baterías de sodio y las prometedoras baterías de estado sólido. También explicamos por qué China ha tomado tanta ventaja con gigantes como CATL y BYD, por qué Europa ha reaccionado tarde, qué papel juegan materiales como el litio, el níquel, el cobalto, el grafito o el sodio, y por qué el reciclaje será clave en la próxima década. Un episodio para entender que la batería no es solo un componente más del coche eléctrico: es el nuevo motor, el nuevo campo de batalla industrial y una de las claves que decidirán qué marcas y qué países liderarán la movilidad del futuro.Escucha este episodio completo y accede a todo el contenido exclusivo de Somos Eléctricos. Descubre antes que nadie los nuevos episodios, y participa en la comunidad exclusiva de oyentes en https://go.ivoox.com/sq/627406

On today's totally true episode of Quick Charge, Fred returns from the Beijing Auto Show with a fresh look at the future of the car business, and a test drive in a 2nd generation Xiaomi SU7 does nothing to convince him that China hasn't just set the bar even higher. We've also got news about the latest from VW's Chinese AUDI and JETTA brands, a passing glance at a big Buick concept with no windshield, and news about BYD's latest new flagship sedan that promises to bring the superfast charging fight to CATL. Source Links I went to the Beijing Auto Show and it's a glimpse at the future of the auto industry CATL says sodium batteries are mainstream-ready, signs massive 60 GWh deal Xpeng VLA 2.0 test drive: Tesla is not alone with ‘Full Self-Driving' anymore BYD Seal 08 debuts with Blade Battery 2.0: 1,000 km range, 5-min charging, 684 hp CATL says sodium batteries are mainstream-ready, signs massive 60 GWh deal This US city is putting solar + batteries on 150 homes to cut bills Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Mardi 28 avril, François Sorel a reçu Christophe Aulnette, senior advisor chez Seven2 et ancien président de Microsoft France et Asie du Sud, Salime Nassur, fondateur de Maars, et Jérôme Colombain, journaliste et créateur du podcast "Monde Numérique". Ils se sont penchés sur la chute de 55 % du bénéfice de BYD en un an, la performance record de la nouvelle batterie CATL, et le projet de Taylor Swift de faire de sa voix une marque déposée face aux dérives de l'IA, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

① China blocks foreign acquisition of Manus project. What signal does this send? (00:46) ② Putin voices support for Iran — impact on U.S.–Iran talks?(11:35) ③ Merz criticizes U.S. strategy in Iran conflict. Where is transatlantic relations heading? (24:00) ④ CATL unveils six-minute EV battery charging. What does this mean for EV industry transformation? (34:20) ⑤ China adds 38 new university majors. What does this reveal about future talent priorities? (43:45)

For years, auto shows have been primarily about new models.多年来，车展的核心一直是全新车型。At Auto China 2026 in Beijing, it is increasingly about new systems — from AI-driven driving to centralized computing architectures.而在北京 2026 中国国际汽车展览会上，焦点正逐步转向全新系统，涵盖人工智能驾驶、集中式计算架构等多个领域。This year's show, the largest of its kind, has drawn more than 2,000 companies from 21 countries and regions, with 1,451 vehicles on display.本届车展为全球规模最大的汽车展会，吸引了 21 个国家和地区的 2000 余家企业参展，展出车辆 1451 台。It includes a total of 181 global debuts and 71 concept cars, hitting a new high.展会共迎来 181 款全球首发车型与 71 台概念车，数量创下历史新高。More than 60 percent of global premieres at the show come from Chinese brands, while the number of concept vehicles has reached a record level.本届车展超六成全球首发车型来自中国品牌，概念车展出数量也创下历史纪录。Behind the numbers, however, a deeper transformation is underway, one defined by artificial intelligence, software architecture and system-level innovation.但在亮眼数据背后，一场以人工智能、软件架构、系统级创新为核心的深度行业变革正在悄然推进。Chinese automakers, long known for their expansive product lineups, are now using the show floor to highlight technology stacks as much as vehicles.中国车企素来以丰富的产品矩阵著称，如今在车展舞台上，其展示重心已兼顾整车产品与全栈核心技术。Large standalone halls occupied by domestic brands — including BYD, Chery and Geely — reflect not only product breadth but also accumulated capabilities in electrification and intelligent systems.比亚迪、奇瑞、吉利等中国品牌坐拥独立大型展馆，既彰显了产品覆盖面，也体现出在电动化、智能化领域长期积累的技术实力。As performance gaps in batteries, motors and electronic control systems narrow, competition is moving toward shaping technological identity and capturing user mindshare, said analysts.分析人士表示，随着电池、电机、电控系统的性能差距不断缩小，汽车行业的竞争正转向打造专属技术标签、抢占用户心智。Artificial intelligence has become the focal point of this shift.人工智能已然成为这场行业变革的核心焦点。Geely is highlighting its full-domain AI 2.0 system, while SAIC's Roewe brand is showcasing AI-based in-car applications developed with Volcano Engine.吉利重点展出全域人工智能 2.0 系统，上汽荣威则亮相与火山引擎联合研发的车载智能应用。Huawei's automotive business also made its first appearance as an independent brand cluster, presenting multiple new models alongside its Harmony-based intelligent cockpit ecosystem.华为汽车业务首次以独立品牌矩阵形式参展，多款全新车型同台亮相，同步展示基于鸿蒙系统打造的智能座舱生态。Across the exhibition, intelligent driving, smart cockpits and large language model integration are no longer isolated features, but part of unified system architectures.整场展会中，智能驾驶、智能座舱、大模型融合技术不再是孤立配置，而是融入一体化系统架构的核心组成部分。One of the most explicit articulations of this transition came from XPeng CEO He Xiaopeng, who outlined the company's strategy centered on "physical AI".小鹏汽车董事长何小鹏清晰阐释了行业转型趋势，并介绍了企业以「物理人工智能」为核心的发展战略。XPeng's latest model, he said, is the first Chinese vehicle designed with full hardware redundancy to meet robotaxi standards and has already obtained road testing permits in Guangzhou, Guangdong province.他表示，小鹏全新车型为国内首款搭载全冗余硬件、符合自动驾驶出租车标准的量产车型，目前已在广东广州获得道路测试资质。The company is currently conducting regular Level 4 pilot operations and plans to begin passenger-carrying tests with safety drivers later this year, targeting fully driverless operation by early 2027.企业现阶段已常态化开展 L4 级自动驾驶试点运营，计划今年年内启动带安全员的载人测试，力争 2027 年初实现完全无人驾驶落地。He also extended the concept of physical AI beyond vehicles.何小鹏还将物理人工智能的应用范畴拓展至汽车之外。XPeng is developing humanoid robots following a "commercial-first" path, with initial deployment in retail environments.小鹏正以商业化优先为导向研发人形机器人，首批落地场景聚焦零售行业。The company aims to sell more than 10,000 units by 2027.企业目标在 2027 年前实现人形机器人销量破万台。Underlying these initiatives is a broader industry view: hardware iteration is slowing, while software, particularly AI-driven capabilities, is becoming the primary driver of differentiation.一系列创新举措的背后，是行业共识：硬件迭代速度放缓，软件能力尤其是人工智能技术，正成为车企核心差异化竞争力。The integration of AI is also reshaping the underlying computing architecture of vehicles.人工智能的深度融合，也在重构汽车底层计算架构。At a technology event two days ahead of the show, Horizon Robotics introduced its Starry chip, built on a 5-nanometer automotive-grade process.车展开幕前两天，地平线在技术发布会上推出星辰系列芯片，该芯片采用 5 纳米车规级制程工艺打造。With 650 TOPS of computing power, the chip supports both intelligent driving and cockpit AI models on a unified platform.芯片算力可达 650TOPS，可在同一平台兼容智能驾驶与智能座舱大模型运算需求。This shift toward centralized computing, combining previously separate domains, is expected to reduce system complexity, lower costs and shorten development cycles.集中式计算架构打破以往各模块独立运行的模式，有望降低系统复杂度、压缩生产成本、缩短车型研发周期。According to the company, integrated architectures could cut vehicle-level costs by up to 4,000 yuan ($585) and reduce development timelines from 18 months to eight months.地平线表示，一体化架构最高可使单车成本降低 4000 元（折合 585 美元），并将车型研发周期从 18 个月缩短至 8 个月。More than 10 carmakers and suppliers including BYD, Chery, Volkswagen and Bosch have shown interest in the chip, said the company, indicating growing industry alignment around unified computing platforms.官方透露，比亚迪、奇瑞、大众、博世等十余家车企及供应链企业已表达合作意向，行业正加速向统一计算平台靠拢。Horizon Robotics CEO Yu Kai described autonomous driving as "the first large-scale application of physical AI", placing the current technological wave within a broader transition toward intelligent systems interacting with the physical world.地平线创始人余凯表示，自动驾驶是「物理人工智能」首个大规模落地场景，当下技术浪潮，本质是智能系统与实体世界深度融合的时代变革。For the first time, core suppliers and automakers have appeared in the same exhibition halls — a structural change that reflects shifting power dynamics across the industry.核心零部件供应商与车企首次同馆参展，这一结构性变化，折射出汽车产业格局与话语权的重塑。Battery makers, chip companies and AI solution providers are no longer operating behind the scenes.电池企业、芯片厂商、人工智能解决方案供应商不再局限于幕后研发。Instead, they are presenting integrated system solutions directly to the market.转而直接面向市场输出一体化系统解决方案。CATL, for example, built a 1,500-square-meter energy technology zone at the entrance of one hall, showcasing its next-generation battery concepts, including solid-state and sodium-ion technologies.例如宁德时代在展馆入口打造 1500 平方米能源技术展区，集中展示固态电池、钠离子电池等下一代动力电池前沿技术。Other major suppliers, from Bosch to SenseAuto, are also displaying full-stack solutions rather than individual components.博世、毫末智行等头部供应链企业，也不再单独展示零部件，转而推出全栈式技术解决方案。Global automakers accelerate localization国际车企加速本土化布局International carmakers are deepening their engagement with China's AI ecosystem.海外车企正深度融入中国人工智能产业生态。Volkswagen Group CEO Oliver Blume said the company is moving beyond electrification and driver assistance toward "agentic AI for all".大众汽车集团首席执行官奥利弗・布鲁姆表示，企业发展重心已从电动化、辅助驾驶，升级为普及全域智能体人工智能。"Starting this year, our in-car AI Agent will begin coming to our locally developed cars," he said.他称：「从今年起，车载智能体将逐步搭载于本土研发车型。"With this step, the Volkswagen Group is the first global automaker to deploy agentic AI across an entire vehicle portfolio in China at scale."借此举措，大众成为首家在华全系车型规模化落地智能体人工智能的跨国车企。The system, based on a locally trained large language model, is designed to proactively understand user intent and execute complex, multisystem tasks through natural interaction, while keeping data processing within the vehicle.该系统依托本土训练大模型打造，可主动识别用户需求，通过自然交互完成多系统复杂操作，同时实现数据车端本地化处理。BMW Group CEO Oliver Zipse emphasized a similar approach to localization.宝马集团首席执行官奥利弗・齐普斯也强调了本土化协同发展战略。"In China, we can integrate local partners such as Momenta and Alibaba," he said, highlighting the flexibility of software-defined architectures.他指出：在中国市场，我们将深度整合毫末智行、阿里巴巴等本土合作伙伴资源，并着重提及软件定义架构带来的灵活升级优势。Zipse added that artificial intelligence will underpin the future of driving itself.齐普斯补充道，人工智能将成为未来出行的核心基石。"The vehicle will anticipate your next move — slowing down before a turn or adapting to your habits," he said.未来车辆可预判驾驶员操作，提前弯道减速、适配个人出行习惯。"AI and sheer driving pleasure are not contradictory; they are fundamentally connected."人工智能与驾驶乐趣并非对立，二者相辅相成、深度融合。architecture /ˈɑːkɪtektʃə(r)/n. 架构；体系结构redundancy /rɪˈdʌndənsi/n. 冗余；备份localization /ˌləʊkəlaɪˈzeɪʃn/n. 本土化；本地化ecosystem /ˈiːkəʊsɪstəm/n. 生态系统

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. 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. Si te gusta nuestro proyecto de podcast recuerda que puedes apoyarnos a través de nuestro PATREON: https://bit.ly/patreonSE y accederás a un grupo exclusivo de Telegram. También lo puedes hacer 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?

Four stories today — all connected to your portfolio.Trump extended the Iran ceasefire hours after saying he wouldn't, calling Iran "seriously fractured." JD Vance called off his Pakistan trip. Iran said it hadn't decided whether to show up. And then — extension, no end date. Oil moves tonight. Nothing is resolved.CATL held its Super Tech Day in Beijing. Five new battery products. The headline: a full charge from 10% to 98% in 6 minutes and 27 seconds — a new global record. The Kirin Condensed Matter Battery delivers 1,500 km of range. And Naxtra — the world's first mass-producible sodium-ion battery — goes into production by end of 2026. CATL supplies NIO. Better batteries strengthen the swap network. And NIO already owns 4,000 stations — the infrastructure CATL is now trying to build from scratch.The 2026 Onvo L90 launched today with NIO's in-house Shenji NX9031 chip for the first time. Nvidia chips out. NIO silicon in. Deliveries start May 9th. The L80 comes next.NIO stock is up 95% over the past 12 months — its best run since 2020. The fundamentals are finally matching the promise. Beijing Auto Show starts April 24th. This week is loud.Courtside Financial. Hosted by Obi.

What if the biggest risk in markets today is not thinking big enough? US markets surge to record highs even as oil spikes past $100, signalling a fragile balance between growth and geopolitical risk. Tesla grabs headlines with a massive $25 billion spending push into AI, robotaxis, and humanoid robotics - despite mixed earnings. Meanwhile, corporate movers from Broadcom to Boeing and Alphabet highlight an economy still driven by innovation and scale. In Asia, CATL’s sodium-ion breakthrough could challenge lithium’s dominance and reshape the EV supply chain. All this as Singapore markets hold key levels, with names like DFI Retail Group and Singtel reflecting mixed local sentiment - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

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

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart CATL PUSHES SIX BATTERY BETS https://evne.ws/4u2R3Yf CATL CLAIMS FASTER CHARGING THAN BYD https://evne.ws/4tWWWpF CATL LAUNCHES THIRD-GENERATION QILIN BATTERY https://evne.ws/3QzVtqX CATL SETS 2026 SODIUM BATTERY START https://evne.ws/3OlUkmm CATL PUSHES EREV BATTERY RANGE TO 600 KM https://evne.ws/4tpqH2u CATL LINKS SWAP AND SUPERCHARGING NETWORKS https://evne.ws/4cWd9FY CHANGAN TO MERGE AVATR, DEEPAL BACK ENDS https://evne.ws/4vIyPgb LEAPMOTOR LAUNCHES D19 FROM 219,800 YUAN https://evne.ws/48e9UqN VOLKSWAGEN ADDS TWO CHINA-MARKET NEVS https://evne.ws/4cA6Czn VOLKSWAGEN ANHUI LAUNCHES ID. UNYX 08 https://evne.ws/3Qns976 VOLKSWAGEN USES JETTA FOR CHINA'S BUDGET EV PUSH https://evne.ws/42lM8FM ONVO L90 HOLDS PRICE AS TECH RISES https://evne.ws/4eCgM5b

Plus: Battery-maker CATL says you'll soon be able to fully charge your EV battery in just over six minutes. And SpaceX secures an option to buy AI coding startup Cursor for $60 billion ahead of a planned IPO. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

[깊이 있는 경제뉴스] 1) SK하이닉스 실적 발표.. 영업이익 37.6조 2) 삼성노조, '성과급 요구' 집회 예고.. 주주들 맞불 집회 3) 케빈 워시, 연준 개혁 띄웠다.. 금리 인하 포석? 4) 2월 출생아 수 7년만에 최대.. 합계출산율 0.93 5) CATL, 쾌속 충전 전기차 배터리 공개.. 6분만에 완충 - 정지서 연합인포맥스 기자 - 하수정 경제 전문 기자 - 박수익 비즈니스워치 기자

- GM Delays Next-Gen Full-Size Electric Trucks - GM Reaches 100% Renewable Energy in U.S. - Ferrari Prices Ultra-Luxury Luce EV at $645,000 - Tesla Profits Rise Despite Battery Business Stall - VW Launches Massive EV Offensive in China - Upgraded Cupra Born EV Debuts - Kia Vision Meta Turismo Pushes Design Limits - Geely Unveils First Purpose-Built Robotaxi - CATL Reveals Ultra-Fast Charging LFP Battery Tech

- GM Delays Next-Gen Full-Size Electric Trucks - GM Reaches 100% Renewable Energy in U.S. - Ferrari Prices Ultra-Luxury Luce EV at $645,000 - Tesla Profits Rise Despite Battery Business Stall - VW Launches Massive EV Offensive in China - Upgraded Cupra Born EV Debuts - Kia Vision Meta Turismo Pushes Design Limits - Geely Unveils First Purpose-Built Robotaxi - CATL Reveals Ultra-Fast Charging LFP Battery Tech

A major shift in the global energy transition: clean power is now growing fast enough to meet all new electricity demand, while EVs are hitting price parity (and even beating gas cars) in key markets. Add in CATL's new breakthrough battery tech and cold-climate innovations, and the transition is clearly accelerating. 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!  Highlights: Clean energy met 100% of new electricity demand in 2025, with solar doing most of the heavy lifting https://www.theguardian.com/environment/2026/apr/21/clean-energy-generation-exceeded-rise-global-electricity-demand-2025 EV milestone: in the UK, electric cars are now cheaper than gas vehicles upfront, with strong sales growth University of Saskatchewan researchers develop a frost-resistant heat pump with big efficiency gains https://news.usask.ca/articles/research/2026/young-innovators-usask-researcher-discovering-frost-free-heating-solutions.php Battery wars heat up: BYD's ultra-fast charging vs CATL's lighter, longer-range next-gen batteries Humanoid robot beats human half-marathon record (we're fine… probably) 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.

In this episode of Kilowatt, I dive into Jeep's decision to pause the Wagoneer S EV and GM's indefinite halt of its next-gen electric truck production. We explore CATL's new LFP battery, which promises a full charge in just 6.5 minutes. Tesla's global expansion of FSD and the introduction of robotaxi-only Supercharger stations in Arizona. I also break down a critical NHTSA report on autonomous vehicle safety, calling for more transparency in how we measure road safety across the board. To wrap up, we preview the upcoming Tesla Q1 2026 earnings call and what it means for the future of the market. Join me for a comprehensive look at the tech and policy driving the EV revolution today. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: CATL one-ups BYD with new LFP EV battery that charges in 6 mins Tesla begins hiring FSD vehicle operators in nine new countries Jeep shelves its EV in the US for 2026, but promises improvements GM suspends next-gen electric truck indefinitely as it retreats to gas Tesla Arizona Robotaxi-only Supercharger stations *Show Art Created By Dall-E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's episode of The Peak Daily, we unpack a viral (and likely AI-generated) YouTube network pushing the idea of Alberta becoming the 51st U.S. state — and why foreign influence campaigns can shape real political momentum. Then, we look at how Silicon Valley is building a new, tech-friendly media ecosystem, from VC-backed livestream news to founder-safe podcasts, and what it means for who controls the narrative. Plus: Canada's new Canada–U.S. trade advisory committee, proposed rules for domestic rocket launches, and CATL's lightning-fast EV battery recharge breakthrough.The Peak Daily is produced in partnership with reframevid.com

- Doug Field Leaves Ford - Pentagon Wants Detroit to Make Weapons - SpaceX Props Up Cybertruck Sales - CATL's Market Cap Nears $300 Billion - CATL Wants De-Listing from China Military Ties CATL in the U.S. - Renault Expects India to Be Billion Dollar Export Market - Svolt Introduces Massive PHEV Battery - Stellantis Poaches Hyundai's Head of U.S. Sales

- Doug Field Leaves Ford - Pentagon Wants Detroit to Make Weapons - SpaceX Props Up Cybertruck Sales - CATL's Market Cap Nears $300 Billion - CATL Wants De-Listing from China Military Ties CATL in the U.S. - Renault Expects India to Be Billion Dollar Export Market - Svolt Introduces Massive PHEV Battery - Stellantis Poaches Hyundai's Head of U.S. Sales

Laurent and Gerard sit down with Paul O'Donnell, Partner at SchrodersGreencoat, a fund manager that has invested more than €13 billion and controls over 400 renewable energy assets across Europe, the Americas, and Asia. Paul has spent 17 years at Greencoat and became Partner in 2022, following Schroders' acquisition of the platform, which itself was acquired by Nuveen in 2026. Greencoat has a distinctive structure, as it manages listed vehicles—historically known as YieldCos—designed to provide stable dividends to investors through long-term infrastructure assets.  The discussion begins with a deep dive into the evolution of the renewable energy sector over the past 10–15 years. The market has shifted from portfolios primarily backed by government-supported contracts to a more dynamic growth strategy built on active portfolio management, trading, power purchase agreements (PPAs) with hyperscalers, and the hybridisation of assets. A key milestone in this evolution has been the push toward vertical integration, illustrated by partnerships such as the Greencoat collaboration with CATL.  The conversation also explores the growing convergence between energy investors and real estate or digital infrastructure investors, particularly in the financing of datacenters. Energy supply and cooling infrastructure are becoming increasingly critical components of data centre investment strategies. While off-grid solutions are sometimes feasible in the United States—typically involving off-grid power combined with on-grid gas—such options remain very limited in Europe.Datacenters geography is also evolving. First-generation facilities were typically located close to major load centres and urban demand hubs, whereas second-generation developments are moving further away from large cities to areas where land and power availability are more abundant. This shift is driving strong interest in brownfield sites, including former coal plants, steel mills, and refineries.  The transition from a pure yield model to a growth-oriented strategy has been well received by the market, particularly after several years of lacklustre share price performance. This approach mirrors the playbook seen at Quinbrook and Intersect and is increasingly viewed as the winning strategy in the current market environment.  

Laurent and Gerard speak with Dr. Michal Meidan, Head of China Energy Research at the China Energy Research Programme at the Oxford Institute for Energy Studies, about the profound transformation reshaping China's energy system. At the heart of the discussion is the country's pivot from “molecules” to “electrons” — a structural shift from fossil fuels toward electrification powered by renewables, batteries, and electric mobility. This transition is not just about decarbonization; it represents a broader industrial and technological reconfiguration with global consequences. At the same time, China remains central to fossil fuel markets: it is the world's largest fossil fuel importer and is set to maintain that position for the rest of this decade and beyond.  Still the recent events in the Strait of Hormuz have vindicated China's energy policy of diversification, investment and strategic storage.  China's approach reflects a distinctive “dual track” model in which command-and-control planning coexists with market dynamics. Central government frameworks, including the recent 15th Five-Year Plan, set strategic direction, while provinces interpret and implement policy with varying degrees of alignment or competition. At times collaborative and at times antagonistic, the relationship between Beijing and local authorities shapes how targets are pursued and reported. China often reframes its narrative retrospectively, particularly where electric vehicles and battery production have dramatically surpassed official expectations, highlighting the interplay between state ambition and private-sector execution.  At the same time, the transition has been propelled by powerful entrepreneurial forces. Leaders such as Robin Zheng of CATL and Stella Li of BYD embody the “animal spirits” that have driven innovation and scale in batteries and electric vehicles. In many cases, private firms have exceeded policy goals, complicating simplistic narratives of top-down control and demonstrating how state guidance and commercial dynamism reinforce one another.  Energy security remains a central pillar of this strategy. The current Hormuz crisis as well as the power shortages of 2020–2022 have exposed vulnerabilities in China's system and reinforced the leadership's determination to build integrated domestic supply chains and reduce reliance on imported fuels and critical materials. Industrial policy and energy policy are deeply intertwined, with electrification, renewables, and advanced manufacturing serving both resilience and competitiveness objectives. The drive for clean technology is therefore as much about strategic autonomy as it is about environmental stewardship.  Finally, the episode also addresses persistent misconceptions in Europe and the United States about China's system, challenging both exaggerated fears and wishful thinking. Understanding China's energy transition requires grappling with its internal tensions, strategic pragmatism, and the scale of its ambitions.  Oxford Institute https://www.oxfordenergy.org/publications/disruption-in-the-strait-of-hormuz-implications-for-chinas-energy-markets-and-policies/  Carbon Brief and Lauri Myllyvirta    15FYP coverage https://www.carbonbrief.org/qa-what-does-chinas-15th-five-year-plan-mean-for-climate-change/  Latest on China emisisons https://www.carbonbrief.org/analysis-chinas-co2-emissions-have-now-been-flat-or-falling-for-21-months/  Impact on GDP https://www.carbonbrief.org/analysis-clean-energy-drove-more-than-a-third-of-chinas-gdp-growth-in-2025/

It's EV News Briefly for Wednesday 11 March 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/EVNewsDailyMERCEDES VLE TAKES AIM AT THE PREMIUM VANMercedes is launching the all-electric VLE on its new VAN.EA platform to replace the V-Class, offering two battery options: an 80 kWh LFP unit charging at 300 kW and a 115 kWh NMC pack from CATL on an 800-volt system charging at up to 315 kW, with a WLTP range of around 700 km. The cabin offers up to 8 seats, a 31-inch 8K rear cinema screen, electric sliding doors, a centre-console fridge, and pricing from roughly €68,000 to €135,000 in Germany.GM REVIVES BOLT, THEN SETS AN END DATEGM has brought back the Chevrolet Bolt for 2027 as the cheapest EV in the US at $28,995, featuring a 65 kWh LFP battery, 210 hp, 262 miles of EPA range, and 150 kW NACS fast charging with a 10–80% time of 25 minutes. However, GM plans only one model year of production, as ending Bolt output frees its Kansas City plant to shift Equinox assembly from Mexico to the US.PORSCHE ADDS CAYENNE S ELECTRICPorsche has added the 2026 Cayenne S Electric at $128,650, slotting between the 435 hp base model and the 1,139 hp Turbo with 536 hp standard and 657 hp on launch control, hitting 0–60 mph in 3.6 seconds. It shares the range's 108 kWh battery and 400 kW peak DC charging, reaching 10–80% in under 16 minutes, and borrows the Turbo's direct oil-cooling system for improved thermal resilience.ELLI CONNECTS FIRST GRID BATTERY IN SALZGITTERVolkswagen's energy subsidiary Elli has connected its first large-scale battery storage system—a 20 MW / 40 MWh PowerCentre across 13 containers—to the grid in Salzgitter, Germany. The system uses cells from VW's PowerCo plant, trades energy on the European Power Exchange, and is designed to stabilise grids and support renewable energy integration.GENESIS GV90 SPOTTED CHARGING AT SUPERCHARGERA camouflaged Genesis GV90 has been photographed charging at a Tesla Supercharger in Mesquite, Nevada, confirming the model will feature a standard NACS port as Genesis rolls out NACS across all new US-market EVs from 2026 onward. The GV90 is expected to ride on Hyundai's new eM platform, which promises 50% more range than the current E-GMP architecture, with higher trims set to feature coach doors and panoramic displays.SLATE AUTO CHANGES CEO BEFORE TRUCK LAUNCHSlate Auto has replaced founder and CEO Christine Barman with Peter Faricy, a former Amazon VP and Ford executive, less than a year before the planned launch of its low-cost electric truck. Barman, the company's first hire and one of only two women leading a US automaker, moves to the role of president of vehicles at the Jeff Bezos-backed startup.DACIA READIES SECOND SMALL ELECTRIC CARDacia is preparing a second small EV to sit alongside the Spring, developed in under 16 months and targeted at under €18,000, built on Renault's AmpR Small platform that also underpins the Renault 5. The unnamed model is part of Dacia's plan to launch four new EVs by 2030, with design direction hinted at by the Dacia Hipster concept unveiled in October 2024.IVECO PUTS WIRELESS ROAD CHARGING INTO TRAFFICIveco has launched a real-world dynamic wireless power transfer (DWPT) trial on the A35 Brebemi motorway in northern Italy, using a production eDaily van fitted with inductive charging hardware that can charge both while stationary and while driving over embedded road sections. The project moves DWPT beyond lab testing into live traffic conditions, though it remains a technology demonstration rather than a commercial rollout due to the large infrastructure investment required for wide deployment.BYD, CHERY AND GEELY EYE CANADABYD, Chery, and Geely are preparing to enter the Canadian market by end of 2026 following a January trade reset between Canada and China, under which Canada agreed to allow 49,000 China-made EVs at the most-favoured nation tariff rate in exchange for lower Chinese tariffs on Canadian agricultural goods. Up to 15 additional Chinese brands could follow, though homologation remains the key bottleneck, with Tesla, Volvo, and Polestar best positioned to move quickly under the quota as they already have certified vehicles and established retail networks in Canada.