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Plus: SK Telecom is creating an AI data-center company backed by KKR. And Thinking Machines Lab co-founder Barret Zoph rejoins Google. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 OPENS CELL STORE TO SMALLER BUYERS https://evne.ws/ady4s BMW SHOWS CHINA-ONLY LONG-WHEELBASE I3 https://evne.ws/b7nab CHINA'S CHARGING NETWORK FOLLOWS NEV SALES https://evne.ws/sb9dn VOLKSWAGEN LAUNCHES ID. ERA 5S IN CHINA https://evne.ws/rkc68 CHINA'S NEV EXPORTS MOVE BEYOND PRICE https://evne.ws/mmc2q NIO FOUNDER PUTS PROFIT FIRST https://evne.ws/h4xbz XIAOMI SETS 2027 FOR NEW DRIVING CHIP https://evne.ws/ezx2y AVATR 06T TESTS UK WATERS https://evne.ws/3ib83 TRUEEV XPENG LAWSUIT DISMISSED https://evne.ws/mr66l
In today's episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world's largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the global energy infrastructure, powering EVs, stabilizing power grids, and feeding AI data centers. Ralph, a forensic accountant, presents the bear case, digging into price deflation, geopolitical risk, and whether CATL's US licensing model is capital-light growth or a defensive retreat. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:58) Why Manish is bullish on CATL, the world's largest battery maker with 40% global market share and a founder-led culture of relentless R&D. (00:14:43) Why energy storage for AI data centers and the LRS licensing model in the US are two growth engines the market may not have fully priced in. (00:30:59) The bear case for CATL, including price deflation, a temporary margin windfall, the unwinding of its interest-free supplier float, and key-man risk. (00:58:28) How battery swapping and leasing could transform CATL from selling a battery once to owning the asset for its entire lifetime. (01:03:09) How to think about CATL's valuation at 18 times operating profit, its 150+ strategic stakes including DeepSeek, and why the Hong Kong shares trade at a premium to the mainland listing. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Stig Brodersen's Portfolio and Track Record. Meet Ralph at our Intrinsic Value Conference in NYC on September 19. Connect with Ralph on LinkedIn or send him an email at ralph.summerford@gmail.com. Contact Manish Karira on LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Plaud Plus500 Netsuite Scribe References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
It's ev.news Briefly for Wednesday 19 August 2026, only todays headlines and nothing else, in just 4 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 Community. You can be like them by clicking here: https://www.patreon.com/evnewsU.S. EV SALES STABILISE AS USED DEMAND GROWSU.S. new EV sales hit an estimated 77,266 units in July, up 3.2% from June but 41.5% below July 2025, a drop distorted by last year's rush to beat the expiring federal tax credit, with EVs taking 5.6% of new-vehicle sales and Tesla holding roughly 55% on 42,435 sales. Used EV sales rose to 36,810 units, up 7.9% month over month and 10.1% year over year, while new EV inventory fell to 80 days, average new EV transaction prices reached $56,126 and used EV listings averaged $37,832.BMW CLAIMS ELECTRIC RANGE RECORDA BMW engineer drove a Neue Klasse iX3 1,030.2 km (640 miles) from Shenyang to Beijing on a single charge with five percent battery left, which BMW calls a record for its battery-electric models while stressing the extreme-range test does not reflect everyday driving. The car uses BMW's sixth-generation 800V battery system with high-nickel large cylindrical cells in a module-free cell-to-pack design, and reservations open at the Chengdu Auto Show on Aug. 21 as BMW's Chinese sales fall 20.4% year over year to 262,000 vehicles in the first half of 2026.CANADIAN ZEV SALES REBOUND IN JUNECanadian zero-emission vehicle sales reached 21,876 in June 2026, up 56.1 per cent year over year and taking 11.5 per cent of the market, the best month since December 2024 and part of a 7.3 per cent rise in overall sales that ended eight months of decline. The rebound followed the federal government's resumption of rebates in February 2026, offering up to $5,000 off a battery-electric vehicle and $2,500 off a plug-in hybrid, suggesting incentives still drive adoption.OCTOPUS LAUNCHES NORTH AMERICAN CHARGING APPOctopus Energy has launched Octopus Charge, a free iOS and Android app that lets drivers find, start and pay for public charging at 211,221 chargers across North America via 24 partner networks including ChargePoint, EVgo, Blink, bp pulse and Shell Recharge. The app offers filtering by speed, connector and network, live availability, pricing, an EV route planner and no markup on per-kWh costs, serving as the North American sibling to Octopus Electroverse.CHANGAN PREPARES AUSTRALIAN LAUNCH WITH AVATRChangan is recruiting for a factory-backed Australian operation covering both its mainstream Changan brand and its Huawei- and CATL-backed luxury brand Avatr, with a job advert referencing an "Avatr/Changan sales and service network" but no confirmed models, pricing or launch dates. The group, which sold 2.913 million vehicles globally in 2025, already has an Australian presence through Deepal and the Changan Mazda joint venture, and a right-hand-drive Avatr 07 was photographed testing in Melbourne earlier in 2026.BYD BUILDS MILAN DESIGN STUDIOBYD is building a Milan design studio led by Wolfgang Egger, formerly of Alfa Romeo, Audi and Lamborghini, to conduct European design research and tailor Denza and BYD models to local tastes, materials and fashion-house connections rather than imposing one global design. The move comes as BYD's share of the EU, EFTA and UK market more than doubled to 2.4% in the first half of 2026, matching Tesla's, while its Hungarian Szeged plant has slipped to full vehicle assembly in the fourth quarter of 2026.EINRIDE PLANS 500-TRUCK TESLA SEMI FLEETEinride will buy and deploy 500 Tesla Semis across California, Texas, New Jersey, Illinois and Georgia over 24 months from September, the largest publicly announced Semi order and 35% bigger than WattEV's 370-truck deal, fully financed by third parties and serving Amazon and other customers on its Saga AI platform. The order roughly triples Einride's deployed electric fleet and supports a target of converting about $800 million in potential annual recurring revenue, though the company has not disclosed pricing, charging plans or phasing, and Tesla has yet to publish Semi production or delivery figures.HEART FLIES X1 ELECTRIC DEMONSTRATORHeart Aerospace flew its X1 demonstrator on August 12, 2026 at Plattsburgh International Airport, a 27-minute piloted flight to 1,100 feet in what it calls the largest battery-electric aircraft flown to date, weighing over 25,000 pounds, delivering more than one megawatt and using roughly $5 of electricity. X1 is a full-scale representative of the 30-seat hybrid-electric ES-30, targeted for FAA Part 25 certification and service entry in 2031 with flight testing from 2028, and backed by commitments from United Airlines, Air Canada and JSX.ETRUCKER ADDS HGV ROUTE AND FLEET TOOLSThe eTrucker app, founded by Tobias Wagner after driving over 200,000 km in electric HGVs, has added route-break planning using TomTom Truck Routes, fleet pairing via a simple code, charging-card recommendations, pricing categories and time buffers for trailer detachment. As of 1 July 2026 it listed nearly 700 HGV-compatible locations in Germany, split between 154 drive-through sites, 158 where detachment is recommended and 387 requiring it, with Aral Pulse, EnBW, Ionity and Shell Recharge the leading operators.
Send voice or text msgRedge is taking Ariel, the little mermaid, on a photography adventure through Once Upon a Time to find the most magical and extraordinary things the land has to offer. Her search quickly turns into a day of delightful distractions, from flipping flapjacks at Granny's Diner, to exploring little thing-a-ma-jigs in the community garden, to having fits of fascination over the library. As Ariel zooms in on unexpected details, she discovers that magical moments can be found in the most ordinary places.WEBPAGE: https://jonincharacter.com/ariels-day-out-little-mermaid-stories-for-kids/ MORE LITTLE MERMAID STORIES FOR KIDS: https://jonincharacter.com/riddle-of-red-herring-reef/FAN PAGE FUN: https://jonincharacter.com/dorktalesfans/ WORKSHEET AND COLOR PAGE: https://bit.ly/dorktales136funsheetGRAB YOUR FREE PDF list of conversation questions for this episode: https://dorktalesstorytime.aweb.page/ep136freePDF PARENTS, TEACHERS AND HOMESCHOOLERS: This little mermaid adventure stories for kids encourages them to slow down, pay attention to the world around them, and find magic in everyday moments. Ariel's fascination with everyday objects highlights the value of observation and perspective-taking. When Ariel worries that she has failed at her photography mission, Redge helps her reframe her disappointment and recognize she did achieve what she set out to do, even though the day didn't go as planned. CREDITS: This episode is a Jonincharacter production. This story was written by Kristin Schmitz and Molly Murphy. Ariel and Catl were performed by Sophie, who you can find streaming on twitch.tv/s0ph. All other characters were performed by Jonathan Cormur. Sound recording and production by Jermaine Hamilton at Pacific Grove Soundworks.Try the Double 0 Quills I SPY game challenge on our Dorktales fan page: https://jonincharacter.com/dorktalesfans/Support the showGROWNUPS: Dorktales Storytime is more than a Kids and family stories for kids podcast. Every visit to our Once Upon a Time world invites kids to discover reimagined fairy tales, fables, Greek myths, mysteries, fantasy adventures, pirate adventures, bedtime stories, Halloween stories, dinosaur stories, and inspiring stories about historical figures and STEAM pioneers. We believe a well-told story brings families together, opens the door to meaningful conversations, and helps every child know they belong and their imagination can change the world.REACH OUT!Does your child have a question? Send it to us here.We love our fans! Find free goodies: https://jonincharacter.com/dorktalesfans/Support Our Storytime for Kids pod: https://www.buzzsprout.com/1267991/supporters/new Music & Lullabies: https://dorktalesstorytime.bandcamp.com/music
What happens when a finance guy who's never heard of lithium takes a job in a small North Carolina town because it's near where his favorite author lived?Joe Lowry is the founder of Global Lithium LLC, host of the Global Lithium Podcast (239 episodes and counting), and author of the new memoir Lithium Confidential: Confessions of a Corporate Misfit. He spent 35 years in the industry — including years in Japan and China — and for a stretch in the 1990s he personally controlled essentially all of the lithium supply going into the world's first commercial lithium-ion batteries.This is a longer, less traditional episode for us, and it's worth every minute. Joe walks through the entire lithium cycle from rock to cathode, explains why the industry started as a hydrogen bomb program, and gives an unusually blunt read on where the industry is headed — including his line that there's no Smackover lithium without direct lithium extraction, and why he thinks the first real success there lands around 2029.There's also plenty here for students and early-career geologists: Joe's argument that you should learn the industry, not just deploy your geology skills, and his advice on what actually makes a career durable.Some things we get into:Why lithium was in Post-it Notes, blue jeans, and grease long before batteriesThe full flow sheet: spodumene → calcine → lithium sulfate → carbonate → hydroxide, and why the "midstream" means cathode, not chemicalsHard rock vs. Atacama brine vs. sedimentary (Thacker Pass) vs. Smackover oilfield brineWhy grade matters: 600 ppm Smackover vs. sub-100 ppm produced water (sorry, Marcellus)How the market went from 300,000 tonnes LCE in 2020 to nearly 2 million todayThe 2022 spike to $80,000/t and what happened afterWhy Joe called BS on the high-nickel/hydroxide narrative and was right about LFPSodium-ion: real use cases, or a CATL press release every time lithium ticks up?What "crappy brine" means, and the fraud problem in African spodumeneCommodity or specialty chemical? Why fungibility is the whole argumentGetting fired as the best thing that ever happened to himTimestamps00:00 – Intro01:30 – Welcome, and the strange experience of being recognized by voice03:10 – How Joe got into lithium: oil, corporate raiders, a gold mine, and a small town near Asheville06:00 – Lithium before batteries: glass, grease, and the dye in Post-it Notes08:30 – Japan, China, and being the only person who thought batteries would matter12:30 – What the "midstream" actually is, and why battery plants without cathode plants don't solve anything13:30 – The hydrogen bomb origin story: DOE, Lithium Corp of America, Foote Mineral14:20 – Hard rock processing, start to finish15:45 – Enter brine: Silver Peak, then the Atacama17:20 – Sodium sulfate, the glass industry, and putting the blue in blue jeans18:50 – SQM arrives and the price goes from $2/lb to 68 cents21:20 – Greenbushes: a tantalum mine that happened to have lithium23:00 – China's assets, lepidolite, and how CATL became a third of the market25:20 – 300,000 tonnes to 2 million: "what's grown that fast that's not software?"26:40 – Thacker Pass: wrong flow sheet, right rock, and a $2.3B DOE loan29:40 – "Soft rock," the McDermitt caldera, and Tom Benson30:20 – The Smackover, bromine wells, and why you can't build ponds in Arkansas31:30 – DLE: what counts, what's actually working, and what's still a declared victory33:15 – What makes a brine "crappy"33:40 – Grades, produced water, and why Pennsylvania shouldn't get too excited34:20 – Arkansas is all-in; Exxon is slow-walking it37:50 – Garbage spodumene, African supply, and lithium that showed up in China with no lithium in it38:50 – The four-minute mile: why 2029 is the year to watch40:40 – Recycling and the circular economy reality check42:50 – Is it still the lithium decade?43:20 – China controls processing — and depends on everyone else for supply44:40 – LFP vs. NMC/NCA, and the call Joe got right46:30 – What's actually in your iPhone48:00 – Sodium-ion: niches, not a replacement50:00 – BESS, aging grids, and a prediction Joe made in 201051:55 – Advice for students and young geologists entering lithium53:40 – On AI, and bulletproofing what you do54:00 – Starting the Global Lithium Podcast: Tim Ferriss, a LinkedIn post, and a studio in Buenos Aires55:20 – Downloaded in every country on Earth except Bhutan57:10 – The Korean listeners who finally explained themselves1:00:10 – The real value of a podcast is what's said before and after the record button1:02:30 – Australia 34%, US 30%, and why resource economies listen1:05:10 – Which lithium conference should a student actually go to?1:09:00 – Writing Lithium Confidential: five life goals from January 1, 1982, and a granddaughter1:11:30 – Why the book has exactly 100 chapters1:16:20 – Commodity or specialty chemical? The fungibility argument1:18:20 – Specs, secret sauce, and selling the same product twice1:20:00 – The freedom that comes with getting fired1:20:25 – Joe's best day in the lithium business1:23:30 – Best deposits he's ever visited: Pilgangoora's vision, Liontown's buildLinksLithium Confidential: Confessions of a Corporate Misfit — available in print and Kindlegloballithium.netThe Global Lithium Podcast — wherever you get podcastsJoe on LinkedIn: Joe Lowry | On X/Twitter: @GlobalLithium (note the handle — not the Australian company)CampGeo mobile app — pegmatites, mineral basics, and all our back catalogplanetgeocast.com | @planetgeocastDownload the CampGeo app now at this link. On the app you can get tons of free content, exclusive images, and access to our Geology of National Parks series. You can also learn the basics of geology at the college level in our FREE CampGeo content series - get learning now!Like, Subscribe, and leave us a Rating!——————————————————Instagram: @planetgeocastTwitter: @planetgeocastFacebook: @planetgeocastSupport us: https://planetgeocast.com/support-usEmail: planetgeocast@gmail.comWebsite: https://planetgeocast.com/
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 BYD CONVERTS SHANGHAI PETROL STATION INTO 1500KW CHARGING HUB https://evne.ws/605o5 CATL'S NING SERVICE LAUNCHES $150 MILLION SUBSIDY https://evne.ws/ynvdo GM AND SAIC EXTEND CHINA JOINT VENTURE BY 20 YEARS https://evne.ws/881j6 CHANGAN'S AVATR 07L LAUNCHES WITH 955 HP TRI-MOTOR OPTION https://evne.ws/d9kj4 CHINA ENDS LITHIUM BATTERY TAX BREAK FOR E-BIKES https://evne.ws/sno1z CHINA DEREGISTERED 7,632 EV-RELATED COMPANIES IN FIRST HALF OF 2026 https://evne.ws/08mqw CHINA RAISES NEV DURABILITY ROAD TEST TO 30,000 KILOMETRES (18,641 MILES) https://evne.ws/9rkbo NON-CHINA EV SALES REACH 4.6M IN H1 2026, UP 30.3% https://evne.ws/i7y82
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVIDIA's Alpamayo 2 open model.Uber is nursing a Waymo hangover. Revenue came in light on take rate, management finally owned the $10 billion autonomy spending number first reported by The Financial Times, and the stock sold back into the sixties as the autonomy overhang weighs on the story.After 12 years, Zoox begins charging for rides in Las Vegas on August 10. An NHTSA filing surfaced by OMEGA reveals the catch, the vehicles cannot operate above 45 mph while average traffic out of Harry Reid International airport runs 55, complicating the airport unlock.With 105 vehicles as of June across seven approved cities, pricing 20% to 40% above rideshare, and wait times stretching past an hour, Walt calls it tourism pricing for a Disney World attraction. Meanwhile, Waymo returned to freeways after a two-month pause, and OMEGA is picking up new Waymo corporate filings around the world.Lucid burned over a billion dollars in the quarter but declared the Uber and Nuro robotaxi program a must-win project. The Teamsters sued the California DMV in Alameda Superior Court to repeal driverless trucking rules as autonomous trucking companies continue to rack up supervised miles in the state.On the Foreign Autonomy Desk, Wayve received a TfL license to carry paying passengers in London with safety drivers across 15 vehicles, but the APS permit is the asset that controls every relationship in the market.If Baidu secures one, it holds a clear off-ramp from Uber and FreeNow by Lyft to launch Apollo Go on its own. Meanwhile, Pony AI is targeting 500 to 1,000 Gen4 robotrucks in mainland China with CATL over the next two to three years, with a hint of foreign ports expansion.Episode Chapters0:00 Uber's Waymo Hangover4:52 Zoox Prepares to Go Paid in Vegas12:19 Waymo Returns to Freeways14:13 Uber, Nuro, Lucid Robotaxi Timeline20:30 DoorDash and the Market for Autonomous Food Delivery26:08 NVIDIA Alpamayo 232:22 The Teamsters sue the California DMV over Driverless Trucking Rules35:50 Tesla's China Business Question39:00 Foreign Autonomy Desk45:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disruption and portfolio construction as the AI race evolves.In this episode:00:00 – Has AI moved beyond the bubble debate?03:03 – Why semiconductor stocks are falling despite record AI spending09:10 – The bond market, debt and funding the AI buildout14:31 – Will AI models commoditise or remain valuable?21:01 – The AI arms race and the prisoner's dilemma24:43 – Meta, Oracle and the next phase of AI infrastructure27:12 – How Loftus Peak is managing disruption investing today34:38 – Beyond AI: biotech, batteries and the next wave of disruptionStocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), OpenAI, Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), ASML (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), SpaceX, Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY), CATL, Walmart (NYSE: WMT), John Deere (NYSE: DE)This episode has been sponsored by Loftus Peak - https://www.loftuspeak.com.au/Support from partners like Loftus Peak help us keep all our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here: https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Battery storage costs have fallen by two-thirds since 2022 and the cell chemistry currently dominates the grid barely existed at scale five years ago, and the same disruption could be about to happen again. Meanwhile, the supplier market is fragmenting rather than consolidating and the biggest names today aren't guaranteed to stay on top.Marek Kubik has watched these shifts happen from inside the industry since the early days. He joins Ed to explain why the balance of power in battery storage keeps changing, and what's coming next.They coverWhy battery storage costs have fallen two-thirds since 2022 - and why that could be about to reverse.The real reason CATL's battery market share has dropped from 32% to 20%.Why sodium-ion batteries could repeat LFP's rapid takeover of grid-scale storage.How battery container design is changing again, from bigger cells to taller stacks.The battery duration limit everyone assumed was fixed - until 16-18 hour systems broke it.Want to dig deeper into battery cell chemistry and pricing trends? Ask Ko, Modo Energy's AI analystChapters00:00 Introduction01:50 Saudi Arabia battery storage market update02:16 UAE 24/7 renewable energy project03:18 Solar plus battery storage economics explained05:10 Battery storage prices: are we near the floor?06:38 Lithium carbonate prices and battery raw material costs08:22 Battery storage cost per kilowatt-hour explained11:07 China battery prices and the race to $50/kWh13:36 Sodium-ion batteries vs LFP: the next chemistry shift21:18 CATL market share and battery supply chain competition26:14 Battery procurement trends and container design innovation29:39 Battery storage service, warranties and spare parts30:54 Lessons from a decade in battery storage32:09 Long duration energy storage and the Ofgem LDES scheme34:48 How much renewable energy storage is enough?38:18 Flow batteries, iron-air and CO2 energy storage39:32 Sodium-ion's future in grid-scale battery storage
Battery storage costs have fallen by two-thirds since 2022 and the cell chemistry currently dominates the grid barely existed at scale five years ago, and the same disruption could be about to happen again. Meanwhile, the supplier market is fragmenting rather than consolidating and the biggest names today aren't guaranteed to stay on top.Marek Kubik has watched these shifts happen from inside the industry since the early days. He joins Ed to explain why the balance of power in battery storage keeps changing, and what's coming next.They coverWhy battery storage costs have fallen two-thirds since 2022 - and why that could be about to reverse.The real reason CATL's battery market share has dropped from 32% to 20%.Why sodium-ion batteries could repeat LFP's rapid takeover of grid-scale storage.How battery container design is changing again, from bigger cells to taller stacks.The battery duration limit everyone assumed was fixed - until 16-18 hour systems broke it.Want to dig deeper into battery cell chemistry and pricing trends? Ask Ko, Modo Energy's AI analyst:Read the companion article: [companion article link — TBC]Chapters00:00 Introduction01:50 Saudi Arabia battery storage market update02:16 UAE 24/7 renewable energy project03:18 Solar plus battery storage economics explained05:10 Battery storage prices: are we near the floor?06:38 Lithium carbonate prices and battery raw material costs08:22 Battery storage cost per kilowatt-hour explained11:07 China battery prices and the race to $50/kWh13:36 Sodium-ion batteries vs LFP: the next chemistry shift21:18 CATL market share and battery supply chain competition26:14 Battery procurement trends and container design innovation29:39 Battery storage service, warranties and spare parts30:54 Lessons from a decade in battery storage32:09 Long duration energy storage and the Ofgem LDES scheme34:48 How much renewable energy storage is enough?38:18 Flow batteries, iron-air and CO2 energy storage39:32 Sodium-ion's future in grid-scale battery storage
Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net
Entre janeiro e julho, foram matriculados 14.423 automóveis de marcas de origem ou controlo chinês. É um crescimento de 122,8% face ao mesmo período de 2025See omnystudio.com/listener for privacy information.
- Nissan Turns Corner, Posts Net Profit - Mitsubishi Improves Finances - Yen Crisis Helps Japanese OEMs - CATL Now 3rd Largest Global Auto Supplier - American Rheinmetall Gets U.S. Army AV Contract - Jetta Brand Moves Away from VW's Styling - Hybrids Power Honda, Hyundai and Kia Sales - Mahle Turns to Sheep for Cabin Filters
- Nissan Turns Corner, Posts Net Profit - Mitsubishi Improves Finances - Yen Crisis Helps Japanese OEMs - CATL Now 3rd Largest Global Auto Supplier - American Rheinmetall Gets U.S. Army AV Contract - Jetta Brand Moves Away from VW's Styling - Hybrids Power Honda, Hyundai and Kia Sales - Mahle Turns to Sheep for Cabin Filters
2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier.Trump stoppt Iran-Angriff. Amazon, Microsoft & Alphabet legen 1.500 Mrd. $ zu. Roblox, Reddit & Universal Music crashen über 20%. Novo Nordisk fällt wegen Studien-Flop. Schaeffler kappt Prognose. Alimentation Couche-Tard will Zabka.Perimeter Solutions (WKN: A40PUQ) hat quasi ein Monopol auf Löschmittel aus der Luft. Dahinter steckt TransDigm-Gründer Nick Howley. Starke Marktstellung, aber das Feuergeschäft stagniert trotz Brandsaison.CATL (WKN: A418NB) baut nicht nur E-Auto-Batterien. Back-Up-Batterien für KI-Rechenzentren boomen, Umsatz mit Speichern fast verdoppelt. Dazu Natrium-Batterien und über 150 Beteiligungen. Erwartetes KGV liegt bei 20.Diesen Podcast vom 03.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices
[깊이 있는 경제뉴스] 1) 엔화 약세에 美·日 환율 공조.. 엔 캐리 트레이드 청산 우려 2) 정부, '긴급조치권' 도입 추진.. 레버리지 배율 낮춘다 3) 중국, 자동차 부품 시장서 약진.. CATL은 글로벌 3위 - 머니투데이 김근희 기자 - 매일경제신문 이희수 기자 [친절한 경제] 퀀트가 도대체 무엇인가요? - 청취자 최송화 씨
Ex-Byton-Chef Daniel Kirchert erklärt, welche Technologiewelle nach dem E-Auto aus China kommt und prognostiziert, dass es schon in den nächsten fünf Jahren einigen der größten Autobauer an den Kragen geht.
Vahit ve Yaşar dünya gündemini yorumluyor.00:00 Giriş03:58 Avrupa'daki Elektrik Kesintisi26:04 Trump'ın İlk 100 Günü ve Etkileri38:48 ABD Dolarının Rezerv Para Olmasının Fayda ve Zararları44:23 Nükleer Silahlar ve Küresel Yayılım1:08:34 İran-ABD Nükleer Görüşmeleri1:40:05 Batarya Teknolojilerindeki Gelişmeler (CATL, BYD)1:59:16 ABD'de Mavi Yakalı İşlerin Yükselişi ve Üniversite Eğitiminin Durumu2:33:42 Kapanış
Plus: SAP shares rise after earnings beat. And CATL profit surges on booming battery demand. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- VW Profit Margin Drops Below 2% - CATL Profit Shoots Up 42% - Tesla Shorts Made $4 Billion Yesterday - France Turns Up Its Nose to FSD - Porsche To Ax 5,000 More Jobs - Trump's New Tariffs Won't Affect Autos - Cadillac F1 Investor Faces SEC Investigation - Hyundai Forms Bi-Directional Charging Business Unit - Massachusetts Pays for V2G - Volvo EX60 Gets 330 Mile Rating
- VW Profit Margin Drops Below 2% - CATL Profit Shoots Up 42% - Tesla Shorts Made $4 Billion Yesterday - France Turns Up Its Nose to FSD - Porsche To Ax 5,000 More Jobs - Trump's New Tariffs Won't Affect Autos - Cadillac F1 Investor Faces SEC Investigation - Hyundai Forms Bi-Directional Charging Business Unit - Massachusetts Pays for V2G - Volvo EX60 Gets 330 Mile Rating
Dr. Simon Engelke speaks with Matt Shen, General Manager of CATL to explore CATL's European strategy - from its approach to market entry, joint-venture models, and regulatory readiness to the challenges of execution across supply chains and talent. CATL is the world's leading manufacturer of lithium-ion batteries for electric vehicles and energy-storage systems. They power global automakers and advances clean-energy innovation through sustained investment in technology, sustainability, and large-scale manufacturing. WHAT WE COVER IN THIS EPISODE• CATL's strategic approach to Europe - “In Europe for Europe” local production model - Operations in Germany and Hungary - Joint ventures to stay close to customers and meet local EV demand • Building European operations - Focus on people and talent development - Training local workforce - Transferring manufacturing know-how • Execution challenges & supply chain realities - Logistics and regulatory hurdles - Talent scarcity - Collaboration with local suppliers and institutions • European regulatory landscape - Regulations as both challenge and opportunity - Battery passport and evolving standards - Need for consistent policy support • Technology & innovation outlook - Development of solid-state batteries - Product customization for European conditions - Cold-temperature performance and range optimization • Integration into the European battery ecosystem - Partnerships with automotive companies - Collaboration with governments and research bodies - Flexible plant ownership and service models • Leadership insights & reflections - Cross-cultural management - Fast pace of battery innovation - Importance of customer understanding - Long-term commitment to Europe About Battery Associates:Founded in 2020, Battery Associates (B.A.) unites battery professionals worldwide to accelerate sustainable energy solutions. We empower individuals and organizations to develop and deploy efficient, sustainable battery technology for a cleaner future.
Le géant chinois des batteries CATL s'est associé au fournisseur britannique Octopus Energy pour déployer un réseau de stations d'échange de batteries pour camions électriques en Europe. Derrière cette innovation, qui permet de remplacer une batterie en quelques minutes, plutôt que de la recharger, se cache un enjeu bien plus vaste : le contrôle des infrastructures du transport routier de demain. À première vue, il s'agit d'un partenariat industriel parmi d'autres. Pourtant, l'accord conclu entre CATL, premier fabricant mondial de batteries, et Octopus Energy pourrait profondément transformer le transport routier européen. Aujourd'hui, le développement des camions électriques se heurte à deux obstacles majeurs : leur autonomie et surtout le temps nécessaire pour recharger leurs batteries. Or, dans le secteur du transport, chaque minute compte. Un poids lourd immobilisé pendant quarante-cinq minutes, une heure, voire davantage, est un camion qui ne livre pas, ne facture pas et perturbe l'ensemble de la chaîne logistique. Pour répondre à ce problème, CATL mise sur une solution simple : remplacer la batterie plutôt que la recharger. Le camion entre dans une station automatisée, la batterie déchargée est retirée et une batterie pleine est installée en seulement quelques minutes. Ce système est déjà largement déployé en Chine, où plusieurs milliers de stations d'échange sont en service. Désormais, le groupe chinois veut exporter ce modèle en Europe. À lire aussiLa Chine, championne du monde des poids lourds électriques Un nouveau modèle économique pour les poids lourds électriques L'innovation ne réside pas uniquement dans la rapidité de l'opération. Elle repose surtout sur un changement complet de modèle économique. Avec ce système, la batterie n'appartient plus au transporteur mais à l'opérateur du réseau. Le propriétaire du camion n'a donc plus besoin d'investir dans l'élément le plus coûteux du véhicule. Le prix d'achat du poids lourd diminue, tandis que l'utilisateur paie ensuite un abonnement ou un service pour accéder aux batteries disponibles dans les stations. Pour CATL, l'objectif dépasse largement la simple vente de batteries. Le groupe chinois cherche à devenir l'opérateur d'un véritable écosystème associant batteries, stations d'échange, logiciels de gestion et services aux transporteurs. La valeur ne se situe plus uniquement dans la fabrication industrielle, mais dans le contrôle du réseau qui permet aux camions de continuer à circuler. La bataille des standards industriels est lancée Cette stratégie pose toutefois une question essentielle : celle de la compatibilité des batteries. Contrairement au diesel, identique dans toutes les stations-service, les batteries des camions électriques ne sont pas aujourd'hui standardisées. Si chaque constructeur développe son propre format, le système d'échange devient impossible à généraliser. L'enjeu est donc de parvenir à imposer un standard commun. C'est un mécanisme bien connu dans l'industrie. L'exemple du câble USB-C est particulièrement parlant : quel que soit le fabricant d'un smartphone ou d'un ordinateur, l'utilisation d'un connecteur unique simplifie les usages et favorise son adoption. Pour CATL, l'objectif est similaire. Si les constructeurs européens adoptent son standard de batteries interchangeables, le groupe chinois ne vendra plus seulement des batteries. Il deviendra un acteur incontournable des infrastructures du transport routier européen. Une évolution qui montre que, dans l'économie d'aujourd'hui, le véritable pouvoir ne réside plus uniquement dans la fabrication des produits, mais aussi dans la capacité à définir les règles du jeu.
Brian broadcasts from Montreal while James holds down the fort as the Clean Energy Show dives into another week of climate and clean energy news. This episode explores Canada's worsening wildfire seasons, Honda's surprising new AI-powered electric lawnmower, Europe's struggle to adapt to deadly heatwaves, and why it's now cheaper to take an electric taxi in China than drive your own gas car. Plus, former NOAA scientists resurrect U.S. climate data after government cuts. Support The Clean Energy Show on Patreon for exciting perks including a monthly bonus podcast, early access to our content, behind the scenes looks, access to our members-only Discord community and thank-yous in the credits of videos and shoutouts on our podcast! Starting at just $1 per month! In this episode: Brian reports from Montreal. Honda unveils a $33,000 autonomous electric commercial lawnmower. Why Canada's wildfire seasons are becoming larger and more destructive. The surprising truth about lightning vs. human-caused wildfires. Smoke from Canadian fires impacts air quality across North America. Europe's heatwaves expose a long-standing reluctance to embrace air conditioning. Alberta plans to end seasonal clock changes. Why electric taxis in China now undercut the cost of driving a paid-off gasoline car. Former NOAA scientists launch Climate.us after Climate.gov disappears. The Lightning Round Ukrainian attacks cripple over half of Russia's oil refining capacity. Most Americans now connect extreme weather with climate change. China's grid batteries can shift 21% of its solar generation. CATL prepares mass production of sodium-ion batteries. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media.
China transformed solar from one of the world's most expensive energy technologies into the cheapest source of electricity in just a couple of decades. And now it's doing the same with batteries, with prices plummeting around the world. This week on Cleaning Up, Bryony Worthington is joined by Alex Shoer, Managing Director of GridVest, who spent almost a decade building renewable energy businesses in China before bringing those lessons back to the United States. They discuss the lessons behind China's clean energy success, the evolution of solar subsidies, and why battery storage is becoming essential for everything from renewable energy to AI data centres. They explore whether collaboration rather than competition will shape the next phase of the global energy transition, and in which technologies the U.S. still holds a competitive advantage. Topics covered: China's blueprint for scaling clean energy The impact of ending solar subsidies Why batteries are becoming more valuable than solar alone Can AI and data centres accelerate the battery boom? Ford, CATL and the future of global partnerships Competing vs partnering with China Financing the next generation of energy infrastructure The future of battery tech and U.S. innovation Leadership Circle Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links Alex Shoer's bio: Alex Shoer Sign up to our newsletter: cleaninguppod.substack.com GridVest: https://gridvest.com/ Seeder Clean Energy: https://seederenergy.com/ Acronyms RE100: Renewable Energy 100% Commitment PPA: Power Purchase Agreement S-REC: Solar Renewable Energy Credits I-REC: International Renewable Energy Certificate IRR: Internal Rate of Return ITC: Investment Tax Credit FEOC: Foreign Entity Of Concern CPUC: California Public Utility Commission NMC: Nickel Manganese Cobalt LFP: Lithium Iron Phosphate AHJ: Authorities Having Jurisdiction
Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world's largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure.In this episode:00:00 – Why electrification is the defining trend of the next decade03:59 – The four critical minerals: copper, lithium, nickel and cobalt08:25 – The biggest growth drivers: EVs, batteries and emerging markets12:48 – AI and data centres are driving electricity demand higher16:11 – Investment opportunities across Australian miners23:27 – ETFs for investing in the electrification theme24:22 – How Bryce and Ren are approaching the opportunity27:07 – Final thoughts on Australia's green metals futureStocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Markus Will, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Happy Birthday, AVM/Fritz: Eine deutsche IT-Erfolgsgeschichte wird 40 – Was 1986 als kleines BTX-Bastelprojekt von vier Berliner Studenten begann, wurde zum Marktführer in deutschen Wohnzimmern: Vier Studenten gründeten AVM nach eigenen Angaben im Jahr 1986. Über ISDN-Karten und die erste FRITZ!Box wuchs die Marke zum Platzhirsch. Inzwischen hat sich einiges verändert: 2024 übernahm Imker Capital Partners über die Luxemburger Tochterfirma Rucio Investment die Mehrheit von AVM, die Gründer zogen sich aus Altersgründen zurück. Was hat AVM über vier Jahrzehnte so erfolgreich gemacht? Was bedeutet der Eigentümerwechsel zu einem Finanzinvestor für die Marke? Und kann Fritz sich gegen Provider-Router und günstige Konkurrenz weiter behaupten? - Unter Strom: Wie gefährlich sind Sicherheitslücken in Hoymiles-Wechselrichtern? Ein Sicherheitsforscher hat zusammen mit dem CCC gravierende Schwachstellen in Wechselrichtern von Hoymiles aufgedeckt: Das Problem liegt in den Funkprotokollen, über die die Wechselrichter der HM-, HMS- und HMT-Serien mit ihren Steuereinheiten kommunizieren – der Austausch erfolgt unverschlüsselt. Über eine undokumentierte Funktion lassen sich sogar Seriennummern der Geräte im Klartext per Funk auslesen und Schadsoftware einschleusen, während der Hersteller bislang kaum reagiert hat. Wie realistisch ist ein großflächiger Angriff auf Balkonkraftwerke im Vorbeifahren? Sollte die EU verbindliche Sicherheitsstandards für Energiehardware im IoT-Bereich vorschreiben? - In Wechselstimmung: Sind Akkuwechselstationen in der E-Mobilität der richtige Weg? – Während in Europa fast ausschließlich auf Laden gesetzt wird, treibt CATL in China ein ganz anderes Konzept voran: Gerade wurde die 2000. CATL-Akkuwechselstation eingeweiht, bis Jahresende sollen es 3000 werden, verteilt über 31 Provinzen und 180 Städte. Der Zeitvorteil des Akkutauschs relativiert sich allerdings mit der Einführung von 800-Volt-Systemen, die deutlich kürzere Ladezeiten ermöglichen – dennoch expandiert CATL auch nach Europa mit dem Joint Venture Swaptopus für E-Lkw. Ist das Wechselkonzept ein Modell, das auch in Europa funktionieren könnte, oder macht Schnellladen es überflüssig? Und lohnt sich der Aufbau einer parallelen Infrastruktur überhaupt noch? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.
Markus Will, heise-online-Chefredakteur Dr. Volker Zota und Malte Kirchner sprechen in dieser Ausgabe der #heiseshow unter anderem über folgende Themen: - Happy Birthday, AVM/Fritz: Eine deutsche IT-Erfolgsgeschichte wird 40 – Was 1986 als kleines BTX-Bastelprojekt von vier Berliner Studenten begann, wurde zum Marktführer in deutschen Wohnzimmern: Vier Studenten gründeten AVM nach eigenen Angaben im Jahr 1986. Über ISDN-Karten und die erste FRITZ!Box wuchs die Marke zum Platzhirsch. Inzwischen hat sich einiges verändert: 2024 übernahm Imker Capital Partners über die Luxemburger Tochterfirma Rucio Investment die Mehrheit von AVM, die Gründer zogen sich aus Altersgründen zurück. Was hat AVM über vier Jahrzehnte so erfolgreich gemacht? Was bedeutet der Eigentümerwechsel zu einem Finanzinvestor für die Marke? Und kann Fritz sich gegen Provider-Router und günstige Konkurrenz weiter behaupten? - Unter Strom: Wie gefährlich sind Sicherheitslücken in Hoymiles-Wechselrichtern? Ein Sicherheitsforscher hat zusammen mit dem CCC gravierende Schwachstellen in Wechselrichtern von Hoymiles aufgedeckt: Das Problem liegt in den Funkprotokollen, über die die Wechselrichter der HM-, HMS- und HMT-Serien mit ihren Steuereinheiten kommunizieren – der Austausch erfolgt unverschlüsselt. Über eine undokumentierte Funktion lassen sich sogar Seriennummern der Geräte im Klartext per Funk auslesen und Schadsoftware einschleusen, während der Hersteller bislang kaum reagiert hat. Wie realistisch ist ein großflächiger Angriff auf Balkonkraftwerke im Vorbeifahren? Sollte die EU verbindliche Sicherheitsstandards für Energiehardware im IoT-Bereich vorschreiben? - In Wechselstimmung: Sind Akkuwechselstationen in der E-Mobilität der richtige Weg? – Während in Europa fast ausschließlich auf Laden gesetzt wird, treibt CATL in China ein ganz anderes Konzept voran: Gerade wurde die 2000. CATL-Akkuwechselstation eingeweiht, bis Jahresende sollen es 3000 werden, verteilt über 31 Provinzen und 180 Städte. Der Zeitvorteil des Akkutauschs relativiert sich allerdings mit der Einführung von 800-Volt-Systemen, die deutlich kürzere Ladezeiten ermöglichen – dennoch expandiert CATL auch nach Europa mit dem Joint Venture Swaptopus für E-Lkw. Ist das Wechselkonzept ein Modell, das auch in Europa funktionieren könnte, oder macht Schnellladen es überflüssig? Und lohnt sich der Aufbau einer parallelen Infrastruktur überhaupt noch? Außerdem wieder mit dabei: ein Nerd-Geburtstag, das WTF der Woche und knifflige Quizfragen.
Delhi is taking one of the world's biggest steps toward cleaner transportation by banning new gas-powered rickshaws and motorcycles, while Great Britain approves its first new pumped hydro projects in four decades—including one connected to the legendary Loch Ness. Plus, climate change is driving a dangerous invasive puffer fish into the Mediterranean, and the Lightning Round returns with the week's biggest clean energy and climate stories. Join us on Patreon for exciting perks! In this episode: Delhi bans new gas rickshaws starting in 2027 and fossil fuel scooters and motorcycles in 2028 as it ramps up EV charging infrastructure. Great Britain approves its first new pumped hydro projects in 40 years, bringing long-duration energy storage back into the spotlight. Greece offers a bounty on invasive toxic puffer fish as warming seas reshape marine ecosystems. Why pumped hydro acts like a giant battery—and why it's becoming important again. The Lightning Round Germany records thousands of excess deaths during the late-June heat wave. UK heatwave leaves millions struggling to sleep. U.S. car payments hit a record high. CATL rapidly expands battery swapping for heavy-duty trucks. More than 20 wind turbines damaged by extreme winds in South Dakota. What remains of the U.S. Inflation Reduction Act. China's electric cargo ship fleet continues rapid growth. Pakistan's rooftop solar boom forces the cancellation of LNG imports. Contact Us cleanenergyshow@gmail.com or leave us an online voicemail: http://speakpipe.com/clean Support The Clean Energy Show Join the Clean Club on our Patreon Page to receive perks for supporting the podcast and our planet! Our PayPal Donate Page offers one-time or regular donations. Store Visit The Clean Energy Show Store for T-shirts, hats, and more!. Copyright 2026 Sneeze Media
Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos la llegada del SUV Chang'an Nevo Q05 a Europa, la nueva batería Tectrans 2 de CATL capaz de cargar en menos de 9 minutos y el caso de un Porsche Macan declarado siniestro total por daños en su batería. También repasamos la iniciativa de Tesla para captar startups en Giga Berlin, el fin de la alianza entre Volkswagen y Bosch en software, la llegada del nuevo Polestar 4 y el anuncio del primer eléctrico de Bentley, el Torcal. Cerramos con la normativa y multas por el uso indebido de plazas de carga pública. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?
Gürcan Karakaş wiill der türkischen Nation mit Togg eine automobile Heimat geben - und jetzt auch Europa erobern. Was er mit einem jungen E-Auto-Bauer anders macht, wie er in der Türkei in so kurzer Zeit erfolgreich wurde und wie sich Togg gegen Tesla, China und etablierte europäische Hersteller behaupten will, klären wir in dieser Folge.
- It's Official: U.S. Will Not Renew USMCA - U.S. Car Sales Only Up 0.4% - Mining, Not Refining, The Big Bottleneck for Batteries - Robotaxi Companies Will Struggle to Scale - BYD Wants Legacy EU Plant - China Sets New Safety Rules for Batteries - VW To Sell Stakes in Futbol Clubs - Autoline Helps Ford Museum Get Car It Wants
- It's Official: U.S. Will Not Renew USMCA - U.S. Car Sales Only Up 0.4% - Mining, Not Refining, The Big Bottleneck for Batteries - Robotaxi Companies Will Struggle to Scale - BYD Wants Legacy EU Plant - China Sets New Safety Rules for Batteries - VW To Sell Stakes in Futbol Clubs - Autoline Helps Ford Museum Get Car It Wants
- Military Procurement Squeezing Auto Components - Hyundai, Kia, Genesis Sales Up Strong - EREV Sales Crater In China - Toyota, Joby to Make VTOLs - CATL's Battery Swapping Boom - ACEA Wants UK, Turkey and Morocco in Local Content - BMW X5 Lauches Neue Klasse X5 - Polestar U.S. Dealers Likely to Sue Company
- Military Procurement Squeezing Auto Components - Hyundai, Kia, Genesis Sales Up Strong - EREV Sales Crater In China - Toyota, Joby to Make VTOLs - CATL's Battery Swapping Boom - ACEA Wants UK, Turkey and Morocco in Local Content - BMW X5 Lauches Neue Klasse X5 - Polestar U.S. Dealers Likely to Sue Company
Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up nearly 100% in a single quarter — analysts are calling it "RAMageddon" — Apple already raised MacBook and iPad prices by up to 20%, and iPhones could be next. How far will Apple go to secure its supply chain, and what does it mean if Washington says yes? They also break down DeepSeek's landmark $7.4 billion funding round, which is the first time the Chinese AI startup has ever taken outside money. Tencent, CATL, and China's state-backed National AI Investment Fund are among the backers, and the valuation has jumped six-fold in six weeks to nearly $59 billion. DeepSeek built its reputation on doing more with less — so why does it need the money now? And finally: a new sign that China's middle class is changing what it puts on the table. The Economist calls it the "Californication" of Chinese diets: a growing appetite for organic, health-conscious food. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
CATL unveiled its TENER Sodium energy storage system at Intersolar Europe in Munich, rated for 15,000 cycles to 70 percent state of health at room temperature. CATL frames that as a 25 to 30 year service life, and it takes only 34 modules to stand up a one gigawatt-hour site. That single specification changes how commercial storage professionals price, propose, and finance battery projects. Tim Montague and John Weaver dig into what it means, alongside Illinois growing from about 80 megawatts of solar a decade ago to over 6,000 megawatts today under the new CRGA law, SunBallast ballasted racking and what module stacking tells you about install labor, UK bids for 16 and 18 hour long-duration storage, perovskite modules reaching the residential market, El Niño shifting solar output across the US, and silver falling more than 50 percent from its 2026 peak.Episode HighlightsCATL sodium ion battery, 15,000 cycles: CATL launched its TENER Sodium system at Intersolar Europe in Munich. It is rated for 15,000 cycles to 70 percent state of health at 25 degrees C, which CATL frames as a 25 to 30 year service life, and just 34 modules build a 1 GWh site. (Energy Storage News)Sodium ion safety advantage: CATL claims its sodium cells cut expansion force by roughly 40 percent, generate about 35 percent less gas during thermal runaway, and hold peak surface temperatures far below comparable lithium ion. The fire and thermal-runaway story is a big part of why C&I buyers are paying attention to sodium. (Interesting Engineering)Sodium ion in the fast-response role: John flagged a detail from a CATL hybrid storage proposal where sodium was specified for the faster-response duty and lithium for the slower role. Worth keeping in context. This is one proposal's configuration, not a blanket claim that sodium beats lithium on response everywhere.GM and Peak Energy sodium ion partnership: General Motors is moving into stationary storage with Peak Energy, backed by a strategic investment from GM Ventures. GM will develop the sodium ion cell in its Michigan battery lab and keep exclusive manufacturing rights, while Peak integrates the cell into its passively cooled storage systems. Peak energized the first U.S. grid-scale sodium-ion system, 3.5 MWh, in Watkins, Colorado, in 2025. (Inside Climate News)Illinois energy transition, 80 MW to 6 GW: Tim attended a Nexamp event at the company's Chicago office, where IPA director Brian Granahan reported Illinois has grown from about 80 megawatts of solar a decade ago to over 6,000 megawatts energized today, with roughly 14.5 gigawatts of wind and solar developed under the state RPS (13 GW to date plus about 1.5 GW just approved). The engine is CRGA, the Clean and Reliable Grid Affordability Act (SB 25, pronounced "Surge"), which runs its first utility-scale storage procurement in August, the opening tranche toward 3 GW by 2030 via additional 2027 and 2028 rounds. Residential VPP enrollment opens in mid-July, with ComEd and Ameren customers able to put home batteries into a short-term scheduled-dispatch pilot this summer. (PV Magazine)SunBallast racking and install labor: The hosts walk through SunBallast ballasted, no-penetration racking and get into the labor economics of module mounting, including what the way different manufacturers stack modules for shipping tells you about handling time on the job site.UK long-duration storage bids at 16 and 18 hours: Fresh procurement results out of Scotland and England show projects awarded at 16 and 18 hours of duration. John notes it is the first time he has seen bids at that scale and ties it to Scotland's wind-heavy generation profile. (Blue Sky)Trina Solar perovskite module hits residential market: Trina landed its first commercial order for a perovskite-silicon tandem module, going into New Zealand's premium residential market. The record-setting module is 907 watts at 29.2 percent efficiency, certified by TUV SUD. (Perovskite Info)El Niño and solar irradiance shifts: John walks through regional solar output swings across the US and globally. Rajasthan, India, home to some of the world's largest solar plants, is projected to run about 15 percent above its seasonal average this season. (PV Magazine)Silver prices fall more than 50 percent: Silver has dropped from its late-January 2026 record near 121 dollars to the upper 50s, more than half off the peak, on a stronger dollar and a hawkish Fed. It matters for PV because silver paste is a real line item, and World Silver Survey data shows solar's silver demand down about 19 percent. (TheStreet)This episode is essential for commercial solar installers, battery storage developers, community solar professionals, and clean energy policy watchers. The sodium ion story has direct and immediate implications for how professionals structure storage proposals, financial models, and customer conversations. Illinois developers will also want Tim's firsthand account of the CRGA storage procurement and the residential VPP pilot going live this summer. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. En el episodio de hoy analizamos el despliegue de las baterías de sodio de CATL, la llegada a España del Leapmotor B05 y el Dongfeng Vigo, además del éxito del Geely E2. También repasamos la seguridad de la Tesla Cybertruck, el nuevo servicio de Starlink en Iberia y el curioso concurso de carga gratuita de Tesla. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Obtén 50€ gratis en Octopus Energy: https://bit.ly/4eTLCDg Enlace baliza V16 recomendada: https://amzn.to/3LXPTfF Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Apoya este podcast a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?
We look at AEMO's Integrated System Plan, plus the latest big battery tender, and the Coalition's determination to destroy everything. Plus: David visits China's State Grid, Xiami and CATL.
- Slate Prices Electric Pickup At $24,950 - Automakers Threaten to Halt California Car Sales - VW Launches Bidirectional Charging Service in Germany - Skoda Reveals New Peaq Electric SUV - Honda Revives the Element - JLR Unveils New Sustainable Concept Vehicle - LFP Battery Prices Surge Amid Rising Demand - CATL Sodium Batteries Powering New Electric Vehicles
- Slate Prices Electric Pickup At $24,950 - Automakers Threaten to Halt California Car Sales - VW Launches Bidirectional Charging Service in Germany - Skoda Reveals New Peaq Electric SUV - Honda Revives the Element - JLR Unveils New Sustainable Concept Vehicle - LFP Battery Prices Surge Amid Rising Demand - CATL Sodium Batteries Powering New Electric Vehicles
-The Wall Street Journal has found that the company is paying social media creators to post misleading content promoting the prediction market. -Norway is imposing a strict ban on the use of generative AI tools by elementary school kids. -Octopus Energy, the UK's largest energy provider, has teamed up with CATL, the world's biggest EV battery maker, to bring Chinese-style battery swap stations to Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices
- CATL Profit Tops 7 China OEMs - China Critics Say EVs Too Heavy - UAW Attacks GM Over Co-Bots - NHTSA Working on National AV Standard - Larry Burns on AAH - Analysts: VW Cost Cutting Not Enough - Maserati Could Get Partner - NHTSA Wants Plasma in EMT Trucks
- CATL Profit Tops 7 China OEMs - China Critics Say EVs Too Heavy - UAW Attacks GM Over Co-Bots - NHTSA Working on National AV Standard - Larry Burns on AAH - Analysts: VW Cost Cutting Not Enough - Maserati Could Get Partner - NHTSA Wants Plasma in EMT Trucks
This week's podcast is about my recent visit to the CATL headquarters in Ningde, Fujian.Plus, there is a bit of a rant about the recent Anthropic ban. My prediction is the future of AI outside of the USA is now:Open source, downloadable and non-embargoable models plusLow cost, tech agnostic AI architectureWhich probably means China.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.-----------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
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. ⸻
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.
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
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