Podcasts about china's ev

In this episode, I talk about how Hefei, also known as China's EV City, reflects the country's current economic state. I discuss how Hefei has helped the economy amid a housing and real estate crisis and the impact that the city has had on various technologies.

Markham interviews Anders Hove, a member of the China Energy Research Programme at the Oxford Institute for Energy Studies.

- China's EV Sales Slow Dramatically - UAW Wants Higher Tariffs on Chinese Cars - Weak Yen Turbocharges Japan's Profits - Ford Ditching Automated Parallel Parking - Renault Teases All-New Compact SUV - SUVs More Popular Than Ever in Europe - Peugeot Boosts Worldwide Sales in 2023 - Stellantis Picks Up Market Share in Europe - Lancia Gets 1st New Model in 13 Years

- China's EV Sales Slow Dramatically - UAW Wants Higher Tariffs on Chinese Cars - Weak Yen Turbocharges Japan's Profits - Ford Ditching Automated Parallel Parking - Renault Teases All-New Compact SUV - SUVs More Popular Than Ever in Europe - Peugeot Boosts Worldwide Sales in 2023 - Stellantis Picks Up Market Share in Europe - Lancia Gets 1st New Model in 13 Years

In this episode of The Negotiation, Todd sits down with Filip Zieliński, a seasoned entrepreneur and long-time China resident with a wealth of experience across various industries, including green energy, tech, F&B, retail, and education.The conversation starts with a deep dive into China's booming green energy space. Filip has had a front-row seat to China's EV revolution - shaking up the global auto industry - through his work for Green Cell, a leading green battery company. Filip also shares details on his latest venture, which aims to help Chinese students gain admission to top global universities. He breaks down how China's engagement with international education has changed in recent years with the disruptions of the pandemic and a more mature “consumer” of international education opportunities.Finally, we deep dive into China's rapidly evolving startup ecosystem. Filip has an optimistic view of China's start-up scene and highlights several sectors primed for significant growth, especially in biotech and hard tech. Listeners will find much to learn from Filip's fascinating business journey in China.Topics Discussed and Key Points: A glimpse into China's green energy and education sectors.The allure of Shenzhen and China's diverse local business environments.Green Cell and the electric vehicle revolution in China.Entrepreneurial challenges in China's education sector.Thriving industries in China, including biochemistry, pharmaceuticals, and battery production for electric vehicles.The evolution of retail technology in China.Global immigration through startup visas.The role of intensive preparatory services.Data-driven decision making in college applications.The power of networking in education.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUEbutton above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We had intended to follow-up last weeks' ROCE Deep Dive post (here) with examples of how to apply it to macro forecasting as well as sub-sector and company analysis. However, a surprise LNG permit “pause” from the Biden Administration followed a few days later by Saudi's announcement it would “pause” its planned oil capacity expansion has led to a change in publishing plans!We wrote a seven-part tweet/post on Twitter-X over the weekend (here) that has now garnered a mind-boggling 120,000 views, well above our typical 1,000-4,000 views per tweet/post. Key points: (1) there is no such thing as an “Industry” view on the “pause,” it essentially depends on whether a company, industry, or country is long or short natural gas; (2) the potential impact on Europe has been both over-analyzed and overstated; (3) the implications for developing Asia have been under-appreciated; (4) competitor countries are undoubtedly rejoicing over the news; (5) big versus small government is a basic viewpoint difference in how to address energy & environmental policy; (6) climate implications are more complex than the simple debate of LNG is higher-carbon than renewables versus lower carbon than coal. We address the Saudi capacity expansion pause from the perspective of the recent Saudi oil policy that has focused primarily on the front-end of the curve. Is this a shift to focusing on long-dated oil? As a reminder, both the Biden LNG permit and Saudi capacity expansion pauses are consistent with our “Super Vol” rather than “super-cycle” commodity macro framework. Policy rhetoric and actions, frankly, can be as meaningful as underlying supply/demand, especially over the near-to-medium term.Finally, we observe signs that we are past “peak Tesla,” especially when considered alongside clear evidence of electric vehicle (EV)-or-bust fatigue among car buyers and many traditional auto manufactures. China's EV ramp continues, more or less unabated, and we believe is highly motivated by a desire to limit growth in oil imports. We do not believe there is a singular EV adoption “S-curve” for all regions. China will be different than the USA, which will be different than India, the rest of Southeast Asia, the Middle East, Africa, and Latin America. We continue to believe there is not a decade, let alone year, when we KNOW oil demand will peak, even as we expect continued growth in many new energy technologies including EVs.

Watch the full video on YouTube - click hereIn this podcast episode, Jan Griffiths tackles a crucial question: Are Chinese OEMs ready to take over the global automotive stage, possibly replacing legacy automakers? In the quest for answers, Jan sits down with Tu Le, Founder of Sino Auto Insights. He brings his experience as a seasoned tech and auto professional with a rich background spanning Ford, General Motors, and Apple.The conversation started with the current state of the automotive market in China — China's electric vehicle boom and the rise of Chinese automakers globally, with BYD surpassing a legacy OEM in sales. The talk then extends to the worldwide impact of China's EV exports and BYD's strategies for the US and Europe, with Tu identifying key factors contributing to the success of Chinese OEMs— visionary leadership, vertical integration, and a focus on innovation and scale. He also revealed the challenges for legacy automakers facing the evolving auto scene, emphasizing the necessity of cultural change for digital transformation.Talking about traits leaders need in major OEMs, Tu advocates for decisiveness, a willingness to hire more competent individuals, and having a global perspective. He urges leaders to be visionaries who consider the evolving needs of consumers worldwide. The conversation concludes with Tu advising leaders to right-size their businesses, reduce dependency on legacy OEMs, and invest heavily in talent and future opportunities, especially in software-driven aspects. The advice also extends to exploring global markets, understanding regional driving trends, and considering the growing EV revolution.Themes discussed in this episode:Auto industry dynamics and global market perspectivesChinese dominance in the worldwide marketCultural transformation in the auto industryAutomotive transformation, OEM challenges, and disruptionsICE (Internal combustion engine) to BEV (Battery electric vehicle) The role of software in the automotive futureDiversification for Tier One SuppliersThe importance of customer experience and being customer-focusedFeatured: Tu Le What he does: Tu Le, Founder and Managing Director of Sino Auto Insights, is a driven entrepreneur dedicated to transforming transportation. He's led the firm to impressive growth, specializing in mobility and transportation consultancy. Tu is a recognized expert, often featured in major media, and co-organizer of the MOBILIT/E Conference, a key event in the global mobility space. His goal is to simplify and enhance how people and goods move, emphasizing innovation and accessibility. On leadership: “Leadership traits [OEMs for the future] I think that they are decisive. They also hire people on their teams that are smarter than they are. So, they don't have that typical ego of a CEO. I think it's important to be very confident and decisive because the automotive sector is not going to be a high-tech space. It'll become this individually distinct new sector that has elements of manufacturing and elements of customer engagement service. You have to have a really diverse understanding of how the world works.”Mentioned in this episode:NEV (New Energy Vehicle)

Ron Robins, MBA Podcast: The World's Most Sustainable Corporations Transcript & Links, Episode 122, January 26, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 122 titled “The World's Most Sustainable Corporations.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here. ------------------------------------------------------------- The Global 100 list: How the world's most sustainable corporations are driving the green transition I'm beginning this episode highlighting my favorite sustainable' Corporations ranking. You can find their just released 2024 ranking in this post titled The Global 100 list: How the world's most sustainable corporations are driving the green transition. The introduction is by Shawn McCarthy and posted on corporateknights.com. Here are some quotes. “Now in its 20th year, Corporate Knights' Global 100 ranking of the world's most sustainable companies reveals the top firms that are increasing their investments in green solutions such as renewable energy, energy efficiency and the circular economy. ‘When we launched the Global 100 in 2005, the green economy was a quaint idea. Many companies didn't publish in-house sustainability reports. There were no standardized key performance indicators, and none of the companies were reporting the percentage of their revenue or investments that were green,' says Corporate Knights co-founder and CEO Toby Heaps… In the 2024 Global 100 ranking, the top-ranked firms allocated 55% of their investments to sustainable projects, up from 47% the year prior. That compares with sustainable investments at a paltry 17% among the broader universe of publicly traded companies with more than US$1 billion in annual revenue… The 2024 Global 100 companies earned 51% of their revenues from sustainable sources in the fiscal year 2022, up from 50% the prior year. That compares with just 16% for the broader universe of companies… Top Companies Two Australian companies, Sims Ltd. (SMSMY) and Brambles Ltd. (BMBLF) top the 2024 ranking. Sims, this year's number one company, recycles scrap metal in 30 countries, and Brambles rents reusable pallets and containers around the globe. Both companies score 100% on sustainable revenue and sustainable investment… The Global 100 also awarded a ‘pivot prize' to Italian energy firm ERG SpA (ER9.BE), which completed its multiyear transition from black to green halfway through 2023… The Global 100 rates companies in 38 industry groups… based on 25 metrics. It applies different weighting to certain metrics given the nature of the sector. Sustainable revenue and sustainable investment are key measures… The Global 100 score far better on overall environmental, social and governance (ESG) metrics than do their peers. For example, 79% of Global 100 firms had sustainability-linked pay; only 30% of the broader corporate universe linked executive pay to the achievement of environmental or social sustainability targets… Between February 1, 2005, and December 15, 2023, the Global 100 saw a return of 287% on a U.S. dollar basis, while the MSCI ACWI had a return of 272%. The Dow Jones Sustainability World Index posted a return of 254% over that period.” End quotes. ------------------------------------------------------------- Franklin Templeton Positive On Green, Social Bonds In 2024 This second article features a green bond fund by a firm who was one of the pioneers in mutual funds. The article is titled Franklin Templeton Positive On Green, Social Bonds In 2024. It's by Amanda Cheesley and found wealthbriefing.com. Now some quotes from Ms. Cheesley. “David Zahn, head of European fixed income at Franklin Templeton, believes that sustainable investing will be a dominant investment trend, with structural tailwinds that could help improve financial returns… Zahn thinks that green and social bonds, which are typically issued to fund longer-term projects, are a good source of longer-duration investments… Zahn also believes that an expanding and increasingly diverse sustainable finance market means that attractive returns can go hand in hand with a positive impact on the environment and our communities… Zahn manages the Franklin Sustainable Euro Green Bond UCITS ETF (FLRG:SWX:EUR) which aims to provide exposure to the European green bond market whilst maximising total returns. It… invests mainly in bonds that are labelled green and denominated in European currencies. The fund… has outperformed the index over a three to five-year period.” End quotes. ------------------------------------------------------------- Top 10: Wind Power Companies Now this next article has an interesting ranking of the top global wind companies. It's titled Top 10: Wind Power Companies and is by Maya Derrick and seen on energydigital.com. Here are some quotes on the findings of Ms. Derrick's research. “Ranked by the latest available annual revenue stats, from year ending 2022, we run through the top 10 leading companies in the wind power industry. 10. Suzlon Revenue: US$403 million Country: India Indian multinational wind turbine manufacturer Suzlon is among the world's leading renewable energy solutions providers revolutionising and redefining the way sustainable energy sources are harnessed. The Suzlon Group has a presence in 17 countries across Asia, Australia, Europe, Africa and the Americas. 9. Renewable Energy Systems Americas Revenue: US$1.6 billion Country: USA Renewable Energy Systems Americas (RES) constructs renewable energy projects for its worldwide customer base. Renewable Energy Systems Americas now has an ever-growing portfolio, made up of 110 solar, wind, transmission and energy storage projects in the US alone and more than 1,000 miles of transmission line. 8. EDP Renewables North America Revenue: US$2.6bn Country: USA Owned by Spanish company EDP Renewables… With 59 wind farms and 12 solar parks in North America alone, EDP Renewables North America works to fulfil its mission of ‘leading the energy transition to create superior value for all'. 7. Avangrid Revenue: US$7.9bn Country: USA A part of the Iberdrola Group, Avangrid provides onshore and offshore wind power and solar power to clients across 20 US states… it has a footprint in 24 states with US$41 billion in assets… The company has… been named one of the World's Most Ethical Companies for five consecutive years by the Ethisphere Institute. 6. Vestas Revenue: US$15.5bn Country: Denmark Vestas designs, manufactures, installs and services wind turbines in 83 countries and has a workforce of more than 25,000 employees globally. The company has installed in excess of 66,000 wind turbines in its portfolio. 5. NextEra Energy Revenue: US$21bn Country: USA The American energy company that is one of the world's largest wind and solar energy generators and also operates nuclear power and natural gas plants. 4. RWE Renewables Revenue: US$41.7bn Country: USA Working toward a goal of being carbon-neutral by 2040, RWE is a key driver of the energy transformation, working across data networks, mobility, competitive industries and building infrastructure. The 125-year-old company works to balance the need to meet the growing demand for power while mitigating negative effects of climate change… It has 27 wind farms in operation across the country. 3. Mitsubishi Heavy Industries Revenue: US$30.3bn Country: Japan Since Mitsubishi Heavy Industries delivered the first equipment for commercial use in Japan in 1982, the group has supplied more than 4,200 units, around 4.4GW, of wind power generators globally… It has a focus on on-shore wind turbines. 2. General Electric Revenue: US$76.6bn Country: USA GE is the largest renewable energy company by a significant margin… GE has installed more than 49,000 wind turbines and enough renewable energy sources to produce 400GW of energy worldwide… As well as this, GE's battery energy storage solutions can store and deliver electricity produced by their wind turbines. 1. Siemens Revenue: US$78bn Country: Germany (Siemens is) a more than 175-year-old technology company which played a major role in the early years of electricity, Siemens' wind power offering is extensive. The company established the world's first offshore wind power plant in 1991 and continues to be a large player in both the onshore and offshore spaces… Siemens Gamesa… is well-known for its SG 14.0-222 wind turbine… the largest wind turbine in the world.” End quotes. ------------------------------------------------------------- 3 EV Stocks Cementing Their Status as Top Long-Term Market Picks Many ethical and sustainable investors are buying EV stocks. Here's an article on that sector by Dmytro Spilka and found on investorplace.com. It's titled 3 EV Stocks Cementing Their Status as Top Long-Term Market Picks. Here are some quotes by Mr. Spilka on his picks. “1. Li Auto (NASDAQ:LI) At the core of Li's strong year was an astonishing 182.2% total deliveries growth to 376,030. Cumulative deliveries surpassed 600,000 vehicles. This makes the firm the most prolific among China's emerging new energy automakers.  With the upcoming launch of Li MEGA, the firm's flagship new MPV set to roll out in February 2024, the firm appears to be leading the charge to become China's EV market leader. Li Auto's recently announced partnership with semiconductor giant Nvidia (NASDAQ:NVDA) will see Nvidia's DRIVE Thor centralized car computer power Li's future EV fleets.  2. Rivian (NASDAQ:RIVN) has endured a fairly torrid time on Wall Street since its debut in late 2021… The news that the auto manufacturer will be supplying its vehicles for AT&T's (NYSE:T) fleet represents a significant coup for the firm… In perhaps its biggest statement of intent, Rivian produced 17,541 vehicles in Q4 alone… Rivian's management has boldly predicted that the firm will begin turning gross profit positive, making Rivian a solid pick for investors with a long-term outlook.  3. Tesla (NASDAQ:TSLA) Tesla… deliveries in Q4 alone hit a total of 484,507.  On top of this, the highly anticipated launch of the Cybertruck has helped to keep the stock in the spotlight. Tesla's commitment to autonomous driving is likely to ensure that it stays at the forefront of innovation… One of the stock's biggest supporters is Cathie Wood, CEO and CIO of Ark Invest (ARKK)… Wood claimed that Tesla stock could reach the $4,600 mark. That would be a price target of $1,533.33 when adjusted for the split.” End quotes. ------------------------------------------------------------- The Top 3 Stocks to Benefit from Next-Gen Energy Solutions My final article for this episode is titled The Top 3 Stocks to Benefit from Next-Gen Energy Solutions. It's by Steve Booyens and also found on investorplace,com. Due to limited space I'm just quoting Mr. Booyens briefly. “1. Brookfield Renewable Energy Partners (NYSE:BEP) A company with diversified renewable energy exposure with significant scale in store. 2. First Solar (NASDAQ:FSLR) Economies of scale and continuous capacity sequencing place First Solar best-in-class. 3. Enphase Energy (NASDAQ:ENPH) A buy-the-dip opportunity highly touted by Wells Fargo.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1. Title: 3 Top Renewable Energy Stocks to Power Up Your Portfolio on investorplace.com. By Muslim Farooque. 2. Title: 3 Alternative Energy Stocks to Watch Amid Rising Material Cost on finance.yahoo.com. By Aparajita Dutta. 3. Title: Morgan Stanley a Top Socially Responsible Dividend Stock With 3.7% Yield on nasdaq.com. By BNK Invest.   Articles from the UK and Canada 1. Title: Top 200 Ethical Businesses on thegoodshoppingguide.com. 2. Title: The top 20 ESG funds of 2023 on trustnet.com. By Matthew Cook. 3. Title: 2024 Responsible Funds Guide Canada on corporateknights.com. By Tim Nash. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “The World's Most Sustainable Corporations.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! I'll talk to you next on February 9th. Bye for now.   © 2023 Ron Robins, Investing for the Soul

In this week's episode the team discusses: An interview with Tandem PV CEO Scott Wharton, focusing in the issues of degradation, module size and efficiency in the lead-up to commercialization EU investigators' arrival in China, where they will investigate automakers BYD, Geely, and SAIC to determine how much government support they are receiving Oil tanker company Frontline's investment in a new fleet of not-green-enough ECO VLCC ships.

Growth in China's EV market is set to slow for a second year, BYD debuts in Indonesian car market. Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $200 a year. It's a 66% discount. Group access and applicable discounts are available. Contact us for a customized plan.  

①China has blasted the United States for interfering in its internal affairs with the FY 2024 National Defense Authorization Act. (00:40) ②China's Xiaomi has unveiled its first electric vehicle, with the ambition to become a top automaker. (14:34) ③Year-end review: The year of generative AI (25:03)

①Chinese Premier Li Qiang calls for integrated development and security cooperation among Lancang-Mekong countries. (00:42) ②China's EV maker BYD is set to build a new electric car factory in Hungary, making it the first Chinese company to make cars in Europe. (14:40) ③Year-end review: the rising voices of the Global South (24:05)

NIO Inc.'s recent earnings report delivered assorted results. While earnings did not meet expectations with an EPS of $-2.28 against anticipated $-0.43, the company enjoyed a few successes as well. A standout in their report was a surge in total revenues for the third quarter: a 46.6% increase compared to the same period last year and a notable 117.4% increase quarter-over-quarter. In addition to these financial developments, the EV maker managed to increase vehicle deliveries impressively by 75.4%, adding up to a total vehicle delivery of 55,432 over the year. The company's ongoing efforts have firmly established NIO as a leader in China's EV segment, reportedly holding over 45% market share. One factor in their financial shortcoming may be due to their aggressive innovation and expansion activities. However, these same endeavors have led to commendable achievements such as improving vehicle revenues, total revenues, and vehicle margin on a year-over-year and quarter-over-quarter basis. The company attributes these upsides to efficient economies of scale and a decrease in parts costs. Looking beyond the numbers, NIO's commitment to growth is evident in several areas. Their comprehensive product line-up for the NT2 platform, sophisticated power swap network for battery swapping, and the integration of NLP+ for enhancing driving intelligence are testaments to this. Further proof of their growth efforts is seen in efforts to expand their sales and service networks, as well as their charging and swapping infrastructure. Focusing on the future, NIO has shared plans to carry on with their self-strategies and improve operational efficiency. Substantial investments are in line for advancing their core technologies, strengthening sales and service capabilities, and releasing a new flagship model at the next NIO Day. Perhaps most interesting is their intention to expand their power swap network wherein they aim to engage partners for asset ownership. This move will support plans to consider in-house manufacturing operations. Aligning with recent acquisitions, this approach reinforces NIO's goals to not just grow, but to also reduce costs and improve efficiency. It's important to note that the highlighted achievements and future plans discussed here are based solely on what NIO Inc. has reported on their earnings call and disclosed to investors. NIO Company info: https://finance.yahoo.com/quote/NIO/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

Three news stories summarized & contextualized by analytic journalist Colin Wright.Israel and Hamas agree to cease-fire in exchange for hostage releaseSummary: Representatives from the Israeli government and Hamas have announced an agreement that will include the release of 50 Israeli hostages, from a total of around 240 they captured during a sneak-attack on Israel on October 7, the release of 150 Palestinian women and young people under the age of 19 held in Israeli jails, and a ceasefire that will last four days, allowing the exchange of those held by both sides to occur.Context: Some of the legal details of this agreement are still being worked out by officials on either side, but in its current form it includes limits on fly-overs, opportunities for humanitarian aid to be brought into Gaza by outside organizations, and paths through which civilians should be able to safely evacuate northern Gaza to the south; all that said, there's still a great deal of animus on both sides of this conflict, and while US and Qatari officials have been working hard (alongside representatives from other nations) to convince Israeli and Hamas officials to come to some kind of workable accord, there's still a chance something will go wrong during its implementation, so everyone's watching to see how this plays out with some sense of hope that it might lead to a more long-lasting ceasefire or even, eventually, a peace agreement, but also a fair bit of trepidation that it will end before it has the chance to really get going.—The New York TimesOne Sentence News is a reader-supported publication. To support my work, consider becoming a free or paid subscriber.Northvolt in new sodium-ion battery breakthroughSummary: Swedish battery company Northvolt has announced a breakthrough in its efforts to develop a better sodium-ion battery, reportedly creating one that doesn't use any lithium, cobalt, or nickel, but which is still capable of lithium-ion-like performance.Context: This is considered to be a pretty big deal because China controls the lion's share of the planet's lithium, cobalt, and nickel processing and, increasing, mining capacity as well, which gives them a huge advantage in developing electric vehicle-sized batteries, and utility-scale battery storage systems that are often built alongside solar and wind energy infrastructure; sodium-ion batteries have long been seen as a potential next-step technology, as they're generally cheaper and safer than lithium-ions, but existing designs have lagged behind lithium-ions in terms of energy storage, making them impractical for most use-cases; this new design boasts an energy-density similar to that of lithium-ion batteries, though, which is why—even though Northvolt has said it won't be able to reach full-scale production until the end of the decade, many entities (including China's EV giant BYD) seem to be making 2030-era plans with this technology in mind.—Financial TimesSam Altman to return as OpenAI CEO after his tumultuous ousterSummary: Following a pretty wild, drama- and speculation-filled weekend, during which he was fired by the company he co-founded and led, Sam Altman is reportedly returning to OpenAI as the CEO, with a new board of directors, after he was booted by the previous board.Context: This was a big story in large part because OpenAI has been at the forefront of publicly accessible generative-AI technology since it released ChatGPT in late-2022, sparking an arms race within the tech sector as everyone has scrambled to get their own large language model-powered bots and tools out the door; the specifics of this ouster and return to power are arguably less important than the big picture implications of the struggle, namely that those who want to move as fast as possible may have won out over those who want to proceed more slowly and cautiously with these technologies, which could mean we'll see more developments in this space even faster than before, though possibly with fewer failsafes in place.—ReutersNVIDIA's stock price continues to surge on the strength of immense AI-optimized chip demand; it recently reported that it expects to earn about $16 billion in revenue for the third quarter of 2023, which is about triple what it pulled in during the third quarter of 2022.—Quartz1.1 millionPossible number of gallons of oil (that's the high-end estimate) that've leaked into the Gulf of Mexico, off the coast of Louisiana, from a pipeline owned by Main Pass Oil Company, according to the US Coast Guard.The pipeline in question has been shut down as workers look for the source and cause of the leak—and for context, the infamous 2010 BP oil disaster involved 134 million gallons of oil, so this is a lot of oil, but far less than was spilled back then.—QuartzTrust Click Get full access to One Sentence News at onesentencenews.substack.com/subscribe

TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.0:00 Introduction2:21 How TP Huang became interested in electric vehicles6:30 The perception and reality of Chinese products, future of Chinese auto market9:24 The impact of Tesla on the Chinese electric vehicle market14:41 Buying a car in China27:05 China dominates with electric vehicle batteries30:44 The challenges facing Tesla in China40:11 The evolution of smart cars, autonomous vehicles, and self driving50:48 LIDAR technology and autonomous driving59:08 BYD, China's energy independence, and power grid1:14:04 The downstream impact of China leading in tech and electric vehiclesMusic used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (Superfocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.

The Daily Business and Finance Show - Thursday, 9 November 2023 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: China auto sales soar in October off strong electric vehicle demand We are in the early stages of what will be a supercycle in commodities - VanEck Eli Lilly wins FDA approval for weight loss therapy (update) US Steel seesaws amid report ArcelorMittal may be lead bidder Digital Turbine Non-GAAP EPS of $0.13 misses by $0.02, revenue of $143.26M misses by $3.52M Disney gains as profits jump while cost-cutting accelerates AMC Entertainment Non-GAAP EPS of -$0.09 beats by $0.16, revenue of $1.41B beats by $150M Amazon starts laying off employees in music streaming division Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Get healthy and do what we do - go to http://athleticgreens.com/ADVFind out where your Amazon purchases are coming from, and make better choices, and save money, and get cash back with Cultivate. It's free - https://wecultivate.us/laowhyChinese EV juggernaut Weltmeister goes under, and founder flees to USA with entire family. The cracks are showing in the Chinese EV takeover.Support the show here and see the Monday Exclusive show Xiaban Hou! - https://www.patreon.com/advpodcastsGo check out Laowhy86's video! - https://youtu.be/owdIu28KTBI?si=5ZH8fMRfKwylqO98**Conquering China Box Set** - http://vimeo.com/ondemand/conqueringchinaboxset China Fact Chasers - Please subscribe! https://www.youtube.com/c/ChinaFactChasers Support the show here and see the Monday Exclusive show Xiaban Hou! - https://www.patreon.com/advpodcasts Support us and the channel on Paypal! http://paypal.me/advchina Our personal Patreon accounts SerpentZA: http://www.patreon.com/serpentza C-Milk: http://www.patreon.com/laowhy86 ADVChina Subreddit - https://reddit.com/r/ADVChina Tune in, hop on, and stay awesome! http://www.facebook.com/advchina Cartoon feat. Jüri Pootsmann - I Remember U https://soundcloud.com/nocopyrightsounds Track : Cartoon feat. Jüri Pootsmann - I Remember UJustice.gov article about the arrest - https://www.justice.gov/opa/pr/former-soldier-indicted-attempting-pass-national-defense-information-peoples-republic-china

The Daily Business and Finance Show - Friday, 20 October 2023 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: A hard landing is now in sight China to restrict exports of key EV battery material graphite (update) Nasdaq, S&P, Dow end week with hefty losses as focus turns to Q3 earnings deluge SolarEdge sinks 27% early Friday after weak outlook, analyst downgrades NuScale down 21% in two days after Iceberg short sell report Oracle tumbles after AI event; Wall Street comes to defense Apple CEO Cook gets welcome mat in China, meets with vice premier Enphase Energy plummets as SolarEdge warning on European sales sends chills Gold tops $2,000 intraday, ending at three-month high on safe-haven appeal Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

This Simply Trade podcast episode delves into the dynamic world of international trade with its accomplishments, disputes, and the looming unknowns. Main Topics: US-EU Steel Aluminum Deal: The hosts explore the unfolding US-EU steel aluminum deal, its pathways and potential impacts. They also delve into the implications of the EU's carbon border adjustment mechanism (CBAM) and its effects on the cost of US goods in European markets. EU's Green Tariffs: Andy reveals the contentious face of the EU's green tariffs, a measure attracting criticism because of its bureau-centric approach that deflates the notion of free trade. China's EV Subsidy Probe: Our hosts further discuss the launch of the EU's subsidy probe into Electric Vehicles (EV) by China, interpreting China's defense as a call for fair play in international trade. Lalo draws an interesting analogy with the Pinewood Derby car race, emphasizing the need for a level playing field. Global Growth Forecast for 2024: Finally, the hosts wrap up the episode by examining the UN's prediction of "stalling and divergent global growth" in 2024, weighing it against the currently thriving economy. Enjoy the show. Host: Annik Sobing: https://www.linkedin.com/in/annik-sobing-mba-b226251a2/  Host: Andy Shiles: https://www.linkedin.com/in/andyshiles/  Host/Producer: Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/  Co-Producer: Mara Marquez: https://www.linkedin.com/in/mara-marquez-a00a111a8/ Contact SimplyTrade@GlobalTrainingCenter.com or message @SimplyTradePod for: Advertising and sponsoring on Simply Trade Requests to be on the show as guest Suggest any topics you would like to hear about Simply Trade is not a law firm or an advisor. The topics and discussions conducted by Simply Trade hosts and guests should not be considered and is not intended to substitute legal advice. You should seek appropriate counsel for your own situation. These conversations and information are directed towards listeners in the United States for informational, educational, and entertainment purposes only and should not be In substitute for legal advice. No listener or viewer of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from counsel. Information on this podcast may not be up to date depending on the time of publishing and the time of viewership. The content of this posting is provided as is, no representations are made that the content is error free. The views expressed in or through this podcast are those are the individual speakers not those of their respective employers or Global Training Center as a whole. All liability with respect to actions taken or not taken based on the contents of this podcast are hereby expressly disclaimed.

Markham interviews Vivek Vaidya, principal and global client leader at Frost & Sullivan,

On this week's episode of Trade Guys, we are discussing China's EV subsidies and the potential renewal of the Generalized System of Preferences.

Support the Show:PatreonAcast+Shuffle PlaylistOther Links:https://jillpestana.com/https://docs.google.com/spreadsheets/d/1ATb2QFbbCvE7tV23-9nBMn7WNN0ASL2jKSwdxUUejys/edit#gid=0Today's Show: 2024 Kia Niro EVNIO Android PhoneUS Hyundai FactoryGeorgia SalariesBYD Dolphin hits MexicoHyundai offers free home EV chargerORNL new electrolyteChina's EV graveyardsHertz and the Tesla Mobile AppElon Musk and TurkeyElon Musk and ThailandElon and Tesla under investigation 1Elon and Tesla under investigation 2Support this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

As the world transitions away from fossil fuels and the electric vehicle market grows, competition to control a piece of a new source of energy is brewing. From rival carmakers to raw materials miners, different groups are racing to carve out their spots in the supply chain of one important technology: lithium-ion batteries. How will it shake out? The FT's commodities correspondent Harry Dempsey explains who's likely to succeed, and what that could mean for the future of corporate and national power. - - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Rival battery technologies race to dominate electric car marketThe search for winners in the new battery eraCan anyone challenge China's EV battery dominance?- - - - - - - - - - - - - - - - - - - - - - - - - - On X, follow Harry Dempsey (@harrydemps) and Michela Tindera (@mtindera07)Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Sept. 13. The European Union is launching an investigation into Beijing's subsidies for electric-vehicle makers. WSJ Brussels reporter Kim Mackrael tells us the probe signals growing concern in Europe about the impact of low-price products from China. Plus, Arm's Thursday IPO attracts major backing from the chip designer's clients. And Chinese warships mobilize in a major, unannounced show of force. Luke Vargas hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

China's EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Research and Head of APAC Auto Research, and Rebecca Wen, who covers the China EV battery and auto parts sector at J.P. Morgan. This episode was recorded on September 5, 2023.  This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.

Property sector bets on relaxed rules to spur recovery, and factory activity expands at fastest pace since February. Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $250 a year. It's a 60% discount.

In this episode, Dimitrios and I talk about China's dominance in EVs and the prospects for M&S…

China has become a world leader in making and buying Electric Vehicles (EV), somehow under the radar. In fact, China today produces 54% of total EVs globally and with an even higher share for EV batteries.  How did China get there? In this episode of The Sound of Economics, Giuseppe Porcaro sits down with Alicia García-Herrero and Zeyi Yang to explore China's EV industry. Together they discuss the country's rapid rise in the market, its advancement on battery technology, as well as geopolitical implications with a growing chorus calling for de-risking. This episode is part of the ZhōngHuá Mundus series of The Sound of Economics. ZhōngHuá Mundus is a newsletter by Bruegel, bringing you monthly analysis of China in the world, as seen from Europe. Sign up now to receive it in your mailbox!

Original Release on July, 27th 2023: With higher quality and lower costs, China's electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping the global auto market. It's Thursday, July 27th at 8 a.m. in New York. Tim Hsaio: And 8 p.m in Hong Kong. Adam Jonas: For decades, global autos have been dominated by established, developed market brands with little focus on electric vehicles or EVs, particularly for the mass market. As things stand today, affordable EVs are few and far between, and this undersupply presents a major global challenge. At Morgan Stanley Equity Research, we think the auto industry will undergo a major reshuffling in the next decade as affordable EVs from emerging markets capture significant global market share. Tim, you believe China made EVs will be at the center of this upcoming shakeup of the global auto industry, are we at an inflection point and how did we get here? Tim Hsaio: Thanks, Adam. Yeah, we are definitely at a very critical inflection point at the moment. Firstly, since last year, as you may notice that China has outsized Germany car export and soon surpassed Japan in the first half of this year as the world's largest auto exporter. So now we believe China made EVs infiltrating the West, challenging their global peers, backed by not just cheaper prices but the improving variety and quality. And separately, we believe that affordability remains the key mitigating factors to global EV adoption, as Rastan brands have been slow to advance their EV strategy for their mass market. A lack of affordable models actually challenged global adoption, but we believe that that creates a great opportunity to EV from China where a lot of affordable EVs will soon fill in the vacuum and effectively meet the need for cheaper EV. So we believe that we are definitely at an inflection point. Adam Jonas: So Tim, it's safe to say that the expansionary strategy of China EVs is not just a fad, but real solid trend here? Tim Hsaio: Totally agree. We think it's going to be a long lasting trend because you think about what's happened over the past ten years. China has been a major growth engine to curb auto demands, contributing more than 300% of a sales increment. And now we believe China will transport itself into the key supply driver to the world, they initially by exporting cheaper EV and over time shifting course to transplant and foreign production just similar to Japan and Korea autos back to 1970 to 1990. And we believe China EVs are making inroads into more than 40 countries globally. Just a few years ago, the products made by China were poorly designed, but today they surpass rival foreign models on affordability, quality and even detector event user experience. So Adam, essentially, we are trying to forecast the future of EVs in China and the rest of the world, and this topic sits right at the heart of all three big things Morgan Stanley Research is exploring this year, the multipolar world, decarbonization and technology diffusion. So if we take a step back to look at the broader picture of what happens to supply chain, what potential scenarios for an auto industry realignment do you foresee? And which regions other than China stand to benefit or be negatively impacted? Adam Jonas: So, Tim, look, I think there's certainly room to diversify and rebalance at the margin away from China, which has such a dominant position in electric vehicles today, and it was their strategy to fulfill that. But you also got to make room for them. Okay. And there's precedent here because, you know, we saw with the Japanese auto manufacturers in the 1970s and 1980s, a lot of people doubted them and they became dominant in foreign markets. Then you had the Korean auto companies in the 1990s and 2000s. So, again, China's lead is going to be long lasting, but room for on-shoring and near-shoring, friend shoring. And we would look to regions like ASEAN, Vietnam, Thailand, Indonesia, Malaysia, also the Middle East, such as Morocco, which has an FTA agreement with the U.S. and Saudi, parts of Scandinavia and Central Europe, and of course our trade partners in North America, Mexico and Canada. So, we' re witnessing an historic re-industrialization of some parts of the world that where we thought we lost some of our heavy industry. Tim Hsaio: So in a context of a multipolar trends, we are discussing Adam, how do you think a global original equipment manufacturers or OEM or the car makers and the policymakers will react to China's growing importance in the auto industry? Adam Jonas: So I think the challenge is how do you re-architect supply chains and still have skin in the game and still be relevant in these markets? It's going to take time. We think you're going to see the established auto companies, the so-called legacy car companies, seek partnerships in areas where they would otherwise struggle to bring scale. Look to diversify and de-risk their supply chains by having a dual source both on-shore and near-shore, in addition to their established China exposed supply chains. Some might choose to vertically integrate, and we've seen some striking partners upstream with mining companies and direct investments. Others might find that futile and work with battery firms and other structures without necessarily owning the technology. But we think most importantly, the theme is you're not going to be cutting out the world's second largest GDP, which already has such a dominant position in this important market, so the Western firms are going to work with the Chinese players. And the ones that can do that we think will be successful. And I'd bring our listeners attention to a recent precedent of a large German OEM and a state sponsored Chinese car company that are working together on electric vehicle architecture, which is predominantly the Chinese architecture. We think that's quite telling and you're going to see more of that kind of thing. Tim Hsaio: So Adam, is there anything the market is missing right now? Adam Jonas: A few things, Tim, but I think the most obvious one to me is just how good these Chinese EVs are. We think the market's really underestimating that, in terms of quality safety features, design. You know, you're seeing Chinese car companies hiring the best engineers from the German automakers coming, making these beautiful, beautiful vehicles, high quality. Another thing that we think is underestimated are the environmental externalities from battery manufacturing, batteries are an important technology for decarbonization. But the supply chain itself has some very inconvenient ESG externalities, labor to emissions and others. And I would say, final thing that we think the market is missing is there's an assumption that just because the electric vehicle and the supporting battery business, because it's a large and fast growing, that it has to be a high return business. And we are skeptical of that. Precedents from the solar polysilicon and LED TVs and others where when you get capital working and you've got state governments all around the world providing incentives that you get the growth, but you don't necessarily get great returns for shareholders, so it's a bit of a warning to investors to be cautious, be opportunistic, but growth doesn't necessarily mean great returns. Tim, let's return to China for a minute and as I ask you one final question, where will growing China's EV exports go and what is your outlook for the next one or two years as well as the next decade? Tim Hsaio: Eventually, I think China EVs will definitely want to grow their presence worldwide. But initially, we believe that there are two major markets they want to focus on. First one would be Europe. I think the China's export or the local brands there will want to leverage their BEV portfolio, battery EV, to grow their presence in Europe. And the other key market would be ASEAN country, Southeast Asia. I think the Chinese brands where the China EV can leverage their plug-in hybrid models to grow their presence in ASEAN. The major reason is that we noticed that in Southeast Asia the charging infrastructure is still underdeveloped, so the plug-in hybrid would be the more ideal solution to that market. And for the next 1 to 2 years, we are currently looking for the China the EV export to grow by like 50 to 60% every year. And in that long-terms, as you may notice that currently China made vehicles account for only 3% of cars sold outside China. But in the next decade we are looking for one third of EVs sold in overseas would be China made, so they are going to be the leader of the EV sold globally. Adam Jonas: Tim, thanks for taking the time to talk. Tim Hsaio: Great speaking with you Adam.Adam Jonas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people to find the show.

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total vehicles (both pure EV and hybrid) than Tesla does. On this episode, we speak with Corey Cantor, an EV analyst at BloombergNEF about the competition between these two companies, China's EV strategy more broadly, the worldwide battle over batteries, the impact of the Inflation Reduction Act and the big shifts underway in the global automotive landscape.See omnystudio.com/listener for privacy information.

Jing Yang, Director of Fitch's China Research Initiatives based in Shanghai, shares insight on China's booming electric vehicles industry and Chinese automakers' overseas diversification trends.  (00:00) - Introduction (01:18) - Growth drivers of China's EV Market (05:45) - EV price wars (07:59) - Chinese EV brands' competitive edge (09:53) - Can foreign and JV brands catch up? (11:02) - Evolving competitive landscape (14:00) - China's EV exports (16:10) - Risks of Chinese automakers' overseas strategy

It was one of those turning points in the global economy which deserved more attention: Chinese passenger car exports exceeded Japan's this past May, powered by the country's rapidly-expanding electric vehicle sector. It's a marker of China's increasing dominance in this emerging industry, and another sign of Japan's struggles to make more headway, despite its early forays into alternative fuel vehicles. But secure is China's EV dominance, how big a threat are its EVs to the likes of Toyota, and will a steady flow of EV exports trigger a regulatory backlash? Julian Evans-Pritchard, our China Economics head, and Marcel Thieliant, who leads our Japan coverage, discuss the Chinese EV challenge and what it means for Japan's auto industry in this special episode of The Weekly Briefing from Capital Economics. During their conversation, Julian and Marcel cut through the hype to address the key issues around the rise of China's EV industry, including: ·        How Beijing nurtured a globally-dominant EV industry;·        The growing risk of Western protectionism against Chinese EVs;·        How Japan's car makers lost their lead in alternative fuel vehicles.Click here to explore the analysis referenced in this episode.

With higher quality and lower costs, China's electric vehicles could lead a shift in the global auto industry.----- Transcript -----Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping the global auto market. It's Thursday, July 27th at 8 a.m. in New York. Tim Hsaio: And 8 p.m in Hong Kong. Adam Jonas: For decades, global autos have been dominated by established, developed market brands with little focus on electric vehicles or EVs, particularly for the mass market. As things stand today, affordable EVs are few and far between, and this undersupply presents a major global challenge. At Morgan Stanley Equity Research, we think the auto industry will undergo a major reshuffling in the next decade as affordable EVs from emerging markets capture significant global market share. Tim, you believe China made EVs will be at the center of this upcoming shakeup of the global auto industry, are we at an inflection point and how did we get here? Tim Hsaio: Thanks, Adam. Yeah, we are definitely at a very critical inflection point at the moment. Firstly, since last year, as you may notice that China has outsized Germany car export and soon surpassed Japan in the first half of this year as the world's largest auto exporter. So now we believe China made EVs infiltrating the West, challenging their global peers, backed by not just cheaper prices but the improving variety and quality. And separately, we believe that affordability remains the key mitigating factors to global EV adoption, as Rastan brands have been slow to advance their EV strategy for their mass market. A lack of affordable models actually challenged global adoption, but we believe that that creates a great opportunity to EV from China where a lot of affordable EVs will soon fill in the vacuum and effectively meet the need for cheaper EV. So we believe that we are definitely at an inflection point. Adam Jonas: So Tim, it's safe to say that the expansionary strategy of China EVs is not just a fad, but real solid trend here? Tim Hsaio: Totally agree. We think it's going to be a long lasting trend because you think about what's happened over the past ten years. China has been a major growth engine to curb auto demands, contributing more than 300% of a sales increment. And now we believe China will transport itself into the key supply driver to the world, they initially by exporting cheaper EV and over time shifting course to transplant and foreign production just similar to Japan and Korea autos back to 1970 to 1990. And we believe China EVs are making inroads into more than 40 countries globally. Just a few years ago, the products made by China were poorly designed, but today they surpass rival foreign models on affordability, quality and even detector event user experience. So Adam, essentially, we are trying to forecast the future of EVs in China and the rest of the world, and this topic sits right at the heart of all three big things Morgan Stanley Research is exploring this year, the multipolar world, decarbonization and technology diffusion. So if we take a step back to look at the broader picture of what happens to supply chain, what potential scenarios for an auto industry realignment do you foresee? And which regions other than China stand to benefit or be negatively impacted? Adam Jonas: So, Tim, look, I think there's certainly room to diversify and rebalance at the margin away from China, which has such a dominant position in electric vehicles today, and it was their strategy to fulfill that. But you also got to make room for them. Okay. And there's precedent here because, you know, we saw with the Japanese auto manufacturers in the 1970s and 1980s, a lot of people doubted them and they became dominant in foreign markets. Then you had the Korean auto companies in the 1990s and 2000s. So, again, China's lead is going to be long lasting, but room for on-shoring and near-shoring, friend shoring. And we would look to regions like ASEAN, Vietnam, Thailand, Indonesia, Malaysia, also the Middle East, such as Morocco, which has an FTA agreement with the U.S. and Saudi, parts of Scandinavia and Central Europe, and of course our trade partners in North America, Mexico and Canada. So, we' re witnessing an historic re-industrialization of some parts of the world that where we thought we lost some of our heavy industry. Tim Hsaio: So in a context of a multipolar trends, we are discussing Adam, how do you think a global original equipment manufacturers or OEM or the car makers and the policymakers will react to China's growing importance in the auto industry? Adam Jonas: So I think the challenge is how do you re-architect supply chains and still have skin in the game and still be relevant in these markets? It's going to take time. We think you're going to see the established auto companies, the so-called legacy car companies, seek partnerships in areas where they would otherwise struggle to bring scale. Look to diversify and de-risk their supply chains by having a dual source both on-shore and near-shore, in addition to their established China exposed supply chains. Some might choose to vertically integrate, and we've seen some striking partners upstream with mining companies and direct investments. Others might find that futile and work with battery firms and other structures without necessarily owning the technology. But we think most importantly, the theme is you're not going to be cutting out the world's second largest GDP, which already has such a dominant position in this important market, so the Western firms are going to work with the Chinese players. And the ones that can do that we think will be successful. And I'd bring our listeners attention to a recent precedent of a large German OEM and a state sponsored Chinese car company that are working together on electric vehicle architecture, which is predominantly the Chinese architecture. We think that's quite telling and you're going to see more of that kind of thing. Tim Hsaio: So Adam, is there anything the market is missing right now? Adam Jonas: A few things, Tim, but I think the most obvious one to me is just how good these Chinese EVs are. We think the market's really underestimating that, in terms of quality safety features, design. You know, you're seeing Chinese car companies hiring the best engineers from the German automakers coming, making these beautiful, beautiful vehicles, high quality. Another thing that we think is underestimated are the environmental externalities from battery manufacturing, batteries are an important technology for decarbonization. But the supply chain itself has some very inconvenient ESG externalities, labor to emissions and others. And I would say, final thing that we think the market is missing is there's an assumption that just because the electric vehicle and the supporting battery business, because it's a large and fast growing, that it has to be a high return business. And we are skeptical of that. Precedents from the solar polysilicon and LED TVs and others where when you get capital working and you've got state governments all around the world providing incentives that you get the growth, but you don't necessarily get great returns for shareholders, so it's a bit of a warning to investors to be cautious, be opportunistic, but growth doesn't necessarily mean great returns. Tim, let's return to China for a minute and as I ask you one final question, where will growing China's EV exports go and what is your outlook for the next one or two years as well as the next decade? Tim Hsaio: Eventually, I think China EVs will definitely want to grow their presence worldwide. But initially, we believe that there are two major markets they want to focus on. First one would be Europe. I think the China's export or the local brands there will want to leverage their BEV portfolio, battery EV, to grow their presence in Europe. And the other key market would be ASEAN country, Southeast Asia. I think the Chinese brands where the China EV can leverage their plug-in hybrid models to grow their presence in ASEAN. The major reason is that we noticed that in Southeast Asia the charging infrastructure is still underdeveloped, so the plug-in hybrid would be the more ideal solution to that market. And for the next 1 to 2 years, we are currently looking for the China the EV export to grow by like 50 to 60% every year. And in that long-terms, as you may notice that currently China made vehicles account for only 3% of cars sold outside China. But in the next decade we are looking for one third of EVs sold in overseas would be China made, so they are going to be the leader of the EV sold globally. Adam Jonas: Tim, thanks for taking the time to talk. Tim Hsaio: Great speaking with you Adam.Adam Jonas: As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people to find the show.

Welcome to a new Patreon Executive Producer IAN ‘STILL WATERS UK' BENJAMIN⚡

How Jordan became a battleground for Chinese EVs.Click here to read the article by Erin Wong.Narrated by Kim Dalrymple.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Market View, Dan Koh speaks to Ryan Huang and Sean Cheong to discuss why technology giant stocks are pulling back overnight - contributing heavily to the Nasdaq's sharp decline - and how oil prices are moving against the backdrop of Russia's political instability.See omnystudio.com/listener for privacy information.

From being ridiculed to being touted as posing the greatest risks to Europe's carmakers, what have China's electric vehicle makers experienced in the past decade? Are China-made EVs still synonym with low-end cheap products? And will Chinese EV makers become the next target of Western encirclement as their influence grows? Host Tu Yun joins Andy Mok, Senior Research Fellow at the Center for China and Globalization, William Lee, Chief Economist at the U.S.-based Milken Institute, and Minhua Shao, Chair Professor and Director of the Energy Institute, Hong Kong University of Science and Technology on this episode of Chat Lounge to find out the answer and more.

BYD is an electric vehicle powerhouse. Already dominant globally in buses and trucks, BYD is now chasing Tesla for world leadership in battery-powered electric vehicles. The Shenzhen-based company will produce more than 3 million electric vehicles in 2023. Many of those cars and SUVs will find their way to global markets including Thailand, Mexico, Germany, the UK, Australia and Japan. For the casual observer, BYD might appear to be an overnight sensation. But this is not that case. BYD is a 30-year old company that persevered through lots of twists and turns before finally gaining traction in the late 2010s. In this Driving With Dunne episode, I have a conversation with my producer, Chris Donovan, to recount how BYD grew from an unknown battery maker for cellphones in the 1990s into a global champion in electrics today. What do we know about BYD's founder, Wang Chuanfu. How soon will we see BYD cars on American roads? BYD - which stands for Build Your Dreams - is a rich and captivating story, one that will give you a fresh appreciation for new-found Chinese might and confidence. #DrivingWithDunne / #ZozoGohttps://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China's EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin's rise, commodity outlook, the NASDAQ overbought condition, and his aluminum note. Keith Taylor, CFO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it's operating amid varying economic headwinds in tech. Jeff Langbaum with Bloomberg Intelligence joins. Sevin Yeltekin, Dean of Simon Business School at the University of Rochester, joins the program to discuss monetary policy in the US, the regional banking crisis, and recent Fed moves and rhetoric. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is giving big names in the West a run for their money. Disclaimer: https://www.research.hsbc.com/R/51/VzbQbR7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Welcome to CF Podcast #19! In this episode, we dive into the exciting world of electric vehicles and explore how the extension of China's EV tax exemption can benefit NIO's ALPS Sub Brand. The Chinese government's tax exemption policy aims to accelerate the shift towards sustainable transportation by offering tax benefits to consumers who purchase new electric vehicles. However, NIO's current pricing structure excludes their existing models from qualifying for the tax exemption. But fear not! NIO has a game-changing plan up its sleeve. Introducing ALPS, NIO's upcoming Sub Brand that is set to launch in 2024. ALPS targets the mass market, offering more affordable electric vehicles within the price range required for the tax exemption. In this episode, we discuss the potential impact of the extension of the tax exemption policy on NIO and how ALPS can capitalize on this opportunity. We explore the significance of ALPS in expanding NIO's market reach, driving sales, and strengthening their brand recognition.Join us as we unravel the intricate dynamics between China's EV tax exemption extension and NIO's ALPS Sub Brand. Learn how these factors converge to create a promising future for NIO in the rapidly evolving electric vehicle market.Don't miss out on this insightful discussion! Make sure to subscribe, like the video, and leave your thoughts in the comments below. Stay tuned for more engaging episodes where we explore the fascinating intersections of business and technology. Thanks for watching, and let's dive into CF Podcast #19! Free stocks from WeBull:https://www.webull.com/activity?inviteCode=fBYRrgxBolWr&inviteSource=wb_inf&source=CourtsideFinancial Join the free discord :https://discord.gg/neABZcGQ Keywords: nio stock,nio,nio news,nio update,nio stock price,nio stock price predictions,nio analysis today,nio price prediction,nio stock news today,nio stock prediction,nio price target,nio news today,nio stock news,nio price analysis,nio stock predictions,nio stocks,nio stock update,is nio stock a buy,stocks,stock market,stocks to buy now,stocks to buy,nio et7,chad sheridan,et5,nio et5,tesla stock,finance,stock market today,nio price predictions 2022 --- Support this podcast: https://podcasters.spotify.com/pod/show/courtsidefinancial/support

Coming up this week! Honda Introduces The ENY1, Toyota Adds $7B To EV Plans, Hyundai Plans To Be Top EV Maker Globally, And More...Content:0:00 - Titan Auto & Tire, my favorite place to take my vehicles for maintenance and repairs!0:19 - Intro and Welcome1:15 - Honda e:Ny13:05 - Firetruck for EV fires4:23 - China's EV market shakeout6:25 - Toyota adds $7B in investments for EV plans7:32 - Toyota teases 3-row SUV as EV by 20268:57 - Toyota still wants a wide approach to reducing CO2 emissions10:24 - Toyota's Hybridized EV Strategy Is Expensive13:12 - Hyundai Motor Group Wants to be Top-3 Global EV maker14:25 - Dealerships Can't Get Enough EVs, Some Still Don't Want Them17:13 - Texas Law Requires EV Owners to Pay Big Bucks21:06 Chevy Silverado gets more range22:32 - Chrysler Plans First EV23:42 - Tesla's Optimus Robot: https://youtu.be/XiQkeWOFwmk24:45 - Elon Musk hints at two new Tesla products27:28 - Question Of The Week28:42 - EV Resource Hotline 29:55 - Ending AnnouncementsPodcast Partner: Titan Auto and Tire - Titan is one of the very few independent shops in Central Virginia that are qualified to work on EVs and Hybrids.  https://www.titanautotire.comPatreon Supporters: Director Tier - Rajeev Narayan, Andy CooperExecutive Producer Tier - Christopher LawrenceProducer Tier - Charles Hall, Eric Weber, Alan MichelIf you would like to support the EV Resource Podcast, Magazine, Newsletter, and YouTube Channel, head over to Patreon and consider a monthly contribution. https://www.patreon.com/EVResourceInstead of mandatory membership fees or paywalls, I use advertising and affiliate connections to keep The EV Resource Podcast and The EV Resource Magazine free for all of you. There are a number of discount codes and deals for you as well! Please consider supporting the sponsors who make EV Resource possible:https://www.ev-resource.com/dealsFEATURED:OHMMU 12V Batteries: https://www.ohmmu.com/?ref=gb9uvv3jh8I also have on the webpage a small but growing collection of products on Amazon that I recommend:https://www.ev-resource.com/ShopConnect with EV Resource on Social Media!Facebook: https://www.facebook.com/evresource1Instagram: https://www.instagram.com/ev_resourceTwitter: https://www.twitter.com/EV_ResourceWebpage: https://www.ev-resource.comEmail: hello@ev-resource.comSupport the showConnect with EV Resource on Social Media!Facebook: https://www.facebook.com/evresource1Instagram: https://www.instagram.com/ev_resourceTwitter: https://www.twitter.com/EV_ResourceWebpage: https://www.ev-resource.comEmail: hello@ev-resource.com

The rush to build up capacity as vehicle sales surged over the last few years has led to an overhang that resulted in production and job cuts, as well as falling prices   Click here to read the Caixin Global article.    If you're enjoying our shows, please give our podcast account, China Business Insider, a 5-star rating wherever you're listening.

Bloomberg Daybreak Weekend with John Tucker takes a look at some of the stories we'll be tracking for you in the next week including the coming Fed minutes, the official launch of Florida governor Ron DeSantis' campaign for the GOP presidential nomination, here comes Bloomberg's Qatar Economic Forum, and why we should be watching China's EV market very closely right now.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with John Tucker takes a look at some of the stories we'll be tracking for you in the next week including the coming Fed minutes, the official launch of Florida governor Ron DeSantis' campaign for the GOP presidential nomination, here comes Bloomberg's Qatar Economic Forum, and why we should be watching China's EV market very closely right now. See omnystudio.com/listener for privacy information.

The rush to build up capacity as vehicle sales surged over the last few years has led to an overhang that resulted in production and job cuts, as well as falling prices.Lu Yutong, Qu Yunxu and Bonnie Cao.Narrated by Sylvia Franke.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New data on February home prices is released. China's EV production is up. Plus, U.S. companies have more cash on their balance sheets. Host: Nick Devor. Learn more about your ad choices. Visit megaphone.fm/adchoices

China's electric vehicle (EV) and plug-in hybrid vehicle (PHEV) market continued its incredible growth in 2022, reaching nearly 7 million in total domestic sales. The EV and PHEV market share reached 25% for the year and even surpassed 30% in the final months of the year. That's up from just a 5% market share only […] The post OIES Podcast – An update on China's EV Revolution appeared first on Oxford Institute for Energy Studies.

TOPIC: China EV Inc, the unstoppable force?; PANEL: Tu Le, Sino Auto Insights; Gary Vasilash, on Automotive; John McElroy, Autoline.tv

We had a special guest today. Lacey Kaelani of Meta Intro a new identity wallet for job seekers and employers. Fascinating stuff. Join our community and discuss: https://t.me/missiondefi Guest Project: Meta Intro Project URL: https://metaintro.com Project Twitter: https://twitter.com/metaintro Guest Name: Lacey Kaelani Guest Twitter: https://twitter.com/Laceykaelani The Chopping Block doesn't like Canto, because they don't know what it is: https://www.youtube.com/watch?v=LHDeX7wYUtsBrad's comments: https://twitter.com/b05crypto/status/1622414183936434176 a16z votes against proposal to deploy Uniswap v3 on BNB Chain - https://cointelegraph.com/news/a16z-votes-against-proposal-to-deploy-uniswap-v3-on-bnb-chain Spanish rehab center adds crypto trading addiction to services list - https://cointelegraph.com/news/spanish-rehab-center-adds-crypto-trading-addiction-to-services-list AI Mayoral Candidate - (3) Arturo Inteligente (@intelimigente) / Twitter - https://mobile.twitter.com/intelimigente Rocket Pool Community Voting Whether to Self-Limit Its Growth - https://www.coindesk.com/tech/2023/02/01/rocket-pool-community-voting-whether-to-self-limit-its-growth/?utm_medium=referral&utm_source=rss&utm_campaign=headlines China's EV upstart Xpeng ready to take off with flying permit | TechCrunch - https://techcrunch.com/2023/02/01/chinas-ev-upstart-xpeng-ready-to-take-off-with-flying-permit/ Joe Cawley and Brad Nickel cover the DeFi news of the day, new opportunities in the space including liquidity pools, yield farming, staking, and much more. This is not financial advice. Nothing said on the show should be considered financial advice. This is just the opinions of Brad Nickel, Joe Cawley, and our guests. None of us are financial advisors. Trading, participating, yield farming, liquidity pools, and all of DeFi and crypto is high risk and dangerous. If you decide to participate, do your own research. Never count on the research of others. We don't know what we are talking about and you can lose all your money. Never invest more than you can afford to lose, because you probably will lose it all. --- Support this podcast: https://anchor.fm/missiondefi/support

① Beijing scraps tests for COVID19 when entering public places. What to brace for in the next weeks and months to come? ② EU, Western Balkans summit: will EU enlargement go further? ③ Think tank report shows U.S. dominates global arms sales. ④ China EV sales boom in Nov. What does it say about China's EV market? ⑤ Why Netherlands wrestles for an official apology for its role in slavery?

Saudi Arabia's PIF issues $3bn Green Bond. China's EV companies seek to conquer Europe.    See omnystudio.com/listener for privacy information.

Three EV-focused friends sit down at a table and discuss zero emissions transport on World EV Day. Danny Thai is the founder of zecar.com, a one-stop-shop for electric car news, comparisons, data and clean energy. https://www.linkedin.com/in/dannythai123/ Shaun Garrard has extensive experience across the automotive and electric vehicle sectors in the Asia Pacific region, including with Tesla Australia and WM Motor in Shanghai. Timecodes: 00:00 - Introduction 01:25 - What's happening this week in EVs 02:50 - Shaun's background 06:20 - Do western countries see China as a serious automotive player? 08:35 - Wan Gan - the man behind China's EV dominance 13:30 - Talking NIO 18:07 - Battery swapping; will it work in Australia? 22:00 - The cost of charging infrastructure 26:40 - Tackling residential charging issues 29:20 - EV Uptake in Australia 30:15 - Are there benefits from not being first; will it pay off to watch other countries makes the switch to EVs from fossil fuel 30:50 - Carrot + stick - how to drive people into EVs, and what should Australia's national strategy be? 37:20 - Which future products are we looking forward to?

Jenny Liu is a schoolteacher in Zhumadian in central China. With about 7 million people, it's still considered a small city. When she's not working, her days are spent on the go, shuttling her kids around town.Liu drives a Seahorse, a Chinese brand mini-electric car.China started investing in new electric vehicles (EV) years ago. This year, about 25% of new cars sold there are electric.Liu told The World that she's usually driving around in her electric car from morning until night.One day, her first stop was dropping off her daughter at kindergarten. Next, she took her 12 year-old son to his tutoring session and picked up some groceries. In the afternoon, it was more pick-ups, drop-offs and errands.“Everyone here has an electric car,” she said. Liu's family actually owns three electric vehicles — the mini-electric car, an electric scooter and a three-wheeled golf cart. They're all for short trips within the city.They also own a gas-powered car, but Liu said they only use it for long-haul trips outside the city. Car buyers check out the Avatr 11 electric vehicle in China. Credit: Rebecca Kanthor/The World “It's just too expensive to drive,” she explained. The mini-EV costs her family less than $4 a week to charge up. Gas and parking would cost at least five times as much.Across Chinese cities, electric cars can be seen everywhere, and can be spotted by their green license plates. Tiny mini-EVs are especially popular in smaller cities. They're even smaller than the SmartCars seen on roads in the US. And these mini-EVs are customized with colors and decals — for example, some cars are decorated with Mickey Mouse, Hello Kitty or the black-and-white splotches of a dairy cow.Zhang Bo, 32, owns a shiny silver Wuling Hongguang, which was the best-selling EV in China, a Chinese joint venture with GM. He uses his car to commute to work. “It's really convenient for city driving,” he said. It's also budget-friendly. This model goes for under $5,000.Yang Jian, a journalist who writes about the car industry in China, said that government subsidies have been a big reason for the EV market's success, but he senses that it is now growing even stronger because buyers are interested in the cars themselves, not just the subsidies.“Now there is a real demand for EVs, especially among the young population.”Yang Jian is, journalist“Now there is a real demand for EVs, especially among the young population,” he said. “They really like the car, from the exterior to interior to [its] performance. They like to try new things.”And there are plenty of options to try, for every budget, from tiny, cheaper models all the way up to luxury cars made by Chinese and foreign automakers.  Bill Russo is a car industry expert in Shanghai. He said that the range of options is key to China's EV success.“If the Chinese EV market were an ice cream shop, it would be Baskin Robbins,” he said. “You know, 31 flavors. There's basic EVs, midmarket EVs, and then there's more premium [ones with] more technology. I call them smart EV offerings — even some high end brands, like the HiPhi — which is selling an EV that is more than $100,000.In the coastal city of Shanghai — a city of 25 million people — you can see the full range of electric vehicles on the roads, from electric scooters and electric buses, all the way to Teslas and other luxury cars. Hart Yang, 24, is a physical education teacher at an elementary school, and like many people in China from his generation, he's the first car owner in his family. He bought a black Tesla Model 3.“I chose an electric car mostly for the free license plate,” he said. In Shanghai, the cost of a license plate alone is more than $13,000, Yang explained. But electric and hybrid car buyers in Shanghai get a green license plate at no cost.That perk will be taken away from hybrid car buyers at the end of this year, but the Chinese government has signaled it will continue to support the EV car market into 2023.Tesla, which has a factory in Shanghai, is a popular EV car purchase in bigger cities. But Chinese brands are competitive, with names like Future and Build Your Dream. High-end Chinese EV makers are tapping into an aspirational market. A mini-electric vehicle parked in the street, Zhumadian, China. Credit: Rebecca Kanthor/The World At a recent luxury car event on the outskirts of Shanghai, people were milling around an Avatr 11. It's a high-tech collaboration between Changan, one of China's biggest car companies, and Huawei, the mobile phone company. The car sells for nearly $50,000.Elliot Richards, who makes YouTube videos about Chinese electric cars, said that for top-end electric car buyers here, it's all about the technology.“Chinese consumers think that this is like a mobile phone purchase,” he said. “They just change it every six months into the new technology, like an iPhone. Let's drive this for six months, enjoy it, sell it. Get the new model from another company.”The model he's driving doesn't require a key. You use your phone to unlock the doors. The car is full of perks: three large screens on the dashboard and the backseats even feature back massagers. Cameras and sensors are positioned throughout the car. YouTuber Elliot Richards test drives a Chinese luxury electric vehicle. Credit: Rebecca Kanthor/The World When the onboard computer senses its passengers are in a happy mood, an automated woman's voice offers to put on some upbeat music and lighting inside the car.These high-tech features will eventually be standard in most Chinese EVs, Richards said.Electric cars in China benefit from a strong infrastructure that supports the industry. In Shanghai, there are 109,000 public charging stations.   “There are so many,” Richards said. “And if I go further outside of Shanghai, I know the motorway network, every service station has chargers. It's so easy that I didn't even consider it a problem in China.”But others find it more difficult to drive electric cars on long-haul trips. Hart Yang, the Tesla owner, said he ran out of power for his car on a trip into the mountains several hours away from Shanghai. The remote rural area he traveled to was not well equipped with charging stations, so he had to come up with an alternate solution.Outside of China's wealthier coastal cities, though, many people still rely on China's extensive rail network or gas-powered cars for longer trips.The Chinese government has announced that it is investing in new charging stations for rural areas across the country, in the hopes that a stronger charging infrastructure will pave the way for Chinese drivers to go all in on electric.

Jenny Liu is a schoolteacher in Zhumadian in central China. With about 7 million people, it's still considered a small city. When she's not working, her days are spent on the go, shuttling her kids around town.Liu drives a Seahorse, a Chinese brand mini-electric car.China started investing in new electric vehicles (EV) years ago. This year, about 25% of new cars sold there are electric.Liu told The World that she's usually driving around in her electric car from morning until night.One day, her first stop was dropping off her daughter at kindergarten. Next, she took her 12 year-old son to his tutoring session and picked up some groceries. In the afternoon, it was more pick-ups, drop-offs and errands.“Everyone here has an electric car,” she said. Liu's family actually owns three electric vehicles — the mini-electric car, an electric scooter and a three-wheeled golf cart. They're all for short trips within the city.They also own a gas-powered car, but Liu said they only use it for long-haul trips outside the city. Car buyers check out the Avatr 11 electric vehicle in China. Credit: Rebecca Kanthor/The World “It's just too expensive to drive,” she explained. The mini-EV costs her family less than $4 a week to charge up. Gas and parking would cost at least five times as much.Across Chinese cities, electric cars can be seen everywhere, and can be spotted by their green license plates. Tiny mini-EVs are especially popular in smaller cities. They're even smaller than the SmartCars seen on roads in the US. And these mini-EVs are customized with colors and decals — for example, some cars are decorated with Mickey Mouse, Hello Kitty or the black-and-white splotches of a dairy cow.Zhang Bo, 32, owns a shiny silver Wuling Hongguang, which was the best-selling EV in China, a Chinese joint venture with GM. He uses his car to commute to work. “It's really convenient for city driving,” he said. It's also budget-friendly. This model goes for under $5,000.Yang Jian, a journalist who writes about the car industry in China, said that government subsidies have been a big reason for the EV market's success, but he senses that it is now growing even stronger because buyers are interested in the cars themselves, not just the subsidies.“Now there is a real demand for EVs, especially among the young population.”Yang Jian is, journalist“Now there is a real demand for EVs, especially among the young population,” he said. “They really like the car, from the exterior to interior to [its] performance. They like to try new things.”And there are plenty of options to try, for every budget, from tiny, cheaper models all the way up to luxury cars made by Chinese and foreign automakers.  Bill Russo is a car industry expert in Shanghai. He said that the range of options is key to China's EV success.“If the Chinese EV market were an ice cream shop, it would be Baskin Robbins,” he said. “You know, 31 flavors. There's basic EVs, midmarket EVs, and then there's more premium [ones with] more technology. I call them smart EV offerings — even some high end brands, like the HiPhi — which is selling an EV that is more than $100,000.In the coastal city of Shanghai — a city of 25 million people — you can see the full range of electric vehicles on the roads, from electric scooters and electric buses, all the way to Teslas and other luxury cars. Hart Yang, 24, is a physical education teacher at an elementary school, and like many people in China from his generation, he's the first car owner in his family. He bought a black Tesla Model 3.“I chose an electric car mostly for the free license plate,” he said. In Shanghai, the cost of a license plate alone is more than $13,000, Yang explained. But electric and hybrid car buyers in Shanghai get a green license plate at no cost.That perk will be taken away from hybrid car buyers at the end of this year, but the Chinese government has signaled it will continue to support the EV car market into 2023.Tesla, which has a factory in Shanghai, is a popular EV car purchase in bigger cities. But Chinese brands are competitive, with names like Future and Build Your Dream. High-end Chinese EV makers are tapping into an aspirational market. A mini-electric vehicle parked in the street, Zhumadian, China. Credit: Rebecca Kanthor/The World At a recent luxury car event on the outskirts of Shanghai, people were milling around an Avatr 11. It's a high-tech collaboration between Changan, one of China's biggest car companies, and Huawei, the mobile phone company. The car sells for nearly $50,000.Elliot Richards, who makes YouTube videos about Chinese electric cars, said that for top-end electric car buyers here, it's all about the technology.“Chinese consumers think that this is like a mobile phone purchase,” he said. “They just change it every six months into the new technology, like an iPhone. Let's drive this for six months, enjoy it, sell it. Get the new model from another company.”The model he's driving doesn't require a key. You use your phone to unlock the doors. The car is full of perks: three large screens on the dashboard and the backseats even feature back massagers. Cameras and sensors are positioned throughout the car. YouTuber Elliot Richards test drives a Chinese luxury electric vehicle. Credit: Rebecca Kanthor/The World When the onboard computer senses its passengers are in a happy mood, an automated woman's voice offers to put on some upbeat music and lighting inside the car.These high-tech features will eventually be standard in most Chinese EVs, Richards said.Electric cars in China benefit from a strong infrastructure that supports the industry. In Shanghai, there are 109,000 public charging stations.   “There are so many,” Richards said. “And if I go further outside of Shanghai, I know the motorway network, every service station has chargers. It's so easy that I didn't even consider it a problem in China.”But others find it more difficult to drive electric cars on long-haul trips. Hart Yang, the Tesla owner, said he ran out of power for his car on a trip into the mountains several hours away from Shanghai. The remote rural area he traveled to was not well equipped with charging stations, so he had to come up with an alternate solution.Outside of China's wealthier coastal cities, though, many people still rely on China's extensive rail network or gas-powered cars for longer trips.The Chinese government has announced that it is investing in new charging stations for rural areas across the country, in the hopes that a stronger charging infrastructure will pave the way for Chinese drivers to go all in on electric.

China's electric car companies completely dominate the EV market and are eating into Tesla's business. In 2021, China's EV industry was worth $124 billion.   https://theprint.in/opinion/eye-on-china/byton-byd-saic-nio-xpeng-chinas-electric-car-industry-is-locking-horns-with-us-tesla/1085531/

US stocks fell Monday. Plus, China's EV sector faces new COVID-19 restrictions, Macau's casinos are shut down by an outbreak, and Greenbrier missed on profit.

US stocks fell Monday. Plus, China's EV sector faces new COVID-19 restrictions, Macau's casinos are shut down by an outbreak, and Greenbrier missed on profit.

US stocks fell Monday. Plus, China's EV sector faces new COVID-19 restrictions, Macau's casinos are shut down by an outbreak, and Greenbrier missed on profit.

US stocks fell Monday. Plus, China's EV sector faces new COVID-19 restrictions, Macau's casinos are shut down by an outbreak, and Greenbrier missed on profit.

China's EV numbers have surged while the US stagnates, solar supply chain prices are to rise throughout 2022, and the next decade will see a global carbon price take shape as border taxes pressure Asian manufacturers to move away from coal-fired power plants.

China Update is about China economic and political news and analysis, today we discuss the Evergrande Housing Crisis and Oaktree's moves, the Chinese economy, China's EV market and Financial risks, Kazakhstan & China, US-China moves and more. #chinaupdatePlease Support China Update: https://www.patreon.com/chinaupdateClick "Join" to became a channel member 00:00 Introduction00:12 US-China: Diplomats & Laws03:22 Evergrande Housing Crisis | Hong Kong | Project Castle05:46 Kazakhstan | Central Asian Virtual Summit07:52 Chinese Economy

Winston Lum, senior portfolio manager, Asian equity, Nikko Asset Management discusses how the structure behind the NikkoAM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF makes it an attractive opportunity for investors.See omnystudio.com/listener for privacy information.

https://twitter.com/derznovich Access our Live event on the link above!! Just a short teaser to tell you about an experiment we are planning to try on Monday morning BJ time, Sunday night U.S. time. Joyce and I will be hosting a Twitter Live interview with James Gao of BEN and Tu Le of Sino Auto Insights and the China EVs and More podcast. If we manage to figure out the technical stuff, it will start at 8:00 am Monday China time, and that's 7 pm Eastern, 4 pm Pacific on Sunday. In this upcoming episode, we are going to talk about the China EV market, which is poised to surpass 3 million vehicles this year and 5 million next year. We're going to talk about China's EV startups, international brands, and what makes China so disruptive in the EV space. We'll touch on some issues like range, design, battery size, and charging. We'll bring it back to the issue of emissions and the environment, and take your questions. If all goes well, we'll play a game of buy-sell-or-hold with our esteemed guests, and our audience will get to play too! So looking forward to seeing you there with us, LIVE, on the Environment China podcast on Twitter Spaces, Sunday night US time, Monday morning China time! You can access the Live event on the link above.  

In this episode, we unpack the buzz around Tesla finally entering the Indian market, the steps that the carmaker might take to cement its success in India, and how India could take a leaf out of China's EV playbook to potentially revolutionise EV adoption in the world's largest democracy.

Tesla CEO Elon Musk announced late Tuesday that the company will open its Supercharger network to other automakers by the end of the year in a tweet. Tesla is said to be in talks with European countries about opening up its charging network to other automakers in order to unlock subsidies in those countries. China's EV manufacturers Li Auto, Nio, Xpeng Motors, and BYD Co. (BYDDF) all rallied 5 to 8 percent to the news, while Tesla was down 0.78%.

This episode we're exploring China's electric vehicle sector and the many manufacturers vying for a piece of the increasingly crowded market. We're joined by Nick Lai, head of Asia Auto Research at JP Morgan, to discuss the opportunities and challenges facing foreign EV producers in China, as well as the intersection between electric vehicles and smart cars in the future of auto manufacturing. We also chat about China's charging infrastructure and EV battery market, including why foreign battery manufacturers are unlikely to compete in the China market. Finally, Nick offers his take on whether the majority of China's new car sales will be EVs by 2030. 

Tue. 3/30 China's EV war: Xiaomi enters the fray with multibillion dollar investment in the world's largest market for electric vehicles

①President Xi says pleased to hear rapid growth of quake-hit Yushu ②Vice premier meets Hong Kong, Macao chief executives ③Former minister urges efforts to keep manufacturing's share in GDP stable ④China to implement a state strategy in active response to population aging ⑤Consumer interest, government support driving China's EV market expansion