Ford, Toyota and Volkswagen still have time to survive the Chinese EV disruption. The problem is that survival requires them to dismantle much of the business that made them successful. I keep coming back to one uncomfortable thought: legacy auto … Continued
The Shift Tesla’s robotaxi push is now live in Austin. It matters. But the metric has shifted. This is no longer about proving autonomy works. It is about proving it works at scale, at low cost, with short wait times. … Continued
⚙️ Beijing’s Dual Strike On October 9 2025, China redrew the map of industrial power. Two new MOFCOM decrees — Announcement No. 61 (rare earths) and Announcement No. 39 (lithium batteries & graphite) — together mark a decisive shift from … Continued
Whenever I talk about China’s astonishing rise in solar and renewables, someone inevitably brings up their massive coal pipeline. Fair enough. China’s coal buildout headlines are hard to ignore. But when I point out that in 2024, 85% of new … Continued
The electric vehicle (EV) market in China is ablaze with innovation, and three tech-laden electric SUVs—the XPeng G7, Zeekr 7X, and Xiaomi YU7—are stealing the spotlight with their audacious challenge to Tesla’s dominance. These aren’t mere iterations of past models; … Continued
By Chris / EV Curve Futurist It’s taken a bit of time to put this update together — not due to a lack of direction, but because the data flying around during the first half of 2025 has been anything … Continued
Introduction Before we begin, let me be clear: I’m not a China shill, nor am I under any illusions about the complexity of geopolitics or national interests. I was momentarily optimistic with the announcement of the Inflation Reduction Act (IRA), … Continued
The AI race is heating up, and a new challenger is emerging—DeepSeek AI. Unlike OpenAI, which has dominated the space with massive funding and premium pricing, DeepSeek is making waves by delivering competitive performance at approximately 40x lower cost. Could … Continued
China’s surge in plug-in hybrid electric vehicles (PHEVs) has caught the world’s attention. In 2023 and 2024, PHEVs were pivotal in driving China’s new energy vehicle (NEV) growth, with BYD leading the charge. Nearly 60% of BYD’s sales in 2023 … Continued
2024 has been a transformative year, marked by unparalleled advancements in renewable energy capacity, electric vehicle adoption, and global efforts to combat climate change. Market forces, innovation, and collective ambition have driven significant progress toward climate goals, often exceeding expectations. … Continued