
A Christmas Carol has a timeless message for us all, if we will only open our hearts to it.
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The past year of thinking about climate action has increasingly felt like thinking about markets. Not markets in the narrow sense of price signals alone, but markets as arenas where learning happens, capacity is built, costs fall, and political coalitions shift. Reading and in some cases rereading Guns, Germs, and ... [continued]
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By The Waymo Team At Waymo, our mission is to be the world’s most trusted driver. We know trust is built through consistent behavior over time—earned through every mile we drive and every interaction we have with the community. This past Saturday, as a widespread PG&E outage cut power to ... [continued]
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… in China. Ford has launched a fully electric (BEV) and extended-range electric (EREV) Bronco in China. It is shutting down EV shop in the USA, for the most part, but it is gung-ho about the new electric era in China. The Ford Bronco BE comes with a 105 kWh ... [continued]
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...There are many hot, fun, attractive, exciting, competitive electric cars on the Chinese auto market. However, there are none hotter than the Geely Geome Xingyuan this year. Yes, passing up the Tesla Model Y, the Wuling HongGuang Mini EV, and all of the BYD models on the list, the Xingyuan ... [continued]
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In November 2024, BYD reached cumulative production of 10 million plugin vehicles (or “new energy vehicles” as they are called in China). Just 13 months later, in December 2025, the company reached 15 million. That’s stunning growth. From 10 million cumulative vehicles produced to 15 million in just over a ... [continued]
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As Zach mentioned yesterday, The Guardian reported data from ACEA showing that Tesla sold 12,130 vehicles in Europe in November, down from 18,430 last year, while the overall market grew slightly. Tesla’s market share shrank from 2.1% to 1.4%. However, while Tesla staggered, BYD’s sales growth accelerated in the EU, ... [continued]
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Most Western analysis of the automotive transition still carries a quiet but profound blind spot. China is often treated as one large market among several, occasionally acknowledged as the largest, but rarely internalized as the market that now determines global scale, cost curves, and learning rates. This is not a ... [continued]
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CATL is the largest EV battery producer in the world. It continues to progress, with the latest news being a factory under construction in Spain and restarting of a lithium mine in China. CATL + Stellantis Battery Factory in Spain The US and Japan led on electric vehicles for a ... [continued]
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Tesla has put its customers at risk by relying on electrically activated door locks and downplaying mechanical locks.
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You may be familiar with China’s green license plates for electric vehicles. They help people to notice which vehicles are electric and which aren’t. Now there’s apparently a new kind of license plate, and the first four of them have been delivered in Chongqing and Beijing. I reported last week ... [continued]
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The world’s leading battery producer, CATL, has decided to flex some of its robot muscles this month. It has revealed the first humanoid robot battery production line…. That is, a battery production line “manned” by humanoid robots. First of all, yes, these humanoid robots have apparently replaced human workers. In ... [continued]
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Leapmotor feels like “the little EV company that could” to me (a reference to The Little Engine That Could for those from a certain time period). The company was formed in late 2015 and launched its first car in June 2019, in the middle of an already quite big and ... [continued]
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November saw plugin EVs at 35.2% share in Germany, up from 22.8% share year-on-year. BEV volume increased by 59% YoY, while PHEVs grew 57%. Overall auto volume was 250,671 units, up some 2.5% YoY. November’s best-selling BEV was the Volkswagen ID.7. November’s auto sales saw combined EVs at 35.2% share ... [continued]
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By Proterra Team The commercial electrification market is entering 2026 in transition. Regulatory frameworks are being rewritten. Federal incentives are under review. OEMs face uncertainty about which compliance standards will govern their products. 2026 will be a year of clarification; some applications will prove economically viable now while others will ... [continued]
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