New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming.
So what’s going on?
In this episode, Shayle talks to TP Huang, who writes a Substack about EVs, clean energy, and other tech focused on China. ... Show More
Oct 29
The new landscape for gas turbines
Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, ... Show More
31m 56s
Oct 27
The battery boom behind the AI buildout [partner content]
The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. And now batteries are having a moment. The urgency to ... Show More
29m 52s
Jul 2021
Tesla Crushing it in China's Car Cap and Trade
China will be a huge market for electric vehicles. In BloombergNEF's latest Electric Vehicle Outlook, published last month, we project that EVs will be 25% of China's passenger vehicle sales in 2025, 48% in 2030, and 77% in 2040. This week, Switched On speaks with BloombergNEF el ... Show More
31m 41s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
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 v ... Show More
49m 26s