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
Apr 30
How AI is modernizing EPCs
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this episode, Shayle speaks to George Hershman, CEO of SOLV Energy, one of the larges ... Show More
34m 1s
Apr 16
How Base Power plans to use its fresh $1B [re-published]
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, ... Show More
39m 51s
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