Vehicle Sales in China: First Nine Months of 2017

For the first nine months of 2017, total sales of trucks, buses, and passenger cars in China were up 4.5 percent to 20.2 million units, close to the 5 percent increase that most auto analysts are predicting for the full year. China is on track to be the world’s largest car market for the eighth consecutive year.

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China’s New EV Rules

The United Kingdom and France have announced that sales of gasoline and diesel vehicles will no longer be allowed in their countries by 2040, and the Indian government has indicated its intention to only allow electric vehicles (“EVs”) to be sold in India by 2030. However, China raised the bar yet again for automakers when […]

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How Electric Vehicles Are Changing The Auto Landscape

“If the policymakers and the capital providers are both telling you to do it (i.e. build EVs)…then you’d better get on and just do it.”

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EV Batteries: A $240 Billion Industry in the Making

Even those who consider themselves somewhat knowledgeable about the electric vehicle (“EV”) industry would be hard pressed to name more than a handful of EV battery suppliers.

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Why China Leads the World in Electric Vehicles

In 2016, almost 95 million autos were made and sold globally, nearly all powered by an internal combustion engine (ICE). For the past 100 years, internal combustion engine (ICE) powered vehicles, and readily available oil supplies have dominated autos. The winds of change are blowing, however, and many believe that the $2.0 trillion global auto industry is about to undergo a significant transformation as all-electric vehicles (EVs) begin to replace ICE vehicles.

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Q1 Update: Mixed Results For Vehicle Sales In China

While vehicle sales in January and February are always problematic due to the timing of Spring Festival in China, a number of additional cross currents were at work this year.

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Bicycles Are Back In China

More than three million shared bikes can now be seen in over 40 Chinese cities. From a standing start at the beginning of 2016, there were an estimated 18.9 million bike-sharing app users in China at year-end, a number that is expected to triple in 2017.

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An Inflection Point In The Global Electric Vehicle Industry?

By any definition, the global electric vehicle (EV) industry appears to be at an inflection point. UBS, a large securities firm, believes that significant change is on the way and predicts that a growing global electric vehicle fleet will be disruptive to gasoline demand by 2031.

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China Autos: 2016 Wrap and 2017 Prospects

2016 turned out surprisingly well for China’s automakers. Among other factors, auto sales benefitted from the cut in the purchase tax on small cars initiated by the Chinese government in the final quarter of 2015 to boost flagging demand. The resulting surge in sales carried over into 2016, and when rumors surfaced later in the […]

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