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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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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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China’s Crowded Auto Industry

By any measure, China’s auto industry is crowded.

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Auto Sales Soar in China

Unit sales of trucks, buses, and passenger cars in China soared 26.3 percent in August, and a further 29 percent in August — racking up double-digit rates of growth that haven’t been seen in a few years. In fact, September’s jump in car sales was the largest monthly gain since January 2013. Strong sales performance […]

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China’s Charging Ahead!

Electric Vehicle (EV) makers the world over face a classic “chicken and egg” problem. Concerned with the range of EVs and the availability of charging stations, consumers are reluctant to forsake their cars powered by internal combustion engines in favor of those powered by batteries. Yet, building a charging infrastructure is expensive, and investors are […]

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