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China Shifts Subsidies for Electric Vehicles

China is the clear global leader in the production and sales of electric vehicles (“EVs”). Last year, 770,000 EVs were manufactured and sold in the country, a 53 percent increase over 2016 and almost four times the number sold in the United States. With EVs still at a cost disadvantage to vehicles made with traditional […]

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BYD Bears The Brunt of China’s New EV Playbook

Fueled by large consumer and manufacturer subsidies, China has emerged as the global leader in electric vehicles (EVs) by a wide margin. Recognizing the importance of reducing air pollution in its densely populated cities, China began heavily subsidizing the manufacture of electric buses in 2010. At the same time, the Chinese government has been offering […]

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China Autos: 2017 In Review

After nearly 15 years of remarkable growth, China’s auto industry began to transition in 2017 from its high growth phase to a maturity phase of development where growth is likely to be steady but much slower in percentage terms. From 2002 to 2016, annual sales of trucks, buses and passenger cars in China grew at […]

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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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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’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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Electric Cars: A Review of 2014

Electric Cars: A Review of 2014

Every year, approximately 88 million trucks, buses and passenger cars are produced worldwide. While the vast majority of these vehicles are powered by an internal combustion engine, the power source of choice for autos for the past 100 years, there has been much speculation about the role that electric vehicles might play over the next […]

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