The hottest Electric Vehicles Substack posts right now

And their main takeaways
Category
Top Climate & Environment Topics

Mapping out key players in EVs

Genuine Impact - Charting Finance, Investing & Tech • 216 implied HN points • 30 Jun 23
💼 Business Electric Vehicles
  1. Lithium producers are crucial for ensuring a stable supply of lithium used in EV batteries.
  2. Battery producers focus on improving battery capacity, charging speeds, and durability for electric vehicles.
  3. Auto parts manufacturers play a vital role in developing EV technology by producing essential components like electric motors and power electronics.

China Replaces Japan As Top Auto Exporter in Jan-June 2023

Japan Economy Watch • 199 implied HN points • 03 Aug 23
💼 Business Automotive Exports Manufacturing Market Share Electric Vehicles
  1. China has replaced Japan as the top auto exporter in the first half of 2023, showcasing an increase in auto exports and a decline in Japanese global auto production share.
  2. The importance of auto exports for the Japanese economy is significant, with implications for manufacturing shipments, capital investment, and employment.
  3. The rise of Chinese automakers and their shift towards upscale markets like Europe and Southeast Asia pose challenges to Japanese automakers, especially in markets where Japanese brands traditionally dominated.

What's up with…? - Part 2: Electric Vehicles and Our Takeaways

Tech Buzz China Insider • 119 implied HN points • 05 Jan 24
🕹 Technology Electric Vehicles Industry insights Market Overview Automakers Artificial Intelligence
  1. China has become a dominant force in the electric vehicle (EV) market, overtaking the global sales in electric passenger cars and buses/trucks.
  2. There is intense competition and innovation in China's EV industry, with new models frequently launching and companies seeing rises and falls.
  3. Leading automakers in China, from traditional ones like BYD and Geely to newer players like NIO and XPeng, are making significant progress with the rise of intelligent EVs incorporating large language models.

Numlock Sunday: Zeyi Yang on BYD

Numlock News • 78 implied HN points • 11 Feb 24
🕹 Technology Electric Vehicles Shipping Manufacturing
  1. BYD, a Chinese electric car manufacturer, has entered the shipping industry by building RORO vessels to transport their vehicles globally.
  2. In 2023, BYD shipped 240,000 vehicles overseas, a significant increase from the previous years and a clear indication of their growth in the market.
  3. RORO vessels have been uncommon due to the effects of the 2008 recession, with most vehicle manufacturers owning their fleets, making BYD's move notable.
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From Smartphones to Smart Cars: Xiaomi's Automotive Business and Its Strategic Implications

Tech Buzz China Insider • 79 implied HN points • 03 Feb 24
🕹 Technology Automotive Investment Strategy Electric Vehicles Artificial Intelligence
  1. Xiaomi aims to rival Porsche and Tesla in the automotive industry and be among the top five global car manufacturers within 15 to 20 years.
  2. Lei Jun, the Founder, Chairman, and CEO of Xiaomi Group, took inspiration from a meeting with Elon Musk in 2013, which led to Xiaomi's venture into car manufacturing.
  3. Xiaomi has made continuous investments in the automotive field since 2014, covering everything from auto components to complete vehicles and aftermarkets.

August 2023: The Electric Vehicle charging orchestration layer

Kunle.app • 137 implied HN points • 10 Aug 23
🕹 Technology Electric Vehicles API Charging Infrastructure Regulatory Compliance
  1. An EV aggregator app that consolidates charging networks can provide a seamless user experience.
  2. Developing an API for EV charging could simplify processes like parking, finding chargers, pricing, and payments.
  3. Ecosystem aggregation for EV charging needs to consider incentives for charging networks, distribution entities, and consumers.

Broken Promises, Broken Pledges: Big Oil's Play on Climate Promises

Adetokunbo Sees • 312 implied HN points • 21 Jul 23
🌞 Climate & Environment Renewable Energy Energy Storage Electric Vehicles
  1. Big Oil companies are continuing to invest heavily in fossil fuel projects despite breaking climate promises.
  2. Surging climate technologies, such as renewable energy and electric vehicles, are rapidly developing to combat climate change.
  3. Efforts should be made to curb Big Oil's profit-driven spending to address the climate crisis.

An Ode to BYD

Kartick’s Blog • 35 implied HN points • 17 Dec 24
🕹 Technology Automotive Design Innovation Electric Vehicles Consumer Electronics
  1. BYD cars have a really unique and stylish design. They stand out on the road and feel like they are from the future.
  2. Most car companies play it safe with their designs, which can make many cars look very similar. BYD took a chance and created a standout vehicle that works well.
  3. The shift to electric cars often favors new companies like BYD. Established brands struggle to adapt, which gives BYD a chance to grow and attract drivers looking for innovative options.

How to Introduce Electric Vehicles in Sub Saharan Africa

In Depth on Africa Fintech • 78 implied HN points • 28 Dec 23
💼 Business Electric Vehicles Infrastructure
  1. Focus on applications where you maximize benefits and minimize problems when introducing EVs in Sub Saharan Africa.
  2. Consider fleet vehicles like delivery trucks and buses for EV adoption in Africa; they fit within defined urban routes and offer operational savings.
  3. Relaxing import duties on EVs compared to IC vehicles and providing incentives can help jump start the EV industry in Africa.

Upbeat Environmental News?

crimeandpunishment • 117 implied HN points • 01 Aug 23
🌞 Climate & Environment Electric Vehicles
  1. Non-profit organizations like The Progress Network and Environmental Health News share positive environmental news to inspire collective action.
  2. Countries are joining forces to address environmental challenges, such as cutting methane emissions, leading to a healthier future.
  3. Investments in green initiatives and infrastructure are boosting the economy while supporting sustainability goals, like electric vehicle adoption.

Micromobility: An Urban Transportation Revolution

Need to Know by Stephen Leahy • 58 implied HN points • 02 Feb 24
🕹 Technology Transportation Electric Vehicles Urban living Sustainability Decarbonization
  1. Nearly 300 million electric two- and three-wheelers are in use today, showing a global shift towards micromobility.
  2. Micromobility has the potential to significantly reduce oil demand and improve air quality in cities.
  3. Micromobility addresses traffic congestion by providing low-cost, sustainable transportation options for short urban trips.

Can electric vehicles provide some flexibility to the grid?

GEM Energy Analytics • 139 implied HN points • 14 Jun 23
🌞 Climate & Environment Electric Vehicles Renewable Energy
  1. Electric vehicles (EVs) could help us use renewable energy better by shifting when we consume power. This means charging EVs when there's a lot of renewable energy available.
  2. The amount of energy EVs can store is significant, but it's not enough to fully cover all renewable energy peaks. We still need other ways to manage energy demand.
  3. To make EV charging more effective and encourage cheaper energy use, we need smart meters and dynamic pricing. This way, people can charge their cars when electricity prices are low.

Hype or Hot Air

The Last Bear Standing • 36 implied HN points • 22 Nov 24
🕹 Technology Aviation Transportation Electric Vehicles Innovations
  1. Electric air taxis, or eVTOLs, are being developed to provide a new form of urban transportation with benefits like lower noise and zero emissions. However, the actual implementation faces many challenges.
  2. There are many companies competing to create eVTOLs, aiming for a future where flying taxis could become common in crowded cities. But just because the technology exists doesn't mean it's easy to bring it to market.
  3. Understanding the economics behind eVTOLs is crucial. It's not just about building them; they also need to make financial sense for businesses and consumers to use them effectively.

How much more electricity will the UK need to switch to electric vehicles?

Sustainability by numbers • 188 implied HN points • 15 Sep 23
🌞 Climate & Environment Electric Vehicles Energy consumption Renewable Energy Energy Efficiency
  1. Fully switching to electric cars in the UK would increase electricity demand by around one-quarter.
  2. Transitioning all road transport to electric would lead to a 40% increase in electricity demand in the UK.
  3. Shifting to electric transport significantly reduces overall energy demand due to the higher efficiency of electric vehicles compared to petrol and diesel vehicles.

Increasing NEV penetration in commercial vehicles

TP’s Substack • 21 implied HN points • 24 Jan 25
🕹 Technology Electric Vehicles Battery technology Sustainability Innovation
  1. Electric vehicles are becoming more popular in heavy-duty trucks, jumping from 7% to 21% market share in just a few months. This growth shows a big shift towards greener options in the trucking industry.
  2. Companies like XCMG and Sany are leading the way in electric trucks, mainly because they save a lot on operating costs. Switching to electric can cut costs significantly compared to traditional diesel vehicles.
  3. New battery technologies, like fast charging and battery swapping, make it easier for heavy-duty electric vehicles to operate efficiently. This means they can work in tough environments without long downtimes.

More impressive BEV tech to come from BYD in 2025

TP’s Substack • 31 implied HN points • 13 Dec 24
🕹 Technology Electric Vehicles Battery technology Manufacturing Sustainability
  1. BYD is launching new electric vehicle technology in 2025, focusing on better battery efficiency and faster charging. This means you could charge your car much quicker than before.
  2. Their new SiC power modules will make vehicles lighter and more compact, leading to improved performance and energy efficiency. It will help in making electric cars cheaper and more powerful.
  3. BYD is also planning to expand its charging network to support high-voltage charging stations. This is crucial for supporting their upcoming models that require faster charging.

Electric Vehicle Myths

Diane Francis • 519 implied HN points • 22 Nov 21
🌞 Climate & Environment Climate Policy Sustainability Renewable Energy Electric Vehicles Environmental Impact
  1. Electric vehicles are not fully green unless their electricity comes from clean sources. It's important to consider where the power to charge them is generated.
  2. The true environmental impact of electric vehicles depends on the electricity used to recharge them, not just the vehicles themselves.
  3. To make electric vehicles truly eco-friendly, we need to ensure a shift towards renewable energy for electricity production.

Ather Rizta Electric Scooter: No Fun

Kartick’s Blog • 17 implied HN points • 12 Jan 25
🕹 Technology Consumer Tech Electric Vehicles Product Reviews Automotive Innovation
  1. The Ather Rizta electric scooter has a low maximum speed of 80kph and slow acceleration, making it less enjoyable to ride compared to the Ather Apex.
  2. While it has some benefits like a smooth suspension and more storage space, it lacks features like a touchscreen and has rear drum brakes.
  3. Ather as a company offers modern features and updates, showing they are more innovative than older brands, but the Rizta model isn't fun enough to buy.

Challenges and Opportunities of Electric Vehicles

Warming Up to Climate Tech • 78 implied HN points • 29 Jun 23
🕹 Technology Electric Vehicles Charging Infrastructure Battery technology
  1. Electric cars are more expensive to build than combustion cars due to the high cost of lithium for batteries.
  2. Range anxiety is a significant concern for potential EV owners, as charging infrastructure needs improvement for longer journeys.
  3. Limited car selection, finding specialized technicians, and charger compatibility are challenges that inhibit widespread EV adoption.

The EV Revolution is Upon Us

Dana Blankenhorn: Facing the Future • 59 implied HN points • 15 Dec 23
🕹 Technology Electric Vehicles Innovation Market Trends Infrastructure Sustainability
  1. The Electric Vehicle (EV) revolution will lead to significant changes in the world, impacting car repair shops, gas stations, electricity demand, and the road network.
  2. Mass market EV adoption is currently happening in China, with affordable EVs becoming increasingly available from various car manufacturers worldwide.
  3. By 2030, most cars will be EVs, with technology advancements leading to cheaper and more competitive electric vehicles with longer ranges.

EVs are taking us for a ride

WeBeGreen • 79 implied HN points • 09 Feb 23
🌞 Climate & Environment Electric Vehicles Carbon Emissions Environmental Impact Sustainability City Planning
  1. Electric vehicles (EVs) are seen as a solution to climate change, but their production has a significant environmental impact, especially due to lithium battery production.
  2. Transportation emissions, particularly from cars, are a major contributor to global greenhouse gas emissions, highlighting the need for sustainable alternatives.
  3. There is a pressing need to think beyond traditional car-centric urban planning and explore innovative solutions for more sustainable and eco-friendly transportation.

Cybertruck is coming...are you ready?

Jon’s Newsletter • 99 implied HN points • 04 Jun 23
🕹 Technology Automotive Electric Vehicles Innovation Manufacturing Market Trends
  1. Tesla's Cybertruck is anticipated to change the pickup market significantly and could make $30 billion quickly if it sells well.
  2. Traditional truck makers like Ford and GM have dominated the market, but their share is shrinking, while Tesla's unique design and approach may attract new customers.
  3. There are concerns about how fleet buyers will respond to the Cybertruck's design, but it could encourage more people to buy trucks, similar to how the iPhone changed the smartphone market.

Hybrid Technology is better than ICE

TP’s Substack • 26 implied HN points • 17 Nov 24
🕹 Technology Electric Vehicles Aerospace Defense technology Energy Efficiency
  1. Hybrid technology, like plug-in hybrids, is better for many situations than traditional gasoline engines because they can be more efficient and provide longer ranges.
  2. Electrical systems in hybrid vehicles are more compact and can react faster, making them easier to integrate with advanced technology.
  3. There is growing interest in hybrid technology for various applications, including air travel and military vehicles, as they are seen as more efficient compared to fully battery electric options.

28+ State AGs Urge Federal Right-To-Repair Legislation

Fight to Repair • 59 implied HN points • 31 Mar 23
🕹 Technology Legislation Electric Vehicles E-Waste
  1. A bipartisan group of over 28 State Attorneys General are urging Congress to pass expansive right-to-repair legislation covering automobiles, electronics, and agricultural equipment.
  2. Proposed bills like the REPAIR Act and SMART Act aim to increase repair options, lower prices, and reduce restrictions on crucial repair parts and information by Original Equipment Manufacturers (OEMs).
  3. The right-to-repair movement is gaining momentum globally, with other countries and regions also considering legislation to reduce waste, promote repair over buying new, and address issues like e-waste and fast fashion.

Battery chemistry is key to EV performance

TP’s Substack • 25 implied HN points • 10 Nov 24
🕹 Technology Electric Vehicles Battery technology Energy Systems
  1. Battery chemistry is really important for how well electric vehicles (EVs) perform. The kind of battery used affects how quickly and efficiently the car can use its power.
  2. High-performance EVs need batteries that can discharge power very quickly, often at high rates. This allows them to reach top speeds and perform well on race tracks.
  3. Some battery types, like LMFP, are better for maintaining power and temperature, which makes them more suitable for high-performance vehicles. They can charge and discharge efficiently without overheating.

Things to know about Tesla's Cybertruck

Jon’s Newsletter • 39 implied HN points • 29 Nov 23
🕹 Technology Automobiles Electric Vehicles Innovation Manufacturing Market Trends
  1. Tesla's Cybertruck is highly anticipated and finally ready to hit the market after four years of development. Production has been challenging, but there are a lot of reservations to show demand.
  2. Currently, Tesla might deliver around 78,000 Cybertrucks next year, with a goal of ramping up to 250,000 vehicles by 2025. However, early production might only have a small positive cash flow impact.
  3. The Cybertruck may attract a mix of individual and business buyers, possibly expanding Tesla's market. If sales reach expected levels, it could significantly contribute to Tesla's overall revenue by 2025.

A massive untapped electric vehicle market no one is talking about

Intercalation Station • 119 implied HN points • 15 Mar 23
💼 Business Electric Vehicles Government Policies Charging Infrastructure
  1. India has a huge untapped electric vehicle market that is growing rapidly
  2. The focus in India is on 2 and 3-wheeler electric vehicles due to affordability and infrastructure
  3. Challenges in the Indian EV market include high import duties, lack of charging infrastructure, and unique solutions like battery swapping

Electrification of Heavy Duty Truck

TP’s Substack • 21 implied HN points • 31 Oct 24
🕹 Technology Electric Vehicles Transportation Battery technology Charging Infrastructure Environmental Impact
  1. Electrifying heavy-duty trucks is important for reducing transportation emissions. The heavy trucking sector needs focus to make a real impact on climate change.
  2. China sells about 1 million heavy-duty trucks annually, needing a lot of battery power to support this demand. Costs remain high, making it hard for businesses to switch from diesel.
  3. New electric truck options are emerging and gaining popularity in the market. With better battery technology and charging infrastructure, more companies might start using electric trucks in the next few years.

X-change: Cars

Renewable Revolution • 39 implied HN points • 14 Sep 23
🕹 Technology Automotive Electric Vehicles Sustainability Innovation Energy
  1. Electric vehicles (EVs) are growing rapidly, with predictions that they will dominate car sales by 2030. The demand for gas-powered cars is dropping fast.
  2. The cost of owning EVs is becoming similar to gas cars because battery prices are falling. This makes EVs more accessible to more people in different countries.
  3. Even though there are challenges like needing better charging networks, the transition to EVs is happening quickly. Companies are investing heavily in technology and infrastructure to support this change.

Changing Lanes: Li Auto's Drive from Green Plates to Pure Watts

Tech Buzz China Insider • 39 implied HN points • 15 Sep 23
💼 Business Electric Vehicles Automotive Industry Technology Trends Market Analysis Profitability
  1. Li Auto has shown impressive sales, profits, and stock performance, surpassing its competitors in the market.
  2. Li Auto specializes in extended-range electric vehicles (EREVs), combining electric and gasoline power for efficiency and range.
  3. Amidst challenges like license plate restrictions and charging infrastructure, EREVs offer automakers financial relief and cater to consumer needs.

"Ctrl+Z for CEO

aidaily • 19 implied HN points • 30 Nov 23
🕹 Technology Artificial Intelligence Software Tools Electric Vehicles Podcasts Entrepreneurship
  1. OpenAI's CEO faced controversy but returned, highlighting the tech industry's focus on growth.
  2. Innovation in AI can happen unexpectedly, like a self-operating computer developed during late-night baby duty.
  3. AI impacts social interactions and work dynamics, potentially reducing loneliness and changing the workweek to focus more on creativity.

Welcome to the Era of AI Factories

Sector 6 | The Newsletter of AIM • 19 implied HN points • 19 Oct 23
🕹 Technology AI Manufacturing Data Electric Vehicles Partnerships
  1. AI factories are big data centers that use powerful computers to turn data into useful insights. They are changing how manufacturing works around the world.
  2. Foxconn is teaming up with NVIDIA to create these AI factories, which will also support new technologies like electric and self-driving cars.
  3. This partnership is a step towards making processes faster and smarter, showing how AI can improve modern manufacturing.