Pointless to analyze the graph because China doesn't just dominates in BEV but plugin hybrid too.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
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yes, there are a quite videos of Americans evaluating Mexican BYD sharks.
NEV HDTs continue to grow. At this rate, we are going to get to like 30 to 40% NEV HDTs by next year. They really should come out with subsidies for this. That can save so much in import bills for crude oil.
Nah. They aren't that smart. It is more likely a case of one hand not knowing what the other is doing.
Maybe they think the Chinese engineers will be stealing European "secrets" and thus they weren't allowed in. Trust me, the government is that dumb.
Maybe they think the Chinese engineers will be stealing European "secrets" and thus they weren't allowed in. Trust me, the government is that dumb.
I always found it funny how Americans go to length to separate out BEV from PHEV so Tesla can look better than BYD, but never ask how many batteries in Tesla's BEVs are from China, including from BYD.
That's 2023's report.
BYD is expanding battery production in Shaoxing also. It's happening everywhere as it seeks to ramp up its own EV production and supply more commercial vehicle customers
Looks like LFP rectangular shaped packing (like blade battery for example) have won as the most efficient and cost effective form of battery pack.
BYD unveils 2025 T5DM and T5EVs with much larger battery packs.
LFP batteries are getting close to the densities NCM batteries used to have. That is enough for most applications. I think it will be LFP on the low end and solid-state on the high end. NCM will be dead.
Even if it still had the highest density, which it won't, NCM is much more unsafe and that means I think it will be banned eventually.
China spent a lot of money getting those nickel and cobalt mining facilities in Indonesia, but it turns out they won't even be all that necessary in the long term.
Even if it still had the highest density, which it won't, NCM is much more unsafe and that means I think it will be banned eventually.
China spent a lot of money getting those nickel and cobalt mining facilities in Indonesia, but it turns out they won't even be all that necessary in the long term.
Quebec government sounding like state propaganda department
EVERYTHING IS FINE AND WILL BE GOING FORWARD ACCORDING TO PLAN
No tech, no customers, what will they be building and for who?
The interesting thing is that LFP is winning from reasons that were missed by many. Companies were so concentrated on the chemistry, so the physical/mechanical/industrial side were totally overlooked.
SSB is still quite a ways away, so the Indonesian mines will still be useful.