New Energy Vehicles (NEVs) in China

AndrewS

Brigadier
Registered Member
my latest substack on just how much batteries is needed in China alone. huge number

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Just a few comments.

My guess is that the wind figure of 30% is a bit too high

Most future BESS installations will likely be sodium-ion once the tech is mature?

And the rest of the world will be at least the equivalent of another 2 Chinas
 

GulfLander

Major
Registered Member
I didn't want to debunk this fake narrative against BYD, but than I realized certain members parrot the fake news in bad faith so I had to. One of the workers there already pointed out how the conditions are fine, they work eight hours a day and get paid 13000 Yuan per month. The fake news is just a scheme by the local Brazilians to kick the Chinese contractors out and take their job instead.
Will BYD sue the media tho?
 

GulfLander

Major
Registered Member
"Toyota to build plant to produce EVs in China, Nikkei reports"
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...
"Toyota Motor Corp. is preparing to build a new factory to manufacture electric vehicles in Shanghai, with operations expected to begin around 2027, people familiar with the plan said Monday.

The Japanese automaker plans to produce EV models of its luxury Lexus cars at the envisioned facility in eastern China, the people said, adding the project is subject to change due to potentially volatile demand for EVs.[...]"
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