This, this, and this. If you hear about a breakthrough from CATL or BYD, treat it with cautious optimism. If you hear about a "breakthrough" from anyone else (especially if they're not a Chinese company), laugh it out of the room.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
His company does not even lead in battery technology. They are just depending on Chinese battery technology, instead of his own 4680 batteries.
ICE exports sound good, but they are not too sustainable. Unless a Chinese automaker (most likely Chery) decide to focus solely on export market, they need to design their cars around domestic demand. There is no domestic demand fro ICE cars in a couple of years.
Looks like BYD has signed MOU with Indonesia to build local EV ecosystem
Most other countries except EU and China simply won't have the infrastructure to go full EV even a decade from now. Maybe some Chinese companies can focus upon PHEVs or ICE such as SAIC, GMW, Geely and Chery. Transsion was thriving in African countries and many developing nations when other smartphones already moved to 4G and 5G.
I’ve watched a lot of documentaries about transportation in Africa and came to a conclusion: Any vehicle specifically designed for them, they couldn’t afford it since vehicles with great off-road capability were never cheap.
Yes.
Didn't BYD said EU infrastructure for EV was shit level bad?
EU is a rich space, it's a solvable hurdle.