electric vehicles
India’s $800M Bet on Rare Earths: A New Magnet for Global Investors?
India is launching a bold $800M plan to produce rare earth magnets, aiming to challenge China’s dominance and secure its place in the global tech economy.
The Dragon’s New Roar: How China’s Auto Export Surge is Reshaping the Global Economy
China’s auto industry is pivoting from a cooling domestic market to global domination, reshaping trade, investment, and the future of mobility.
BYD’s British Gambit: Why the UK Market is the Ultimate Litmus Test for Global EV Dominance
BYD’s UK market entry is a strategic test. Success in this “diagnostic market” will signal its potential for global EV dominance to investors.
The EV Price War: Why Steep Discounts Signal a Red Light for the Economy
Steep electric car discounts signal a growing, unsustainable gap between government mandates and consumer demand, posing risks to the economy and investors.
The EV Price War: Why Unsustainable Discounts Signal a Market Reckoning
Unsustainable EV discounts signal a market reckoning, squeezing profits and challenging the finance of the green transition. A deep dive into the economics.
The Dragon’s Wheels: How Chinese EVs Are Driving a UK Automotive Revolution
The UK car market is back to pre-pandemic levels, but this recovery is driven by a seismic shift: the dominance of affordable Chinese electric vehicles.
The New Gold Rush: Why Investing in Recycled Magnets is a Geopolitical Masterstroke
Europe’s push to recycle rare earth magnets is a major geopolitical and economic move, creating new investment opportunities in the circular economy.
Beyond the Hype: Tesla’s Pivot from EV King to Energy Titan
Tesla may have lost the EV sales crown to China’s BYD, but its real focus is shifting to a larger prize: dominating the grid-scale battery market.
China’s High-Stakes Gamble: Can an Export Blitz Revive a Stagnant Economy?
China is doubling down on its export-led growth model to combat domestic deflation, risking a new wave of global trade wars. What does this mean for investors?
The EV Throne Has a New Contender: How BYD’s Master Plan is Dethroning Tesla
A new king of EVs? China’s BYD is set to overtake Tesla in sales, a seismic shift driven by clashing strategies in AI, software, and automation.
The Crossroads of Capital: Why Protecting Old Tech Threatens Europe’s Economic Future
The EU’s debate on banning combustion engines is a critical economic choice: protect workers via reskilling or protect obsolete tech and risk decline.
Europe’s Trillion-Dollar Battery Dilemma: Why Local Content is the New Gold Standard
Europe’s EV future hinges on securing its battery supply chain. Industry leaders demand local content rules to compete with China and the US.