stefan hajek

NIO and GAC Group have partnered up to bolster efforts for battery swapping and charging for EVs. The agreement hopes to push forward the development of battery swap stations and the launch of swappable vehicle models. Full article below. #electricvehicles #mobility #evcharging #smartcities #evbatteries #sustainabletransport #electriccars #electrification #charginginfrastructure #autonomousvehicles #microgrids #fleets

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My first feature for Kallanish Power Materials is out! I looked at China's global influence on EV adoption, using data from the International Energy Agency (IEA)'s Global EV Outlook 2024. Some interesting findings: 🟢over 60% of the electric cars sold in China last year were already cheaper than their average combustion engine equivalent 🟢cheap Chinese models are driving EV adoption in Thailand, Brazil, Malaysia and Indonesia, among other countries 🟢Vietnamese manufacturer VINFAST is on a meteoric rise, with plans to expand in the US, India and the Philippines The rest is here: #EVs #electriccars #transport #china #evadoption #emergingmarkets #roadtransport

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Want to learn about the importance of battery circular economy? Do it in a 10-minute read! Thanks Auto Recycling World for your article!

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🚘 This year a slowdown in the growth of #electricvehicle sales has led to #battery producers in Europe and elsewhere scaling back or cancelling their plans to expand production capacity. Between January and May this year, 220 GWh of #gigafactory 2030 pipeline capacity has been cancelled or postponed, according to Benchmark’s Gigafactory Assessment. Media articles have also stoked fears about a slowdown in EV sales, and even the end of the electric vehicle boom. 🔎 But how bad is the #EV and battery slowdown? Benchmark experts share a breakdown below ⬇ https://lnkd.in/etM62EMq Not subscribed to Benchmark Source? Request a free trial ➡ https://lnkd.in/eSG5_vuh

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Overview of the German EV Market Germany has long been a frontrunner in the global automotive industry, renowned for its engineering prowess and innovation. However, recent trends indicate a significant downturn in the sales of electric vehicles (EVs) within the country. This article explores the myriad factors contributing to this decline, the implications for the automotive industry, and potential solutions to revive the market. https://lnkd.in/gigmDE_t

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BOLD Voodoo’ battery is starting to feel a little 🪫- it’s been a solid shift at the Fastmarkets 🇪🇺 #battery #raw #materials conference in Amsterdam Regulation has been described as “messy” at best 🔋 factories are revising plans - is it overcapacity or a lack of end demand? Where’s the #midstream came cries from the crowds?! Topic 101 was permitting and the need to speed the processes up, without removing the processes all together (🫣) Tariffs on 🇨🇳 have been touted as having longer term, hugely negative, unintended consequences 💰 the investment landscape is “uncertain” at best - although some bankers did suggest that the money is there for the “right” projects - the ‘right’ projects being; Low cost Permitted Contracted Correct ESG credentials in place 🫠 One core theme hit me the most, and it’s one Andy Leyland and I often discuss, as do Quentin Willson and myself, we MUST partner - China should not been seen as a threat but as a partner, one we learn from as we play catch up in the great 🌎 🔋 race - partner or perish … 🇪🇺 must move its regulations to simplicity rather than a “stable mess” We need localised mining ⛏️ as much as we need localised battery production - joined up industrial strategy is essential Chad Blewitt mentioned the 3 Ps, while Phoebe O'Hara referenced the 5 Ps; Prices, policy, psychology, PEV chemistry and (charging) points … Phoebe was more optimistic than most on the outlook for EVs (think longer term, not so short sighted) and Raju Daswani matched that sentiment, suggesting (I paraphrase) - EVs are inevitable, ICE is confined to history - the question is when? When, not if - right Greg Jackson?! Friend of the Trend Ellen Carey fast forwarded us to 2035 to prove that traceability and correct regulations work … In a 🥜 shell; #electricvehicles are coming We must partner with 🇨🇳 and others to win The fittest will survive Money is out there, for the right bets Traceability is essential #batteries ARE helping to save the 🌎 As Lydia Bridges aptly said, again I paraphrase, we must not lose our enthusiasm … we all have the potential to make real, positive, change 🥰🔋🥰 TBC Andrea Hotter William Adams Romy Wilson David Brocas Sacha Lifschitz Nick Carey Yusuf Khan Olivia Rudgard Oliver Gill Theo Leggett Ed Conway Steve Fowler Dan Caesar Electric Vehicles UK Amy Rennison Michael Pinto Dominic Schreiber Tom W. Francisco Carranza Stina Torjesen Jessica Green Tobias Abt Cormac O'Laoire, PhD Abdessadek Ait Si Brahim Robin Francois James Morris Phil McNamara Ade Thomas Xavier Gillard Raymond M.

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https://lnkd.in/eXV_CmPx Still writing about international trade and tariffs. Here's my latest for EV. #BYD #Tesla #EVs #internationaltrade #tariffs #investing #marketnews

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ARTICLE ON CHINESE EVs: Tariffs have been viewed by some as a disastrous prospect for Chinese auto exports, as the country was expected to ship 6.0 million vehicles abroad in 2024, up 22 percent year-over-year versus last year’s 4.91 million units, according to officials from the China Chamber of Commerce for Import and Export of Machinery and Electronic Products. China became the top vehicle exporting nation in the world in 2023, surpassing Japan, and their advances in developing affordable EVs helped to supercharge the appeal of the country’s domestically-made units.

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Are plug-in #hybrid #vehicles (#PHEVs) growing faster than battery-#electric vehicles (#BEVs) in #China? How many electric vehicles (#EVs) have been delivered in China so far this year? Has EVs market share grown compared to 2023? Could the technology account for over half of the new-#car market by the end of 2024? Did #BYD remain the best-selling plug-in brand and model in their domestic market? How is the #Xiaomi #SU7 performing? To find out the answers to all these questions, read the article linked below! 👇

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Renault is winning with low-cost hybrid tech. For now. Hybrids won’t be good enough if the EU goes through with a combustion engine ban in 2035. Bets on whether that deadline gets pushed out? Keep in mind, the French government owns 15% of Renault. Low-cost hybrid tech gives Renault breathing space in tough EV transition - https://lnkd.in/gtahjS5B

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Relaxed sourcing requirements on graphite and other minerals for #electricvehicle batteries give automakers more time to build up domestic supply chains, but they also highlight national security concerns over China's role in the electrification of the auto industry. The dependence on Chinese graphite is so strong that if Chinese sources withheld the mineral, they could eviscerate the U.S. EV transition without selling a single car, some experts say. And China is so far ahead on critical mineral production it could take years for the U.S. to build its own domestic supply chain. "It's not just about our domestic ability to produce EVs, it's that having onshored and friend-shored mineral supply chains is a national security imperative," said Leslie Hayward, vice president of public affairs at Securing America's Future Energy, a group that advocates the national security benefits of EVs . We need "to be able to own our defense destiny as well as our energy destiny." Read more Automotive News https://lnkd.in/efs3WwDM

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The latest renewal of the EV Early Adoption Initiative and Vehicular Emissions Scheme tweaks mean: 1. In 2025, EVs will mostly get the same rebates as now, up to a maximum of S$40k off. 2. Hybrids are likely to see their rebate drop to S$2,500. It's a clear sign the government is continuing to focus on EVs. But it also comes at the expense of hybrids - we've seen their benefit slashed from S$15,000 (in 2013) to S$10,000 (in 2018) to S$5,000 in 2024 and just S$2,500 now. Choon Wee Ng CA said that some buyers might be swayed back to ICE cars - just S$2,500 off, and on average, hybrids are more expensive. Walter Theseira argues that hybrids have reached a point where they will pay for themselves, since they're very efficient. This is especially true for high-mileage drivers like private hires. As at August 2024, Singapore's car population is around 80 per cent petrol-only.

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Big news from the European Commission as they slap import tariffs on Chinese-made electric vehicles ⚡ These new duties effect companies such as BYD, SAIC, Tesla and more. Read the full article below. #electricvehicles #mobility #evcharging #smartcities #evbatteries #sustainabletransport #electriccars #electrification #charginginfrastructure #autonomousvehicles #microgrids #fleets #eu #europeanunion

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🚀 The Future of Secondary Battery Market in Germany: Growth and Challenges 🚀 Hyunhan Lee, our trade officer at KOTRA München has authored an insightful report on the latest trends in Germany's secondary battery market. 📈🔋 🔍 Key Highlights: Rising Battery Demand: The transition to electric vehicles and the expansion of renewable energy policies are driving a significant increase in battery demand. Government Policy Commitment: The German government is investing heavily in R&D to achieve carbon neutrality. Intensifying Global Competition: German battery companies are fiercely competing for leadership in the global market. Impact of R&D Budget Cuts: Government budget cuts could weaken the competitiveness of the battery industry and negatively impact the job market. 🌟 Key Takeaways: Opportunities for #Overseas #Market #Entry: Now is an opportune time for Korean battery-related companies to enter the German and European markets. Strengthening Partnerships: Collaborating with German machinery manufacturers can help enhance technology and market share. Innovation and Sustainable Production: Developing innovative technologies and adopting sustainable production methods are crucial for maintaining a competitive #edge in the #global #battery #market. 🗓 Don't miss out on these opportunities! Join us at the 2024 #InterBatteryEurope in Messe Muenchen from June 19-21, jointly hosted by KOTRA München and the Korea Battery Industry Association. #BatteryMarket #ElectricVehicles #RenewableEnergy #KOTRA #Germany #Innovation #Sustainability #InterBatteryEurope https://lnkd.in/dEr96nTX

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It is official, the #EU has introduced new CO2 #emissions standards for #trucks and #buses (#hgv) Coverage from the Green Mobility Magazine: In a significant regulatory shift, the European Union has formally adopted new CO2 emission standards for heavy-duty vehicles. This move, which amends and strengthens existing EU rules, aims to accelerate the reduction of CO2 emissions from road transport, setting new targets for the years 2030, 2035, and 2040. The decision underscores the EU’s commitment to its climate objectives, while also seeking to ensure the heavy-duty vehicle sector remains innovative and competitive on a global scale. https://lnkd.in/d_3Cb72k

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