Real-time reporting on the electrification revolution — covering new EVs, batteries and storage, charging infrastructure, clean power and humanoid robots. Built on first-hand English sources, not translation.
The Big Picture 1. China Lithium Battery Tax: What the Policy Actually Does The China lithium battery tax is deliberately structured as a two-step escalation. Step one: 2% from September 1, 2026 — six weeks from now. Step two: 4% from September…
The Big Picture 1. CATL Sodium Battery Europe: The Product and the Partnership CATL sodium battery Europe moved from product unveiling to export contract in less than a month. The Tener Sodium system was announced on June 22 as the “world’s…
The Big Picture 1:BYD Hires Hungary’s Ex-Foreign Minister: Who He Is and Why He Matters Peter Szijjarto was not a diplomatic foreign minister. He was a political foreign minister — one who explicitly and repeatedly prioritized Hungary’s relationships with China…
The Big Picture 1. What’s Changing Overseas, Dynasty and Ocean merge into a single BYD brand — one name, one dealer network, one marketing budget. Denza + FCB combine back-end operations. Yangwang stays independent as technology flagship. In China, Dynasty/Ocean…
The Big Picture 1. The Numbers BEVs: 33.675M (68.77%). PHEVs: the rest. Fleet share: 13.19%, up from 12.01% at end-2025. Growth trajectory: 10M (June 2022) → 20M (end 2023) → 30M (end 2024) → 44M (end 2025) → 49M (June…
The Big Picture 1. The Plan Dongfeng Canada: certifying vehicles now. Distributor North World Industry expects first 2 models 2027 — Vigo (Nammi 06) and Nammi Box 01. Montreal Old Port showcase this week. “Maybe next year we will be…
The Big Picture 1. The Acceleration 2021: China exported ~2M vehicles in a year. 2023: overtook Germany 2025: 7.1M. June 2026: 1.037M in one month — a decent half-year in 2023. Growth accelerating: January +45% YoY → June +75%. CPCA’s…
The Big Picture 1. By the Numbers 2. Spy Shot Details Red exterior, white pillars and roof — unusual two-tone for Chinese luxury. Chrome trim, weighted center caps (Rolls-Royce detail), 汉 badge. Semi-hidden handles, full-width taillight, roof LiDAR. 3. The…
The Big Picture 1. From Spy Shot to Official Name Xiaomi Sky Nomad is official. Xiaomi EV posted on Weibo: “A new name about space and life, saying hello to everyone first.” Ambiguous on brand vs. series — likely deliberate. Chinese…
The Big Picture 1. What’s Being Built Nio battery factory is Nio’s first move into cell manufacturing — a line it has never crossed. 31 testing labs, a cell pilot line, and a pack line. The pilot line means Nio will…
