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Trump wants China to open up to American goods. But China is moving toward a fortresslike economy that exports but doesn’t import. Important read by Jason Douglas Clarence Leong wsj.com/economy/trade/… via The Wall Street Journal

Trump’s Trade and Tax Policies Start to Stall U.S. Battery Boom nytimes.com/2025/06/16/bus… "Battery companies are slowing construction or reconsidering big investments in the United States because of tariffs on China and the proposed rollback of tax credits," the NY Times reports.

International Energy Agency As EV sales surge and China's economic structure changes, its oil demand is set to reach a peak in 2027 This is one of key reasons our latest report reaffirms the projection that global oil demand will stop growing by the end of this decade

China’s oil demand will stop growing earlier than expected, reinforcing the outlook for a global peak and prolonged supply surplus this decade, the International Energy Agency says bloomberg.com/news/articles/…

Is it any surprise why Chinese companies are desperate to enter foreign markets? Look at the higher margins outside China. The more competitive the Chinese market gets the more important it is to go overseas. Especially for solar and EVs.

Spoiler alert: Not what the sudden "inertia experts" said within 24h

Our new paper updating key metrics in the IPCC is now out, and the news is grim: ⬆️ Human induced warming now at 1.36C ⬆️ Rate of warming now 0.27C / decade ⬆️ Sharp increase in Earth's energy imbalance ⬇️ Remaining 1.5C carbon budget only 130 GtCO2

Great interview - well worth a listen!

Watch Greg Jackson’s full keynote at the #EnergyTechSummit, introducing Britain’s first EV vehicle-to-grid bundle with BYD 🔌🌎 youtu.be/3VBNtW7Z2IA

Speed has its limits. Exclusive: BYD slows production, delays capacity expansion at China factories, sources say reuters.com/business/autos…

🚨 BREAKING: Xiaomi’s YU7 SUV stuns the market, 200,000 orders in just 3 minutes! Prices undercut Tesla Model Y, starting at RMB 253,500 ($35,360). Full story: cnevpost.com/2025/06/26/xia… via CnEVPost #Xiaomi #YU7Launch #EVRevolution #Tesla

Can the UK make cheap Chinese electric vehicles even cheaper to own? In this weeks newsletter I take a look at vehicle-to-grid technology and Octopus’s deal with BYD open.substack.com/pub/voltrush/p…

China’s Communist Party mouthpiece has taken another shot at the unsustainable price wars dragging down industrial profits in the world’s second-biggest economy, urging firms to abandon the race to the bottom and refocus on quality. scmp.com/economy/china-…

Tesla: "Since we've been selling EVs for over a decade, we have a reliable dataset that shows battery degradation over time. We estimate a vehicle reaches end of life after about 200,000 miles of usage in the U.S. and about 150,000 miles in Europe. Even after 200,000 miles of

High electricity prices could undermine the competitiveness of European industry Despite declining from 2022’s highs, electricity prices for 🇪🇺's energy-intensive industries in 2024 were still double those in the US & 50% higher than in China ➡️ iea.li/4cmsgqx

☀️China is expected to add 380GW solar capacity in 2025, and 140 GW wind From the latest " 2025 Electricity Supply and Demand Analysis Report" by China State Grid Energy Research Institute and the National Climate Center released on 4 July

Korea’s Posco could become the first company to cut China completely out of the battery supply chain, but Trump’s tax and spending bill is making that even harder. Why Korea is where the rubber really hits the road when it comes to de-risking from China: open.substack.com/pub/voltrush/p…