Policy and Regulation
The darkest hour is before dawn
Reasons to be cheerful as well as fearful for the year ahead
Latest news (Page 90)
Vehicle Sales
Musk ‘guesses’ new Tesla models to sell 5mn units/yr+
Cars would become the biggest selling in the world if prediction is anywhere close to reality
Corporate Strategy
Electric van penetration to lag passenger vehicle pace – Mercedes
German OEM launches new e-van architecture amid concerns over pace of the sector’s growth
Charging and Grid
Nio aims for further rapid swap station expansion
The Chinese BEV manufacturer is sold on battery swapping providing it with a competitive edge
Corporate Strategy
Ford goes against the grain in paring back China investments
OEMs take divergent strategies in response to growing competition from local Chinese manufacturers
Corporate Strategy
Toyota doubles down in hydrogen versus BEV trucking debate
The pro-hydrogen OEM has deepened a fuel cell truck partnership. Is this a sign of H2 winning the race against BEVs to create a zero-carbon haulage industry?
Vehicle Sales
Stellar April propels Li Auto towards 80,000 Q2 deliveries
The Chinese EV maker is set to continue recent eye-popping growth
Corporate Strategy
Vietnamese EV hopeful’s Spac listing brings big multiple, little cash
The valuation of the would-be Tesla challenger may raise eyebrows
Corporate Strategy
BMW defends ‘swimming against the tide’ on hydrogen
The German OEM has grand ambitions for growth of its BEV business. But it wants to also keep its hydrogen options open
Corporate Strategy
Toyota plans China EV offensive
The Japanese firm is among traditional OEMs with high hopes for the world's biggest market. But Allianz suggests domestic incumbents will be strong at home... and away
Corporate Strategy
Does Nikola pivot bode ill for US BEV truck future?
The start-up is shifting strategically away from electric towards hydrogen. The key question is whether the move is company-specific or reflective of industry demand
Policy and Regulation
UK EV industry floats post-2027 extension of TCA rules of origin deadline
The unforeseen impacts of the pandemic, energy price crunch and soaring inflation see influential voices call for flexibility in full imposition of EU battery rules
Corporate Strategy
Rivian winning ‘game of execution’
Would-be Tesla challenger ahead of rival EV start-ups in bringing down costs and pumping up volumes