"Global EV battery market grew 20% YoY, reaching 608.5 GWh as of Jun 2026. • #CATL reached 242.7 GWh (+25.3% YoY), with share rising from 38.2% to 39.9%, contributing nearly half of the total increment. • #BYD reached 87.7 GWh (+1.6% YoY), while its share fell from 17.0% to 14.4%, a 2.6 p.p. loss"

There is no evidence in either pricing or deployment data that solar or batteries will slow anytime soon. As our Future Smart global growth model shows, the logical question is not to ask why is the transition so fast, but to ask: why on earth would it slow? bsky.app/profile/prof...

Prof Ray Wills@profraywills.futuresmart.com.au · 2mo ago

Solar is already creating the fastest shift in electricity generation in history - and it is still accelerating Batteries are faster reneweconomy.com.au/solar-is-alr... @reneweconomy.com.au

China's sodium-ion push widens with first electric mining truck delivery Hina Battery and Shaanxi Tonly Heavy Industries jointly developed the mining truck, which carries a 676-kWh sodium-ion battery system. cnev.co/eAvGDwc 👇

China's sodium-ion push widens with first electric mining truck delivery

Hina Battery and Shaanxi Tonly Heavy Industries jointly developed the mining truck, which carries a 676-kWh sodium-ion battery system.

cnev.co

Who's gonna stop this trend? You're right: absolutely nobody 🌩️🌩️🌩️ e-trucks in your garden next week :> #catl #inside 🔋🔋🔋 #alwaysbecharging photo: Dr. Jianhan He can you believe these are capable of battery swapping? (clearly that will need a lot of stations :)) www.linkedin.com/feed/update/...

Felix Hamer • electricfelix@electricfelix.eurosky.social · last wk.

h u g e: #SUPERPANTHER just rolled off the line 🇪🇺 🇦🇹's first Chinese truck #MAGNA #STEYR #alwaysbecharging 🔋🔋🔋 LFP truck huge range serious CCS charging video: Xin Xu www.linkedin.com/feed/update/...

We're going to Germany to film new Living History episodes and looking at the Sixt website has me depressed. No interesting cars? We need something a little larger for all our camera gear and a little faster for what looks like 2,500km roundtrip wouldn't hurt. I suppose A6 it is? Any thoughts?

NEW – Factcheck: How nuclear, gas, wind and solar power are affected during heatwaves | @mollylempriere.carbonbrief.org w/ comment from @iain-staffell.bsky.social @henrypreston.bsky.social Read here: buff.ly/yfvQnUS

This is an easy story to tell, but it is hard to get done. The electric utilities and the data centers have seemingly unlimited resources and they are constantly trying to confuse everyone. Governors need good staff with the persistence to force big changes. substack.com/home/post/p-...

Every Governor Is Going to Pause Data Centers Through The Election.

Governor Abbott put in place a moratorium today. On last week's Volts crossover with Energy Empire, Dave Roberts, Arnab Pal, and I said this was coming. Here's why it happened.

substack.com

NEW: Elon Musk clearly hates talking about Tesla's stagnant car biz these days so @russellbrandom.bsky.social and I mapped out just how much it's taken a back seat on the company's earnings calls. Musk now spends half or more of his time talking about AI & robotics: techcrunch.com/2026/08/04/e...

the vibe shift in the united states has been really awful, tbh.

The New Yorker@newyorker.com · last wk.

The fight against “food deserts” assumes that better options lead to better diets. The evidence is thin. www.newyorker.com/magazine/202...

today Elon Musk will host SpaceX’s first earnings call as a publicly traded company and if you think he will be “grilled” by sell side analysts you have never listened to a TSLA call for 16 years

When it comes to gasoline prices, Trump lacks the one thing he always claims to have: Agency. He might yet try to reclaim it with export controls @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

20.280 como precio es un atentado al marketing de producto Otros que construyen precios con un excel forococheselectricos.com/noticias/gee...

El Geely E2 ya tiene precio en España: desde 20.280 euros con 252 km de autonomía

El nuevo Geely E2 está a punto de llegar al mercado español. La marca china ha detallado las diferentes versiones que compondrán la gama del utilitario eléctrico; además, también ha anunciado su auton...

forococheselectricos.com

True. But countries are greenlighting longer term solar programs to cut import exposure — Pakistan’s 10,000MW initiative. But projects approved now mostly break ground 2027+, so that demand isn’t what drove March’s export spike.

Jenny Chase@solarchase.bsky.social · yesterday

Not to dunk on this but it isn't really true that the Hormuz oil crisis is driving a solar boom. Here's this chart updated to June of China solar exports, showing that the March spike in exports has subsided and was therefore mostly just export tax rebate effects.

HP, Asus and Acer reportedly begin using CXMT chips amid memory shortage. But PC makers careful to avoid angering top suppliers Micron, Samsung and SK Hynix. by Lauly Li & Cheng Ting-Fang  asia.nikkei.com/business/chi...

No mo Lidar! 🇸🇪🇸🇪🇸🇪 #alwaysbecharging

Así fue la transformación en tiempo récord de BYD en España: Ha pasado de ser un vendedor de coches eléctricos a un vendedor de coches de combustión Con la fama consiguida atraen a sus concesionarios a gente en busca de un eléctrico y les cuelan lo que sea 💥Caen sus eléctricos en plena ebullición

Global ESS battery market share in H1 2026: CATL at 27.1% as non-China markets overtake China Global ESS shipments rose 71% year-on-year to 461.3 GWh in the first half, with China's share falling to 43.9% from 50.5 percent. cnev.co/S3I04I2 👇

Global ESS battery market share in H1 2026: CATL at 27.1% as non-China markets overtake China

Global ESS shipments rose 71% year-on-year to 461.3 GWh in the first half, with China's share falling to 43.9% from 50.5 percent.

cnev.co

It amazes me in a quite a few places where Solar is an unbelievable no-brainer and yet I see very little. Been on holiday in Corfu this week, almost no rooftop solar at all. There has to be a good reason, bureaucratic I assume? Maybe high %rentals or that a lot don’t stay year-round?

Worth repeating This year will be the hottest year of your life This year may be the coolest year of the rest of your life www.linkedin.com/posts/raywil...

This year will be the hottest year of your life This year may be the coolest year of the rest of your life Estimate global temperatures for 2026 and 2027 enhanced by record-smashing El Niño event… |...

This year will be the hottest year of your life This year may be the coolest year of the rest of your life Estimate global temperatures for 2026 and 2027 enhanced by record-smashing El Niño event co...

linkedin.com

yeah, nah - my Zeekr 7X Performance 25k cheaper than top end BMW IX3 and Zeekr a better car I've owned a few BMWs over the years BMW would have to pay me handsomely to swap back Germany is almost cooked cleantechnica.com/2026/07/26/d... (but so much better off than Japan and the US)

Domestic EV Policy Decides the Global Car Hierarchy: Why China & Thailand Are Pulling Ahead - CleanTechnica

By Ray Wills, Peter Newman AO, and Raphael Wellmann China’s latest NEV plan makes one thing clear: the future global car hierarchy is being decided at home, not in export markets. Less expected is the...

cleantechnica.com

An interesting note as German car companies partner up with Chinese tech: "The cuts land on the people who plan and design vehicles, and the assembly lines are ring-fenced. That is a rational way to defend a reported margin in the quarter it is reported"

Five German Carmakers Announced Cuts in One Week and Not One of Them Touched a Production Line

Volkswagen confirmed up to 100,000 job cuts on July 24, Audi lowered its revenue guide about 8% on July 27, Porsche extended its program to roughly 9,000 positions by 2035, BMW opened an 8,000-place voluntary redundancy scheme on July 29, and Mercedes posted a 22% EBIT rise on falling revenue. Every program targets administration and development. Production is protected.

goodcarbadcar.net

An industry in crisis: VW confirmed 100,000 job cuts on July 24, Audi lowered revenue guide 8% July 27, Porsche extended its program to roughly 9,000 positions by 2035, BMW launched 8,000-place voluntary redundancy scheme July 29, Mercedes posted 22% EBIT rise on falling revenue

This offering seems to fit neatly into why the German car industry is under stress. Design an EV that costs a ridiculous amount of money, and then complain that not enough people want EVs and therefore we can't rush this whole EV thing and we have to protect the industry from unfair competition.

Gavin Shoebridge@kiwiev.bsky.social · 2d ago

The secret's out: the Germans just surprised the Chinese with this one. 805km on a charge and a feel that sets a new benchmark for EVs. The downside is that this BMW makes everything I've driven since feel agricultural. It's hard to explain, you have to watch the video. youtu.be/k7QMtb9w3ls

The secret's out: the Germans just surprised the Chinese with this one. 805km on a charge and a feel that sets a new benchmark for EVs. The downside is that this BMW makes everything I've driven since feel agricultural. It's hard to explain, you have to watch the video. youtu.be/k7QMtb9w3ls

805km of EV range! BMW iX3 first drive

BMW calls the new iX3 a game changer. We have all heard that before, so I flew to Australia to find out whether this one earns it. The iX3 50 xDrive is the first production car built on BMW's Neue…

youtu.be

Views for @bloomberg.com: " #Trump has dumped the Europeans on #China. He is not interested in the exchange rate anymore, but rather on the AI race. China’s leverage with regard to rare earth elements and magnets is also too big for Trump to pick that fight." www.bloomberg.com/news/newslet...

Bessent Misses Chance to Coordinate With a China-Wary Europe

There is an opportunity for a unified strategy with Europe. But the US is going it alone.

bloomberg.com

“We are experiencing a China Shock 2.0," says Tanja Gönner of the BDI. "It is affecting not just individual sectors, but the industrial economy as a whole: through dependencies on CRMs, a significantly undervalued currency, state-induced overcapacity …” www.handelsblatt.com/politik/konj...

Deutsche Wirtschaft: China-Konkurrenz belastet laut BDI die Wirtschaft

Der wirtschaftliche Druck lastet auf allen: Von außen als auch von innen ist die deutsche Wirtschaft einem harten Stresstest ausgesetzt. Brauchen wir mehr Widerstandsfähigkeit?

handelsblatt.com

A few markets like Egypt and Malaysia have taken government action to accelerate solar due to the Hormuz crisis. But in most places, oil and gas isn't really driving electricity prices much any more. Long term there is a probable effect from, eg, much faster EV adoption which benefits solar.

Not to dunk on this but it isn't really true that the Hormuz oil crisis is driving a solar boom. Here's this chart updated to June of China solar exports, showing that the March spike in exports has subsided and was therefore mostly just export tax rebate effects.

Sarah Taber@sarahtaber.bsky.social · 2d ago

Absolutely unbelievable how solar power has taken off worldwide during the Hormuz oil crisis. You don't have to hand it to him, but Trump may have done more to finally kick off a global civilization of effete librul solar users than anyone else in the West

Federation of German Industries CEO: "We are experiencing a China shock 2.0" "It is not just affecting individual sectors, but massively impacting industry as a whole:.."

A great read for those trying to understand what it means to say we're in "an AI race with China." China has been implementing an "all hands on deck" AI development strategy since Trump first instituted his tariffs 10 years ago. It has made incredible strides but the regime has big blind spots.

Evan Osnos@eosnos.bsky.social · 2d ago

1/5 I went back to China to parse what is real tech from what is hype. The clearest fact: the depth of an alternative technological universe: ubiquitous E.V.s, more clinical trials than the U.S.; A.I. systems reaching into workplaces, schools, and even neighborhood trash bins.