Electric vehicles
Coverage of Electric vehicles in the Nexus archive.
- West Asia conflict fuels 78% jump in BMW India’s EV demand
The West Asia conflict has led to a 78% increase in demand for BMW India's electric vehicles.
- BYD surpasses Tesla in global race; ‘do-or-die’ crisis in China’s market: 7 EV reads
China’s BYD has surpassed Tesla to become the world’s largest battery-powered car manufacturer, driven by increased overseas shipments, despite an 8.2 per cent decline in some metric. The article also references a 'do-or-die' crisis in China’s market.
- Physical AI’s $50 trillion opportunity requires long-term conviction, but the payoff is huge
Physical AI, encompassing warehouse robotics, AI-native factories, and energy infrastructure automation, represents a $50 trillion opportunity, significantly larger than AI for knowledge worker use cases. The article emphasizes the need for patient capital due to long implementation timelines and the complexity of integrating AI into industrial environments, where failures can have irreversible physical consequences.
- The Telstra outage is a stark reminder of the widespread effects of single system failures
A Telstra mobile outage lasting nearly five hours disrupted train services, traffic lights, Eftpos payments, and electric vehicle charging across Australia. The issue stemmed from time-keeping servers, according to Telstra CFO Michael Ackland, highlighting vulnerabilities in critical infrastructure reliant on connectivity.
- Europe could prosper as China’s trade ally rather than adversary
The European Commission is preparing to counter China's subsidized exports like electric vehicles, solar panels, and batteries, signaling a potential trade war. The article compares current EU-China trade tensions to past conflicts with Japan in the 1970s and 1980s.
- Best-selling new cars of 2026 so far as cheap Chinese brands and switch to electric creates a market shift
The best-selling new cars of 2026 reflect a market shift driven by affordable Chinese brands and increased adoption of electric vehicles.
- How to manage China’s rise as a civilisational power
The article discusses the global challenge of managing China's rapid rise as a civilizational power, particularly its leadership in emerging economic sectors like electric vehicles. It notes that even within China, experts are surprised by the country's swift progress in these areas, while global warming's tangible impacts, such as extreme heat in Europe, underscore the urgency of sustainable solutions.
- ‘Overcapacity’ talk reflects a West irked by China’s industrial rise
The article discusses the Western concern over China's 'overcapacity' in clean energy production, highlighting Europe's contradictory stance on needing cheaper clean energy solutions while criticizing China's manufacturing of solar panels, wind turbines, and electric vehicles. Bruegel, a Brussels-based think tank, released a working paper examining how green infrastructure investments might address China's clean-energy overcapacity.
- As auto costs rise, will the US miss the golden age of electric vehicles?
Slate Auto, a Jeff Bezos-backed Detroit-based electric vehicle startup, introduced an affordable pickup truck priced at $24,950. However, the US faces rising auto costs and competition from cheap Chinese electric vehicles, which can be purchased for as little as $10,000.
- As auto costs rise, will the US miss the golden age of electric vehicles?
The article discusses rising auto costs in the US and the emergence of Slate Auto, a Jeff Bezos-backed EV startup offering an affordable pickup truck. However, the US industry faces competition from cheaper Chinese electric vehicles, potentially missing the global EV transition's golden age.
- China’s BYD surpasses Tesla to regain lead in global EV race
China’s BYD has surpassed Tesla to become the world’s largest battery-powered car manufacturer, driven by increased overseas shipments, despite an 8.2% year-on-year decline in deliveries. The shift highlights growing global recognition of China’s electric vehicle (EV) industry amid an energy crisis.
- China’s BYD surpasses Tesla to regain lead in global EV race
China’s BYD has surpassed Tesla to become the world’s largest battery-powered car manufacturer, driven by increased overseas shipments despite an 8.2% year-on-year drop in deliveries. The shift highlights growing global recognition of China’s dominance in electric vehicles amid an energy crisis.
- New technologies power China’s Tesla challengers to monthly sales records
Chinese Tesla challengers Leapmotor and Zeekr achieved record electric vehicle deliveries last month, driven by new battery and self-driving technologies, despite a declining domestic EV sales trend. Leapmotor, backed by Stellantis, delivered 93,376 EVs, marking a 94.5% year-on-year increase.
- New technologies power China’s Tesla challengers to monthly sales records
Chinese Tesla challengers Leapmotor and Zeekr achieved record monthly EV sales using advanced battery and self-driving technologies, outperforming the domestic EV market's downward trend and increasing pressure on Tesla. Leapmotor delivered 93,376 electric vehicles last month, a 94.5% year-on-year increase.
- Lamborghini reveals new Urus performance hybrid SUV after ditching EVs
Lamborghini has unveiled the new Urus SE Performante hybrid SUV, which the company claims is the 'fastest Super SUV in the world.' The model follows the company's decision to move away from electric vehicles (EVs).
- Iran war supercharges pivot to renewable energy
The Iran war and rising oil and gas prices have accelerated global adoption of renewable energy and electric vehicles. Experts suggest this year might mark the peak of oil demand.
- Delhi plans to ban petrol rickshaws and scooters in effort to cut toxic fumes
Delhi's government plans to ban petrol scooters, motorbikes, and autorickshaws to reduce pollution, aiming for 30% of the city's vehicle fleet to be electric by 2030. The initiative is described as a 'gamechanger' for addressing Delhi's dangerously high pollution levels.
- 5 easy ways to get more range out of your EV
The article outlines five simple methods to extend the driving range of electric vehicles (EVs), allowing drivers to reduce the frequency of charging. These tips focus on practical strategies to maximize efficiency and minimize downtime.
- ‘Fork in the road’: CEO of Amazon-backed Rivian on why carmakers need to invest in EVs
Rivian CEO RJ Scaringe warns carmakers focused on fossil fuel engines risk being technologically behind by the end of the decade, urging heavy investments in software to navigate a 'fork in the road' between short-term profits and long-term survival.
- EV influx, US rare earth miners blacklisted, China-EU trade talks
Chinese automakers will debut over 150 electric vehicles in the second half of 2023 amid slowing domestic demand, profit-destroying price wars, and international complaints about overcapacity. BYD, Geely, and other companies plan to launch models priced around 100,000 yuan, according to HSBC data.
- As Chinese EVs expand global footprint, banks raise export forecasts
Chinese electric vehicle (EV) manufacturers are strengthening their global market presence, leading international banks like Goldman Sachs to increase export forecasts. Rising overseas EV shipments are offsetting domestic sales declines for companies such as BYD and Xpeng.
- As Chinese EVs expand global footprint, banks raise export forecasts
Chinese electric vehicle (EV) manufacturers are strengthening their global market presence, leading international banks like Goldman Sachs to increase export forecasts. Rising overseas shipments are offsetting domestic sales declines for companies such as BYD and Xpeng.
- A Bezos-backed EV truck for less than $25,000? Deliveries begin soon
A Jeff Bezos-backed electric truck from Slate is priced under $25,000 with deliveries starting soon. The truck aims to revive interest in electric vehicles amid cooling demand and affordability challenges.
- CATL Sees Its Sodium Batteries in at Least 10,000 EVs This Year
CATL expects its sodium-ion batteries to be used in at least 10,000 electric vehicles this year. The article mentions a specific CATL sodium-ion battery model and credits photographer Qilai Shen from Bloomberg.
- South African Platinum Output to Fall 15% by 2034
Sibanye-Stillwater predicts a 15% decline in South African platinum output by 2034 due to a slower transition to electric vehicles, which is causing market tightening.
- Hidden cost of China’s electric car boom, record-breaking week for sales: 7 EV reads
China’s rapid transition to electric vehicles (EVs) has driven record sales, but local governments are facing rising roadworks costs as a hidden economic burden.
- Hidden cost of China’s electric car boom, record-breaking week for sales: 7 EV reads
China's rapid transition to electric vehicles is creating economic success but also a financial burden for local governments due to rising roadworks costs. The article highlights a record-breaking week for EV sales while noting the challenges posed by infrastructure expenses.
- BUDGET 2026-27: Finance Bill sails through NA
The National Assembly passed the Finance Bill 2026, scrapping a proposed tax on low-sugar mineral water and hydration drinks, granting tax breaks for local airlines importing aircraft parts, and adjusting excise duties on electric vehicles based on their dollar value. Traders with turnover up to Rs200 million may opt out of a fixed tax regime, and income from private equity and venture capital funds is now tax-exempt.
- China’s megafactory build-out redefines tech rivalry with the US
China is expanding a network of megafactories focused on advanced manufacturing sectors like electric vehicles, batteries, semiconductors, robotics, and AI hardware to enhance production efficiency and supply chain integration. This strategy intensifies global tech competition with the U.S., which leads in semiconductor design and AI software, while China gains ground in industrial execution and infrastructure dominance.
- China’s CATL bets big on sodium-ion batteries to navigate lithium price volatility
China’s Contemporary Amperex Technology Ltd (CATL) plans to significantly increase production of sodium-ion batteries to address lithium price volatility, with annual output targeting 200 gigawatt-hours. This expansion aims to impact the electric vehicle and grid-storage sectors.
- China’s EV brands have Europe’s luxury marques in their sights: Zeekr executive
Chinese electric vehicle (EV) brands aim to compete with European luxury marques like Mercedes-Benz, BMW, and Audi by leveraging disruptive technologies, according to Zeekr vice-president Mars Chen. He noted a gap in electric luxury car supply and predicted one to two Chinese brands could enter the global top five luxury vehicles.
- BUDGET 2026-27 : NA panel proposes 30 major changes to Finance Bill
The National Assembly Standing Committee on Finance approved 30 major amendments to the Finance Bill 2026, including tax collection reforms for imported mobile phones, mandatory digital production monitoring, and duty waivers for electric vehicles. The revised bill introduces tax stamps, barcodes for goods clearance, and algorithm-based dispute resolution, with final approval pending in the National Assembly.
- China’s rare earth dominance highlights global supply chain vulnerabilities
China's control over rare earth processing and magnet manufacturing has created global supply chain vulnerabilities, affecting industries reliant on electric vehicles, wind turbines, electronics, and defense systems. Export restrictions and limited alternative capacity have prompted investments in new supply chains by the U.S., Europe, Japan, and Australia, though full independence will take years and significant resources.
- U-turn on electric vehicle plans 'would add 13% to UK emissions'
A U-turn on electric vehicle plans could increase UK emissions by 13%. The article highlights the climate implications of reversing EV initiatives.
- How Europe’s EV makers shrank their product to challenge the bloated SUVs
European electric vehicle manufacturers are developing smaller, cheaper cars designed to navigate narrow city streets, made possible by advancements in battery technology and reduced manufacturing costs. Previously, challenges with fitting large batteries into compact vehicles led to a focus on SUVs, but this trend is reversing.
- Iconic Disneyland attraction must switch to electric vehicles to comply with blue state's emissions standards
Disneyland must replace gas-powered engines in the Autopia ride with electric vehicles by February 2027 to comply with California's emissions standards, or risk closing the attraction. Honda, the ride's sponsor, failed to certify the engines in 2023, leading to a $56,250 fine and a mandate to transition to electric vehicles. Disney stated it is developing a plan to electrify the ride, which is one of the original attractions from the park's 1955 opening.
- Push for electrification finally takes centre stage in pre-Cop31 climate talks
Electrification of transportation, heating, cooling, and heavy industry is highlighted as a key strategy to phase out fossil fuels, which currently supply 80% of global energy. The topic gained prominence at pre-Cop31 climate talks in Bonn, marking a shift from its previous status as a niche focus in climate action.
- Can we electrify the world? Ambition moves from nerdish backwater to centre stage
Electrifying the world with electric vehicles, heating, cooling, and modernized industry could phase out fossil fuels, replacing 80% of global energy from hydrocarbons. Electrification, once a niche climate action topic, is now central at pre-COP31 talks in Bonn, with potential to halve global energy demand and save billions through efficiency gains.
- Pasadena Water and Power Wins State Recognition for Electric-Vehicle Readiness
Pasadena Water and Power received California's Zero Emission Vehicle Readiness Award for progress in electric vehicle infrastructure, incentives, and policies. The award recognizes efforts including charging stations, purchase incentives, public education, and innovative policies, linked to existing rebate programs for over 65,000 electric customers.
- Disneyland must retire gas-powered Autopia cars by February
Disneyland will retire gas-powered Autopia cars by February and replace them with fully electric vehicles to comply with California's clean-air regulations.