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China EV industry sell-off creates opportunity, says Morgan Stanley

CN EV Post

Hsiao's team believes that significant margin pressure from price wars will fuel market concerns about industry profitability and cash flow, especially among new energy vehicle (NEV) heavyweights, namely BYD and Tesla China, which can afford to initiate another round of price cuts in the second quarter.

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BYD sells 18,220 EVs in China in November, up 128% year-on-year

Green Car Congress

GWh of power and energy storage batteries in November, up by 28.7% The Han is equipped with the blade battery ( earlier post ), which can increase energy density by at least 30% and reduce raw material costs by 30%, BYD said. China’s NEV industry was hit by the Covid-19 outbreak in this year’s first quarter. on the year.

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Current issue of fka/Roland Berger E-mobility Index drops US to 4th place

Green Car Congress

The index—now in its tenth year—facilitates a comparison of competitive positions of the relevant automotive nations (the US, Germany, China, France, Italy, Japan and South Korea) in the field of e-mobility, based on an objective assessment of those countries in three key areas: technology, market and industry.

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Zero-Emission Truck (ZET) Coalition calls for government to prioritize investments benefiting ZETs

Green Car Congress

The National Zero-Emission Truck (ZET) Coalition, including some four dozen organizations representing the US’ major heavy truck makers, innovators, suppliers and key stakeholders, sent a letter to Congressional leadership calling on any stimulus or recovery legislative package to prioritize investments that benefit U.S.

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Battery Innovation Center opens in Indiana

Green Car Congress

The Battery Innovation Center (BIC), launched by Energy Systems Network, opened today at the Naval Surface Warfare Center (NSWC) Crane in Indiana. After receiving $15.6 million in economic development bonds from the Greene County Council, construction began on the 32,000 square foot facility last August.

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How NI plans to innovate in the EV test and measurement industry and unlock the power of data

Charged EVs

Engineering firm NI has been significantly expanding its EV battery testing capabilities in the past few years. NI’s CEO reports an industry-wide recognition that test data is an underutilized asset and many systems need to be rebuilt to take better advantage of very rich data sets.

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Argus: China’s Southern Rare Earth ups Tb, Ho, Gd, Dy prices; rising magnet demand

Green Car Congress

Rapid developments in China’s new energy vehicle (NEV) industry has fueled consumption of rare earth permanent magnets and bolstered rare earth feedstock prices, such as praseodymium-neodymium, dysprosium, terbium, gadolinium and holmium. in 2019.

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