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Lux: Total is leading example of oil supermajor expanding into solar plus storage and distributed generation

Green Car Congress

Expanding into an area outside of the oil supermajors’ expertise is risky—batteries are a hard business to win even for industry veterans—but action is key as transportation and the grid increasingly march toward more electrification, Lux suggests. Among their findings: Samsung SDI, Toshiba, NEC are potential targets.

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US DOE progress report says 1M plug-ins by 2015 ambitious but achievable; not likely to be constrained by production capacity

Green Car Congress

Auto manufacturers such as Chrysler, BYD, Coda, Honda, Mitsubishi, Hyundai, Toyota, Volkswagen and Volvo are not included in this table, but have announced or are expected to introduce EVs in this time period, DOE said. —One Million Electric Vehicles by 2015. One Million Electric Vehicles by 2015.

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Nissan’s Big Gamble

Revenge of the Electric Car

The gamble is that Nissan could grab the EV market and dominate it until BYD (China) enters the U.S., Once several thousand people get the opportunity to buy the likes of Nissan’s well made EV, the demand from the early adopters’ friends and family will expand exponentially. Pricing isn’t set.

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Buffett's Chinese electric car company

Tony Karrer Delicious EVdriven

And if you doubt that they will learn, check out my cover story about BYD in the new issue of FORTUNE, headed to subscribers and newsstands this week. BYD is an amazing company. Wang, as he’s known, got into the automobile business by buying a failing state-owned carmaker. BYD’s engineering prowess.

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