Tesla Crushing it in China's Car Cap and Trad...

Europe’s power mix is changing fast. Ample output from wind, solar and nuclear means that northwest Europe could require significantly less power from fossil fuels this winter than last. At the same time, rising electricity demand from EVs and data centers is shifting market dyna ...  Show more

The energy transition is reshaping how companies make money. BNEF’s new Transition Risk and Opportunities Outlook models revenues for more than 70,000 companies as demand shifts across energy, transport and commodities. Businesses exposed to renewables, grids, EVs and transition ...  Show more

New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming.  So what’s going on? In this episode, Shayle talks to TP Huang, ...  Show more

Chinese automaker BYD is now the most popular EV in China and could soon beat Tesla as the No. 1 EV globally. As the Chinese auto market moves to electric, the playing field is getting crowded. 

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ...  Show more

Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.

In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ...