What’s really happening in the U.S. EV market...

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Panthalassa. The company is building 85-meter steel "nodes" – taller than Big Ben – tha ...  Show more

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter in the quest for fusion. Proving the physics in a lab, however, is a lot differ ...  Show more

Jimmy Douglas is the founder and CEO of Plug, an online marketplace that facilitates wholesale buying and selling of used EVs among a network of dealers and fleet operators. Jimmy brings unique expertise due to years of experience at the helm of the world's largest EV rem ...

The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.

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Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head ...

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

California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?

We know that there are dozens and dozens more models of electric cars on the market. Ranges are increasing. Consumers like the driving experience. And t ...