Lightnews — Scholar-powered news

Felix Hamer • electricfelix @electricfelix.bsky.social · 9m

"“A lot of the battery factories that have been going up in the Southeast, they’re all going to be impacted by this — this is their raw material stream,” said Celina Mikolajczak, a battery executive who oversaw battery manufacturing for Tesla and Panasonic’s Nevada gigafactory"
#alwaysbecharging

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Felix Hamer • electricfelix @electricfelix.bsky.social · 12m

"While the #Tesla #ModelY remains the world's best-selling #EV model, #Chinese EV giant #BYD fishtailed #Tesla out of its #1 spot overall globally.

Now, Tesla has made its first affordability play, unveiling two cheaper variants in the U.S" restofworld.org/2025/tesla-m...

Tesla starts slashing prices amid costly battle with BYD

Elon Musk's $5,000 price cut fails to match BYD's advantage as the Chinese EV maker dominates global markets.

restofworld.org

Felix Hamer • electricfelix @electricfelix.bsky.social · 13m

"“Elon and investors are looking at the share price and know that to keep [it] that high, they have to show some results along with their promises of an autonomous and robotic future,” Tu Le, founder and managing director of Detroit-based @sinoautoinsights.bsky.social
, told Rest of World."

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Felix Hamer • electricfelix @electricfelix.bsky.social · 14m

"“Chinese EV manufacturers not only frequently release variety of new models but also employ a sub-brand strategy, targeting distinct consumer segments with greater specificity,” Dmitriy Pozdnyakov, analyst at Freedom Capital Markets, told @restofworld.org"
#alwaysbecharging bsky.app/profile/rest...

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Reposted by Felix Hamer • electricfelix

Dana Hull @danahull.bsky.social · 25m

Tesla gets a lot of LFP battery cells from CATL for its energy storage products

Bloomberg News @bloomberg.com · 40m

In the first seven months of 2025, Chinese grid-scale lithium-ion batteries accounted for about 65% of US imports, according to the most recent data available from BNEF.

China’s New Weapon in US Trade Talks: Batteries

The US is heavily reliant on Chinese batteries as it seeks to stabilize the grid and support explosive data center demand for power.

bloom.bg

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Reposted by Felix Hamer • electricfelix

ChargeGuide🇨🇭 @chargeguide.ch · 2h

AVIA Volt is building something interesting on the St. Margrethen Süd rest stop 👀

This will be their first charger...
⚡ on the freeway
⚡ up to 400kW
⚡ with 24/7 toilet
⚡ non-Kostad (except the hydrogen charger and all the other inherited hardware)

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Felix Hamer • electricfelix @electricfelix.bsky.social · 3h

well aware of ionity & tesla but I've been checking all the apps and it looked like a total disaster all of July and August, many complaints especially from Tesla drivers of course who never learned to look elsewhere, since most Elen is 50kW, while fun that has very little capacity to serve holidays

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Felix Hamer • electricfelix @electricfelix.bsky.social · 3h

consider me impressed, you must be not new to EVs :)

Felix Hamer • electricfelix @electricfelix.bsky.social · 3h

impressive, July/August?

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Felix Hamer • electricfelix @electricfelix.bsky.social · 3h

specifically mean in summer :)

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Felix Hamer • electricfelix @electricfelix.bsky.social · 4h

to produce NEVs you have to follow strict local regulation nitter.net/ChinaEV_Eng_...

nitter.net

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Felix Hamer • electricfelix @electricfelix.bsky.social · 4h

September data from China bsky.app/profile/thin...

ThinkerCar @thinkercar.bsky.social · 1d

Wholesale volume of NEV makers in China in Sep 2025
#BYD, #Geely, and #Changan rank among the top 3.

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Felix Hamer • electricfelix @electricfelix.bsky.social · 4h

aka: Xiaomi is already at a "half a VW Group" run rate, when it comes to quarterly BEV sales, and that is based on their very first market selling two models
🚨🚨🚨

but yeah, let's dump that combustion phase out and full throttle for some more diesel Wolfsburg, glhf!
⚡️⚡️⚡️
#alwaysbecharging

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Felix Hamer • electricfelix @electricfelix.bsky.social · 4h

now drive it to Croatia :( #alwaysbecharging

2

Felix Hamer • electricfelix @electricfelix.bsky.social · 5h

can probably leave the perhaps :D

1

Reposted by Felix Hamer • electricfelix

Finbarr Bermingham @fbermingham.bsky.social · 1d

Been thinking about this all week. On the train to the Hague I was reading Edward Fishman's 'Chokepoints'

In 2018, when Trump cut ZTE off from US kit, a newspaper run by China’s Ministry of Science & Technology published a series of 35 articles titled “What Are Our Chokepoints?”

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Reposted by Felix Hamer • electricfelix

Sense Hofstede @sensehofstede.nl · 5h

China’s export controls may end the era of ‘de-risking from China’ with Chinese technology – Henry Sanderson: ‘It’s always jarring to visit European startups who speak about “reducing reliance on China,” while standing in factories filled with machines labeled in Chinese.’

China’s export controls may end the era of ‘de-risking from China’ with Chinese technology

Beijing’s battery export controls threaten the West’s push for clean energy independence

voltrush.substack.com

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Reposted by Felix Hamer • electricfelix

Pete @petetheref.bsky.social · 6h

America is losing out on the switch to future energy, renewables. China is so far ahead of the USA that the USA may never catch up. Instead they bang on about fossil fuels that are expensive, finite and will run out. We need fossilised resources for other purposes.
bsky.app/profile/elec...

Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

"Qinghai’s Talatan solar project:
Capacity of 16,930 megawatts of power, could run every Chicago household

Still adding panels w/ a target of growing 10 x the area of Manhattan in 3 yrs

Another 4,700 megawatts of wind energy & 7,380 megawatts of hydroelectric dams are nearby"

#nytimes

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Felix Hamer • electricfelix @electricfelix.bsky.social · 8h

soothing view! safe travels!

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Felix Hamer • electricfelix @electricfelix.bsky.social · 8h

yes yes it is bsky.app/profile/did:...

Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

"Qinghai’s Talatan solar project:
Capacity of 16,930 megawatts of power, could run every Chicago household

Still adding panels w/ a target of growing 10 x the area of Manhattan in 3 yrs

Another 4,700 megawatts of wind energy & 7,380 megawatts of hydroelectric dams are nearby"

#nytimes

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Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

@evuniverse.bsky.social:
"Wow, BYD has become the 4th-largest automaker in the world in the first half of 2025.

(great work compiling by #lovecarindustry)"
#alwaysbecharging nitter.net/TheEVunivers...

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Reposted by Felix Hamer • electricfelix

Jaap Burger @jaapburger.eu · 1d

Why is the share of EVs among delivery vehicles and light trucks in the Netherlands skyrocketing? Cities.

theicct.org/zez-netherla...

Battery electric share of registrations of new trucks between 3.5 and 12t. Netherlands reaching 75% share in H1 2025.

Battery electric share of registrations of new light commercial vehicles (vans) up to 3.5 t. Netherlands reaching 80% share in H1 2025.

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Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

"Sheep graze among the solar panels of the Talatan solar project."
www.nytimes.com/2025/10/10/b...

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Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

"China pushed more than one million people out of their homes in west-central China a quarter-century ago and flooded a vast area for the reservoir of the Three Gorges Dam.
This year, China has been installing enough solar panels every three weeks to match the power generation capacity of that dam."

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Felix Hamer • electricfelix @electricfelix.bsky.social · 1d

"The main group of solar farms, known as the Talatan Solar Park, dwarfs every other cluster of solar farms in the world.

It covers 162 square miles in Gonghe County, an alpine desert in sparsely inhabited Qinghai, a province in western China."
🌞🌞🌞 bsky.app/profile/roma...

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