Syed Haseeb Hassan (eTechvolution)
@etechvolution.bsky.social
EV & Auto insights and analysis from an engineer who’s seen both sides 🚗⚡ | 9+ yrs (5 combustion, 4 eMobility) | Creator of eTechvolution
https://linktr.ee/etechvolution
https://linktr.ee/etechvolution
The West missed a 37 month warning sign while staring at Chinese Cars, its prices and technology.
We think China is flooding the market out of ambition. The data says otherwise.
It’s also Survival. It’s Deflation.
Here is the economic death spiral nobody is talking about 🧵👇
We think China is flooding the market out of ambition. The data says otherwise.
It’s also Survival. It’s Deflation.
Here is the economic death spiral nobody is talking about 🧵👇
December 16, 2025 at 9:03 AM
The West missed a 37 month warning sign while staring at Chinese Cars, its prices and technology.
We think China is flooding the market out of ambition. The data says otherwise.
It’s also Survival. It’s Deflation.
Here is the economic death spiral nobody is talking about 🧵👇
We think China is flooding the market out of ambition. The data says otherwise.
It’s also Survival. It’s Deflation.
Here is the economic death spiral nobody is talking about 🧵👇
If you told me 10 years ago that the UAE would be China's #1 car export market, and Saudi Arabia #8...
I would have laughed in your face.
I lived in Saudi Arabia for 13 years. Back then, Chinese cars didn't exist.
Today, the reality is absurd.
Breakdown of Great Rerouting 👇
I would have laughed in your face.
I lived in Saudi Arabia for 13 years. Back then, Chinese cars didn't exist.
Today, the reality is absurd.
Breakdown of Great Rerouting 👇
December 15, 2025 at 7:39 PM
If you told me 10 years ago that the UAE would be China's #1 car export market, and Saudi Arabia #8...
I would have laughed in your face.
I lived in Saudi Arabia for 13 years. Back then, Chinese cars didn't exist.
Today, the reality is absurd.
Breakdown of Great Rerouting 👇
I would have laughed in your face.
I lived in Saudi Arabia for 13 years. Back then, Chinese cars didn't exist.
Today, the reality is absurd.
Breakdown of Great Rerouting 👇
BYD was the first company to showcase Megawatt charging in passenger cars.
Not a concept. Production models starting at $38k.
I compiled the test footage and broke down the charging curves to verify the numbers.
Watch the breakdown 👇
youtu.be/B3175qHZ8Yo
Not a concept. Production models starting at $38k.
I compiled the test footage and broke down the charging curves to verify the numbers.
Watch the breakdown 👇
youtu.be/B3175qHZ8Yo
Insane 1 MW Charging Test: BYD Han L vs Tang L | 400 km in 5 Minutes
YouTube video by eTechvolution
youtu.be
December 14, 2025 at 11:54 PM
BYD was the first company to showcase Megawatt charging in passenger cars.
Not a concept. Production models starting at $38k.
I compiled the test footage and broke down the charging curves to verify the numbers.
Watch the breakdown 👇
youtu.be/B3175qHZ8Yo
Not a concept. Production models starting at $38k.
I compiled the test footage and broke down the charging curves to verify the numbers.
Watch the breakdown 👇
youtu.be/B3175qHZ8Yo
If you see a headline like "EV adds 400km range in 5 minutes," pause.
If you live in the EU or US, that number is meaningless unless you know which range test cycle was used.
If you don't check the geography, you could be easily misled. 🧵
If you live in the EU or US, that number is meaningless unless you know which range test cycle was used.
If you don't check the geography, you could be easily misled. 🧵
December 14, 2025 at 11:21 PM
If you see a headline like "EV adds 400km range in 5 minutes," pause.
If you live in the EU or US, that number is meaningless unless you know which range test cycle was used.
If you don't check the geography, you could be easily misled. 🧵
If you live in the EU or US, that number is meaningless unless you know which range test cycle was used.
If you don't check the geography, you could be easily misled. 🧵
BYD cut prices by 32% (2025 vs 2023).
227 car models slashed costs in 2024.
China’s auto export flood isn't about "Ambition." It’s about Survival.
Here is the deflationary crisis nobody is talking about (and why tariffs won't stop it).
Full analysis:
www.etechvolution.com/p/china-auto...
227 car models slashed costs in 2024.
China’s auto export flood isn't about "Ambition." It’s about Survival.
Here is the deflationary crisis nobody is talking about (and why tariffs won't stop it).
Full analysis:
www.etechvolution.com/p/china-auto...
China’s Auto Exports: It’s Not Ambition, It’s Survival
BYD cut prices 32%. 227 models slashed costs. It’s survival, not ambition. Why deflation drives China's auto export flood and tariffs won't stop it.
www.etechvolution.com
December 14, 2025 at 1:37 AM
BYD cut prices by 32% (2025 vs 2023).
227 car models slashed costs in 2024.
China’s auto export flood isn't about "Ambition." It’s about Survival.
Here is the deflationary crisis nobody is talking about (and why tariffs won't stop it).
Full analysis:
www.etechvolution.com/p/china-auto...
227 car models slashed costs in 2024.
China’s auto export flood isn't about "Ambition." It’s about Survival.
Here is the deflationary crisis nobody is talking about (and why tariffs won't stop it).
Full analysis:
www.etechvolution.com/p/china-auto...
Everyone in Europe is focused on the wrong aspect of Chinese EVs.
Yes, the tech is advanced. Yes, prices are aggressive. But that’s not the real question.
We should be asking:
"Why is China exporting so aggressively in the first place?"
Reasons behind the surge. 👇 🧵
Yes, the tech is advanced. Yes, prices are aggressive. But that’s not the real question.
We should be asking:
"Why is China exporting so aggressively in the first place?"
Reasons behind the surge. 👇 🧵
December 12, 2025 at 10:59 AM
Everyone in Europe is focused on the wrong aspect of Chinese EVs.
Yes, the tech is advanced. Yes, prices are aggressive. But that’s not the real question.
We should be asking:
"Why is China exporting so aggressively in the first place?"
Reasons behind the surge. 👇 🧵
Yes, the tech is advanced. Yes, prices are aggressive. But that’s not the real question.
We should be asking:
"Why is China exporting so aggressively in the first place?"
Reasons behind the surge. 👇 🧵
Pfalzwerke is on the offensive. ⚡️
Spotted a quiet but significant upgrade in Karlsruhe, Germany this week.
50 kW replaced by "150" kW.
But there is a "Data Gap" here that nobody is talking about. 🧵👇
Spotted a quiet but significant upgrade in Karlsruhe, Germany this week.
50 kW replaced by "150" kW.
But there is a "Data Gap" here that nobody is talking about. 🧵👇
December 11, 2025 at 12:56 PM
Pfalzwerke is on the offensive. ⚡️
Spotted a quiet but significant upgrade in Karlsruhe, Germany this week.
50 kW replaced by "150" kW.
But there is a "Data Gap" here that nobody is talking about. 🧵👇
Spotted a quiet but significant upgrade in Karlsruhe, Germany this week.
50 kW replaced by "150" kW.
But there is a "Data Gap" here that nobody is talking about. 🧵👇
Lotus Emeya Charging Curve! 8-80% in 16.5 mins!
Check out the detailed car review, tested at 250 km/h.
Follow me @etechvolution.bsky.social for more E-mobility & Automotive Insights.
Check out the detailed car review, tested at 250 km/h.
Follow me @etechvolution.bsky.social for more E-mobility & Automotive Insights.
December 9, 2025 at 7:44 PM
Lotus Emeya Charging Curve! 8-80% in 16.5 mins!
Check out the detailed car review, tested at 250 km/h.
Follow me @etechvolution.bsky.social for more E-mobility & Automotive Insights.
Check out the detailed car review, tested at 250 km/h.
Follow me @etechvolution.bsky.social for more E-mobility & Automotive Insights.
Last week I wrote about the EV subsidy in Germany, planned for 2026.
If I do a live session, explaining the risks and the opportunities, how to ensure BEVs are sold more than PHEV, would that be something you'll be interested in joining?
If I do a live session, explaining the risks and the opportunities, how to ensure BEVs are sold more than PHEV, would that be something you'll be interested in joining?
December 9, 2025 at 6:50 PM
Last week I wrote about the EV subsidy in Germany, planned for 2026.
If I do a live session, explaining the risks and the opportunities, how to ensure BEVs are sold more than PHEV, would that be something you'll be interested in joining?
If I do a live session, explaining the risks and the opportunities, how to ensure BEVs are sold more than PHEV, would that be something you'll be interested in joining?
"The horse is here to stay but the automobile is only a novelty - a fad."
In 1903, a bank president famously advised Henry Ford’s lawyer NOT to invest.
Why? 20 M horses vs <50 k cars. Cars were a toy for the rich.
This is important to understand Germany's 2026 EV Subsidy. 🧵
In 1903, a bank president famously advised Henry Ford’s lawyer NOT to invest.
Why? 20 M horses vs <50 k cars. Cars were a toy for the rich.
This is important to understand Germany's 2026 EV Subsidy. 🧵
December 9, 2025 at 3:09 PM
"The horse is here to stay but the automobile is only a novelty - a fad."
In 1903, a bank president famously advised Henry Ford’s lawyer NOT to invest.
Why? 20 M horses vs <50 k cars. Cars were a toy for the rich.
This is important to understand Germany's 2026 EV Subsidy. 🧵
In 1903, a bank president famously advised Henry Ford’s lawyer NOT to invest.
Why? 20 M horses vs <50 k cars. Cars were a toy for the rich.
This is important to understand Germany's 2026 EV Subsidy. 🧵
Germany’s 2026 EV Subsidy is here:
💰 €3 Billion allocated.
🚗 ~800k new cars by 2029.
🎯 Middle and Low Income Bracket - Private Buyers
Equal Subsidy for BEV and PHEV. Who will win?
It will be decided by 3 invisible groups creating "friction." (1)
💰 €3 Billion allocated.
🚗 ~800k new cars by 2029.
🎯 Middle and Low Income Bracket - Private Buyers
Equal Subsidy for BEV and PHEV. Who will win?
It will be decided by 3 invisible groups creating "friction." (1)
December 8, 2025 at 9:50 AM
Germany’s 2026 EV Subsidy is here:
💰 €3 Billion allocated.
🚗 ~800k new cars by 2029.
🎯 Middle and Low Income Bracket - Private Buyers
Equal Subsidy for BEV and PHEV. Who will win?
It will be decided by 3 invisible groups creating "friction." (1)
💰 €3 Billion allocated.
🚗 ~800k new cars by 2029.
🎯 Middle and Low Income Bracket - Private Buyers
Equal Subsidy for BEV and PHEV. Who will win?
It will be decided by 3 invisible groups creating "friction." (1)
Lotus Emeya Tested at Extremes: 250 km/h and 400 kW Charging - Review Teaser!
December 7, 2025 at 6:09 PM
Lotus Emeya Tested at Extremes: 250 km/h and 400 kW Charging - Review Teaser!
People are misreading the new 2026 German EV Subsidy.
The headline says: "Capped at €80,000 Household Income."
Most people read: Gross Income (Brutto). The draft law says: Taxable Income (Zu versteuerndes Einkommen)
That single word changes the entire target audience. (1/8)
The headline says: "Capped at €80,000 Household Income."
Most people read: Gross Income (Brutto). The draft law says: Taxable Income (Zu versteuerndes Einkommen)
That single word changes the entire target audience. (1/8)
December 7, 2025 at 2:16 PM
People are misreading the new 2026 German EV Subsidy.
The headline says: "Capped at €80,000 Household Income."
Most people read: Gross Income (Brutto). The draft law says: Taxable Income (Zu versteuerndes Einkommen)
That single word changes the entire target audience. (1/8)
The headline says: "Capped at €80,000 Household Income."
Most people read: Gross Income (Brutto). The draft law says: Taxable Income (Zu versteuerndes Einkommen)
That single word changes the entire target audience. (1/8)
CPOs: Want to fix your utilization problem? Stop bleeding customers.
Germany’s new €3 B EV subsidy (2026-29) is coming. It targets private buyers. No company cars. No wallboxes.
If you want to capture this wave, you need to fix "Invisible Friction" now. Here's how. 👇(1/10)
Germany’s new €3 B EV subsidy (2026-29) is coming. It targets private buyers. No company cars. No wallboxes.
If you want to capture this wave, you need to fix "Invisible Friction" now. Here's how. 👇(1/10)
December 5, 2025 at 11:33 AM
CPOs: Want to fix your utilization problem? Stop bleeding customers.
Germany’s new €3 B EV subsidy (2026-29) is coming. It targets private buyers. No company cars. No wallboxes.
If you want to capture this wave, you need to fix "Invisible Friction" now. Here's how. 👇(1/10)
Germany’s new €3 B EV subsidy (2026-29) is coming. It targets private buyers. No company cars. No wallboxes.
If you want to capture this wave, you need to fix "Invisible Friction" now. Here's how. 👇(1/10)
Above €0.60/kWh, EVs officially lose their cost advantage over plug-in hybrids.
Ad-hoc charging in Germany today?
€0.69–€0.84/kWh
Roaming? ~€0.79/kWh
This is a huge problem for Germany’s new €3B EV subsidy. (1/9)
Ad-hoc charging in Germany today?
€0.69–€0.84/kWh
Roaming? ~€0.79/kWh
This is a huge problem for Germany’s new €3B EV subsidy. (1/9)
December 4, 2025 at 6:40 PM
Above €0.60/kWh, EVs officially lose their cost advantage over plug-in hybrids.
Ad-hoc charging in Germany today?
€0.69–€0.84/kWh
Roaming? ~€0.79/kWh
This is a huge problem for Germany’s new €3B EV subsidy. (1/9)
Ad-hoc charging in Germany today?
€0.69–€0.84/kWh
Roaming? ~€0.79/kWh
This is a huge problem for Germany’s new €3B EV subsidy. (1/9)
Germany’s new €3B EV subsidy arrives in 2026.
But there’s a risk no one is talking about:
PHEVs could win the race against BEVs.
Why?
It comes down to 3 hidden dynamics that have nothing to do with the subsidy amount. (1/3)
But there’s a risk no one is talking about:
PHEVs could win the race against BEVs.
Why?
It comes down to 3 hidden dynamics that have nothing to do with the subsidy amount. (1/3)
December 3, 2025 at 9:25 PM
Germany’s new €3B EV subsidy arrives in 2026.
But there’s a risk no one is talking about:
PHEVs could win the race against BEVs.
Why?
It comes down to 3 hidden dynamics that have nothing to do with the subsidy amount. (1/3)
But there’s a risk no one is talking about:
PHEVs could win the race against BEVs.
Why?
It comes down to 3 hidden dynamics that have nothing to do with the subsidy amount. (1/3)
Spotted ABB 60 kW at a LIDL in Karlsruhe yesterday… but I genuinely couldn’t tell which bays were for EVs.
No paint. No lines. Just vibes. 😅
Lidl & Kaufland have installed a lot of chargers across Germany and I really appreciate it. (1/2)
No paint. No lines. Just vibes. 😅
Lidl & Kaufland have installed a lot of chargers across Germany and I really appreciate it. (1/2)
December 2, 2025 at 7:31 PM
Spotted ABB 60 kW at a LIDL in Karlsruhe yesterday… but I genuinely couldn’t tell which bays were for EVs.
No paint. No lines. Just vibes. 😅
Lidl & Kaufland have installed a lot of chargers across Germany and I really appreciate it. (1/2)
No paint. No lines. Just vibes. 😅
Lidl & Kaufland have installed a lot of chargers across Germany and I really appreciate it. (1/2)
Germany’s 2026 EV subsidy is coming:
€3B budget
Private buyers only
~€3–4k per car
750–850k cars
BUT: PHEVs get the same deal as BEVs.
What real-world split do you expect
% BEV vs % PHEV?
Writing a newsletter going live tomorrow.
Curious to compare with your estimates.
€3B budget
Private buyers only
~€3–4k per car
750–850k cars
BUT: PHEVs get the same deal as BEVs.
What real-world split do you expect
% BEV vs % PHEV?
Writing a newsletter going live tomorrow.
Curious to compare with your estimates.
November 30, 2025 at 6:17 PM
Germany’s 2026 EV subsidy is coming:
€3B budget
Private buyers only
~€3–4k per car
750–850k cars
BUT: PHEVs get the same deal as BEVs.
What real-world split do you expect
% BEV vs % PHEV?
Writing a newsletter going live tomorrow.
Curious to compare with your estimates.
€3B budget
Private buyers only
~€3–4k per car
750–850k cars
BUT: PHEVs get the same deal as BEVs.
What real-world split do you expect
% BEV vs % PHEV?
Writing a newsletter going live tomorrow.
Curious to compare with your estimates.
Carbon parity in 17,500 km for the BMW iX3 Neue Klasse. That’s just 1.4 years for the average German driver.
I analysed BMW’s new lifecycle carbon footprint (LCA), and the results show exactly when the EV overtakes the gasoline X3 20 xDrive. (1/6)
#BMW #EV #Automotive #iX3
I analysed BMW’s new lifecycle carbon footprint (LCA), and the results show exactly when the EV overtakes the gasoline X3 20 xDrive. (1/6)
#BMW #EV #Automotive #iX3
November 27, 2025 at 10:20 AM
Carbon parity in 17,500 km for the BMW iX3 Neue Klasse. That’s just 1.4 years for the average German driver.
I analysed BMW’s new lifecycle carbon footprint (LCA), and the results show exactly when the EV overtakes the gasoline X3 20 xDrive. (1/6)
#BMW #EV #Automotive #iX3
I analysed BMW’s new lifecycle carbon footprint (LCA), and the results show exactly when the EV overtakes the gasoline X3 20 xDrive. (1/6)
#BMW #EV #Automotive #iX3
Which Automotive Deep Dives Are More Useful for You?
A: e-Mobility
B: Automotive Intelligence
Comment A or B.
Stay on step ahead.
A: e-Mobility
B: Automotive Intelligence
Comment A or B.
Stay on step ahead.
November 15, 2025 at 12:04 PM
Which Automotive Deep Dives Are More Useful for You?
A: e-Mobility
B: Automotive Intelligence
Comment A or B.
Stay on step ahead.
A: e-Mobility
B: Automotive Intelligence
Comment A or B.
Stay on step ahead.
The U.S. thinks it can break China's rare earth dominance in two years.
The reality? It will take at least a decade.
China controls 98% of the supply chain for the 17 metals powering EV motors, F-35 jets, smartphones, and missile systems. (1/7)
The reality? It will take at least a decade.
China controls 98% of the supply chain for the 17 metals powering EV motors, F-35 jets, smartphones, and missile systems. (1/7)
November 13, 2025 at 3:25 PM
The U.S. thinks it can break China's rare earth dominance in two years.
The reality? It will take at least a decade.
China controls 98% of the supply chain for the 17 metals powering EV motors, F-35 jets, smartphones, and missile systems. (1/7)
The reality? It will take at least a decade.
China controls 98% of the supply chain for the 17 metals powering EV motors, F-35 jets, smartphones, and missile systems. (1/7)
Google AI & Perplexity are now referencing my work.
All organic. No PR, no ads, no SEO agency.
Just deep analyses on eMobility and Automotive trends. Built with patience, clarity, and consistency.
In the new age of AI search, high quality matters more!
#etechvolution #AI
All organic. No PR, no ads, no SEO agency.
Just deep analyses on eMobility and Automotive trends. Built with patience, clarity, and consistency.
In the new age of AI search, high quality matters more!
#etechvolution #AI
November 10, 2025 at 2:05 PM
Google AI & Perplexity are now referencing my work.
All organic. No PR, no ads, no SEO agency.
Just deep analyses on eMobility and Automotive trends. Built with patience, clarity, and consistency.
In the new age of AI search, high quality matters more!
#etechvolution #AI
All organic. No PR, no ads, no SEO agency.
Just deep analyses on eMobility and Automotive trends. Built with patience, clarity, and consistency.
In the new age of AI search, high quality matters more!
#etechvolution #AI
It took 37 days for Europe to start backtracking on the Nexperia seizure.
What began as a show of sovereignty ended with quiet signals of retreat, while a Trump–Xi deal reshaped the crisis without Europe’s input. (1/6)
#Nexperia #Semiconductor #China #USA #Automotive
What began as a show of sovereignty ended with quiet signals of retreat, while a Trump–Xi deal reshaped the crisis without Europe’s input. (1/6)
#Nexperia #Semiconductor #China #USA #Automotive
November 8, 2025 at 11:12 AM
It took 37 days for Europe to start backtracking on the Nexperia seizure.
What began as a show of sovereignty ended with quiet signals of retreat, while a Trump–Xi deal reshaped the crisis without Europe’s input. (1/6)
#Nexperia #Semiconductor #China #USA #Automotive
What began as a show of sovereignty ended with quiet signals of retreat, while a Trump–Xi deal reshaped the crisis without Europe’s input. (1/6)
#Nexperia #Semiconductor #China #USA #Automotive
Here is my part 2 - Deep Dive of Nexperia Crisis!
This explains what happened behind the scenes and how EU lost all their leverage!
www.etechvolution.com/p/how-nexper...
This explains what happened behind the scenes and how EU lost all their leverage!
www.etechvolution.com/p/how-nexper...
How Nexperia Crisis Exposed Europe’s Power Gap!
After the U.S.–China trade truce, Europe’s Nexperia seizure lost all leverage, revealing how fragile EU sovereignty is in the global chip supply chain.
www.etechvolution.com
November 7, 2025 at 3:46 PM
Here is my part 2 - Deep Dive of Nexperia Crisis!
This explains what happened behind the scenes and how EU lost all their leverage!
www.etechvolution.com/p/how-nexper...
This explains what happened behind the scenes and how EU lost all their leverage!
www.etechvolution.com/p/how-nexper...