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 result is a self-reinforcing Death Spiral:
Companies can't sell → Prices drop.
Margins collapse → Wages cut.
Households feel poorer → Spending delays.
Demand weakens → Prices fall further.
Companies can't sell → Prices drop.
Margins collapse → Wages cut.
Households feel poorer → Spending delays.
Demand weakens → Prices fall further.
December 16, 2025 at 9:03 AM
The result is a self-reinforcing Death Spiral:
Companies can't sell → Prices drop.
Margins collapse → Wages cut.
Households feel poorer → Spending delays.
Demand weakens → Prices fall further.
Companies can't sell → Prices drop.
Margins collapse → Wages cut.
Households feel poorer → Spending delays.
Demand weakens → Prices fall further.
How did we get here? Two massive shocks broke the system:
The Pandemic: Rewired psychology to hoard cash.
Evergrande Collapse: The knockout blow.
70% of Chinese household wealth is tied to real estate. When that pillar cracked, confidence shattered.
The Pandemic: Rewired psychology to hoard cash.
Evergrande Collapse: The knockout blow.
70% of Chinese household wealth is tied to real estate. When that pillar cracked, confidence shattered.
December 16, 2025 at 9:03 AM
How did we get here? Two massive shocks broke the system:
The Pandemic: Rewired psychology to hoard cash.
Evergrande Collapse: The knockout blow.
70% of Chinese household wealth is tied to real estate. When that pillar cracked, confidence shattered.
The Pandemic: Rewired psychology to hoard cash.
Evergrande Collapse: The knockout blow.
70% of Chinese household wealth is tied to real estate. When that pillar cracked, confidence shattered.
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 👇
The "Receipt." 🧾
I aligned these to WLTP standards:
The "massive gap" shrinks.
Mercedes-Benz (CLA EQ) gets really close to Li Auto in km/minute.
The ranking flips.
Visuals without context must be prevented.
I aligned these to WLTP standards:
The "massive gap" shrinks.
Mercedes-Benz (CLA EQ) gets really close to Li Auto in km/minute.
The ranking flips.
Visuals without context must be prevented.
December 14, 2025 at 11:21 PM
The "Receipt." 🧾
I aligned these to WLTP standards:
The "massive gap" shrinks.
Mercedes-Benz (CLA EQ) gets really close to Li Auto in km/minute.
The ranking flips.
Visuals without context must be prevented.
I aligned these to WLTP standards:
The "massive gap" shrinks.
Mercedes-Benz (CLA EQ) gets really close to Li Auto in km/minute.
The ranking flips.
Visuals without context must be prevented.
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. 👇 🧵
Open your charging apps right now. They all list this site as 150 kW.
The customer arrives expecting peak 150 kW. They get capped at 125 kW (or 62.5 kW if shared).
Charging will work but Expectation ≠ Reality.
Worst of all, if this person leaves a negative review.
The customer arrives expecting peak 150 kW. They get capped at 125 kW (or 62.5 kW if shared).
Charging will work but Expectation ≠ Reality.
Worst of all, if this person leaves a negative review.
December 11, 2025 at 12:56 PM
Open your charging apps right now. They all list this site as 150 kW.
The customer arrives expecting peak 150 kW. They get capped at 125 kW (or 62.5 kW if shared).
Charging will work but Expectation ≠ Reality.
Worst of all, if this person leaves a negative review.
The customer arrives expecting peak 150 kW. They get capped at 125 kW (or 62.5 kW if shared).
Charging will work but Expectation ≠ Reality.
Worst of all, if this person leaves a negative review.
Hardware rating: 150 kW Actual output:
Capped at 125 kW
Likely a local grid limitation. We can accept that.
What I really find difficult to accept is that there is a disconnect from reality in app, especially after a CPO likely invested 50k €+ to upgrade it.
Capped at 125 kW
Likely a local grid limitation. We can accept that.
What I really find difficult to accept is that there is a disconnect from reality in app, especially after a CPO likely invested 50k €+ to upgrade it.
December 11, 2025 at 12:56 PM
Hardware rating: 150 kW Actual output:
Capped at 125 kW
Likely a local grid limitation. We can accept that.
What I really find difficult to accept is that there is a disconnect from reality in app, especially after a CPO likely invested 50k €+ to upgrade it.
Capped at 125 kW
Likely a local grid limitation. We can accept that.
What I really find difficult to accept is that there is a disconnect from reality in app, especially after a CPO likely invested 50k €+ to upgrade it.
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.
"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.
Two charging scenarios, two break-even points:
🇪🇺 EU Grid:
• Break-even: 21,500 km
• Lifetime CO₂: 23.0 tCO₂e
• Savings: –56.5%
⚡ Renewables:
• Break-even: 17,500 km
• Lifetime CO₂: 14.6 tCO₂e
• Savings: –72.4%
The difference is massive - and predictable. (2/6)
🇪🇺 EU Grid:
• Break-even: 21,500 km
• Lifetime CO₂: 23.0 tCO₂e
• Savings: –56.5%
⚡ Renewables:
• Break-even: 17,500 km
• Lifetime CO₂: 14.6 tCO₂e
• Savings: –72.4%
The difference is massive - and predictable. (2/6)
November 27, 2025 at 10:20 AM
Two charging scenarios, two break-even points:
🇪🇺 EU Grid:
• Break-even: 21,500 km
• Lifetime CO₂: 23.0 tCO₂e
• Savings: –56.5%
⚡ Renewables:
• Break-even: 17,500 km
• Lifetime CO₂: 14.6 tCO₂e
• Savings: –72.4%
The difference is massive - and predictable. (2/6)
🇪🇺 EU Grid:
• Break-even: 21,500 km
• Lifetime CO₂: 23.0 tCO₂e
• Savings: –56.5%
⚡ Renewables:
• Break-even: 17,500 km
• Lifetime CO₂: 14.6 tCO₂e
• Savings: –72.4%
The difference is massive - and predictable. (2/6)
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.
Hi, I'm Haseeb.
I break down complex automotive macro developments and emobility topics.
Having worked 9 years in the automotive industry, I bring firsthand insights from the ground up.
🔵 Subscribe to my free newsletter
👉 Market research & consulting available
I break down complex automotive macro developments and emobility topics.
Having worked 9 years in the automotive industry, I bring firsthand insights from the ground up.
🔵 Subscribe to my free newsletter
👉 Market research & consulting available
November 13, 2025 at 3:25 PM
Hi, I'm Haseeb.
I break down complex automotive macro developments and emobility topics.
Having worked 9 years in the automotive industry, I bring firsthand insights from the ground up.
🔵 Subscribe to my free newsletter
👉 Market research & consulting available
I break down complex automotive macro developments and emobility topics.
Having worked 9 years in the automotive industry, I bring firsthand insights from the ground up.
🔵 Subscribe to my free newsletter
👉 Market research & consulting available
Both nations understand the stakes:
Whoever controls these critical materials controls the future of defense, technology, and clean energy.
Rare earths are just one chapter. And it's not going away. (5/7)
Whoever controls these critical materials controls the future of defense, technology, and clean energy.
Rare earths are just one chapter. And it's not going away. (5/7)
November 13, 2025 at 3:25 PM
Both nations understand the stakes:
Whoever controls these critical materials controls the future of defense, technology, and clean energy.
Rare earths are just one chapter. And it's not going away. (5/7)
Whoever controls these critical materials controls the future of defense, technology, and clean energy.
Rare earths are just one chapter. And it's not going away. (5/7)
China's dominance was built over 30 years:
70% of global mining
92% of processing capacity
98% of manufacturing
According to Financial Times, a typical rare earth project takes 9 years from exploration to production. Shortest: 6.3 years. Longest: 18 years. (2/7)
70% of global mining
92% of processing capacity
98% of manufacturing
According to Financial Times, a typical rare earth project takes 9 years from exploration to production. Shortest: 6.3 years. Longest: 18 years. (2/7)
November 13, 2025 at 3:25 PM
China's dominance was built over 30 years:
70% of global mining
92% of processing capacity
98% of manufacturing
According to Financial Times, a typical rare earth project takes 9 years from exploration to production. Shortest: 6.3 years. Longest: 18 years. (2/7)
70% of global mining
92% of processing capacity
98% of manufacturing
According to Financial Times, a typical rare earth project takes 9 years from exploration to production. Shortest: 6.3 years. Longest: 18 years. (2/7)