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
If you found this valuable:
1- Follow me @etechvolution for more E-mobility & Auto insights. 📈
2- Kindly repost the first post in this thread
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics. 👇
www.etechvolution.com/subscribe
1- Follow me @etechvolution for more E-mobility & Auto insights. 📈
2- Kindly repost the first post in this thread
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics. 👇
www.etechvolution.com/subscribe
Subscribe | eTechvolution
E-mobility & automotive intelligence for decision makers. Expert analysis from a 9 year industry insider - having worked with GM, Toyota, Honda, McLaren, Shell & Total - on automotive, charging, polic...
www.etechvolution.com
December 16, 2025 at 9:03 AM
If you found this valuable:
1- Follow me @etechvolution for more E-mobility & Auto insights. 📈
2- Kindly repost the first post in this thread
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics. 👇
www.etechvolution.com/subscribe
1- Follow me @etechvolution for more E-mobility & Auto insights. 📈
2- Kindly repost the first post in this thread
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics. 👇
www.etechvolution.com/subscribe
I break down "Everything" about this spiral in my analysis. 👇
Not just focusing on automotive sector - but the macro indicators from various industries, including what to expect in the future.
www.etechvolution.com/p/china-auto...
Not just focusing on automotive sector - but the macro indicators from various industries, including what to expect in the future.
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 16, 2025 at 9:03 AM
I break down "Everything" about this spiral in my analysis. 👇
Not just focusing on automotive sector - but the macro indicators from various industries, including what to expect in the future.
www.etechvolution.com/p/china-auto...
Not just focusing on automotive sector - but the macro indicators from various industries, including what to expect in the future.
www.etechvolution.com/p/china-auto...
This is giving rise to a wave of new tech nationalism, something I didn't see pre-pandemic.
e.g. Nexperia Story (Sep 2025). Using an act from Cold War Era, something unheard of.
bsky.app/profile/etec...
e.g. Nexperia Story (Sep 2025). Using an act from Cold War Era, something unheard of.
bsky.app/profile/etec...
December 16, 2025 at 9:03 AM
This is giving rise to a wave of new tech nationalism, something I didn't see pre-pandemic.
e.g. Nexperia Story (Sep 2025). Using an act from Cold War Era, something unheard of.
bsky.app/profile/etec...
e.g. Nexperia Story (Sep 2025). Using an act from Cold War Era, something unheard of.
bsky.app/profile/etec...
Western OEMs are trying to compete with companies that are now at the same level, or at times much ahead, on technology, especially UX and SDV.
They can outcompete on value, even after 35% tariffs.
If not just west, they are scaling in Middle East 👇
bsky.app/profile/etec...
They can outcompete on value, even after 35% tariffs.
If not just west, they are scaling in Middle East 👇
bsky.app/profile/etec...
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 16, 2025 at 9:03 AM
Western OEMs are trying to compete with companies that are now at the same level, or at times much ahead, on technology, especially UX and SDV.
They can outcompete on value, even after 35% tariffs.
If not just west, they are scaling in Middle East 👇
bsky.app/profile/etec...
They can outcompete on value, even after 35% tariffs.
If not just west, they are scaling in Middle East 👇
bsky.app/profile/etec...
The numbers are screaming "Emergency":
• Production: Factory prices (PPI) fell for 37 consecutive months.
• Consumption: Real estate values down ~27%.
• Survival: 34% of firms are now "zombies", unable to cover debt interest from profits.
• Production: Factory prices (PPI) fell for 37 consecutive months.
• Consumption: Real estate values down ~27%.
• Survival: 34% of firms are now "zombies", unable to cover debt interest from profits.
December 16, 2025 at 9:03 AM
The numbers are screaming "Emergency":
• Production: Factory prices (PPI) fell for 37 consecutive months.
• Consumption: Real estate values down ~27%.
• Survival: 34% of firms are now "zombies", unable to cover debt interest from profits.
• Production: Factory prices (PPI) fell for 37 consecutive months.
• Consumption: Real estate values down ~27%.
• Survival: 34% of firms are now "zombies", unable to cover debt interest from profits.
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.
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics.
Built on 9 years of industry experience.
Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Built on 9 years of industry experience.
Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Subscribe | eTechvolution
E-mobility & automotive intelligence for decision makers. Expert analysis from a 9 year industry insider - having worked with GM, Toyota, Honda, McLaren, Shell & Total - on automotive, charging, polic...
www.etechvolution.com
December 15, 2025 at 7:39 PM
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics.
Built on 9 years of industry experience.
Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Built on 9 years of industry experience.
Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the help understand the markets where China is scaling.
Read Full Analysis Here:
www.etechvolution.com/p/china-auto...
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the help understand the markets where China is scaling.
Read Full Analysis Here:
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 15, 2025 at 7:39 PM
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the help understand the markets where China is scaling.
Read Full Analysis Here:
www.etechvolution.com/p/china-auto...
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the help understand the markets where China is scaling.
Read Full Analysis Here:
www.etechvolution.com/p/china-auto...
We are obsessed with US/EU tariffs.
But capital (and Chinese Cars) is like water. It flows where the resistance is lowest.
Tariffs didn't stop the Chinese export flood. They just rerouted the river.
Europe closed the door? The Middle East opened the pressure valve.
But capital (and Chinese Cars) is like water. It flows where the resistance is lowest.
Tariffs didn't stop the Chinese export flood. They just rerouted the river.
Europe closed the door? The Middle East opened the pressure valve.
December 15, 2025 at 7:39 PM
We are obsessed with US/EU tariffs.
But capital (and Chinese Cars) is like water. It flows where the resistance is lowest.
Tariffs didn't stop the Chinese export flood. They just rerouted the river.
Europe closed the door? The Middle East opened the pressure valve.
But capital (and Chinese Cars) is like water. It flows where the resistance is lowest.
Tariffs didn't stop the Chinese export flood. They just rerouted the river.
Europe closed the door? The Middle East opened the pressure valve.
But don't mistake "survival" for "cheap junk."
Chinese EVs are technologically miles ahead and offer best dollar for dollar value.
Example: BYD was the first to present megawatt charging in passenger cars (Han L / Tang L) for $ 38k-49k.
bsky.app/profile/etec...
Chinese EVs are technologically miles ahead and offer best dollar for dollar value.
Example: BYD was the first to present megawatt charging in passenger cars (Han L / Tang L) for $ 38k-49k.
bsky.app/profile/etec...
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 15, 2025 at 7:39 PM
But don't mistake "survival" for "cheap junk."
Chinese EVs are technologically miles ahead and offer best dollar for dollar value.
Example: BYD was the first to present megawatt charging in passenger cars (Han L / Tang L) for $ 38k-49k.
bsky.app/profile/etec...
Chinese EVs are technologically miles ahead and offer best dollar for dollar value.
Example: BYD was the first to present megawatt charging in passenger cars (Han L / Tang L) for $ 38k-49k.
bsky.app/profile/etec...
Why is this happening?
It’s not just "ambition." It’s survival.
China’s domestic market is trapped in "Involution" (deflation + hyper-competition).
Margins collapsed from ~8% to just 4.4% in 8 years.
To survive, they must find new markets.
It’s not just "ambition." It’s survival.
China’s domestic market is trapped in "Involution" (deflation + hyper-competition).
Margins collapsed from ~8% to just 4.4% in 8 years.
To survive, they must find new markets.
December 15, 2025 at 7:39 PM
Why is this happening?
It’s not just "ambition." It’s survival.
China’s domestic market is trapped in "Involution" (deflation + hyper-competition).
Margins collapsed from ~8% to just 4.4% in 8 years.
To survive, they must find new markets.
It’s not just "ambition." It’s survival.
China’s domestic market is trapped in "Involution" (deflation + hyper-competition).
Margins collapsed from ~8% to just 4.4% in 8 years.
To survive, they must find new markets.
Fast forward to Jan-May 2025. The data has flipped.
Top Destinations for Chinese EV Exports:
🥇 #1 UAE: $2.7 Billion (+551% vs 2022)
🇸🇦 #8 Saudi Arabia: $1.3 Billion
While the West was debating tariffs, the Middle East became the new engine.
Top Destinations for Chinese EV Exports:
🥇 #1 UAE: $2.7 Billion (+551% vs 2022)
🇸🇦 #8 Saudi Arabia: $1.3 Billion
While the West was debating tariffs, the Middle East became the new engine.
December 15, 2025 at 7:39 PM
Fast forward to Jan-May 2025. The data has flipped.
Top Destinations for Chinese EV Exports:
🥇 #1 UAE: $2.7 Billion (+551% vs 2022)
🇸🇦 #8 Saudi Arabia: $1.3 Billion
While the West was debating tariffs, the Middle East became the new engine.
Top Destinations for Chinese EV Exports:
🥇 #1 UAE: $2.7 Billion (+551% vs 2022)
🇸🇦 #8 Saudi Arabia: $1.3 Billion
While the West was debating tariffs, the Middle East became the new engine.
I lived in Saudi Arabia till 2002.
Roads were a monopoly of Japanese reliability and American size.
German cars were the premium, famous for status and famously expensive repairs (a reputation they carry still today).
This was same across all developed Middle Eastern nations.
Roads were a monopoly of Japanese reliability and American size.
German cars were the premium, famous for status and famously expensive repairs (a reputation they carry still today).
This was same across all developed Middle Eastern nations.
December 15, 2025 at 7:39 PM
I lived in Saudi Arabia till 2002.
Roads were a monopoly of Japanese reliability and American size.
German cars were the premium, famous for status and famously expensive repairs (a reputation they carry still today).
This was same across all developed Middle Eastern nations.
Roads were a monopoly of Japanese reliability and American size.
German cars were the premium, famous for status and famously expensive repairs (a reputation they carry still today).
This was same across all developed Middle Eastern nations.
Yes, absolutely. 🙏 I was so happy to see the recent test for BMW iX3 Neue Klasse.
December 15, 2025 at 12:15 AM
Yes, absolutely. 🙏 I was so happy to see the recent test for BMW iX3 Neue Klasse.
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics.
Built on 9 years of industry experience. Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Built on 9 years of industry experience. Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Subscribe | eTechvolution
E-mobility & automotive intelligence for decision makers. Expert analysis from a 9 year industry insider - having worked with GM, Toyota, Honda, McLaren, Shell & Total - on automotive, charging, polic...
www.etechvolution.com
December 14, 2025 at 11:54 PM
I also write a deep-dive newsletter connecting the dots across Automotive, EV Infrastructure, and Geopolitics.
Built on 9 years of industry experience. Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
Built on 9 years of industry experience. Clients: GM, Toyota, Honda, McLaren, Opel, Shell, Total.
Join here: 👇
www.etechvolution.com/subscribe
BYD is making unreal progress, but understanding metrics is crucial.
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the real data behind these BYD tests. 🔄
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the real data behind these BYD tests. 🔄
December 14, 2025 at 11:54 PM
BYD is making unreal progress, but understanding metrics is crucial.
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the real data behind these BYD tests. 🔄
If you found this breakdown valuable:
1- Follow me @etechvolution.bsky.social for more E-mobility & Auto insights. 📈
2- Repost the 1st tweet to help others understand the real data behind these BYD tests. 🔄
⚠️ Crucial Context:
The range numbers above are based on the CLTC cycle.
If you are in the EU or US, remember that WLTP is typically ~18% lower, and EPA ~28% lower.
I broke down exactly how these conversions work (and why they mislead people) here: 👇
bsky.app/profile/etec...
The range numbers above are based on the CLTC cycle.
If you are in the EU or US, remember that WLTP is typically ~18% lower, and EPA ~28% lower.
I broke down exactly how these conversions work (and why they mislead people) here: 👇
bsky.app/profile/etec...
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 11:54 PM
⚠️ Crucial Context:
The range numbers above are based on the CLTC cycle.
If you are in the EU or US, remember that WLTP is typically ~18% lower, and EPA ~28% lower.
I broke down exactly how these conversions work (and why they mislead people) here: 👇
bsky.app/profile/etec...
The range numbers above are based on the CLTC cycle.
If you are in the EU or US, remember that WLTP is typically ~18% lower, and EPA ~28% lower.
I broke down exactly how these conversions work (and why they mislead people) here: 👇
bsky.app/profile/etec...
Both of these beasts are built on a 1000V high-voltage architecture.
That is how they are achieving game-changing speeds while keeping the price under $40k.
China continues to push the boundaries of EV innovation, and this test proves it.
That is how they are achieving game-changing speeds while keeping the price under $40k.
China continues to push the boundaries of EV innovation, and this test proves it.
December 14, 2025 at 11:54 PM
Both of these beasts are built on a 1000V high-voltage architecture.
That is how they are achieving game-changing speeds while keeping the price under $40k.
China continues to push the boundaries of EV innovation, and this test proves it.
That is how they are achieving game-changing speeds while keeping the price under $40k.
China continues to push the boundaries of EV innovation, and this test proves it.
BYD Han L EV
• Battery: 83.2 kWh
• Price: ~$37k - $48k
• Range: 601–701 km (CLTC)
Charging Results:
🔹 SOC: 5% → 63.16%
🔹 Energy Delivered: 48.4 kWh
🔹 Range Added: 407.7 km (CLTC)
• Battery: 83.2 kWh
• Price: ~$37k - $48k
• Range: 601–701 km (CLTC)
Charging Results:
🔹 SOC: 5% → 63.16%
🔹 Energy Delivered: 48.4 kWh
🔹 Range Added: 407.7 km (CLTC)
December 14, 2025 at 11:54 PM
BYD Han L EV
• Battery: 83.2 kWh
• Price: ~$37k - $48k
• Range: 601–701 km (CLTC)
Charging Results:
🔹 SOC: 5% → 63.16%
🔹 Energy Delivered: 48.4 kWh
🔹 Range Added: 407.7 km (CLTC)
• Battery: 83.2 kWh
• Price: ~$37k - $48k
• Range: 601–701 km (CLTC)
Charging Results:
🔹 SOC: 5% → 63.16%
🔹 Energy Delivered: 48.4 kWh
🔹 Range Added: 407.7 km (CLTC)
BYD Tang L EV
• Battery: 100.5 kWh
• Price: ~$38k - $49k
• Range: 560–670 km (CLTC)
Charging Results:
🔹 SOC: 7.45% → 60.26%
🔹 Energy Delivered: 53.1 kWh
🔹 Range Added: 316.8 km (CLTC)
Note: Video timer had a 13s delay, so at 5 mins, you will see values till 4:47!
• Battery: 100.5 kWh
• Price: ~$38k - $49k
• Range: 560–670 km (CLTC)
Charging Results:
🔹 SOC: 7.45% → 60.26%
🔹 Energy Delivered: 53.1 kWh
🔹 Range Added: 316.8 km (CLTC)
Note: Video timer had a 13s delay, so at 5 mins, you will see values till 4:47!
December 14, 2025 at 11:54 PM
BYD Tang L EV
• Battery: 100.5 kWh
• Price: ~$38k - $49k
• Range: 560–670 km (CLTC)
Charging Results:
🔹 SOC: 7.45% → 60.26%
🔹 Energy Delivered: 53.1 kWh
🔹 Range Added: 316.8 km (CLTC)
Note: Video timer had a 13s delay, so at 5 mins, you will see values till 4:47!
• Battery: 100.5 kWh
• Price: ~$38k - $49k
• Range: 560–670 km (CLTC)
Charging Results:
🔹 SOC: 7.45% → 60.26%
🔹 Energy Delivered: 53.1 kWh
🔹 Range Added: 316.8 km (CLTC)
Note: Video timer had a 13s delay, so at 5 mins, you will see values till 4:47!
I also write a deep-dive newsletter on Automotive and E-mobility Insights.
I connect the dots across Automotive, EV Infrastructure And Geopolitics.
Built On 9 Years Of Industry Experience.
Clients: GM, Toyota, Honda, Mclaren, Opel, Shell, Total
Join here:
www.etechvolution.com/subscribe
I connect the dots across Automotive, EV Infrastructure And Geopolitics.
Built On 9 Years Of Industry Experience.
Clients: GM, Toyota, Honda, Mclaren, Opel, Shell, Total
Join here:
www.etechvolution.com/subscribe
Subscribe | eTechvolution
E-mobility & automotive intelligence for decision makers. Expert analysis from a 9 year industry insider - having worked with GM, Toyota, Honda, McLaren, Shell & Total - on automotive, charging, polic...
www.etechvolution.com
December 14, 2025 at 11:21 PM
I also write a deep-dive newsletter on Automotive and E-mobility Insights.
I connect the dots across Automotive, EV Infrastructure And Geopolitics.
Built On 9 Years Of Industry Experience.
Clients: GM, Toyota, Honda, Mclaren, Opel, Shell, Total
Join here:
www.etechvolution.com/subscribe
I connect the dots across Automotive, EV Infrastructure And Geopolitics.
Built On 9 Years Of Industry Experience.
Clients: GM, Toyota, Honda, Mclaren, Opel, Shell, Total
Join here:
www.etechvolution.com/subscribe