China NEV Weekly, Episode 4: Pickup Your BingGo

China NEV Weekly

Welcome to Episode 3 of the China NEV Weekly, where we look at the latest New Energy Vehicles from China. This week with pickup trucks, a Hozon, and we are going to play bingo!

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Portrait of the Con Artist as a Stung Man

Rolling Stone’s recent profile of Elon Musk revealed Mr. Musk’s plans to shape the world. But much more than this it revealed how the world has shaped Mr. Musk. The panegyric to this man of genius without limit is more the portrait of the con artist as a stung man.

What Truly Drives Musk?

Perhaps I reveal my own jealous pettiness. Who would not wish to be Mr. Musk?

He has been an innovator on the internet and raced to the lead in electric cars, solar panels, spacecraft, self-driving technology, tunnels, artificial intelligence and human-computer interfaces. In his fans he has the loyalty of thousands. He commands the respect of millions. His is a fortune in the billions. To Big Oil companies he is Shiva the Destroyer, a Juggernaut made flesh. They do not see him as “Iron Man” but as Darth Vader. [Continue Reading]

Inspection scandal crimps chances for top spot

Nissan CEO Hiroto Saikawa and CCO Yasuhiro Yamauchi in Yokohama (c) Bertel Schmitt

A quality inspection scandal that taxes the comprehension of anyone outside of Japan throws a monkey wrench into Carlos Ghosn’s aspirations to make the Renault-Nissan-Mitsubishi Alliance the world’s largest automaker. [Continue Reading]

Don’t even think it: No, China is not caving in to Tesla

Customs checkpoint at the Xiamen Free Trade Zone. Picture courtesy brics2017.org

When you read this, you probably have heard that China is doing away with its requirement that foreign automakers need a 50:50 Chinese partner before they can make automobiles in the Middle Kingdom, the only legal way to avoid the country’s egregious 25% import tax. You will also have heard that this will open the gates to Tesla’s ultimate domination of the world’s largest car market, and especially of the world’s largest electric car market. If you haven’t heard, you certainly will.

There is only one problem: It is not true. Car companies indeed will be able to build EVs on Chinese soil, and on their own, but they won’t get around the tax, and therefore won’t be competitive with indigenous products. [Continue Reading]

China NEV Weekly, Episode 3: Electric sports cars, electric Trucks

Welcome to Episode 3 of the China NEV Weekly, where we look at the latest New Energy Vehicles from China. Today with electric sports cars, trendy electric minis, and big electric trucks. Yes, trucks. Been there, done that.

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Nissan sells some 14,000 of the new electric LEAF in its first month

Nissan domestic sales chief Asako Hoshino: “Sold 9,600 LEAF in Japan.” (c) Bertel Schmitt

The new 2018 Nissan LEAF went on sale in Japan on October 1st, “and demand was strong to say the least,” rejoices InsideEVs. “Better still, Nissan knows what to do with demand – fill it! What is “simply amazing” is how Nissan shows it in September, then sells the pants off it in October. For October, the LEAF set a new all-time sales record with 3,629 deliveries! Making the LEAF the 19th bestselling car in Japan for the month.”

Wait until InsideEVs hears this:

Including pre-orders, the LEAF actually sold 9,600 units in Japan in October. Together with a little over 4,000 LEAFs sold in Europe, Nissan’s 2nd generation EV found around 14,000 happy buyers globally by end of October, and wait until it comes to the U.S., where it should be available in January.

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No production hell at Jaguar’s I-Pace. “All peaceful,” insider says

Trundling peacefully down the line in Graz, Austria, on pace for a timely launch: The Jaguar I-Pace

Concerned that Elon Musk’s production hell might be contagious, and that it could be spreading to other EV manufacturers, I checked-in with a knowledgeable contact close to Jaguar’s I-Pace program. Jaguar’s I-Pace is an upcoming premium-EV that is already sold out months before its arrival sometime in 2018, and according to its father, Wolfgang Ziebart, the I-Pace is a “Tesla-beater.” Might the I-Pace also be delayed somewhere at the bottom of a stepped exponential S-curve, I asked.

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China NEV Weekly, episode 2: Blue is the new green in red China

China NEV Weekly

Welcome to Episode 2 of the China NEV Weekly, where we look at the latest New Energy Vehicles from China. While Tesla fans may have to wait years for their Model 3, there rarely is a week without new EVs, cranked-out by bustling Chinese OEMs. This week in CNW: NextEV goes downmarket, an (oh, dear) electric coffee car, EVs for less than the (possibly expiring) federal tax credit, and blue is the new green, also in red China.

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