What will it take to make you seriously consider an EV?

Current buyers of EVs should definitely follow this advice.

- Have another car in household that's ICE
- Charge consistently at home

If you are the type to operate on 5% phone battery all day...EV will give you anxiety.

 

Not sure I'd buy one of these (at least not yet), but, for what it's worth :

VinFast starts US deliveries of its VF9 3-row SUV, and we got a quick drive in it

 

Must resist the temptation to get a Taycan.

@AroundTheWorld talk me out of it.

 

https://www.caranddriver.com/reviews/a62958360/2025-porsche-taycan-gts-sport-turismo-drive/
______

Just read this yesterday -- super cool looking vehicle.

 

My god. That is sick.

 

It looks like someone grabbed, pulled and stretched a Mazda from its rear bumper. (NTTAWWT )

 

You shut your mouth Bob!

Lets all focus our hate on Cybertrucks. Thanksss

 

Definitely. And look, for the record I have no problem with anyone wanting a sleek, red, electric...

Spoiler

station wagon

.

 

wagons should be more popular in the US. so much more useful and we won't be shining the sun into peoples eyes at night.

@KingCheetah
this is what I am looking at.

 

Tesla has a large Factory in China, though I doubt that they will be able to dominate that market because some potential customers will opt to buy domestic (Chinese) rather than foreign (Tesla) even though all of the cars are made in China.

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What’s driving decreasing gasoline consumption in China?

In-brief analysis

November 20, 2024

• • What’s driving decreasing gasoline consumption in China?
    
    
    Data source: China National Bureau of Statistics, China General Administration of Customs, and Bloomberg L.P.
    Note: We define apparent demand as refinery production plus imports minus exports.
    
    Gasoline consumption in China has begun to fall in recent months amid increased sales of electric vehicles, slow economic growth, and population decline.
    
    We estimate gasoline consumption in China averaged 3.2 million barrels per day (b/d) in August 2024, 14% less than in August 2023. The trend continued in September and October, which were down from the same months in 2023. From January through July of this year, more gasoline was consumed in China than the year before.
    
    These trends led us to reduce our forecast growth in consumption of petroleum and liquid fuels in China in 2024 and 2025 in our Short-Term Energy Outlook (STEO). China’s growth of 0.1 million b/d in 2024 and 0.3 million b/d in 2025 will mostly be driven by petrochemical feedstocks instead of transportation fuels, reflecting increased petrochemical manufacturing in the country.
    
    Combined sales of hybrid vehicles, plug-in hybrid electric vehicles, and battery electric vehicles (BEV) were more than half of total passenger vehicle sales in China in October 2024, according to Bloomberg data. This share of sales is up from 40% in October 2023.
    
    
    Data source: China Automotive Technology and Research Center, accessed through Bloomberg L.P.
    Note: Other includes compressed natural gas and fuel cell electric vehicles.
    
    Although increased BEV and plug-in hybrid sales are only one factor moderating recent gasoline consumption in China, continued market penetration of these vehicles could weigh on the future of gasoline consumption.
    
    In China, typically between 20 million and 25 million passenger vehicles are sold every year. In the future, depending on future sales trends and the number of internal combustion engines decommissioned, BEVs and hybrids could make up a large portion of the total vehicle fleet in China. Although we do not forecast consumption for individual petroleum products such as gasoline or diesel in countries other than the United States in our STEO, we factor in fundamental shifts that affect petroleum product consumption in our forecasts.
    
    In China, increased sales of BEV and hybrid vehicles, a declining population, and slower economic growth have limited growth in gasoline consumption. Based on the latest forecast from Oxford Economics, China’s GDP is expected to grow by 4.1% in 2025, which is slower than the 6.7% GDP growth rate average from 2015 to 2019, before the COVID-19 pandemic. Oil consumption correlates with economic activity, and slower GDP growth could also be limiting gasoline consumption. In addition, China’s population has begun to decline, which may reduce total miles driven and gasoline consumption.
    
    China’s National Bureau of Statistics and General Administration of Customs publish monthly data on crude oil refinery processing, refined petroleum product output, crude oil and petroleum product imports, and crude oil and petroleum product exports. The agencies do not publish inventory levels or stock changes. Because of this exclusion, we calculate China’s apparent demand of gasoline as refinery production of gasoline plus imports minus exports. This calculation is different from product supplied, our proxy for consumption in the United States, which accounts for stock changes. Despite lacking inventory data, China’s monthly petroleum statistics can serve as a useful guide for general trends in the country’s petroleum market.

 

if you want me to read all that, can you make the font smaller?
and not blue.

 

I did my part.

Now waiting for a quality response.

 

You can’t read it on dark mode. Good luck though.

 

What’s driving decreasing gasoline consumption in China?

 

So basically china's economic growth has slowed and thus that's most likely the reason the gasoline consumption is down..

 

If you want to focus solely on that you can, but also...

Combined sales of hybrid vehicles, plug-in hybrid electric vehicles, and battery electric vehicles (BEV) were more than half of total passenger vehicle sales in China in October 2024, according to Bloomberg data. This share of sales is up from 40% in October 2023.

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China imported record amounts of crude oil in 2023

• • April 16, 2024
    China imported record amounts of crude oil in 2023
    
    Data source: China General Administration of Customs, as compiled by Bloomberg L.P.
    
    
    China, the world’s largest importer of crude oil, imported 11.3 million barrels per day (b/d) of crude oil in 2023, 10% more than in 2022, according to China customs data. Refiners in China imported record volumes of crude oil in 2023 to supply the country’s increasing refining capacity in order to support the country’s transportation fuel needs and produce feedstocks for its growing petrochemical industry.
    
    Russia, Saudi Arabia, and Iraq were China’s main sources of crude oil imports in 2023. Compared with 2022, China’s 2023 crude oil imports increased the most from Russia, Iran, Brazil, and the United States. China’s largest volumetric increase in crude oil imports in 2023 was from Russia. From 2019 to 2021, China obtained 15% of its crude oil imports from Russia, second only to Saudi Arabia. In 2023, Russia became China’s top source of crude oil imports, supplying 19% of China’s crude oil imports (2.1 million b/d). This increase was the result of discounts related to sanctions and price caps on crude oil from Russia following its full-scale invasion of Ukraine in 2022.
    
    
    Data source: China General Administration of Customs, as compiled by Bloomberg L.P.
    Note: Many imports attributed to Malaysia, the United Arab Emirates (UAE), and Oman originated in Iran and were relabeled to avoid detection. Top trading partners are all countries from which China imported more than 150,000 barrels per day of crude oil from 2020 to 2023. Congo=Congo-Brazzaville
    The next largest increases in China’s crude oil imports came from Iran, Brazil, and the United States. Customs data indicate that China imported 54% more crude oil (1.1 million b/d) from Malaysia in 2023 than in 2022. However, crude oil imports from Malaysia exceeded Malaysia’s total crude oil production. Industry analysts believe that much of the oil shipped from Iran to China was relabeled as originating from countries such as Malaysia, the United Arab Emirates, and Oman to avoid U.S. sanctions against countries engaging in petroleum transactions with Iran. In 2023, China increased crude oil imports from Brazil by 52%, from 498,000 b/d to 755,000 b/d, and from the United States by 81%, from 158,000 b/d to 286,000 b/d.
    
    Although China’s overall crude oil imports increased, crude oil imports from a few of its largest sources decreased. Notably, after crude oil from Russia became available at a discount when sanctions were imposed, China decreased its crude oil imports from Western Europe, where crude oil prices were relatively high. China’s crude oil imports from Norway decreased 100,000 b/d from 2022 to 2023, and China continued to import much smaller volumes of crude oil from the United Kingdom than before crude oil from Russia was discounted.

 

China is leaning towards electricity production for various reasons. Coal fired electricity plants will serve as a backbone - backups while they continue the move to renewables and away from imports of Crude Oil.

Chinese Domestic Crude production is less than 1/2 of the U.S., so instability in areas of the world that export Crude has an impact on the Chinese economy.
***************


China’s coal-fired power boom may be ending amid slowdown in permits (Aug 2024)

Coal-fired power is still enjoying a construction boom in China, but a marked slowdown in the permitting of future plants has given experts hope that the world’s biggest emitter may be turning a corner.

China led the world in the construction of new coal-fired power plants in the first half of 2024, with work beginning on more than 41GW of new generation capacity, data published on Thursday showed.

That was as much new coal power capacity as China embarked on during the whole of 2022. It represented 90% of the world’s new coal plant construction so far this year.

More could be on the cards: the Chinese government has a target of bringing 80GW of new coal-fired generation capacity online for the whole of 2024.

But while new starts surge ahead, the pipeline of future plants looks as if it could be much smaller. Only 9GW worth of power plants received permits in the first half of 2024, a reduction of 83% compared with the first half of 2023, according to a report by two thinktanks, the Centre for Research on Energy and Clean Air (CREA) and Global Energy Monitor.

The slowdown in coal permitting comes as China’s renewable energy sector has surged ahead, adding as much new wind and solar generation capacity in 2023 as the UK’s total electricity production from all sources.

That increase in renewable power was a key factor in driving down China’s coal power generation, by 7% between June 2023 and June 2024. Qi Qin, lead author of Thursday’s report and China analyst at CREA, said: “The development of clean energy enables the Chinese government to set more ambitious goals for reducing coal power generation and carbon emissions. China needs to stop allowing room for fossil fuel emissions to grow in its policies.”

Power generation is different to capacity. For political and economic reasons, new fossil fuel powered capacity can be added that is not used to its full potential. Similarly, wind and solar are intermittent resources, so the amount of electricity generated can vary.

There are strong political reasons why China might want to increase its coal capacity. The government took fright at droughts in 2022 that vastly diminished the country’s hydroelectricity capacity and caused factory shutdowns, and the war in Ukraine has destabilised energy prices globally. After years of relative decline, coal was repositioned by Beijing as the best solution for base load power.

However, coal plants are struggling economically, according to David Fishman, a senior manager at the Lantau Group, an energy consultancy in Shanghai. He said it was no longer profitable in the long term to build coal power plants in China. “The only reason to do so would be strategic reasons,” for example pressure from other stakeholders, such as local government officials, who might be concerned about energy security or short-term GDP growth. “Coal power plants lose money right now. They don’t have guaranteed uptake … the ones I talk to mostly say: ‘we’re in pain,’” Fishman said.

The increase in renewable generation, if coupled with investments in upgrading the electricity grid and potentially reforming the electricity market, could offer China a path to energy security without the dominance of coal, as well as a way to cut greenhouse gas emissions sharply, analysts said.

Christine Shearer, an analyst at Global Energy Monitor, said: “The steep drop in new coal plant permits is a hopeful sign that China’s massive solar and wind builds are dampening its coal ambitions. With clean power now capable of meeting the country’s electricity demand growth, China should cancel its remaining coal proposals and accelerate the retirement of its existing coal plants.”

Weaning China away from the dirtiest fossil fuel will require facing down the powerful coal lobby, which is entrenched within China’s regional and national governing structures. Fishman said that while certain stakeholders, such as officials for coal-producing provinces such as Shaanxi, may still be pushing for continued coal use, “it’s hard to see how they’ll win”.

“Why would you want to build this thing that not only is politically problematic but also doesn’t stimulate GDP?” Fishman asked, referring to coal-fired power plants.

Coal producers see the future differently, and are unlikely to give up without a fight. In an article published on Tuesday, Shaanxi Investment Group, a commodities and mining firm, praised Qingshuichuan Energy, one of its subsidiaries that is focused on coal, for its efforts to “ensure an adequate supply of coal” for the peak energy demands of summer.


For the rest of the world, these questions have acute relevance. China is the world’s biggest emitter by far, responsible for more than a quarter of global carbon dioxide emissions. The government has promised that emissions will peak by 2030, but most scientists fear this is far too late to limit global temperature rises to 1.5C above preindustrial levels. For China to peak this year, or next, would still give the world a small chance of staving off climate disaster, and analysts believe that with concerted action such a peak is possible – and indeed may already have happened, according to CREA, given the surge in clean power.

China’s government will not comment on this speculation, and holds fast to the existing pledge to peak by 2030, made by its president, Xi Jinping, in 2020. A spokesperson said China’s energy strategy was based on “the principle of building the new before discarding the old”. That phrase, first used by Xi in his speech to the Communist party congress in 2022, reflects the Chinese government’s desire to peak emissions in a way that also ensures energy security, something that Beijing has been increasingly concerned about since the war in Ukraine and summer power outages in 2021 and 2022.

“We are exercising better control over the amount and intensity of energy consumption, particularly of fossil fuels, and transition gradually toward controlling both the amount and intensity of carbon emissions,” the government spokesperson said.

 

“We don’t need the $7,500 tax credit. I would say, honestly, I would say I would just can this whole bill. Don’t pass it,” Musk said in Dec. 2021 about the infrastructure bill, citing concerns about the growing US deficit.
https://www.cnn.com/2022/10/20/business/tesla-tax-credit-evs/index.html

No one's buying the competition right?
And Tesla doesn't need it.

Win win.

 

Solid-State Batteries Will Transform EVs. Honda Starts Making Them in January

https://www.thedrive.com/news/solid...sform-evs-honda-starts-making-them-in-january