Demystifying the Chinese EV market

Demystifying the Chinese EV market

New electric vehicles — including both battery electric and plug-in hybrid vehicles — make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming. So what’s going on? In this episode, Shayle talks to TP Huang, who writes a Substack about EVs, clean energy, and other tech focused on China. (Editor's note: TP Huang is a pseudonym, used for family reasons.) Shayle and TP cover topics like: How EVs became extremely cost competitive with internal combustion engines in China where EV prices dip as low as $10,000 USD Chinese consumer preferences for vehicles packed with features ranging from voice commands to fridges The ubiquity and interoperability of fast charging, plus battery swapping The rapid pace of electrification in heavy-duty trucking Chinese exports to Europe, Southeast Asia, and elsewhere (although not the U.S.) Recommended Resources: TP Huang: What's going in the Chinese automotive market CNN: A brutal elimination round is reshaping the world’s biggest market for electric cars Bloomberg: Why Europe Is Raising Tariffs on China’s Cheap EVs Make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts. Be sure to also check out Living Planet, a weekly show from Deutsche Welle that brings you the stories, facts, and debates on the key environmental issues affecting our planet. Tune in to Living Planet every Friday on Apple, Spotify, or wherever you get your podcasts.

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The truth about data center water usage

The truth about data center water usage

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents ...

8 Loka 44min

ERCOT batteries: boom, bust, or rebound?

ERCOT batteries: boom, bust, or rebound?

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed ...

1 Loka 37min

The rush for clean, on-site power [partner content]

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This is a partner episode, brought to you by Bloom Energy. Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distr...

28 Syys 31min

Anduril's vision for powering maritime defense

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Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Syys 32min

AMA: Fuel cells, geopolitics, and the solar growth curve

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episo...

17 Syys 23min

Do data centers actually increase electricity prices? No...and yes

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Syys 42min

What comes after the data center backlash?

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Syys 47min

The rise of metal fuels

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Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Elo 40min

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