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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Episoder(258)

Surprising trends in global electricity generation

Surprising trends in global electricity generation

While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy ...

4 Jun 44min

Building inference data centers on the high seas

Building inference data centers on the high seas

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Pantha...

28 Mai 48min

A blueprint for scalable fusion power

A blueprint for scalable fusion power

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter...

21 Mai 40min

Inside the global fertilizer crunch

Inside the global fertilizer crunch

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market...

14 Mai 36min

Cracking the code on autonomous trucking

Cracking the code on autonomous trucking

Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new de...

7 Mai 43min

How AI is modernizing EPCs

How AI is modernizing EPCs

As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...

30 Apr 34min

Inside Google’s massive AI capex (live)

Inside Google’s massive AI capex (live)

As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...

23 Apr 35min

How Base Power plans to use its fresh $1B [re-published]

How Base Power plans to use its fresh $1B [re-published]

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery c...

16 Apr 39min

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