JOB ALERT 🚨: ChinaPower is hiring an Associate Fellow to help lead research on Chinese foreign and security policy, the PLA, Taiwan, cross-Strait issues, U.S.-China relations, tech policy, and more. Apply here; careers.csis.org/opportunities/…

China’s State Council released a plan on speeding up the creation of a “dual control system” to control total CO2 emissions and emissions intensity. It clarifies the timeline for China to start regulating carbon emissions domestically and to adopt absolute emissions targets, but

Apply for our internship program!!

As EV demand grows less quickly than in previous years, demand for stationary storage is picking up and taking advantage of falling battery prices. Majority of storage installations now used to shift energy demand, integrate renewables. bloomberg.com/news/newslette…

Looks like the Polestar 3 has finally started production in South Carolina with the first vehicle coming off the lines today. This move also avoids any EV tariffs on it. Curious to see how it does. finance.yahoo.com/news/first-pol…

Two years ago today, President Biden signed into the law the landmark Inflation Reducation Act, supercharging the clean energy transition. Today, REPEAT Project releases 'Climate Progress 2024,' our annual update and analysis of US progress on the path to net-zero emissions.

Highlights from Bill Russo’s excellent newsletter: ~ EV sales now higher than ICE on a monthly basis (10 years ahead of schedule) ~ Chinese brands hold 63% of domestic car sales ~ 20% of cars made in China are exported (78% are ICE) coats-share-oiq.craft.me/74mQtKZq8hxOMG

Breaking: Commission adjusts proposed tariff rates on China-made EVs, Tesla the big winner Tesla 9% from 20.8% BYD: 17% from 17.4% Geely: 19.3% from 20% SAIC: 36.3% from 37.4% Other cooperating firms: 21.3% from 20.8% Other non-cooperating firms: 36.3% scmp.com/news/china/dip…

My Uber driver today: “Ma’m do you happen to know what kind of car that is?” And then we proceed to see 2 (!!) cyber trucks stuck in DC traffic. Uber driver didn’t seem to believe me when I said they’re electric. Says they’re ugly and correctly guessed the price. Epic. 5 stars!

About 75% of China's steel exports go to EMs. Whether this is good or bad depends on the country. But China's steel exports are indeed rising to offset weak domestic demand. 1/

Some countries have been able to leverage their strategic position between the US and China to gain from growing US-China competition, particularly Southeast Asia and Gulf countries. Other countries are getting squeezed from both sides—Japan most of all.

‼️ SCOOP China will hold top-level talks with the EU in the coming weeks to strike a deal allowing Chinese EV manufacturers to dodge the bloc’s planned countervailing duties. The make-or-break talks will precede the EU governments’ vote on the measures, expected on Sept. 25.

Electric vehicles are already displacing nearly 1.8 million barrels of oil every day, a number set to double by 2027 and triple by 2029, per BloombergNEF's Road Fuel Outlook. 🔗 Read more: bloom.bg/3XNsHTZ #FuelOutlook #ElectricVehicles

China has become a dominant player in global EV supply chains. What role does LAC play in China's economic strategy? This Friday, join Ilaria Mazzocco and Ryan Berg, PhD for a conversation with Christine Murray, Gregor Sebastian, and Henry Sanderson online. youtube.com/live/6MrhPETCo…

Who are the rising stars of Chinese politics? Many are leaders of mainland China's 31 provincial-level local governments We mapped provincial leaders and their connections in a new section of our interactive Asia Society Policy Institute (ASPI) product Decoding Chinese Politics Who's on the up? 1/18

What is the latest re: #China's electric vehicles #EVs in #LatinAmerica? Join CSIS tomorrow at 9AM for a fascinating discussion by CSIS Americas and CSIS Chinese Business & Economics. Moderated with Ilaria Mazzocco, Christine Murray, Gregor Sebastian, and Henry Sanderson will discuss. csis.org/events/driving…

And so it begins. eletric-vehicles.com/nio/nio-in-tal…

Very excited for this conversation tomorrow 🚗🔌⚡️🌎🇨🇳