# sources

title: ember-energy.org: The ev leapfrog how emerging markets are driving a global ev boom
node_name: Global EV Adoption S-Curve
created_at: 2026-05-03 18:51:34
url:
https://ember-energy.org/latest-insights/the-ev-leapfrog-how-emerging-markets-are-driving-a-global-ev-boom/


title: automotivemanufacturingsolutions.com: 2614609
node_name: Legacy Automaker ICE Stranded Asset Trap
created_at: 2026-05-03 18:51:34
url:
https://www.automotivemanufacturingsolutions.com/electrification/the-great-60bn-ev-reset-analysis/2614609


node_name: Western EV Tariff Wall
created_at: 2026-05-03 18:51:34
url:
https://www.torquenews.com/17995/great-ev-truce-2026-how-eus-new-price-floor-chinese-electric-cars-redrawing-global-trade-map

title:
torquenews.com: Great ev truce 2026 how eus new price floor chinese electric cars redrawing global trade map


title: environmentenergyleader.com: Ev grid readiness what utilities and fleets are missing
node_name: Distribution Grid Transformer Bottleneck
created_at: 2026-05-03 18:51:34
url:
https://www.environmentenergyleader.com/stories/ev-grid-readiness-what-utilities-and-fleets-are-missing


title: plantemoran.com: The obbb and the end of ev tax credits
node_name: US EV Policy Cliff
created_at: 2026-05-03 18:51:34
url:
https://www.plantemoran.com/explore-our-thinking/insight/2025/09/the-obbb-and-the-end-of-ev-tax-credits


title: upi.com: 8441776643217
node_name: China Domestic EV Shakeout
created_at: 2026-05-03 18:51:34
url:
https://www.upi.com/Top_News/World-News/2026/04/19/electric-vehicle-industry-face-overcapacity-many-companies-bankruptcy/8441776643217/


node_name: China Domestic EV Shakeout
created_at: 2026-05-03 18:51:34
url:
https://evtech.news/ev-news/china-ev-market-is-crashing-in-2025-massive-oversupply-factory-shutdowns-price-war-incoming.html

title:
evtech.news: China ev market is crashing in 2025 massive oversupply factory shutdowns price war incoming


title: ainvest.com: China ev price wars navigating overcapacity supply chain dominance 2506
node_name: China Domestic EV Shakeout
created_at: 2026-05-03 18:51:34
url:
https://www.ainvest.com/news/china-ev-price-wars-navigating-overcapacity-supply-chain-dominance-2506/


title: v2gnews.com: Steves 2026 v2g predictions the year bidirectional charging reshapes the grid
node_name: V2G Grid Inversion
created_at: 2026-05-03 18:51:34
url:
https://v2gnews.com/blog/steves-2026-v2g-predictions-the-year-bidirectional-charging-reshapes-the-grid/


node_name: V2G Grid Inversion
created_at: 2026-05-03 18:51:34
url:
https://www.globenewswire.com/news-release/2026/04/29/3283939/0/en/Vehicle-to-grid-Technology-Market-Size-to-Lead-USD-54-41-Billion-by-2035-Growing-EV-Adoption-is-Driving-V2G-Technology.html

title:
globenewswire.com: Vehicle to grid Technology Market Size to Lead USD 54 41 Billion by 2035 Growing EV Adoption is Driving V2G Technology


title: insidechinaauto.com: Byd rolls out autonomous driving features free to entire range
node_name: China ADAS Software Leap
created_at: 2026-05-03 18:51:34
url:
https://insidechinaauto.com/2025/02/11/byd-rolls-out-autonomous-driving-features-free-to-entire-range/


node_name: NACS Charging Standard
created_at: 2026-05-03 18:51:34
url:
https://www.teslaacessories.com/blogs/news/tesla-supercharger-strategy-in-2025-expansion-nacs-and-cross-brand-interoperability

title:
teslaacessories.com: Tesla supercharger strategy in 2025 expansion nacs and cross brand interoperability


node_name: Tesla Brand Meltdown
created_at: 2026-05-03 18:51:34
url:
https://thedriven.io/2025/02/26/toxic-contagion-tesla-sales-plunge-in-europe-as-consumers-and-cartoonists-respond-to-musk/

title:
thedriven.io: Toxic contagion tesla sales plunge in europe as consumers and cartoonists respond to musk


title: nbcnews.com: Tesla loses title worlds biggest ev maker sales fall rcna251932
node_name: Tesla Brand Meltdown
created_at: 2026-05-03 18:51:34
url:
https://www.nbcnews.com/business/autos/tesla-loses-title-worlds-biggest-ev-maker-sales-fall-rcna251932


node_name: LFP Chemistry Dominance Mechanism
created_at: 2026-05-03 18:51:34
url:
https://www.batterytechonline.com/lithium-ion-batteries/lfp-batteries-why-tesla-ford-byd-are-switching-to-this-cheaper-safer-ev-technology

title:
batterytechonline.com: Lfp batteries why tesla ford byd are switching to this cheaper safer ev technology


title: chemistryworld.com: 4023302
node_name: LFP Chemistry Dominance Mechanism
created_at: 2026-05-03 18:51:34
url:
https://www.chemistryworld.com/features/the-battery-chemistry-race-shaping-the-future-of-electric-vehicles/4023302.article


title: e.vnexpress.net: Vietnam becomes southeast asia s 2nd largest ev market 4947963
node_name: Southeast Asia EV Leapfrog
created_at: 2026-05-03 18:51:34
url:
https://e.vnexpress.net/news/tech/tech-news/vietnam-becomes-southeast-asia-s-2nd-largest-ev-market-4947963.html


title: applyingai.com: How teslas cybercab is shaping the future of autonomous vehicles in 2026
node_name: Tesla Robotaxi Autonomy Pivot
created_at: 2026-05-03 18:51:34
url:
https://applyingai.com/2026/01/how-teslas-cybercab-is-shaping-the-future-of-autonomous-vehicles-in-2026/


title: ainvest.com: Tesla cybercab future autonomous mobility assessing 2026 investment potential 2512
node_name: Tesla Robotaxi Autonomy Pivot
created_at: 2026-05-03 18:51:34
url:
https://www.ainvest.com/news/tesla-cybercab-future-autonomous-mobility-assessing-2026-investment-potential-2512/


title: utilitydive.com: 561026
node_name: DCFC Charging Network Profitability Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.utilitydive.com/news/nearly-all-high-voltage-ev-charging-stations-lose-money-report/561026/


title: McKinsey: Can public ev fast charging stations be profitable in the united states
node_name: DCFC Charging Network Profitability Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.mckinsey.com/features/mckinsey-center-for-future-mobility/our-insights/can-public-ev-fast-charging-stations-be-profitable-in-the-united-states


node_name: EV TCO Parity Mechanism
created_at: 2026-05-03 18:51:34
url:
https://nickelinstitute.org/en/nickel-applications/nickel-in-batteries/total-cost-of-ownership-tco-for-electric-vehicles-ev-vs-internal-combustion-engine-vehicles-ice/

title:
nickelinstitute.org: Total cost of ownership tco for electric vehicles ev vs internal combustion engine vehicles ice


title: elementfleet.com: Evs are closer to cost parity than you think
node_name: EV TCO Parity Mechanism
created_at: 2026-05-03 18:51:34
url:
https://www.elementfleet.com/insights-and-resources/insights/blogs/evs-are-closer-to-cost-parity-than-you-think


node_name: EV Oil Demand Destruction Mechanism
created_at: 2026-05-03 18:51:34
url:
https://carboncredits.com/how-ev-adoption-is-reshaping-global-oil-demand-ieas-2025-outlook-and-2030-forecast/

title:
carboncredits.com: How ev adoption is reshaping global oil demand ieas 2025 outlook and 2030 forecast


title: pemedianetwork.com: Outlook 2026 the next oil shock from peak demand mirage to structural tightness
node_name: EV Oil Demand Destruction Mechanism
created_at: 2026-05-03 18:51:34
url:
https://pemedianetwork.com/petroleum-economist/articles/trading-markets/2025/outlook-2026-the-next-oil-shock-from-peak-demand-mirage-to-structural-tightness/


title: oxfordenergy.org: Comment China new energy vehicle NEV update
node_name: China PHEV Export Trojan Horse
created_at: 2026-05-03 18:51:34
url:
https://www.oxfordenergy.org/wpcms/wp-content/uploads/2026/03/Comment-China-new-energy-vehicle-NEV-update.pdf


node_name: China PHEV Export Trojan Horse
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2026/01/25/byd-targets-1-3-million-overseas-vehicle-sales-in-2026-after-delivering-1-04-million-in-2025/

title:
carnewschina.com: Byd targets 1 3 million overseas vehicle sales in 2026 after delivering 1 04 million in 2025


title: lum-auto.com: China s vehicle export model upgrades in 2025 smarter more localized more strategic
node_name: China PHEV Export Trojan Horse
created_at: 2026-05-03 18:51:34
url:
https://lum-auto.com/blogs/news/china-s-vehicle-export-model-upgrades-in-2025-smarter-more-localized-more-strategic


title: impactpolicies.org: Trumps ev rollback exposes industrial policys predictable us flaws
node_name: IRA Battery Reshoring Collapse
created_at: 2026-05-03 18:51:34
url:
https://impactpolicies.org/news/870/trumps-ev-rollback-exposes-industrial-policys-predictable-us-flaws


title: inc42.com: Two wheeler ev sales in 2025 bajaj tvs gain ground ola electrics share halves
node_name: India EV Two-Wheeler Leapfrog
created_at: 2026-05-03 18:51:34
url:
https://inc42.com/features/two-wheeler-ev-sales-in-2025-bajaj-tvs-gain-ground-ola-electrics-share-halves/


title: theweek.in: Electric scooter boom is indias ev two wheeler market maturing
node_name: India EV Two-Wheeler Leapfrog
created_at: 2026-05-03 18:51:34
url:
https://www.theweek.in/theweek/business/2026/04/11/electric-scooter-boom-is-indias-ev-two-wheeler-market-maturing.html


title: iea.org: Comparative life cycle greenhouse gas emissions of a mid size bev and ice vehicle
node_name: EV Lifecycle Emissions Grid Dependency
created_at: 2026-05-03 18:51:34
url:
https://www.iea.org/data-and-statistics/charts/comparative-life-cycle-greenhouse-gas-emissions-of-a-mid-size-bev-and-ice-vehicle


node_name: Northvolt Collapse: European Battery Sovereignty Failure
created_at: 2026-05-03 18:51:34
url:
https://techfundingnews.com/northvolt-files-for-bankruptcy-how-europes-12b-battery-startup-crumbled-under-5-8b-in-debt/

title:
techfundingnews.com: Northvolt files for bankruptcy how europes 12b battery startup crumbled under 5 8b in debt


title: techcrunch.com: Battery manufacturer northvolt nears the end as it files for bankruptcy in sweden
node_name: Northvolt Collapse: European Battery Sovereignty Failure
created_at: 2026-05-03 18:51:34
url:
https://techcrunch.com/2025/03/12/battery-manufacturer-northvolt-nears-the-end-as-it-files-for-bankruptcy-in-sweden/


node_name: CATL Sodium-Ion (Naxtra) Second Disruption
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2026/04/22/catl-to-mass-produce-sodium-ion-batteries-in-2026-targeting-600-km-range-in-the-future/

title:
carnewschina.com: Catl to mass produce sodium ion batteries in 2026 targeting 600 km range in the future


title: evsmarts.com: How lithium and cobalt price swings shape ev costs after a sharp 2024 2025 drop
node_name: Lithium Price Bust Accelerant
created_at: 2026-05-03 18:51:34
url:
https://evsmarts.com/how-lithium-and-cobalt-price-swings-shape-ev-costs-after-a-sharp-2024-2025-drop/


title: cmegroup.com: Lithium languishes despite driving ev sales
node_name: Lithium Price Bust Accelerant
created_at: 2026-05-03 18:51:34
url:
https://www.cmegroup.com/insights/economic-research/2025/lithium-languishes-despite-driving-ev-sales.html


node_name: Europe EV Policy Whipsaw Effect
created_at: 2026-05-03 18:51:34
url:
https://alternative-fuels-observatory.ec.europa.eu/general-information/news/germanys-2026-ev-incentive-programme-supporting-socially-targeted-ev

title:
alternative-fuels-observatory.ec.europa.eu: Germanys 2026 ev incentive programme supporting socially targeted ev


title: greencarreports.com: 1140871 china updates its ev charging standard claims cross compatibility
node_name: EV Charging Standard Fragmentation
created_at: 2026-05-03 18:51:34
url:
https://www.greencarreports.com/news/1140871_china-updates-its-ev-charging-standard-claims-cross-compatibility


node_name: EV Motor Rare Earth Dependency
created_at: 2026-05-03 18:51:34
url:
https://rareearthexchanges.com/news/when-motors-depend-on-magnets-how-chinas-2025-controls-exposed-the-ev-supply-chains-true-choke-point/

title:
rareearthexchanges.com: When motors depend on magnets how chinas 2025 controls exposed the ev supply chains true choke point


title: spglobal.com: Eliminating rare earth elements from ev motor supply chain
node_name: EV Motor Rare Earth Dependency
created_at: 2026-05-03 18:51:34
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/11/eliminating-rare-earth-elements-from-ev-motor-supply-chain


node_name: Korean Battery Makers Existential Squeeze
created_at: 2026-05-03 18:51:34
url:
https://carboncredits.com/china-now-controls-69-of-the-global-ev-battery-market-as-catl-and-byd-surge-in-2025/

title:
carboncredits.com: China now controls 69 of the global ev battery market as catl and byd surge in 2025


title: blogs.edf.org: Electric truck deployments sustain momentum through a challenging 2025
node_name: Fleet Electrification TCO Inflection
created_at: 2026-05-03 18:51:34
url:
https://blogs.edf.org/energyexchange/2026/02/02/electric-truck-deployments-sustain-momentum-through-a-challenging-2025/


title: pv-magazine.com: Producing pv panels batteries costs up to 45 more in eu than in china iea finds
node_name: China Battery Manufacturing Energy Cost Moat
created_at: 2026-05-03 18:51:34
url:
https://www.pv-magazine.com/2024/10/31/producing-pv-panels-batteries-costs-up-to-45-more-in-eu-than-in-china-iea-finds/


title: spglobal.com: Why europe is losing the gigafactory race to china
node_name: China Battery Manufacturing Energy Cost Moat
created_at: 2026-05-03 18:51:34
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/08/why-europe-is-losing-the-gigafactory-race-to-china


title: ess-news.com: Global bess demand jumps 51 in 2025 as installations top 300 gwh
node_name: Grid-Scale BESS Production Scale Amplifier
created_at: 2026-05-03 18:51:34
url:
https://www.ess-news.com/2026/01/20/global-bess-demand-jumps-51-in-2025-as-installations-top-300-gwh/


node_name: Grid-Scale BESS Production Scale Amplifier
created_at: 2026-05-03 18:51:34
url:
https://carboncredits.com/china-outpaces-u-s-in-lithium-battery-storage-bess-installations-65-gwh-in-a-month-vs-47-gwh-in-a-year__trashed/

title:
carboncredits.com: China outpaces u s in lithium battery storage bess installations 65 gwh in a month vs 47 gwh in a year trashed


title: csis.org: Driving change how evs are reshaping chinas economic relationship with latin america
node_name: China BRI New Three EV Export Lock-in
created_at: 2026-05-03 18:51:34
url:
https://www.csis.org/analysis/driving-change-how-evs-are-reshaping-chinas-economic-relationship-with-latin-america


title: mordorintelligence.com: India battery swapping for electric two wheelers market
node_name: Battery Swapping 2W/3W Adoption Unlock
created_at: 2026-05-03 18:51:34
url:
https://www.mordorintelligence.com/industry-reports/india-battery-swapping-for-electric-two-wheelers-market


node_name: Western OEM EV Capital Destruction
created_at: 2026-05-03 18:51:34
url:
https://europeanbusinessmagazine.com/business/65-billion-lost-the-catastrophic-ev-bets-that-broke-ford-stellantis-gm-vw-and-honda/

title:
europeanbusinessmagazine.com: 65 billion lost the catastrophic ev bets that broke ford stellantis gm vw and honda


node_name: EU 2035 ICE Ban Dilution
created_at: 2026-05-03 18:51:34
url:
https://www.euronews.com/my-europe/2025/12/16/eu-carmakers-to-comply-with-90-emissions-reduction-by-2035-as-full-combustion-engine-ban-s

title:
euronews.com: Eu carmakers to comply with 90 emissions reduction by 2035 as full combustion engine ban s


title: spglobal.com: Europe shifts into reverse on eu 2035 ice ban
node_name: EU 2035 ICE Ban Dilution
created_at: 2026-05-03 18:51:34
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/12/europe-shifts-into-reverse-on-eu-2035-ice-ban


node_name: US Grid Transformer Bottleneck
created_at: 2026-05-03 18:51:34
url:
https://www.woodmac.com/press-releases/power-transformers-and-distribution-transformers-will-face-supply-deficits-of-30-and-10-in-2025/

title:
woodmac.com: Power transformers and distribution transformers will face supply deficits of 30 and 10 in 2025


node_name: Solid-State Battery Disruption Countdown
created_at: 2026-05-03 18:51:34
url:
https://news.metal.com/newscontent/103633667/toyotas-solid-state-battery-layout-mass-production-in-2027-to-achieve-a-1000-km-driving-range-revolution

title:
news.metal.com: Toyotas solid state battery layout mass production in 2027 to achieve a 1000 km driving range revolution


title: greencarreports.com: 1140819 toyota plots solid state battery timeline for future evs
node_name: Solid-State Battery Disruption Countdown
created_at: 2026-05-03 18:51:34
url:
https://www.greencarreports.com/news/1140819_toyota-plots-solid-state-battery-timeline-for-future-evs


title: carnewschina.com: China sets 28 million charging facility target by 2027 including v2g expansion
node_name: China V2G Fleet-Grid Integration
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2026/01/31/china-sets-28-million-charging-facility-target-by-2027-including-v2g-expansion/


title: carbonbrief.org: Qa how vehicle to grid technology could boost chinas electricity system
node_name: China V2G Fleet-Grid Integration
created_at: 2026-05-03 18:51:34
url:
https://www.carbonbrief.org/qa-how-vehicle-to-grid-technology-could-boost-chinas-electricity-system/


node_name: AI-EV Grid Competition Chokepoint
created_at: 2026-05-03 18:51:34
url:
https://www.iea.org/news/data-centre-electricity-use-surged-in-2025-even-with-tightening-bottlenecks-driving-a-scramble-for-solutions

title:
iea.org: Data centre electricity use surged in 2025 even with tightening bottlenecks driving a scramble for solutions


title: nzero.com: U s power demand hits new highs driven by data centers ai and grid constraints
node_name: AI-EV Grid Competition Chokepoint
created_at: 2026-05-03 18:51:34
url:
https://nzero.com/blog/u-s-power-demand-hits-new-highs-driven-by-data-centers-ai-and-grid-constraints/


node_name: Korean Battery Maker Squeeze
created_at: 2026-05-03 18:51:34
url:
https://www.spglobal.com/ratings/en/regulatory/article/credit-faq-the-us-changes-policies-the-korean-battery-firms-change-strategy-s101653182

title:
spglobal.com: Credit faq the us changes policies the korean battery firms change strategy s101653182


title: koreatimes.co.kr: Canceled ev battery orders push korean firms to double down on ess
node_name: Korean Battery Maker Squeeze
created_at: 2026-05-03 18:51:34
url:
https://www.koreatimes.co.kr/business/companies/20251231/canceled-ev-battery-orders-push-korean-firms-to-double-down-on-ess


node_name: EREV Bridge Self-Obsolescence
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2025/11/10/li-auto-among-erevs-hit-by-sales-slump-amid-longer-range-faster-charging-electric-cars/

title:
carnewschina.com: Li auto among erevs hit by sales slump amid longer range faster charging electric cars


title: cleantechnica.com: Bevs up 29 yoy phevs down 3 yoy september 2025 china ev sales report
node_name: EREV Bridge Self-Obsolescence
created_at: 2026-05-03 18:51:34
url:
https://cleantechnica.com/2025/10/30/bevs-up-29-yoy-phevs-down-3-yoy-september-2025-china-ev-sales-report/


title: McKinsey: Second life EV batteries The newest value pool in energy storage
node_name: Second-Life Battery Grid Wave
created_at: 2026-05-03 18:51:34
url:
https://www.mckinsey.com/~/media/McKinsey/Industries/Automotive%20and%20Assembly/Our%20Insights/Second%20life%20EV%20batteries%20The%20newest%20value%20pool%20in%20energy%20storage/Second-life-EV-batteries-The-newest-value-pool-in-energy-storage.ashx


title: evindia.online: Indias ev market mid 2025 key trends in sales new launches policy shifts
node_name: India EV 2-Wheeler Leapfrog
created_at: 2026-05-03 18:51:34
url:
https://evindia.online/blog/indias-ev-market-mid-2025-key-trends-in-sales-new-launches-policy-shifts


title: autonews.gasgoo.com: Chinas ev charging infrastructure exceeds 20 million units 2014327768399847425
node_name: China Charging Infrastructure 100x Chasm
created_at: 2026-05-03 18:51:34
url:
https://autonews.gasgoo.com/articles/ev/chinas-ev-charging-infrastructure-exceeds-20-million-units-2014327768399847425


title: ecfr.eu: Ev endgame stalling chinas export surge in europes southern neighbourhood
node_name: PHEV/REEV Tariff Evasion Mechanism
created_at: 2026-05-03 18:51:34
url:
https://ecfr.eu/publication/ev-endgame-stalling-chinas-export-surge-in-europes-southern-neighbourhood/


node_name: EV Depreciation Hidden Cost Barrier
created_at: 2026-05-03 18:51:34
url:
https://autovalueprofessionals.com/blog/the-ev-depreciation-shock-why-electric-vehicle-values-are-plummeting-faster-than-ever/

title:
autovalueprofessionals.com: The ev depreciation shock why electric vehicle values are plummeting faster than ever


title: thediplomat.com: Chinas byd opens ev factory in thailand expanding regional presence
node_name: China ASEAN Manufacturing Arbitrage
created_at: 2026-05-03 18:51:34
url:
https://thediplomat.com/2024/07/chinas-byd-opens-ev-factory-in-thailand-expanding-regional-presence/


node_name: China ASEAN Manufacturing Arbitrage
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2026/04/27/toyota-partners-with-catl-to-produce-batteries-in-indonesia-export-to-start-later-this-year/

title:
carnewschina.com: Toyota partners with catl to produce batteries in indonesia export to start later this year


title: spglobal.com: Chinese oems advance overseas vehicle manufacturing
node_name: China ASEAN Manufacturing Arbitrage
created_at: 2026-05-03 18:51:34
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/11/chinese-oems-advance-overseas-vehicle-manufacturing


title: investingnews.com: Lithium forecast
node_name: Lithium Price Crash Investment Trap
created_at: 2026-05-03 18:51:34
url:
https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/lithium-forecast/


title: Bloomberg: Musk says tesla has begun production of its cybercab robotaxi
node_name: Robotaxi Platform Economics Disruption
created_at: 2026-05-03 18:51:34
url:
https://bloomberg.com/news/articles/2026-04-24/musk-says-tesla-has-begun-production-of-its-cybercab-robotaxi


node_name: Robotaxi Platform Economics Disruption
created_at: 2026-05-03 18:51:34
url:
https://www.teslaoracle.com/2026/04/20/tesla-expands-unsupervised-robotaxi-service-to-two-new-cities-in-texas-and-its-cheaper-than-waymo/

title:
teslaoracle.com: Tesla expands unsupervised robotaxi service to two new cities in texas and its cheaper than waymo


node_name: Baidu Apollo Autonomy Scale
created_at: 2026-05-03 18:51:34
url:
https://carnewschina.com/2025/11/13/baidus-apollo-go-robotaxi-leads-global-autonomous-driving-with-17m-orders-targets-profit-this-year/

title:
carnewschina.com: Baidus apollo go robotaxi leads global autonomous driving with 17m orders targets profit this year


title: technology.org: China halts new robotaxi licenses after baidus apollo go glitch in wuhan
node_name: Baidu Apollo Autonomy Scale
created_at: 2026-05-03 18:51:34
url:
https://www.technology.org/2026/04/29/china-halts-new-robotaxi-licenses-after-baidus-apollo-go-glitch-in-wuhan/


title: rand.org: Its time to treat chinas connected energy systems as a
node_name: Chinese EV Surveillance Architecture
created_at: 2026-05-03 18:51:34
url:
https://www.rand.org/pubs/commentary/2026/01/its-time-to-treat-chinas-connected-energy-systems-as-a.html


node_name: Chinese EV Surveillance Architecture
created_at: 2026-05-03 18:51:34
url:
https://politics-government.news-articles.net/content/2026/04/30/new-u-s-bill-targets-chinese-vehicle-technology-to-protect-national-security.html

title:
politics-government.news-articles.net: New u s bill targets chinese vehicle technology to protect national security


node_name: Chinese EV Surveillance Architecture
created_at: 2026-05-03 18:51:34
url:
https://fortune.com/2024/07/08/chinese-self-driving-cars-us-roads-data-collection-surveillance-national-security-concerns-investigation/

title:
fortune.com: Chinese self driving cars us roads data collection surveillance national security concerns investigation


title: Bloomberg: Saudi arabia posts biggest quarterly budget deficit since 2020
node_name: Petrostate $8T Revenue Collapse Trajectory
created_at: 2026-05-03 18:51:34
url:
https://www.bloomberg.com/news/articles/2026-02-23/saudi-arabia-posts-biggest-quarterly-budget-deficit-since-2020


title: e-ir.info: New commodity frontiers chile and indonesia in the geopolitics of critical minerals
node_name: Indonesia Mineral Nationalism Inflection
created_at: 2026-05-03 18:51:34
url:
https://www.e-ir.info/2025/11/22/new-commodity-frontiers-chile-and-indonesia-in-the-geopolitics-of-critical-minerals/


title: bpr.studentorg.berkeley.edu: Why countries are taking back control of critical minerals
node_name: Indonesia Mineral Nationalism Inflection
created_at: 2026-05-03 18:51:34
url:
https://bpr.studentorg.berkeley.edu/2026/03/04/why-countries-are-taking-back-control-of-critical-minerals/


node_name: Tariff-Driven Battery Supply Chain Fracture
created_at: 2026-05-03 18:51:34
url:
https://www.batterytechonline.com/industry-outlook/supreme-court-strikes-down-trump-ieepa-tariffs-battery-industry-seeks-billions-in-duty-refunds

title:
batterytechonline.com: Supreme court strikes down trump ieepa tariffs battery industry seeks billions in duty refunds


node_name: Strait of Hormuz 2026 EV Vindication
created_at: 2026-05-03 18:51:34
url:
https://carnegieendowment.org/posts/2026/04/chinas-energy-security-doesnt-run-through-hormuz-but-through-the-electrification-of-everything

title:
carnegieendowment.org: Chinas energy security doesnt run through hormuz but through the electrification of everything


title: oilprice.com: How the Strait of Hormuz Blockade Handed China a Clean Energy Windfall
node_name: Strait of Hormuz 2026 EV Vindication
created_at: 2026-05-03 18:51:34
url:
https://oilprice.com/Energy/Energy-General/How-the-Strait-of-Hormuz-Blockade-Handed-China-a-Clean-Energy-Windfall.html


title: batterytechonline.com: 11 trump ev policies that hurt us automaker competitiveness
node_name: Trump EV Tariff Self-Injury Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.batterytechonline.com/automotive-mobility/11-trump-ev-policies-that-hurt-us-automaker-competitiveness


title: pinalloy.com: Trump s 2026 tariffs the 8 000 question every ev buyer faces right now
node_name: Trump EV Tariff Self-Injury Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.pinalloy.com/blogs/news/trump-s-2026-tariffs-the-8-000-question-every-ev-buyer-faces-right-now


title: scmp.com: Chinas russian oil imports spike early 2026 iran war changes outlook
node_name: China Cheap Oil Geopolitical Liability Flip
created_at: 2026-05-03 18:51:34
url:
https://www.scmp.com/economy/china-economy/article/3347329/chinas-russian-oil-imports-spike-early-2026-iran-war-changes-outlook


title: energypolicy.columbia.edu: How the iran conflict is reshaping russia and chinas energy security
node_name: China Cheap Oil Geopolitical Liability Flip
created_at: 2026-05-03 18:51:34
url:
https://www.energypolicy.columbia.edu/how-the-iran-conflict-is-reshaping-russia-and-chinas-energy-security/


title: aftermarketmatters.com: Evs cost 49 percent more to insure than gas powered cars
node_name: EV Insurance Cost Adoption Barrier
created_at: 2026-05-03 18:51:34
url:
https://www.aftermarketmatters.com/national-news/evs-cost-49-percent-more-to-insure-than-gas-powered-cars/


title: goldmansachs.com: Robotaxis to become a 400 billion dollar market in 2035
node_name: Robotaxi Ownership Threshold Disruption
created_at: 2026-05-03 18:51:34
url:
https://www.goldmansachs.com/insights/articles/robotaxis-to-become-a-400-billion-dollar-market-in-2035


title: robeco.com: China in pole position to be the globe s first electrostate
node_name: China Electrostate Emergence
created_at: 2026-05-03 18:51:34
url:
https://www.robeco.com/en-int/insights/2026/03/china-in-pole-position-to-be-the-globe-s-first-electrostate


title: capitaleconomics.com: Solar take saudi will be felt global oil markets
node_name: Petrostate Solar Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.capitaleconomics.com/publications/climate-economics-update/solar-take-saudi-will-be-felt-global-oil-markets


title: imarcgroup.com: Powering vision 2030 chinas strategic support for saudi arabias ev sector
node_name: Petrostate Solar Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.imarcgroup.com/insight/powering-vision-2030-chinas-strategic-support-for-saudi-arabias-ev-sector


node_name: Taiwan EV-AI Dual Chip Dependency
created_at: 2026-05-03 18:51:34
url:
https://www.tomshardware.com/tech-industry/how-chinas-control-of-battery-supply-chains-is-becoming-a-critical-risk-for-us-ai-and-defense

title:
tomshardware.com: How chinas control of battery supply chains is becoming a critical risk for us ai and defense


node_name: Taiwan EV-AI Dual Chip Dependency
created_at: 2026-05-03 18:51:34
url:
https://thehilltoponline.com/2026/04/13/taiwan-strait-tensions-push-countries-to-diversify-semiconductor-supply-chains/

title:
thehilltoponline.com: Taiwan strait tensions push countries to diversify semiconductor supply chains


title: outlookbusiness.com: Chinese carmakers chip away a third of indias ev market heres how
node_name: India EV Protectionism Paradox
created_at: 2026-05-03 18:51:34
url:
https://www.outlookbusiness.com/corporate/chinese-carmakers-chip-away-a-third-of-indias-ev-market-heres-how


node_name: US $1.4T Grid Modernization Squeeze
created_at: 2026-05-03 18:51:34
url:
https://247wallst.com/investing/2026/03/03/1-4-trillion-needed-for-ai-data-center-electrification-by-2030-chief-investment-officer/

title:
247wallst.com: 1 4 trillion needed for ai data center electrification by 2030 chief investment officer


node_name: India Battery Sovereignty Execution Gap
created_at: 2026-05-03 18:51:34
url:
https://greentechlead.com/electric-vehicle/indias-acc-pli-scheme-only-2-8-of-battery-manufacturing-capacity-commissioned-by-2025-51988

title:
greentechlead.com: Indias acc pli scheme only 2 8 of battery manufacturing capacity commissioned by 2025 51988


title: ieefa.org: Assessing indias incentive scheme enhance battery manufacturing ecosystem
node_name: India Battery Sovereignty Execution Gap
created_at: 2026-05-03 18:51:34
url:
https://ieefa.org/resources/assessing-indias-incentive-scheme-enhance-battery-manufacturing-ecosystem


title: batterytechonline.com: India positions as global ev manufacturing hub with 31b pli fame initiatives
node_name: India Battery Sovereignty Execution Gap
created_at: 2026-05-03 18:51:34
url:
https://www.batterytechonline.com/market-analysis/india-positions-as-global-ev-manufacturing-hub-with-31b-pli-fame-initiatives


title: iisd.org: Policies electric vehicles battery manufacturing india
node_name: India Battery Sovereignty Execution Gap
created_at: 2026-05-03 18:51:34
url:
https://www.iisd.org/system/files/2026-04/policies-electric-vehicles-battery-manufacturing-india.pdf


title: bis.gov: Commerce finalizes rule secure connected vehicle supply chains foreign adversary threats
node_name: Chinese Connected Vehicle Security Ban
created_at: 2026-05-03 18:51:34
url:
https://www.bis.gov/press-release/commerce-finalizes-rule-secure-connected-vehicle-supply-chains-foreign-adversary-threats


node_name: Indonesia Nickel Nationalist Trap
created_at: 2026-05-03 18:51:34
url:
https://www.tribhakti.com/future-of-indonesian-nickel-in-ev-battery-production-strategic-dominance-meets-sustainability-challenges/

title:
tribhakti.com: Future of indonesian nickel in ev battery production strategic dominance meets sustainability challenges


title: aceee.org: Repurposing ev batteries second life stationary storage market landscape and
node_name: Second-Life Battery Grid Storage Cascade
created_at: 2026-05-03 18:51:34
url:
https://www.aceee.org/policy-brief/2025/07/repurposing-ev-batteries-second-life-stationary-storage-market-landscape-and


title: moreno.senate.gov: Moreno slotkin bill to ban chinese vehicles connected components from u s market
node_name: Connected Vehicle Data Sovereignty War
created_at: 2026-05-03 18:51:34
url:
https://www.moreno.senate.gov/press-releases/moreno-slotkin-bill-to-ban-chinese-vehicles-connected-components-from-u-s-market/


node_name: Connected Vehicle Data Sovereignty War
created_at: 2026-05-03 18:51:34
url:
https://www.lowyinstitute.org/the-interpreter/tariffs-data-security-global-collaboration-navigating-geopolitics-electric-vehicles

title:
lowyinstitute.org: Tariffs data security global collaboration navigating geopolitics electric vehicles


title: niskanencenter.org: 2025 didnt close the transmission gap and 2026 wont either without change
node_name: US Grid Transmission Infrastructure Deficit
created_at: 2026-05-03 18:51:34
url:
https://www.niskanencenter.org/2025-didnt-close-the-transmission-gap-and-2026-wont-either-without-change/


title: cleanenergygrid.org: Fact sheet 2025 transmission planning development report card
node_name: US Grid Transmission Infrastructure Deficit
created_at: 2026-05-03 18:51:34
url:
https://cleanenergygrid.org/portfolio/fact-sheet-2025-transmission-planning-development-report-card/


node_name: Two-Speed EV World Divergence
created_at: 2026-05-03 18:51:34
url:
https://www.webpronews.com/the-great-ev-retreat-how-chinas-dominance-and-political-whiplash-are-rewriting-the-auto-industrys-playbook/

title:
webpronews.com: The great ev retreat how chinas dominance and political whiplash are rewriting the auto industrys playbook


title: politics-government.news-articles.net: The ev race a new geopolitical battleground
node_name: Two-Speed EV World Divergence
created_at: 2026-05-03 18:51:34
url:
https://politics-government.news-articles.net/content/2026/04/30/the-ev-race-a-new-geopolitical-battleground.html


node_name: Two-Speed EV World Divergence
created_at: 2026-05-03 18:51:34
url:
https://evtech.news/news/global-ev-adoption-hits-tipping-point-in-march-2026-as-oil-crisis-accelerates-shift-from-petrol-vehicles.html

title:
evtech.news: Global ev adoption hits tipping point in march 2026 as oil crisis accelerates shift from petrol vehicles


node_name: EU Anti-Dumping EV Tariff Architecture
created_at: 2026-05-03 18:51:34
url:
https://trade.ec.europa.eu/access-to-markets/en/news/eu-commission-imposes-countervailing-duties-imports-battery-electric-vehicles-bevs-china

title:
trade.ec.europa.eu: Eu commission imposes countervailing duties imports battery electric vehicles bevs china


title: electricautonomy.ca: Why erevs might be the sleeper hit of the ev transition
node_name: PHEV-EREV Bridge Strategy
created_at: 2026-05-03 18:51:34
url:
https://electricautonomy.ca/opinions/2026-02-02/why-erevs-might-be-the-sleeper-hit-of-the-ev-transition/


node_name: V2G Grid-EV Virtuous Cycle
created_at: 2026-05-03 18:51:34
url:
https://www.globenewswire.com/news-release/2026/04/29/3283939/0/en/Vehicle-to-grid-Technology-Market-Size-to-Lead-USD-54-41-Billion-by-2035-Growing-EV-Adoption-is-Driving-Demand-for-V2G-Technology.html

title:
globenewswire.com: Vehicle to grid Technology Market Size to Lead USD 54 41 Billion by 2035 Growing EV Adoption is Driving Demand for V2G Technology


title: euronews.com: Volkswagen slashes 50000 jobs after profits collapse by nearly half
node_name: Germany EV Deindustrialization
created_at: 2026-05-03 18:51:34
url:
https://www.euronews.com/business/2026/03/10/volkswagen-slashes-50000-jobs-after-profits-collapse-by-nearly-half


title: bauaelectric.com: German automotive industry crisis 2025 layoffs reasons and future outlook
node_name: Germany EV Deindustrialization
created_at: 2026-05-03 18:51:34
url:
https://bauaelectric.com/info/german-automotive-industry-crisis-2025-layoffs-reasons-and-future-outlook/


node_name: China EV Non-OECD Export Pivot
created_at: 2026-05-03 18:51:34
url:
https://chinaglobalsouth.com/analysis/weekly-digest-china-ev-boom-africa-global-south-supply-chains-local-assembly-lithium-processing/

title:
chinaglobalsouth.com: Weekly digest china ev boom africa global south supply chains local assembly lithium processing


node_name: China EV Non-OECD Export Pivot
created_at: 2026-05-03 18:51:34
url:
https://automotive-transportation.news-articles.net/content/2026/04/30/china-s-ev-industry-navigating-domestic-saturation-and-global-trade-barriers.html

title:
automotive-transportation.news-articles.net: China s ev industry navigating domestic saturation and global trade barriers


