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EVs I ELECTRIC VEHICLES
Electric Vehicles ETF: KARS & China’s Wild West Vehicle Capitalism
At one point, there were roughly 2,000 U.S. automobile manufacturers. Today, only a few dozen remain. The legendary Warren Buffett often points to the U.S. automotive industry as a teaching moment for investors. Why? To highlight how difficult it is to pick individual companies in what he believed to be a high-growth, capital-intensive industry. While […]
FCEVs I FUEL CELL ELECTRIC VEHICLES
Is the best part of the industry hydrogen fuel cell passenger...
SMM: in the field of hydrogen fuel cell vehicles, it seems to have formed such a tacit understanding: due to many factors such as...
POLICY AND REGULATION
China Rules Solar Energy, but Its Industry at Home Is in...
The solar sector shows how China conducts industrial policy: It chooses industries to dominate, floods them with loans and lets companies fight it out.
Automotive Geopolitics | DGAP
As the global automotive industry rapidly electrifies, China’s consolidation of electric vehicle supply chains has caused geopolitical tensions. This has led both the United States and European Union to raise import tariffs on Chinese EVs – risking a possible trade war. This DGAP Policy Brief compares the approaches of the US and EU and recommends how Germany can support the EU’s position while ensuring fair competition for its automotive industry.
FINANCIAL
