Guessing Headlights (March 3)
“The rise of Chinese EVs has never been more apparent. Chinese automakers were once seen as emerging players, but it has now reshaped global competition with its dominance across the world.” Marking “a historic tipping point in the global transition to electric mobility,” in 2025, China was able to surpass “50% EV sales share for the first time… reaching around 12 million units and overtaking internal combustion engine (ICE) vehicle sales for the first time.”
Tags: 12 million units, 2025, Automakers, China, Dominance, Electric mobility, Emerging players, EVs, Global competition, Internal combustion, Reshaped, Tipping point, Transition, Vehicle sales
Barron’s (March 2)
“The conflict in Iran has upended the global market for oil and natural gas. It is also having a big impact on coal markets,” which rose to a 52-week high on Monday. “Coal is benefiting precisely because it isn’t directly affected in this conflict—unlike the other resources it competes against.” For example, utilities can switch to coal in electricity generation “when natural-gas prices get too expensive or natural gas supplies are threatened.”
Tags: 52-week high, Coal markets, Conflict, Electricity, Global market, Impact, Iran, Natural gas, Oil, Resources, Supplies, Upended, Utilities
