An axiom of war and chaos is that intrepid souls do business anyway. So it is that--at a time the US can relearn how to manufacture at large scale--a few Chinese companies are raising funds to make batteries here. We follow three of them. The Electric. www.theinformation.com/articles/the...

🚨Breaking from @sl-thepowerhouse.bsky.social at @theinformation.bsky.social The Biden Admin determined Chinese #graphite producer BTR is a FEOC, and that vehicles using its materials will be ineligible for the #IRA #30D #EV tax credit after the "transition rule" expires in 2027. 🧵 #energysky

The demanding Peter Rawlinson was the brains behind the standout tech and style of Lucid's electric vehicles. His mysterious, abrupt exit this week raises legitimate doubts about the company's future. The Electric. www.theinformation.com/articles/the...

Last evening, Elon Musk said nothing about Tesla's reduced profits, plans for new EVs, or how he's managing to run the company while also revolutionizing government. But markets lapped it up when he promised paid Robotaxis in Austin by June. The Electric. www.theinformation.com/articles/the...

Next-gen battery developers have ignored a wide-open, gigantic future market figuring out how to power humanoid robots much longer than current batteries can. We talk to Agility Robotics about what such batteries will need to do. The Electric. www.theinformation.com/articles/the...

Over four years, the Biden administration put down $80 billion in loans to reindustrialize the US, including a flurry this week. We speak with chief strategist and evangelist Jigar Shah, who says the US is back. The Electric. www.theinformation.com/articles/the...

In an otherwise morose industry, next-gen battery developer SES AI is up five-fold since before Xmas. In an exclusive, we speak with CEO Qichao Hu about the company's latest pivot: to silicon-based batteries. The Electric. www.theinformation.com/articles/exc...

We will find out this morning whether Tesla's frenzy to end 2024 with sales growth succeeded. Either way, the scale of the effort showed that--unlike chief rival BYD--it has lost EV mojo going into 2025. The Electric. www.theinformation.com/articles/the...

Recommending that folks take some minutes this weekend to get to know Peter Rawlinson, CEO of Lucid, the EV maker. I spent a few hours with him twice for this profile, which I wanted to call "The Purist" but was overruled. www.theinformation.com/articles/mak...