Kingsmill Bond argues the West is deluding itself about the energy transition. The "electrotech revolution" led by solar, batteries, and EVs is already here, advancing exponentially, and is cheaper than fossil fuels. While emerging markets are embracing this, the West risks being left behind by its outdated assumptions and a linear mindset toward change.
XCharge North America has partnered with Ascentium Capital to offer a leasing program for DC fast chargers, aimed at small businesses. This program allows businesses to install chargers, like the GridLink and C6 models, for an affordable monthly rate starting at $800, removing the need for a large upfront investment. The leasing package includes installation, equipment, warranties, and maintenance, and lets the business keep all the charging revenue.
Horse Powertrain's C15 is a compact, Euro 7-compliant gasoline generator designed for extended-range EVs. It activates only when battery charge drops, offering 70 kW for sedans and 120 kW for larger vehicles. While efficient, it still emits 120–140 g CO₂/km when active. Backed by Renault, Geely, and Aramco, Horse can mass-produce it—but OEM adoption is key. EREVs face pressure from falling battery costs and rising BEV capabilities.
EVs are central to a coming shift in mobility: by 2040, personal electric car ownership may disappear as automakers pivot to subscription-based, software-driven models. EVs will serve as platforms for autonomous fleets, shared transport, and tiered digital services. Younger users prefer access over ownership, and manufacturers are redesigning vehicles as connected devices - raising concerns over repair rights, data control, and user autonomy.
US firm Regent is partnering with Scotland’s Hitrans to explore using electric "flying boats" called Seagliders for island transport. These vessels combine boat, hydrofoil, and low-altitude flight technologies, reaching speeds up to 180 mph. A 12-passenger model may launch in Orkney by 2026–2027, with a larger version planned for 2030. The project aims to improve connectivity and reduce emissions across the Highlands and Islands.
Irizar Expands Electric Bus Lineup with Global Reach and Long-Range Performance
22 Oct 2025 | Irizar has launched two new electric buses - the ie bus and i3 Normal Floor - with over 450 km range, advanced safety systems, and modular lithium-ion batteries. The Spanish manufacturer has delivered over 1,000 electric buses globally since 2014. The new models are lighter, seat up to 53 passengers, and meet European safety and cybersecurity standards. With deployments in Europe, Latin America, and Oceania, Irizar is positioned as a global leader in zero-emission transit.
Automakers Take Flight: eVTOL Partnerships and Launch Plans
22 Oct 2025 | Automakers are accelerating eVTOL development through strategic partnerships. Archer and Stellantis lead with FAA certification targeted for 2025. Joby and Toyota follow closely, planning launches in the U.S. and Dubai by 2026. Eve, backed by Embraer and Porsche, aims for dual certification in Brazil and the U.S. XPeng and Geely expand in China and the Middle East. Hyundai’s Supernal is paused, and BYD remains in stealth. These ventures blend aerospace innovation with automotive scale.
BYD's CTB Tech Turns the Battery Into the Backbone
22 Oct 2025 | BYD's Cell-to-Body (CTB) technology integrates the battery into the vehicle's structure, boosting stiffness, safety, and packaging efficiency. Unlike traditional EVs, the Blade Battery becomes part of the car's floor, enabling sleeker design and fewer components. Though serviceability and recycling pose challenges, CTB marks a bold shift in EV architecture - one that rivals are watching closely.
My EV Is a Brick: When Software Locks Out the Driver
22 Oct 2025 | A Tesla owner's bricked EV after a software rollback highlights growing concerns over digital ownership. Critics warn that EVs are becoming "subscription machines," where features can vanish remotely. Proposed reforms include right to repair, feature permanence contracts, and regulatory oversight. As automakers like GM and Rivian expand EV offerings, the industry must decide: are EVs durable goods - or smartphones on wheels?
BrightDrop Fades Out: What's Next for Retail EV Fleets?
21 Oct 2025 | GM has ended production of its BrightDrop electric vans, leaving retailers like Target and Walmart seeking alternatives. Fewer than 2,000 vans are in service, far below expectations. Ford's E-Transit, Rivian's RCV, and Mercedes' U.S.-built eSprinter are the most viable replacements. BrightDrop's failure highlights the challenges of scaling commercial EVs amid shifting incentives and slow fleet adoption.
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