The energy transition is more than tech or economics—it’s reshaping geopolitics. IEA's "Net Zero by 2050" imposes an all-out electrification, doubling electricity, zero-carbon, renewables, EV share leaps, industrial & building overhaul by 2050. This sparks an eco-ideological Cold War: a Sino-European green entente vs an axis of petrostates (U.S., Russia, Saudi Arabia) resisting decarbonization
The Netherlands leans on its robust EV charging infrastructure rather than incentives alone: with 10.04 charge points per 1,000 people and over 157,000 outlets, it's Europe's densest network - even as the country ranks fourth in EV market share (~35%). Policymakers banned fossil-fuel vehicle sales by 2030 and are phasing down subsidies. Challenges now include rising charging costs - up 13% overall and 25% in Amsterdam.
Charlie Munger led Berkshire Hathaway to invest $230M in BYD in 2008, recognizing its potential in batteries and EVs. Displayed at the Omaha shareholder meeting, BYD grew into a global EV leader. Berkshire's stake peaked near $9.5B, with over $7B in profit from sales. Now holding under 5%, Berkshire's move reflects Munger's long-term vision and BYD's rise as a vertically integrated powerhouse in electric mobility.
Mercedes-AMG's axial flux motors from YASA offer up to 4× the torque density of conventional EV motors, enabling compact, oil-cooled drive units with sustained high output. The AMG GT XX concept uses three motors delivering over 1,000 hp and sets the stage for production in 2026. Competing designs from Magnax and Lucchi push efficiency and modularity, but Mercedes leads with centralized deployment on its AMG.EA platform. Axial flux tech outclasses ICE in power, size, and efficiency.
Moscow is expanding its electric and autonomous bus fleet, now the largest in Europe, but the Ukraine war has slowed progress. Sanctions and supply shortages hinder access to key tech, forcing a shift to domestic production. Fuel shortages from refinery attacks, cyber disruptions, and strained budgets add pressure. Despite setbacks, Moscow aims to replace diesel buses by 2030, though war-driven economic strain threatens long-term transit modernization.
Creative Destruction vs. Fossil Retrenchment: Why Project 2025 Risks Leaving America Behind
16 Oct 2025 | Project 2025 protects fossil fuel incumbents by dismantling Biden-era clean energy policies. Nobel economist Philippe Aghion argues that climate progress depends on creative destruction - letting green innovators outcompete legacy polluters. The U.S. risks falling behind as global markets embrace clean tech. Even its passport has slipped from the top 10. Innovation, not retrenchment, is the path forward
Buick Electra E5: China-Built EV Poised for U.S. Launch
16 Oct 2025 | Buick's Electra E5, built in China by SAIC-GM, is set to become GM's first imported EV for the U.S. market. Though its launch was delayed indefinitely in 2024, a tentative 2026 rollout remains part of GM's electrification roadmap. With Ultium battery tech, strong performance specs, and positive reception in China, the Electra E5 represents a strategic shift in global EV sourcing and branding.
15 Oct 2025 | China's EV market shows strong wholesale growth, but retail sales lag behind. In April 2025, the wholesale-retail ratio hit 1.27:1, signaling inventory buildup. Automakers push stock to dealers to meet targets, risking oversupply. Analysts warn this gap could lead to price wars and financial strain. Retail data offers a clearer view of consumer demand and market health.
Putting Children First: Lessons from Paris for Atlanta
15 Oct 2025 | Paris redesigned its streets with children in mind - wider sidewalks, less traffic, and safer zones near schools. This child-first approach improved mobility for all, including seniors and cyclists. Atlanta can learn from Paris by investing in protected bike lanes, rethinking zoning, and prioritizing equity. A city where children thrive is safer, healthier, and more connected. The shift is not just practical - it's a moral imperative.
Micromobility's Insurance Gap: What Riders Need to Know
15 Oct 2025 | Micromobility use is surging, but insurance coverage lags. Most auto and home policies exclude e-bikes and scooters, leaving riders exposed. Accidents are rising, and shared services often don't cover users. InsurTech firms offer on-demand solutions, but adoption is low. Riders should check existing coverage, consider standalone policies, and push for clearer regulations to close the gap and ensure safe, sustainable urban transport.
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