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J W Moore  EDITOR'S PICK

Africa: The Green Transition's Surprising New Home

21 Aug 2025 | Synopsis

Africa emerges as unexpected renewable energy leader, "leapfrogging" fossil fuels with 60% of world's best solar resources. Kenya targets 100% renewables by 2030, Ethiopia builds largest hydro project. Chinese clean tech exports up 153%. By 2030, renewables will account for 80%+ of new capacity. Economic necessity drives energy independence through domestic clean sources.

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Cybertruck Insurance Dilemma: Tesla's Challenge Ahead

21 Aug 2025 | Synopsis

Tesla's Cybertruck faces an insurance crisis as major providers like GEICO and Hanover rescind coverage due to high repair costs, limited production data, and underwriting challenges. Owners report cancellations and steep premiums, while Tesla's own insurance offers partial relief in select states. The issue threatens future sales and highlights the gap between bold design and real-world support, leaving buyers uncertain and Tesla under pressure to respond.

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The Lithium Wars: EnergyX, Tesla, and the Race to Reinvent Battery Supply

20 Aug 2025 | Synopsis

EnergyX and Tesla are racing to reshape lithium supply chains. Energyx's modular LiTAS™'s system extracts lithium from brine with high efficiency, while Tesla builds a $1B acid-free refinery in Texas. Smackover, AR is EnergyX's likely launch site, offering infrastructure and proximity to EV markets. Meanwhile, sodium-ion batteries emerge as a low-cost alternative, potentially disrupting lithium demand but not replacing it. The future of batteries is diversified, fast, and fiercely competitive.

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China's 600 Wh/kg Lithium-Metal Battery Breakthrough: Hype or Real Progress?

19 Aug 2025 | Synopsis

Chinese researchers report lithium-metal pouch cells reaching 600 Wh/kg - nearly double today's EV batteries. Published in Nature, the work uses a novel electrolyte and shows promising density but only ~100 cycles, far short of EV needs. Scaling, safety, and cost remain unproven. While credible science, it's early-stage. Current leaders like CATL, BYD, Amprius, and SES offer lower but durable densities; no one is yet close to 600 Wh/kg for real EVs.

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2026 Nissan LEAF: Performance Meets Value in America's Most Affordable EV

19 Aug 2025 | Synopsis

2026 Nissan LEAF redesign: 303-mile range, Tesla Supercharger access, starts $29,990 - America's cheapest new EV. 75kWh battery, 35-min fast charging, crossover styling vs old hatch. SV+ trim $34,230, undercuts 2025 by $1,960 despite more features. Available fall 2025. Targets affordable EV market vs premium competitors. Google built-in, panoramic roof, flush door handles. Could revive pioneering nameplate.

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J W Moore  Si Exclusive

Rivian's Infotainment Revolution: AI at the Wheel, No Smartphone Required

11 Oct 2025 | Rivian's infotainment system replaces CarPlay with a native AI-powered interface backed by Amazon and Volkswagen. It offers smart navigation, voice control, music/video streaming, and cloud-based personalization. AM radio is excluded, prompting bipartisan legislation to mandate its return. Autonomous driving integration is planned, with updates rolling out in 2025 and full features expected in the R2 by 2026.

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Hydrogen's Flight Path: Fuel Cells, Turbines, and the Economics of Clean Aviation

10 Oct 2025 | Aviation is shifting from Jet A to four fuel systems: electricity, hydrogen (fuel cell and combustion), SAF, and petroleum. Fuel cells suit short-haul aircraft; hydrogen combustion may power long-range jets. SAF bridges legacy fleets. Hydrogen costs - $5-$7/kg today, possibly $2/kg by 2040 - impact ticket prices and infrastructure decisions. Airport authorities, airlines, and governments will share deployment costs. Each fuel has distinct environmental pros and cons shaping aviation's net-zero future.

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Ferrari Elettrica: Electrified, Not Tamed

09 Oct 2025 | Ferrari's Elettrica EV delivers over 1,000 hp via quad motors, hitting 0-100 km/h in 2.5s with a 330+ mile range. Its 122 kWh battery sits low for balance, paired with active suspension and rear steering. Designed by LoveFrom, the four-door GT aims to preserve Ferrari's emotional DNA. Priced around $580K, it launches in 2026 in Europe and the U.S., with hybrids and ICE models still dominating until 2030

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  • Economist still hopeful for electric vehicle industry, even after some layoffs
    Category:mobility
    Region:NoAmerica
    Date:11 Oct 2025

  • New Study Suggests Solar Panels Could Last Even Longer Than We Thought
    Category:energy
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  • What's Ahead For US Electric Vehicle Industry After Hitting A Massive Speed Bump?
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  • The Cheapest EVs in the US Compared to Tesla's New Affordable Models
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  • Best Used Electric Cars
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  • The New Chevy Bolt Is a Truly Affordable Electric Vehicle, Starting at Under $30,000
    Category:mobility
    Region:NoAmerica
    Date:11 Oct 2025

  • BYD launches EV sales in Argentina amid tariff exemptions
    Category:mobility
    Region:SoAmerica
    Date:11 Oct 2025

  • BYD opens massive Brazil plant, its biggest investment outside Asia
    Category:finance
    Region:SoAmerica
    Date:11 Oct 2025

  • BYD is Gaining Ground on Tesla Thanks to its AI Strategy
    Category:mobility
    Region:AsiaPacific
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  • 2025 Is Looking a Lot Like 2020 for NIO Stock: Can It Ride the Wave to $10?
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    Region:AsiaPacific
    Date:11 Oct 2025

  • Nio Just Got a New Street-High Price Target. Should You Buy NIO Stock Here?
    Category:finance
    Region:AsiaPacific
    Date:11 Oct 2025

  • Geely Automobile's monthly vehicle, NEV sales both hit new high in Sept. 2025
    Category:mobility
    Region:AsiaPacific
    Date:11 Oct 2025

  • Xpeng X9 electric minivan tests in Europe ahead of 2026
    Category:mobility
    Region:Global
    Date:11 Oct 2025

  • DC D.I.C. cuts to billion-dollar hydrogen hubs rattle industry
    Category:policy
    Region:NoAmerica
    Date:11 Oct 2025

  • XPENG expands North African presence with new partnerships in Morocco, Tunisia
    Category:mobility
    Region:Africa
    Date:11 Oct 2025


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