EDITOR'S PICK

India is Building a Strong EV Ecosystem While the World Only Sees Tesla & BYD

01 Sep 2025 | Synopsis

India's EV sector is rapidly evolving beyond headline makers like Tesla and BYD, developing a homegrown ecosystem. Local startups and incumbents are advancing battery tech, charging networks, and deep-tech innovation. Government support -including FAME II, PLI schemes, and customs exemptions - is boosting domestic manufacturing, startups, and infrastructure. While global attention lingers on foreign brands, India's EV ecosystem is quietly maturing with scale and resilience.

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The Coming Ecological Cold War

01 Sep 2025 | Synopsis

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

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The Dutch Blueprint: Infrastructure Supercharges EV Adoption

01 Sep 2025 | Synopsis

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.

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Charlie Munger's BYD Bet: Berkshire's Billion-Dollar EV Play

30 Aug 2025 | Synopsis

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.

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Mercedes-AMG's Axial Flux Revolution: Real Tech, Not Clickbait

30 Aug 2025 | Synopsis

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.

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