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The Latest Breaking News from BloombergNEF

How America’s Policy Whiplash Derailed The EV Transition

A new report says only 17% of U.S. car sales will have a plug by 2030, far below previous estimates.

InsideEVs

China is cutting emissions even faster than promised and may already have peaked, study shows

Asian economic giant currently emits twice as much annually as any other nation, making its trajectory one of the most consequential variables in global climate projections

The Independent UK

World Oil Prices Surge to Near $113 as US-Iran Conflict Disrupts Strait of Hormuz Flows on March 23, 2026

Global oil prices climbed sharply Monday amid persistent disruptions to the Strait of Hormuz caused by the ongoing U.S.-Iran conflict, with Brent crude benchmark rising to around $113 per barrel as supply fears intensified in the fourth week of hostilities.

International Business Times

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Used electric vehicle batteries find new life bolstering the Texas grid

A company is repurposing the batteries to store electricity and sell it to the grid when power from wind and solar dwindles.

The Texas Tribune

Donut Lab Says It Cracked Solid-State Batteries. Experts Have Questions.

A small Finland-based startup claims to have made a big, solid-state battery breakthrough. It just forgot to bring evidence along.

InsideEVs

AI Data Centers Are Driving US Power Crunch—And Even Record Grid Spending Isn't Enough, New Research Finds

The United States could face mounting reliability risks as electricity demand from data centers climbs far faster than grid capacity, according to two new BloombergNEF (BNEF) reports released on Monday.

Benzinga

Trump’s EV tax credit cuts are fueling a U.S. battery surplus that could lead to factory cancellations, ‘a poison pill for U.S. manufacturing hopes’

“If you believe—as many people do—that batteries are a key technology as the world moves towards more electrification, that’s not a good scenario,” one expert said.

Fortune

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Australian electric car sales set to keep climbing

The long-term outlook for electric car uptake in Australia is upbeat but shifting policy sands could dampen demand for some models in the near-term.

AAP

Congress Killed The Law That Saved You Money At The Pump. What Now?

Tax credits weren’t the only reason driving EV sales. A critical law that had been in effect for half a century also played a huge role.

InsideEVs

Extended Range EVs Are Growing Faster Than You Think

Electric cars that have backup gas generators are now the fastest-growing powertrain in the world.

InsideEVs

America Has Also Chickened Out Of The Global EV Race

EVs are still headed for their best year ever, with or without America. Meanwhile, the new Nissan Leaf is aimed at ICE car buyers.

InsideEVs

China's BYD Will Strike At The Heart Of Japan's Car Market

Today on Critical Materials: China is coming for Japan's kei cars, Uber plays a pivotal role in Tesla vs Waymo robotaxi battle and electric semis target diesel.

InsideEVs

Nat-Gas Prices Push Higher on Outlook for US Inventories to Remain Tight

April Nymex natural gas (NGJ25 ) on Monday closed up +0.092 (+2.09%). April nat-gas prices on Monday rallied to a new 2-year high on signs that US nat-gas storage levels could tighten further ahead of the summer air-conditioning season. BloombergNEF projects that US gas storage will be 10% below the...

Barchart

Battery Prices Down So Sharply That EVs Could Reach Gas Car Prices By 2026

“I don’t like electronic cars,” said a middle-aged woman sitting next to me on a recent flight out of New York. “They’re more expensive and don’t go too far,” she added before casually revealing that both her sons in Texas drive Teslas.

InsideEVs

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InsideEVs

Automakers Have Backtracked On Their EV Goals By Millions Of Cars

Slowing down is a risky move given the momentum behind China's BYD and Tesla, BloombergNEF analysts say.

InsideEVs

Ford Won't Have New EVs For Years. That Could Leave It 'Exposed.'

Ford is pulling back on some of its EV investments. But one expert wonders how this will actually help Ford's profit problem.

InsideEVs

'Automakers Are Freaking Out Too Much': The EV Slowdown May Be A Tesla Problem

Car companies are getting cold feet on the EV transition, but most data points to sales actually booming. What gives?

InsideEVs

Elon Musk’s Supercharger Chaos Could Slow The EV Transition. But It Doesn’t Have To.

Tesla is pumping the brakes on EV charging. That creates opportunities for competitors, industry analysts told InsideEVs.

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InsideEVs

The EV Industry Has A Battery Oversupply Problem

That sounds bad, but it should result in cheaper batteries for everything from cars to stationary storage.

InsideEVs

Hyundai's Electric Vehicle Push Is Absolutely Working

Hyundai is now the number two electric automaker behind Tesla in U.S. market share—passing GM and Ford.

The Independent UK

US electric vehicle sales to hit record this year, but still lag behind China and Germany

Electric vehicle sales are expected to hit a record 9% of all passenger vehicles in the U.S. this year, according to Atlas Public Policy

Barchart

Will China Continue to Dominate the Electric Vehicle Industry?

China has opened a significant lead as the world’s biggest maker of electric vehicles (EVs). Chinese EV brands account for about half of all EVs sold globally. Chinese EV makes have succeeded in taking domestic market share from former leaders, such as Volkswagen, and China’s BYD Co (BYDDY ) is...

InsideEVs

California Tops US EV Adoption: 25% EV Share Of Total Sales In H1 2023

New research paper from BloombergNEF highlights the differences between US states when it comes to EV adoption, EV fleet penetration, and more.

Barchart

Adoption of Tesla EV Plugs is a Major Bullish Factor for Stock

Shares of Tesla (TSLA ) have been on fire this year, more than doubling in price and posting a 9-month high last week. The latest supportive factor for Tesla is opening its fast chargers to competitors, which will boost its revenue going forward. Ford Motor (F ), General Motors (GM...

Bangkok Post

Thailand tipped to be a leading EV market

Sales of electric vehicles (EVs) continue to gain market share globally, with Thailand and Indonesia being key markets within Asean, says a research agency.

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