Peter Wittmann
@p4w7.bsky.social
Tech and industrial investor with a fable for auto-related businesses
This is probably the most speaking chart from the Anthropic Economic Index (www.anthropic.com/news/the-ant...) and explains why people, as excited as they are about AI, still question the economic impact: it just doesn't seem to have penetrated jobs outside of IT.
February 14, 2025 at 12:53 PM
This is probably the most speaking chart from the Anthropic Economic Index (www.anthropic.com/news/the-ant...) and explains why people, as excited as they are about AI, still question the economic impact: it just doesn't seem to have penetrated jobs outside of IT.
The US has blacklisted Chinese battery giant CATL. For context, CATL powers 1 in 3 EVs globally—and its biggest customer is Tesla. Could this move, though a bit late, help revive Europe’s Northvolt?
January 7, 2025 at 2:45 PM
The US has blacklisted Chinese battery giant CATL. For context, CATL powers 1 in 3 EVs globally—and its biggest customer is Tesla. Could this move, though a bit late, help revive Europe’s Northvolt?
Two charts that highlight the shift in China automotive sales. All foreign brands were losing market share. Not even Tesla is able to keep up with the competition in China.
September 7, 2024 at 4:00 AM
Two charts that highlight the shift in China automotive sales. All foreign brands were losing market share. Not even Tesla is able to keep up with the competition in China.
Germany's automotive production capacity utilization in 2023 across all major OEMS highlights the issues the two VW plants have. This is obviously not a systemic issue of German automakers.
September 3, 2024 at 11:58 PM
Germany's automotive production capacity utilization in 2023 across all major OEMS highlights the issues the two VW plants have. This is obviously not a systemic issue of German automakers.
While the EU has seen an increase of new car registrations in June of 4.7%, there is a notable shift towards hybrids (+22.8%) while EVs are stagnating. OEMs will probably face tremendous pressure next year to catch up on emissions. Source: @heise.de
August 29, 2024 at 1:35 PM
While the EU has seen an increase of new car registrations in June of 4.7%, there is a notable shift towards hybrids (+22.8%) while EVs are stagnating. OEMs will probably face tremendous pressure next year to catch up on emissions. Source: @heise.de
The EV delay outside of China is ripping through the supplier landscape. Today, auto supplier Schaeffler confirmed the slowdown in EV demand. Yesterday, Infineon posted rising inventories for EV components. China is racing ahead and swallowing a lot of the early mover woes. Chart by @bloomberg.com
August 6, 2024 at 2:07 PM
The EV delay outside of China is ripping through the supplier landscape. Today, auto supplier Schaeffler confirmed the slowdown in EV demand. Yesterday, Infineon posted rising inventories for EV components. China is racing ahead and swallowing a lot of the early mover woes. Chart by @bloomberg.com
All hopes for BEVs are now pinned on the upcoming EU CO2 fleet average emissions cut, falling to 93.6g/km (WLTP) in 2025. In the meantime, BEV penetration has stalled in Western Europe.
July 27, 2024 at 8:21 AM
All hopes for BEVs are now pinned on the upcoming EU CO2 fleet average emissions cut, falling to 93.6g/km (WLTP) in 2025. In the meantime, BEV penetration has stalled in Western Europe.
According to @bloomberglp.bsky.social EVs from China to Canada rose 5x last year with a good chunk coming from Tesla. Buyers face 6% import tariff and C$5,000 purchase incentive. Expect this to change. @electrek-mirror.bsky.social has previously reported on the differences in quality.
May 18, 2024 at 4:20 AM
According to @bloomberglp.bsky.social EVs from China to Canada rose 5x last year with a good chunk coming from Tesla. Buyers face 6% import tariff and C$5,000 purchase incentive. Expect this to change. @electrek-mirror.bsky.social has previously reported on the differences in quality.
The news coverage of the new import tariffs by the US on Chinese EVs looks quite exaggerated. According to US Census Data, China made up $368 million in BEV exports in 2023. Compare this to Europe with $7.4 billion in the same year. The US already had a 27.5% import tariff on Chinese EVs before.
May 11, 2024 at 1:31 AM
The news coverage of the new import tariffs by the US on Chinese EVs looks quite exaggerated. According to US Census Data, China made up $368 million in BEV exports in 2023. Compare this to Europe with $7.4 billion in the same year. The US already had a 27.5% import tariff on Chinese EVs before.
The sales of electric cars increased 35% in 2023 according to a new report series by the IEA "Clean Energy Market Monitor". What is striking though: we seem to still spend a lot more energy to achieve the shift to clean energy. www.iea.org/reports/clea... /via @electrek-mirror.bsky.social
March 3, 2024 at 12:41 PM
The sales of electric cars increased 35% in 2023 according to a new report series by the IEA "Clean Energy Market Monitor". What is striking though: we seem to still spend a lot more energy to achieve the shift to clean energy. www.iea.org/reports/clea... /via @electrek-mirror.bsky.social
Now that the Activision Blizzard takeover is complete and consolidated in its latest financial statements, gaming has become Microsoft's third largest segment by revenue. You need to read the 10Q as they didn't explicitly mention this in their press statements here: www.microsoft.com/en-us/invest...
January 31, 2024 at 11:13 AM
Now that the Activision Blizzard takeover is complete and consolidated in its latest financial statements, gaming has become Microsoft's third largest segment by revenue. You need to read the 10Q as they didn't explicitly mention this in their press statements here: www.microsoft.com/en-us/invest...
The FT published an article on the investigations by the EU and US into China subsidies. What's impressive is China's leap forward on EVs, batteries, and renewables with below chart being one of the most speaking. Full article here: www.ft.com/content/a510...
January 30, 2024 at 7:45 AM
The FT published an article on the investigations by the EU and US into China subsidies. What's impressive is China's leap forward on EVs, batteries, and renewables with below chart being one of the most speaking. Full article here: www.ft.com/content/a510...