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Electric eMobility eV

Oil’s Calm Before the Storm: Hidden Weaknesses, China’s Stockpiles and the Oil Demand Mirage

Support CleanTechnica's work through a Substack subscription or on Stripe. A year ago, I published an article on Peak Oil Demand and the impact EVs would have in the World’s most traded commodity. I thought a follow-up was worth it by now because some things have become clearer, but more ... [continued]
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Electric eMobility eV

Is Europe Back in the Race? Many New European EVs Could, in Theory, Be Competitive in Latin America

Support CleanTechnica's work through a Substack subscription or on Stripe. China is the Queen of EVs. That much we know for certain. The advantage that Chinese automakers have — rightfully — gained over their competitors will not be an easy one to overcome. And yet, to take the fall of ... [continued]
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Electric eMobility eV

Uruguay EV Sales Report: A New Latin American Leader Emerges as Uruguay Rises to 24% BEV Market Share in August

Support CleanTechnica's work through a Substack subscription or on Stripe. Back in 2024, I published this article regarding Uruguay’s unreal EV sales growth in June of that year, which brought market share of EVs up to 15% (up from 6.8% the month prior). Back then, I wrote that hopefully it ... [continued]
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Electric eMobility eV

I Went to Bogota’s Latest EV Exposition. Now I’m Certain We’re Over the Tipping Point.

Support CleanTechnica's work through a Substack subscription or on Stripe. Last weekend, the future was on display in Bogota. From August 21st to 24th, a small EV exposition was hosted in Bogotá’s Carrera Mall, called Expoferia of EVs and HEVs (not very creative, I know). On Sunday, lacking anything better ... [continued]
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Electric eMobility eV

As the Chinese Offensive Deepens in South America, GM Blunders the Arrival of the Spark EUV

Support CleanTechnica's work through a Substack subscription or on Stripe. Much has been said about Legacy Auto’s inability to move at the speed of leaner, younger Chinese brands. Though normally this is said in terms of model and platform development, recent events have convinced me that this issue is not ... [continued]
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Electric eMobility eV

Mexico EV Sales Report: It Turns Out, Official Data Has Been Underreporting Sales, and Mexico’s EV Market Is Further Ahead than We Expected!

When we started working on our reports for Mexico, we knew that the available data was limited to those companies that make up part of the Mexican Automotive Association. However, our analysis on model vs. aggregate sales data convinced us that the limitations were confined to model sales, and the ... [continued]
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Electric eMobility eV

Oil Price Trend Expectations

Editor’s note: I wrote an article yesterday on why oil investors could be in for a big shock in the next 5–10 years. Under the article, I got into a little discussion with Juan Diego Celemín Mojica about oil price expectations in the next few years. He wrote the following ... [continued]
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Electric eMobility eV

A New Wave of Affordable EVs Are Landing on Latin American Shores. Let’s Check Some of Them!

Chinese EVs started arriving early on in Latin America, if only by a trickle of old workhorses such as the BYD E6 (back when European EVs were nearly as affordable as the Chinese ones, and with much better design). Entering the mainstream took longer, and the first push to gain ... [continued]
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Electric eMobility eV

The Baojun Yep Plus — I Mean, the Chevrolet Spark EUV — Lands in Mexico. Will This Turn the Tide for GM?

If you can’t beat ‘em, join ‘em It is not a secret for anyone that China has been rising as the uncontestable EV leader globally. Competition is arising in Europe and South Korea (mainly thanks to relatively protected markets and government support for locally produced EVs), whereas the US seems ... [continued]
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Electric eMobility eV

Brazil EV Sales Report: Local EV Production Imminent as Sales Reach a New Record in May

With over 14,000 EVs sold in May (an all-time high) and year-on-year growth of 63%, Brazil’s EV market seems to be gearing up for a record 2025. YoY sales have grown every month of this year so far, and the market has already surpassed the levels from December 2024, despite ... [continued]