Category: EV
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Renewables Reshape Industrial Demand and the Coming Decarbonisation Shock
Renewables Overtake Coal For the first time in modern energy history, global renewable electricity generation has surpassed coal. This single statistical milestone signals a deeper structural shift in the world economy—one where industrial demand is no longer anchored to fossil-fuel cost cycles but to technologies that enable electrification, efficiency, and…
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The New Geography of Electric Mobility: What Foxconn’s Bet Signals for the Future of AI-EV Supply Chains
The global electric vehicle (EV) and artificial intelligence (AI) industrial landscape is entering a new transition phase—one marked not just by technology, but by geography, strategy, and structural shifts in global demand.Foxconn’s recent announcement to invest US $2–3 billion annually in AI and EV-linked supply chains is not merely a…
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China’s EV Policy : From Subsidy-Fueled Growth to Market Maturity
The End of an Era for State-Supported Expansion China’s decision to omit electric vehicles (EVs) from its 2026–2030 strategic industries plan marks a watershed moment in the evolution of global mobility. For nearly two decades, Beijing’s policy stance—heavy subsidies, industrial clustering, and technology localization—propelled China to the forefront of the…
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Chip Shockwaves: How Semiconductor Tariffs Threaten India’s Manufacturing Ecosystem and Consumer Economy
The recent announcement of a proposed 100% tariff on imported semiconductors by former U.S. President Donald Trump has triggered alarm bells across the global supply chain—and India is no exception. Although aimed primarily at curbing dependency on foreign chipmakers and bringing manufacturing back to the U.S., the ripple effects of…
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Asia’s Uneven Road to Clean Energy Mobility
Asia stands at a crucial crossroads in its journey toward clean energy mobility. Home to more than half the world’s population and some of its fastest-growing economies, the region’s energy and transportation choices will profoundly influence global climate outcomes. However, the transition to cleaner mobility in Asia is anything but…
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Top Five Industries Poised to Dominate by 2025
As we approach 2025, technological advancements, shifting consumer behaviors, and geopolitical factors are reshaping global markets. Industries that harness innovation and adapt to emerging trends are expected to thrive, while others may face disruption. Here’s a look at the top five industries set to dominate by 2025, driven by data,…
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The EV Revolution and Manufacturing Leap
As the world moves rapidly toward electrification, India stands at a critical juncture. With ambitious global electrification targets set by leading and emerging economies alike, India’s position as one of the largest automobile markets provides a unique opportunity. However, this transition requires strategic planning to ensure that India doesn’t remain…
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