EVs - Interconnected

🔋Is Ford’s Pause on CATL Plant Really About China?

Ford’s pause of its $3.5 billion battery plant last week has been portrayed in many circles as a victory against Chinese technology. Many members of Congress, from Marco Rubio to Mike Gallagher, who have staked their political career on being permanently anti-China,

Topics: EVs• Ford• Geopolitics•

Ford Hearts CATL: America's Awkward Battery Deficiency

Deglobalization may be the megatrend of this decade, but it unfolds differently depending on the sector, technology, relative cost, and which country has the most leverage and most friends. In the US-China context, the United States appears to have more leverage over China in

Topics: EVs• CALB• Tesla•

CALB vs CATL: Can Two Battery Pigs Both Fly?

In the Chinese startup ecosystem, no advice is more viral than this line: “if you stand where the wind blows, even a pig can fly. [https://36kr.com/p/1722924990465]” It was coined by Lei Jun, the founder and CEO of Xiaomi, chairman of

Topics: Xiaomi• Huawei• EVs•

March 28, 2021: Global Startups; Xiaomi > Huawei; Next Phase of China’s EVs Market; No-Code

Hello Interconnected Readers: This weekly issue has a nice balance of news commentary from the rise of international startups as evidenced by the most recent YC batch, to Xiaomi racing ahead of Huawei, to the next phase of China’s EVs market, to the

Topics: EVs• Self-Driving• Tesla•

December 20, 2020: Rituals

Hello Interconnected Readers: I have been heads down writing and publishing the four-part “Global by Nature” series [https://interconnected.blog/global-by-nature-developers/], so I’ve neglected the Interconnected Weekly issue for many weeks -- breaking a ritual. Thus, the six stories commentary you will find