Electrification, market share and forecasting

Imogen Bhogal & Dan Caesar deliberate on what would put the cherry on top of Keir Starmer's trade mission to China, and why 'overcapacity' is the crisis looming over the global automotive market. They also discuss how solar beats biofuels, 'dark factories', cold conditions & Polestar's triumph.

Grotesquely inefficient Biofuels: https://ourworldindata.org/biofuel-land-solar-electric-vehicles?utm_source=substack&utm_medium=email

Excess capacity in Europe: https://www.autonews.com/manufacturing/automakers/ane-automakers-europe-production-problems-0124/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter-ANEDontMiss-20260126

Chery & JLR join forces in UK: https://www.ft.com/content/6998c36a-d098-4605-aa44-e5a6557651f9

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