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Energy RealitiesAuthor: Energy Realities
After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show. Hosted by: Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/ @STUARTTURLEY16 Language: en-us Genres: Business News, News, News Commentary Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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China’s Evolving EV Monopoly
Monday, 9 February, 2026
In the rapidly transforming landscape of global energy and transportation, China’s grip on the electric vehicle (EV) sector has become a dominant force. With control over critical supply chains, particularly batteries, China is reshaping the industry through aggressive strategies that blend state support with market tactics. This dominance, however, comes at a cost—raising alarms about fair competition and the survival of auto industries in regions like Canada, the UK, and the EU. Meanwhile, scandals within China’s own market expose vulnerabilities, contrasting sharply with Tesla’s pivot toward a tech-driven future. As we examine these dynamics in early 2026, the implications for energy security and automotive innovation are profound.The main topics discussed in this Podcast are:1. The challenges facing the electric vehicle (EV) industry, particularly the struggles of Western automakers to compete with Chinese EV manufacturers. Speakers discuss the significant financial losses and write-downs reported by major automakers like Stellantis, Ford, and GM in their EV divisions.2. The potential for China to dominate the global EV market due to factors like lower production costs, government subsidies, and vertical integration of the supply chain. Speakers express concerns about Western countries becoming overly dependent on China for EVs and related technologies.3. The policy decisions and government interventions in various countries that are shaping the EV market, such as emissions regulations, EV mandates, and subsidies. Speakers critique the effectiveness and unintended consequences of these policies.4. The broader geopolitical and economic implications of the shift towards EVs, including the potential impact on domestic manufacturing, energy security, and trade relationships. Speakers discuss how the EV transition is tied to larger issues like de-industrialization, dependence on foreign suppliers, and the competition between the US, China, and other powers.5. The role and responsibility of corporate leaders and executives in the EV transition, with some speakers criticizing the lack of pushback and advocacy from automakers against government policies that undermine their competitiveness.6. The potential political and economic disruptions that could arise from the EV transition, including the possibility of regime changes, trade disputes, and realignments of global alliances and power dynamics.02:33 What is going on in the EV markets? 03:30 Western Car companies vs China 06:01 Write downs on EV losses 09:02 EU car companies losing money even with subsidies 11:21 Clown show in US car companies 14:39 Deindustrialization as a plan implemented through Net Zero policies 20:21 Subsidies will lead to collapse 21:28 Supply Chains 27:13 Carbon taxes, grid failures, and how? 41:31 Defence Manufacturing with Net Zero 51:51 CBAM is another tipping point 56:41 OPEC and the future of oil pricingCheck out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/For Tammy Nemeth https://thenemethreport.substack.com/For Irina Slav https://irinaslav.substack.com/
