car

China and the electric car

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October 1973. The world is divided into two clearly differentiated poles. We are in the middle of the Cold War and the clash between the United States and the Soviet Union has spread across half the world. The Missile Crisis is beginning to be far away and the confrontations between both powers are moving to Asia and Latin America. The Operation Condor in Americathe battles in vietnam either Cambodiato give just a handful of examples. And the Yom Kippur Warof course. It was, as we said, October 1973. Egypt and Syria, taking advantage of the Jewish holiday of Yom Kippur, attack Israel with the primary objective of recover the land lost in the Six Day War. But also with another very clear one: to demonstrate that Israel was not invincible. The attack catches Israel, which is supported by the United States, off guard. Little by little, they manage to stop the bleeding and the Arab countries stand up. They have a weapon that goes beyond bombers: oil. An embargo on all countries that support Israel causes energy chaos. The Oil Crisis has an enormous impact on society and, especially, on the American automobile market. The savages muscle car they are domesticated. In the second half of the 70s, the customer no longer appreciated those huge engines that were the watchword of the country. And one country had exactly the car that the American wanted: Japan. Toyota, Nissan and Honda They made their way at a frenetic pace through the streets. The country had achieved an evolution that was key. The efficiency (and later they would discover reliability) was its great value. And Ford and General Motor were quickly relegated to the background because nationalism usually falters when the customer’s pocket is touched. Now, a new war and a new crisis threatens to bring a paradigm shift to the automobile market. The electric car is at its best moment to convert the skeptic. And the country that is bidding hard to gain a foothold is China. A new paradigm Explains my colleague Alba Otero that with the Oil Crisis of 1973 four million barrels left the market. Today, the blockade of the Strait of Hormuz is five times more serious. The world is more interconnected, there is greater production but the market is also more sensitive, with a closed energy funnel and one of the largest fuel producers, such as Russia embargoed for its attacks on Ukraine. The rope is tight. So tense that the price of gasoline has skyrocketed. Diesel is much worse, with prices for “basic” fuel that are close to those offered by 98 gasoline. In two and a half weeks, the price of diesel has skyrocketed by almost 50 cents/liter on average in Spain. The prices are so high that right now it eats up any type of savings promoted by this fuel. A car that uses 5 liters/100 kilometers costs the driver 9.55 liters per hundred kilometers. An electric car with a consumption of 20 kWh/100 kilometers (which is not surprising) needs to pay 0.50 euros/kWh to match its price, a high figure that is associated with high-power recharging. If the car consumes 16 kWh/100 km, such as a Tesla Model 3 that circulates relatively unconcerned about consumption, it will improve spending on all recharges below 0.625 euros/kWh. A diesel car that consumes 5 l/100 km is paying almost 10 euros. An electric car with a domestic rate does more than 600 kilometers for that money The gap is even greater if recharging is done at home. Right now, those who pay 0.15 euros/kWh, which is not a particularly attractive rate, can go 100 kilometers for 1.50 euros. They are 8.05 euros less per 100 kilometers. The difference is so substantial that if this new crisis continues and prices remain high, we are facing the best breeding ground for the electric car. The interest of potential buyers is increasing significantly. In fact, Google searches related to the terms “cheap electric car” have soared just when more and more models begin to arrive on the market. In recent months, the avalanche of electric cars has been unleashed. We have all kinds of options. From premium cars with hundreds of kilometers of autonomy that are equal in price to gasoline cars, like the BMW iX3 or the next Mercedes GLC either electric CLAto attractive vehicles for families such as Kia EV5, Renault Scenic either Peugeot 3008as well as urban mobility vehicles with recognized success as the BYD Dolphin Surf (one of the best-selling electric cars in Spain) or the Renault 5with the first demand band covered. Without forgetting, of course, the Tesla Model 3 and Model Y whose low consumption and very low interest financing allow them to continue to be some of the most interesting models you can buy. The context is especially important in a Europe that is moving towards the electric car. 2025 emissions targets pushed back to 2027 but manufacturers will have to comply with an average to be calculated in that period of time. This leads us to most expensive combustion cars in the coming months (to be less attractive and, if sold, offset possible fines) and more affordable electric vehicles (to lower average emissions). General photography is also particularly interesting for Chinese manufacturers. Absolute technology dominators and of electric batteriesit is the country that can tighten the most on price even if tariffs on their electric cars remain. Spain is one of the countries where we are most sensitive to price and where we are most willing to buy vehicles with an attractive quality/price ratio. Of the 10 best-selling electric cars So far this year, two are Chinese and have prices significantly lower than the competition, such as the BYD Dolphin Surf and BYD Atto 2. The weight of this country is more forceful among plug-in hybrids: four of the 10 best-selling cars are Chinese cars. Spain is by no means a general photograph of Europe. But it does give clues … Read more

The electric rental car still cannot find its place. Hertz tried it and it cost him 4 billion to discover it

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In October 2021, Hertz announced with great fanfare that bought 100,000 Teslas worth 4.2 billion dollars. It was the biggest bet by a vehicle rental company on electric vehicles. He didn’t know what he had gotten himself into. And four years later, that bet has ended up becoming one of the most expensive lessons in history, because between 2023 and 2025, the company has accumulated losses of more than 4.5 billion dollars, a good part of them directly linked to that decision. What went wrong from the beginning. The business of a car rental company is not just renting, as they also need to sell the vehicles when they are paid for at the best possible price. And that is where the electric became a basic problem. electric cars They depreciate faster than combustion ones in the first three to five years, something that Hertz saw firsthand. When the fleet of Teslas began to lose value, the company was unable to place them on the second-hand market at a profitable price. The final blow came when Elon Musk decided reduce the price of new Teslaswhich automatically dragged down the value of the used cars that Hertz had in its fleet. In detail. Added to that were other problems that were not in the script. Electrical repairs they were more expensive Compared to combustion vehicles, tires wore out faster and many drivers simply did not want to rent an electric car. In addition, it should be noted that the charging network in the United States was (and partly still is) insufficient for travelers who do not fully know the specifics of charging an electric car. According to MarketWatch, electric cars in the United States they are not popular among rental customers precisely due to the scarce network of charging points in the country. And a car stopped in the parking lot does not generate income, but it does generate costs. The numbers of the disaster. In 2024 alone, Hertz registered a net loss of $2.9 billionafter having closed the first nine months of the year with 1,332 million in the red. The company rapidly sold the 30,000 electric vehicles that it planned to liquidate, and in 2025 it closed the year with a net loss of 747 million, although with an improvement of more than 2,000 million compared to the previous year. The results of 2025 We met them precisely a few weeks ago, in their financial report. The numbers are improving, but right now Hertz’s stock is trading near historic lows and the market does not quite believe the recovery. It’s not just Hertz. The company has not been the only one that has gone through this bad experience, in fact it has been a warning sign for the rest of the competitors. Avis Budget Group, the second largest global vehicle rental group, closed 2025 with losses of nearly 1 billion dollarsthe main reason being its electric fleet in the United States. The company had to register more than 500 million in asset impairment by reducing the estimated useful life of its electric cars, which caused them to plummet in the stock market by more than 20% in a single day after presenting results. Avis CEO Brian Choi even publicly acknowledged to investors that the quarter’s results were “unacceptable,” according to picked up SherwoodNews. Between the lines. A McKinsey report from April 2025 pointed out that only one in ten American consumers is considering going electric with their next purchase. If the customer who rents a car does not want an electric one, because he does not know where to charge it, because it generates range anxiety or simply because it is not comfortable, the rental company has an expensive vehicle that depreciates quickly and that spends too much time without generating income. Therefore, the equation does not work. And now what. Hertz has promised that 2026 will be the year of the turning point. The company anticipates revenue growth of between 4% and 6% in the first quarter of this year and has once again placed the depreciation target below $300 per month per vehicle, which was the figure it always indicated as the profitability threshold. Avis is also looking ahead cautiously. Both companies hope to improve results in 2026, relying on younger fleets and managing its electric cars more conservatively, adapting its presence in markets where there is a more mature charging infrastructure, as is the case in California. What is clear is that the great bet of massive electric rental in the United States has failed, at least in its first version. The electric car may have a future in rental fleets, but not at any price, not in any market and, of course, not without the customer being willing to get into it. Cover image | Ernie Journeys In Xataka | No matter what you do: the wheels of your car are revealing your position to anyone who wants to monitor you

that buying a yacht is as cheap as a car

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The man who turned JD.com into the Amazon’s biggest Chinese rivalhas just announced his next project. This time it’s not about packages or deliveries in 24 hours: this time it’s about yachts. Yes, those luxury boats that until now only the richest could afford among the rich. However, his plan is not make yachts for millionaires. That can do any. The challenge is to manufacture yachts that any minimally wealthy family can afford. Their goal is to manufacture yachts at the same price as a car. The “Chinese Jeff Bezos.” Richard Liu is popularly known as the “Chinese Jeff Bezos” for having converted your company JD.com into an online commerce giant with its own logistics capable of overshadowing the almighty Amazon. According to ForbesLiu has an estimated net worth of around $5.5 billion, placing her as one of the China’s biggest fortunes. Liu wants to replicate that philosophy of scale and efficiency that he has honed at JD.com in a completely different sector: boat manufacturing. For this purpose, Sea Expandary has been created. a new company which will not be managed directly by him since he will have his own independent CEO. The planned initial investment is around 5 billion yuan (about $723 million), and the goal is so ambitious that it is hard to believe: that any salaried worker can have his own yacht, just as happened with the car decades ago. Price is what changes the rules of the game. The most striking fact of the proposal is the target price for the boats they manufacture. As I collected Asian outlet SCMP, Liu has stated that: “I hope that one day we can build yachts priced at 100,000 yuan (US$14,502), so that they can enter homes like cars do. Yachts must be difficult for ordinary wage workers and ordinary consumers.” To put that figure in context, according to boat insurance portal Admiral Marine, a small entry-level yacht can easily cost between $50,000 and $200,000. The ambition is that this boat will have enough space on board for a family and that its price will not be an obstacle for Chinese households to buy one. Making boats is complex. Building ships is not an easy task. The nautical sector continues to be one of the most artisanal and labor-intensive, with long production cycles and greater flexibility must be applied in the customization of finishes and uses. To reach that price, Sea Expandary would have to radically industrialize the process, limit the variants it offers to its customers and optimize the supply chain. Furthermore, the new company not only aims to be cheap, but also sustainable. Liu has announced that all Sea Expandary yachts will operate with what he has called new energy technologies that focus on the electrification of engines and renewable energy generation systems. This is a positioning that fits well with the industrial policies that China has been promoting in the renewable energy sector that is already is applying in cars. It’s a good business. The yacht market in China is in full boiling. According to the market outlook By the end of 2025 there were 9,850 vessels registered in the country, and more than half of the total fleet had been registered in the last three years. The Chinese Ministry of Transport said that growth is expected to continue over the next five years. The global yacht market, for its part, exceeded $9.83 billion in 2025 and is expected to reach $14.98 billion in 2035, with compound annual growth of more than 4.3%. China is late to this sector compared to Europe or the US. However, China arrives with a more than proven competitive advantage: its industrial-scale production capacity, lower manufacturing costs and the support of public policies. Liu knows this, and he said it bluntly: “Only by doing this can we truly compete with the world’s leading yacht manufacturers in Europe and the United States.” In Xataka | The ultra-rich trade land for a superyacht during the summer: These are some of these floating mansions Image | Flickr (Fortune Brainstorm Tech 2018), Pershing

If the question is how Seat has lost 100% of its profit in its best year, the answer is simple: Chinese electric car

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The electric car continues to be Seat SA’s great debt. The company that houses Seat and Cupra could be popping the champagne with record numbers, but a decision has destroyed its profit margin despite billing more than ever and selling more cars than ever. The numbers. Seat SA has presented results. The company that houses Seat and Cupra has made public its 2025 numbers with record figures that invite optimism: 15.3 billion euros in turnover (5.1% more than the previous year) 586,300 cars delivered (5.1% more than the previous year) More plug-in hybrids sold than ever, with a growth of 62.9% More electric vehicles sold than ever, with a growth of 65.9% But the figures are obscured when we talk about benefits. And the company barely retained 40.9 million euros of net profit, 92% less than the previous year. And the data on its operating profits is even more dramatic. Seat indicates a million euros with a drop of 99.8% but that figure is subject to IFRS (international financial standards). Seat reports in its results note of -93.1 million euros as a result of exploitation with Spanish financial standards, along with a cash flow of -431 million euros after investing 1,300 million euros in CAPEX and R&D, which add up to a total of 6,200 million euros invested in this item since 2020. A strategy that works. In 2022, with Wayne Griffiths at the helm of the company, Seat SA took a turn in its strategy. The then CEO said that “Cupra is not the end of Seat. Cupra gives Seat a future and the future is electric. The future is Cupra.” Three years later, Cupra has sold 328,800 units, 56.1% of Seat SA cars, with a growth of 32.5% compared to 2024. So, Seat SA had just lost more than 450 million euros in two years. The company has managed to refresh its image and move customers towards more expensive models that leave a greater profit margin. It is never good news to sell fewer cars (Seat sold 257,400 units in 2025, 17% less than the previous year) but the company has managed to compensate for this decline by selling more expensive cars. And not only that, increasing sales. The electric car. In addition, the company has achieved a substantial increase in sales in its most electrified models. However, if Seat has lost relevance in the market it is because its offer, right now, is anti-competitive where electrification is demanded. In fact, the ECO label (and in mild hybridization versions) will have to keep waiting in models like the Ibiza or the Arona. Markus Haupt, new CEO of Seat since Griffiths leftalready made it clear a few months ago that It was impossible to launch an electric car with the Seat logo right now. The problem, he pointed out, is that it was too expensive and that prevented a positioning aligned with the role that Seat is currently playing within the Volkswagen Group. From Germany they understood that that affordable electric role had to be covered by Skoda and Seat will be relegated to an access brand to the motor market, with cars that are already veterans in the market and very little electrified engines. Cars in which no money has been invested but they continue to report profits despite the fact that their sales have been declining. Looking at the volume of electric sales in Europe, it seems that it makes sense not to continue loading up on models that can be cannibalized within the Volkswagen Group. And the Tavascan. Seat SA’s commitment to electric cars was to come with the Cupra Tavascan. The car was sold as a turning point for the brand with the aim of making it clear that we were facing a new image and that Cupra was not only seen as the sports version of Seat. Cupra aimed to make itself in a journey that had already begun with the Born. The Volkswagen Group decided early that for him Cupra Tavascan was competitive it had to be taken to China. But with production already committed, The European Union imposed harsh tariffs on carssince it has the participation of SAIC. The base 10% soared by another 37.6%. That has eaten into any kind of profit generated with a car that had this as its primary objective. These tariffs have not had to be paid by the Skoda Enyaq, Audi Q4 or Volkswagen ID.5, all produced in Europe. Last February, the European Commission confirmed that had reached an agreement to withdraw tariffs on this car as an exceptional case. Cupra has promised not to lower the price and to comply with an export quota. Both figures are, however, confidential. at losses. Although Cupra has promised not to lower the price, it is highly unlikely that the company would have opted for this once the tariffs had been lifted. And it is that the Cupra Tavascan was being sold at a loss despite exceeding 40,000 euros per unit. Aware that it was impossible to sell the car at a price that would allow them to make money with such high tariffs, Cupra preferred to eat that cost and lose money with each car sold. The strategy may make sense because the production commitments in China are maintained and it has helped the company to put the car on the street, make it visible and invest in brand image. Already in 2024 the brand expected to lose 500 million euros with the sale of the Tavascan. An optimistic view. The good news for Seat is that, at last, they have managed to get their Tavascan to start generating profits for the company instead of eating them. But also that Cupra remains strong with its electrified bet. The Cupra Born has been recently renovated and the Raval will arrive in 2026, made in Martorell. The company’s goal is to achieve, by 2030, a profit margin of 6%. To do this, they say, they will focus on cost … Read more

the wheels of your car are revealing your position to anyone who wants to monitor you

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I can think of few uglier scenarios behind the wheel than a puncture going 120 kilometers per hour. Fortunately, tire pressure sensors minimize this risk because they act as whistleblowers in case of mishaps, ranging from a blowout to a simple loss of pressure. They were designed with security in mind and not privacy and that has opened a door: monitor where your car passes. And obviously, where are you. Context. Tire pressure monitoring systems or TPMS are required by law: in the EU since 2014, also in the pioneering United States and other countries such as South Korea or Japan. This system uses small sensors integrated into each wheel to monitor the pressure and send wireless signals to the car’s computer to alert the driver if a tire drops below the set pressure. Due to regulations and validity, there are millions of vehicles in circulation with TPMS and no one perceives them as a risk: they are safety sensors, not connectivity. The discovery. A research team from IMDEA Networks has shown that TPMS sensors continuously emit a unique identification number via radio frequency that has neither encryption nor authentication. The ID does not change, so it works as if it were a license plate. Like that radar that catches you on a specific day and time at a certain point. Thus, anyone with a radio receiver can pick it up and if they do it once, from then on they will be able to recognize that car at any other time. This operation occurs without the driver knowing and, furthermore, he cannot do anything to avoid it. Why is it important. To begin with, because the research team has already confirmed that by crossing the four data from the four wheels, the reliability of the identification is high. Alessio Scalingi, professor at UC3M and one of the authors of the study, summarizes it like this: “data that seems passive and harmless can become a powerful identifier when collected at scale.” But it is also much more discreet than a conventional radar or camera: the TPMS emits radio signals continuously and these are invisible and can pass through obstacles or walls. Hiding is not an option. On the other hand, there is no need to hack anything: the signal is public and by default it arrives unencrypted. In short: TPMS tracking is cheap, difficult to detect, and difficult to avoid. How they did it. To reach this conclusion, the IMDEA Networks Institute research team together with European partners conducted a 10-week study in which they collected signals from more than 20,000 vehicles. The equipment used was a network of low-cost SDR radio receivers ($100 each), which were distributed near parking lots and roads. In that time they were able to collect more than six million messages, which helped them to reconstruct routes and routines, for example what time someone arrives at work or how often they go shopping, the type of vehicle or even whether it transports heavy cargo. The receivers are capable of capturing signals from moving cars at more than 50 meters, even if the sensors are hidden or inside buildings. How it affects you as a driver. You are potentially exposed to monitoring of your car journeys no matter what you do. This sensor goes inside the wheel and has no switch, so as a driver you cannot do anything to avoid this tracking beyond obviously not using your private vehicle. Of course, it requires someone to deploy this network of receivers deliberately. The ball is in the regulators’ court. As the research team explains, the real problem is structural: the TPMS regulations do not require encryption for these sensors, so the solution is not in the hands of users, but in those who regulate and the manufacturers. As concludes Dr. Yago Lizarribarone of the authors of the study: “Our findings demonstrate the need for manufacturers and regulatory bodies to improve the protection of future vehicle sensor systems.” In Xataka | The industry has been filling cars with complex safety systems for years. The only problem is that we don’t use them In Xataka | The Government of Spain has insisted that we do not exceed the speed limits. And it has a threat: jail Cover | Waldemar Brandt

Stellantis has lost 22 billion euros with the electric car. Their hope to solve it is called Zaragoza

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Stellantis embarked on a path of rapid and aggressive transition to the electric car. Along the way, it merged models on the same platform, wanted to convert brands to zero emissions and lost the identity of some of them. The result is 20 billion euros of real and expected losses. Now, part of his future is at stake in Zaragoza with a Chinese car. Saragossa. The news was almost a not news because Stellantis, through the mouth of its CEO Automotive Newshad already confirmed that it would manufacture Leapmotor’s Chinese cars in Spain. By then, with a CATL factory in the middle of construction and already manufacturing Stellantis small electric cars, Zaragoza seemed the best placed city, ahead of Madrid and Vigo. Last week, Filosa himself reconfirmed what was already known but expanded the information with some nuances as stated in The Aragon Newspaper. The car will be manufactured in Zaragoza and will not be alone. And the company has awarded Spain the production of up to four completely electric Chinese models. It will, therefore, be the reconversion of Figueruelas. The Stellantis situation. Although the investments were already confirmed, the last presentation of results could have raised some doubts. Then Stellantis confirmed that the electric car would have a negative impact of 22,000 million euros in your accounts. This does not mean, exactly, that it loses that money, but it is the readjustment that amounts to the cancellation of two new factories, the compensatory payment to suppliers, the money invested in new developments and the money that will no longer enter the company’s coffers. All of this is a consequence of a project led by Carlos Tavares, former CEO of the company, which has failed. The Portuguese wanted to accompany the conversion to all-electric too quickly and with a very aggressive cost adjustment. The result has been too much product at dealerships that very few have bought and models little differentiated from each other with a total loss of identity between companies. Good news (1). Firstly, because the arrival of Leapmotor in Zaragoza represents support for the electric transition in Figueruelas. The factory will be in charge of producing one of the first purely Chinese electric cars to arrive in Europe, a key step to be able to sell them without tariffs. But this also guarantees two things. The first is the opening of a new assembly line because they cannot use exactly the same one as for the Opel Corsa, Peugeot 208 and Lancia Ypsilon electric that Figueruelas produces at the moment. The second is that it increases pressure on the production of batteries that CATL will set up nearby, giving greater support to the project. It remains to be seen if the other three Stellantis models will also roll out of their doors.. Good news (2). The second part of the announcement is interesting in that the Leapmotor B10, the first car to be assembled in Zaragoza, is different from the three mentioned above and that in itself is a reason for joy for Zaragoza. And it is that the Stellantis urban electric cars have not been working well in the market. Everything indicates that, in the future, these electric vehicles will have to receive the embrace of the European customer but at the moment it is not being like thatwhich raised questions about long-term production with a plant that could operate at half gas. The Lepmotor B10 is a car that Stellantis has hopes for because it is different. It has much more striking interiors, adjusted to the huge screens that the industry has demanded in recent years. And it has purely Chinese software and development, so Stellantis can play with the price because its investments have been minimal. The company has the power to distribute the car outside of China but the development, investments and sales within China have been left to Leapmotor itself. Strengths and weaknesses. Stellantis’ decision to produce in Spain reminds us the strength that our country has gained in Europe as a productive alternative to advance electric cars. Either because labor is cheaper than in countries like Germany or France, or because energy is also cheaper, Chery or Stellantis, with Leapmotor, have decided that they will manufacture on our soil. Spain has the advantage of a well-established industry that needs reconversion. The problem is that, for the moment, it has focused on the assembly of small cars (as also happens in Martorell) which are the ones that are having the most problems to sell them or, if necessary, for the brand to make a profit from them. It would be interesting for our country to expand its presence in the development of vehicles and not only focus its industry on their production. Therefore, it is good news that Chery also bets on our country for its new R&D&i space. Photo | In Xataka | Volkswagen’s cheap electric car is manufactured in Spain: this is the new megaconstruction that makes it possible

15 Chinese car manufacturers are going to produce humanoid robots. They will use the same advantage that made them leaders

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China is not late to humanoid robotics: it arrives with factories, suppliers, engineers and software already amortized, an advantage that is difficult to overcome. The supply chain of an electric car (sensors, motors, batteries, chips, perception algorithms…) overlaps by more than 60% with that of a humanoid robot, according to CITIC Securities estimates. XPeng, one of the most technological manufacturers in the sector, It also ensures that its robot reuses 70% of the same AI software as its cars.. If those numbers are real without many asterisks, the Chinese manufacturers of electric vehicles are not that they are aspirants to robotics, it is that they are clear favorites. The panoramic. Fifteen Chinese car brands have announced humanoid robot programs, according to the analysis firm Kaiyuan Securities. China already manufactures 70% of the components of “classic” industrial robotics, and the jump to humanoids takes advantage of the same factories, the same suppliers and the same talent that have given it leadership in electric vehicles. The parallel with what Tesla is doing with Optimus is inevitable, but China is running it with dozens of companies in parallel, at a speed that no single company can match. Between the lines. The bets diverge as much as the companies: Yes, but. There are dark clouds on the sunny day that is humanoid robotics for China. XPeng’s IRON robot crashed in a shopping mall in Shenzhen a few days ago. The company has been in robotics for six years. Driving on roads and moving through the rooms of each parent are very different problems. Roads have lanes, signs, and fairly predictable physics. The rooms have stairs, dozens of small objects, people moving, doors to open, intricate locations or chargers with a cable on the floor. The manual dexterity and dynamic balance required by a humanoid robot have no equivalent in the control architecture of any car. And the most talented engineers in the sector know it: several former XPeng executivesLi Auto and Huawei have left their companies to found their own robotics startups. When the path seems clear, the best are not afraid to go it alone. The contrast. Unitree, a pure robotics company with no ties to the automotive industry, distributed 5,500 robots in 2025. Agibot is approaching 1 billion yuan in revenue, about 122 million euros. These companies built from the ground up for robotics are already delivering their product while car manufacturers are still in the reorganization phase. The technological overlap between cars and robots is real in sensors and perception software, but it quickly thins out when the robot has to manipulate objects with great precision, maintain balance on uneven terrain, or work alongside humans. That last “frontier”, the 30% that does not transfer, may be where it is decided who dominates the industry. In Xataka | China manufactures 90% of the world’s humanoid robots and the reason is not its industrial policy: it is crossing the street Featured image | Xpeng

A Chinese driver rigged his car to drive alone while he was drunk. It wasn’t the best idea

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The Supreme People’s Court of China has had to come out to clarify what may have already seemed obvious: a driver cannot delegate all of his actions to a car with level 2 autonomy. Much less if that driver is traveling drunk and in the passenger seat, leaving the driver’s seat completely empty. As? Yes, you read that right. To Justice. History brings it CarNewsChinawhere they cover the case of a driver who was arrested for drunk driving… more or less. Because, really, he wasn’t the one driving. He was traveling in the passenger seat, with the small detail that no one sat in the driver’s seat. Wang Mouqun, a resident of Linping (a suburb of Hangzhou, a city with almost 12 million inhabitants), has been tried by the Supreme People’s Court of the People’s Republic of China, the most important court in the country, in the first case dealing with behavior related to road safety. The detainee has been punished with 45 days in jail for testing positive in the alcohol test. The decision comes after the driver had also received another sanction for the same reason in less than two years, which has aggravated the punishment. Nobody at the wheel. The truly curious thing about the case is that Mouqun had rigged the car so that the driving assistance system worked even if there was no one at the wheel. Thus, the owner of the car was able to sit in the passenger seat and sleep peacefully while the vehicle was driving without anyone at the wheel. In the Chinese media They talk about “an accessory installed to fool the system” but it is not clear exactly how it did it. What is clear is that the vehicle, a Aito M9drove with adaptive cruise control down the road without ever detecting that there was no human at the wheel. It is not the first case that has occurred in China either. of a driver who activates the driving assistance assistants to avoid driving under the influence of alcohol. What is new is that the Supreme People’s Court of the People’s Republic of China is in charge of handling the case. Level 2 autonomy. Cars like this Aito M9, with a autonomy level 2can circulate without human intervention but require a person to remain attentive to what is happening around them to take the reins at any time. In addition, they require keeping your hands on the wheel. Level 3 autonomy cars can drive without human intervention but, in Europe, only Mercedes is allowed to do so and in very specific circumstances. In fact, the system is so useless at the moment that the company has stopped offering it in the new Mercedes S Class. Between both levels there is an intermediate step known as autonomy level 2+, which does allow for some license. These systems are those that equip cars that, in addition to maintaining the adaptive cruise control system, can overtake cars on their own, just by activating the turn signal or even looking to the sides like BMW. Ford is the only company in Europe with which You can drive without hands on the wheel although the system monitors that the driver keeps his eyes forward. Responsible. What the Chinese Justice has decreed is that in any case, the driver is responsible, even if he was traveling in the co-pilot system and with the driving assistance systems activated. And although no risk situations derived from this way of acting were detected. In fact, the vehicle was kept in operation between 1:15 in the morning and 1:37 when the vehicle detected the trick and stopped the car by itself on the shoulder of the road. It was then that other drivers detected that something was happening and called emergency services. They tested the driver, who tested 114.5 mg/100 ml of alcohol in his blood. in Chinaexceeding 0.80 mg/100 ml of blood alcohol is punishable by a fine and exceeding 150 mg/100 ml is an aggravating circumstance. Above 180 mg/100 ml of blood alcohol is punishable by a prison sentence without parole, with exceptions. The Chinese court considers that Mouqun was ultimately responsible for what happened behind the wheel and that, therefore, he is guilty of both hacking the car and “driving” under the influence of alcohol. Added to a previous withdrawal of his driving license in 2024, the driver has received the aforementioned penalty of 45 days in jail and a fine of 4,000 yuan (about 490 euros at direct exchange rate). Photo | XHBY.NET In Xataka | Fine of up to 1,000 euros for a beer: the DGT prepares the definitive attack against alcohol and it is called rate 0.2

Electric car battery makers are retooling to make batteries… for AI data centers

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In the United States there are a slowdown in the electric vehicle industry, which has caused more and more manufacturers in the sector to convert their business. According to account Financial Times, ten North American factories that produced batteries for electric cars are allocating a good part of their production to energy storage systems for AI data centers. It is the latest industry to readjust around artificial intelligence. The change of course. The media shares data from the consulting firm CRU, which states that these ten plants have canceled enough capacity to produce batteries for 2 million electric vehicles. Of these, seven will focus primarily on the energy storage systems (ESS) market. Among the names involved are Ford, which is converting a factory in Kentucky, and Stellantis along with its partner Samsung SDI, which are converting production lines at its Indiana plant. General Motors is also considering producing its own energy storage batteries, according to declared its head of batteries, Kurt Kelty, to the Financial Times. Why data centers need batteries. Data centers that process AI models require uninterrupted power supply to protect against blackouts or voltage fluctuations. With the construction boom of these centers in the United States, storage batteries have become a critical component of infrastructure. This opens up an alternative revenue stream for automotive companies struggling with electric vehicles. The Tesla example. It is worth taking a look at the numbers of Elon Musk’s company, since in addition to producing vehicles it also manufactures energy storage systems such as Megapack and Powerwall. In this sense, its battery business is turning out to be tremendously profitable, since the company reported income for energy and storage of $12.8 billion in its last quarter, a growth of 27% year-on-year. In 2021, that figure barely reached 2.8 billion. Meanwhile, its revenue from electric vehicle sales has fallen 9% to $64 billion. Political context difficult. Just like account FT, Since the Trump administration eliminated tax incentives for electric vehicle buyers put in place during the Biden era and lowered emissions standards, the electric vehicle market in the United States has seen a slowdown. This has led BloombergNEF to revise its forecast downwards: from expecting electric vehicles to represent 48% of total car sales in 2030, they now project only 27%. Electric vehicles currently account for about 8% of new car sales in the United States. The aid that is maintained. As well as mention In the middle, although these subsidies have been eliminated, the administration retains generous incentives for battery manufacturers: a production credit of $35 per kilowatt-hour and a 30% tax credit for investments in energy storage. In addition, tariffs on Chinese storage batteries are around 60%, allowing manufacturers to produce in the United States at prices close to parity with Asian imports. Between the lines. It is also worth highlighting important nuances. CRU’s Sam Adham counted to FT that battery manufacturers will not necessarily pass on what they save on costs to their customers (they may increase their margins, for what). In addition, according to the FT, the Korean companies that lead the production of storage batteries in the United States have less experience with the lithium iron phosphate technology used by these systems, compared to their Chinese rivals. It is not a total reconversion, for now. Wood Mackenzie’s data suggest that electric vehicles will continue to absorb a greater proportion of battery installations than energy storage until the end of 2030. “If there is a rebound in demand for electric vehicles, companies that have switched to storage systems could be left behind,” said Milan Thakore, an analyst at the consultancy. More sectors than They pivot towards AI. From the Semafor newsletter, also they mention another very interesting sector that is beginning to convert its business towards AI: cryptocurrency miners. And according to Morgan Stanley, facilities dedicated to cryptocurrency mining are seeing a more profitable business in the creation of data centers for AI. The economics of cryptocurrency mining have gotten worse and worse since the reward is lower, and converting these facilities into infrastructure for artificial intelligence is much more profitable. According to the calculations Morgan Stanley, transforming all bitcoin mining facilities in the United States could reduce the electrical capacity deficit for data centers by between 10 and 15 gigawatts. Cover image | CHUTTERSNAP and İsmail Enes Ayhan In Xataka | If AI is the “weapon” of the future, the US is already investing 25% of all world military spending in it

The new Ferrari Luce is much more than Ferrari’s first electric car. It is a desperate cry to find a new audience

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We thought of 2026 as the year in which we would see Ferrari’s first electric car. Boom. As of February 9, we already know the first details of its interior. The company itself has made them public in what is the first of the many appetizers that they will provide us before knowing the final bite. At the moment we already have its name, its interior and a bomb: the design of the cabin has been carried out by Jony Ivewho led Apple design until his departure in 2019. He Ferrari Lucewhich will be the company’s first electric car, has been seen with an interior that breaks with the entire collective imagination of what a Ferrari should be and, at the same time, draws on its history. Why an electric Ferrari? We have been talking about Ferrari’s first electric car for more than five years. Do you remember what life was like before 2020? The electric car seemed like the future, brands were striving to make the leap to zero emissions and the European Union warned that in 2035 we would not have a single car on sale with a combustion engine. Five years later, regulators have accepted that cars with combustion engines can be sold. Of course, the common mortals will not touch them. Or, at least, we will not be able to go to the dealership and order one because the real demands regarding emissions dictate, right now, that if a brand does not want to pay fines it will have to sell many (very many) electric cars for each pure combustion car. And that leaves two paths: either the brand sells those electric vehicles or it puts cars on the market that are expensive enough for the customer to pay the fine and continue to get an economic return from them. Come on, what Combustion cars will be a thing for the rich. But this change in regulation comes late for most brands. Because almost all of them had launched a 100-meter dash race to have their electric cars ready as soon as possible. This career has come hand in hand with enormous investments that, except in very specific cases, were no longer worth stopping. One of them is Ferrari. The brand has needed to move forward with Luce, its first electric car. A car that will not only take advantage of the advantages of electric motors. The first thing its interior tells us is that the Ferrari Luce will be much more than a sports car. It is one of the most important cars in its history. And Ferrari wants to make it a before and after. Ferrari Luce interior Much more than an electric Ferrari In its first electrified car, the Ferrari LaFerrari, the Maranello company sent a clear message: its first electrically powered car was going to be the most cutting-edge and wildest Ferrari ever built. With its first fully electrified car, the first to be sold without an exhaust pipe, Ferrari sends another clear message: techie customer, customer who wants to be fashionable, we are here. It is no coincidence that the cabin of This Ferrari Luce was designed by Jony Ive. Whoever was the head of design at Apple is considered one of the legends of industrial design, with decisions in which he clearly opted for form over functionality. The beautiful over the practical. The Ferrari Luce is everything we could expect since the relationship between Ive and those from Maranello is known. The cabin plays with a neo-retro design, with a steering wheel that recalls the simplicity of the extreme sportiness of a Ferrari F40 or an interior where the buttons have been replaced by aviation-style keys. There are just a few buttons on the center console to raise and lower the windows or lock them. A kind of joystick acts as a gear shift lever. Ferrari Luce gear selector Detail of the central screen button panel The interior of the Luce does not forget that a Ferrari is a sports car with paddles behind the steering wheel rim. But the small islands that shelter the selection positions here forget about the most sporting details to prioritize more day-to-day functions. And this is important. It still has a manettino to select the driving mode but it has a second lever to select what, we assume, will be the degree of power delivery to extend the battery’s autonomy. We have a direct button to control the wipers and another to, we suppose, deactivate the beeps of the wipers. ADAS systems. The turn signals, on what look like touch surfaces but I’ve explained to Top Gear which are physical, are integrated into the spokes of the steering wheel itself instead of having physical buttons and routes as in the brand’s latest models. But, of course, what draws the most attention are its two screens. We have long accepted an instrument cluster and a central screen for a Ferrari. What we did not imagine is that the main screen would be the absolute queen of the cabin with its 10.12 inches and a mobile solution at the bottom that balances between genius and purist horror. The handle is pure Ive design. The graphics displayed by Ferrari are so reminiscent of Apple that one would almost think they have embraced CarPlay Ultra. And at the same time, its 12.86-inch OLED instrument cluster screen is displayed as it would in a classic Ferrari, with its clocks well separated and extraordinary clarity for reading. The whole set is a sample of where Ferrari is right now. The company could have chosen to put an electric car in the body of a combustion Ferrari. Instead he has embraced another proposal: if I can’t convince you to jump to an electric car, I will look for new customers. Although those from Maranello have cars that are more or less usable on a daily basis, until now their proposals have always been consistent. racing Inside, a clear reminder that … Read more

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