electric

30% of heavy trucks sold in China are already electric, in Europe only 4%

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China has been dominating with an iron fist for years the electric car race. Now it is opening a second front: heavy trucks. Just like they count Since Semafor, in 2025, almost three out of every ten heavy trucks sold in the country were electric or new energy. In Europe, the figure does not reach 5%. And the most striking thing is not the difference, but the speed at which that gap is closing. An unprecedented leap in a very short time. In 2021, new energy trucks barely accounted for 0.7% of heavy vehicle sales in China. In 2024, they were already 12.9%. Just like share the average, in 2025, almost 30%. That pace of adoption, according to Zhao Pei, a postdoctoral researcher at MIT, “leaves the rest of the world in the dust.” In Europe the figure remains around 4%, and in California, which is supposed to be the region of the United States where there is the greatest adoption of electric trucks, annual sales are counted in hundreds of units, according to the analysis firm Rystad Energy. lTrucks are more difficult to electrify. Heavy vehicles are the backbone of any country’s domestic trade, but electrifying them is much more complex than doing the same with a car. Their energy needs are enormous and the size of the batteries can reduce the charging capacity. Furthermore, there is still a lot of distrust of technology in the freight transportation sector. “They are a completely different game from passenger cars when it comes to electrification,” counted Mao Shiyue, researcher at the International Council on Clean Transportation. Politics and prices as catalysts. Since 2020, China’s central government forced factories in key sectors (steel, cement, energy) to incorporate a percentage of new energy trucks or face production restrictions on days of high pollution. Added to this were very generous subsidies to replace diesel trucks with electric ones. The result: a huge domestic market, highly integrated supply chains and fierce internal competition that has accelerated innovation. Today, the cost per kilometer of an electric truck in China is approximately one-third that of its diesel equivalent, they shared from the middle. Although the purchase price is double, the difference is amortized in about two years. The infrastructure that makes it possible. China has also deployed an entire network for its electric trucks to operate. To achieve this, they have been working for some time on what they call their “green corridors”, specific charging networks for heavy vehicles along highways. One of the largest, built by Qiyuan Green Power, connects Tianjin port with the Gansu industrial region across 2,200 kilometers and 27 stations. For its part, CATL, the world’s largest battery manufacturer for electric vehicles, it has developed a battery exchange technology that allows a dead battery to be replaced with a charged one in just five minutes, and already has more than 300 operational stations in the country. The weak point: long distance. Not everything is resolved. Trucks operating short, fixed routes have led the transition, but long-distance trucks, which can travel up to 1,000 kilometers a day, remain a challenge. The autonomy and capacity of current batteries are not always sufficient for these routes. And just as share From Semafor, a typical 49-ton heavy truck can travel between 200 and 300 kilometers on a load, enough to operate in ports and urban areas, but far from what long-distance interregional routes need. Now they arrive in Europe, and cheaper. More than half a dozen Chinese manufacturers plan to enter the European heavy truck market in 2026. According to account Reuters, among them stand out BYD, Farizon (Geely), Sany (which is currently the best-selling electric truck brand in China), Sinotruk and the startups Windrose and SuperPanther. The middle share that newly arrived manufacturers plan to set prices up to 30% below the European average, which is around 320,000 euros. Even so, that triples the cost of a conventional diesel truck, whose average in the EU is around 100,000 euros. Unstoppable speed. Phil Dunne, of the consultancy Grant Thornton Stax, counted Reuters that the European sector takes on average seven years to complete a development cycle for a new truck. Windrose, a startup founded in 2022, took three years to develop its Global E700 model, obtain approval to sell it in China, Europe and the United States, and prepare it to enter production. Its price in Europe will be 250,000 euros. “The speed at which the Chinese have come up with good products has surprised everyone,” Dunne said. Code red. Volvo, Daimler Trucks, Iveco, MAN and Scania dominate the European market and have the advantage of built-up trust among their customers. But they are aware of the risk. Volvo Group CEO Martin Lundstedt described Chinese manufacturers as “fast, innovative, determined and committed”. In parallel, associations such as ACEA and E-Mobility Europe they press the European Commission to accelerate support measures with lower tolls for electric trucks, fleet electrification mandates and subsidies tied to European production. What is at stake. China is the world’s largest importer of fossil fuels, has the most extensive road network on the planet and road transport represents almost three quarters of its volume total merchandise. If the electrification of its trucks advances at the planned pace, Rystad Energy calculate that China’s demand for diesel could fall by 20% from current levels before 2030. “We have one or two years to get ahead of ourselves. Or the Chinese will eat our toast,” counted Chris Heron, Secretary General of E-Mobility Europe. Cover image | aboodi vesakaran and Sany Group In Xataka | China has been boasting about its driverless robotaxis for years. Until more than 100 have stood at once in Wuhan

This is the nitrogen plant that will shield electric mobility

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Extremadura is ceasing to be solely a heritage and agricultural reference to consolidating itself as a new strategic pole on the map of the international energy industry. The latest confirmation of this metamorphosis comes from China: the multinational Jinhong Gas. This Chinese giant has chosen the regional capital to take the leap and install its first factory in all of Europe. In short. As stated in a resolution of the Official Gazette of Extremadura (DOE)the Government of Extremadura has been released to public information the request for Unified Environmental Authorization (AAU) for this project. With this movement, a legal period of 20 business days is opened so that any person or entity can consult the technical file and present the pertinent allegations before its final approval. More in depth. In fact, to protect this operation, the Asian corporation has already formally established in the city the commercial company ‘Jinhong Gas (Spain) SL’, injecting an initial share capital of 100,000 euros. In economic and logistical terms, the main objective of this nitrogen plant is to directly supply the future gigafactory of materials for cathodes for electric vehicle batteries promoted by its compatriot, the Chinese company Hunan Yuneng, and which plans to mobilize 800 million euros and create around 500 direct jobs. The basis of the project. The DOE provides a technical x-ray exhaustive. The factory will be built on plot I-18 of the Expacio Mérida business park, occupying an area of ​​12,000 square meters. Its forecasts are massive: operating about 8,000 hours per year, the facility will have the capacity to produce up to 100 million cubic meters of nitrogen per year (17,000 Nm3/h). The industrial process, according to the official documentwill use cryogenic air separation technology. This means subjecting the air to a complex circuit that includes compression using 1,250 kW turbines, purifying drying to eliminate CO2 and humidity, and extreme cooling using pumps that operate at -196 ºC. All this happens in a “Cold Box” where the air is distilled to obtain nitrogen with a purity greater than 99%. At a logistical level, the production will be sent in gaseous format through direct pipelines to the final consumer (like neighbor Hunan Yuneng). The rest will be stored in a liquid state in two monumental vertical cryogenic tanks, 4 meters in diameter and 250 cubic meters in capacity each, for sale to third parties. To maintain this production rate, the project estimates an annual consumption of 36.8 GW of electrical energy and 96,000 cubic meters of water. The thirst for megawatts. Like the Extremaduran gigafactories, the technological giants that land in the country share the same need: an inexhaustible thirst for stable and cheap energy. And this is where Spain has the resources to lead the continent. Thanks to an unprecedented photovoltaic and wind deployment, the country has earned the right to dream of being the great “Europe battery”. This immense renewable potential is the perfect magnet for the new electro-intensive industry and is what drives us in the race to be the great hub of data centers in southern Europe. To pave the way, the Government is already making moves to shield these macroprojects from electrical costseliminating anachronistic barriers such as the obligation to consume at night (the old off-peak hours), a requirement that does not make sense when our solar energy overflows the meters at noon. Kilometer zero of the new industry. With earthworks already started in ExpacioMérida and environmental procedures in their public exhibition phase, Extremadura takes an irreversible step. The ancient Roman capital embraces the 21st century, assuming a leading role. It is no longer just about attracting Asian multinationals, but about demonstrating that Spain can combine reindustrialization with clean energy, establishing itself as the perfect ecosystem for the mobility and technology of the future. Image | jh-gas Xataka | The war with Iran has made energy a problem. The United Kingdom believes it has a solution: solar panels

the symbol of the Spanish electric car boom faces a difficult horizon

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In its day, Wallbox was one of the great hopes for him electric car in Spain. A symbol with unicorn aspirations with Spanish capital, listed in New York and a simple initial purpose: to sell electric chargers. A purpose that gradually escalated to end up focusing on the comprehensive management of domestic energy. The problem? Since last year the company has a value less than that of your debthas laid off a third of its staff and urgently needs a financial boost. One who doesn’t know where to find. The situation. At the beginning of this month, Wallbox activated the pre-bankruptcy process. The company owes nearly 170 million euros to entities such as Banco Santander, BBVA, CaixaBank, or the Official Credit Institute. The pre-bankruptcy status prevents creditors from executing their debts, so this shield is a small temporary ball to negotiate debt and reach agreements. Dates? Evolution of the Wallbox share. Javier Lacort. The hope. Wallbox closed the 2025 fiscal year with losses worth 103.19 million euros, 32% less than in 2024. The company reduced its labor and operating costs by 25%, managing to stop the debacle in its adjusted EBITDA. What happened. In 2021, Wallbox was listed on the New York Stock Exchange with a valuation of more than 1 billion. Four years later, the company was worth 37 million. The company has been adding year-on-year losses that have plummeted its stock. It has reached a price below the dollar The situation led to massive layoffs and cost reduction plans Since 2024, the company has focused the strategy on reduce operating losses and get creditors to sign a new financing plan. According to Wallbox, 85% of them support the plan but HSBC, one of the giants behind the financing, is reticent about the new roadmap. Buying time. Wallbox is buying time with its pre-bankruptcy request, trying to refinance the 170 million debt. Although the situation is critical, all is not lost. The company is managing to cut net losses and affirms that its strategy is aimed at “a more efficient, resilient and future-ready organization.” We have until summer to check it out. Image | Wallbox In Xataka | Install an electric car charger at home: how much does it cost and steps to follow

We wanted electric cars and solar panels. The Hormuz blockade has returned us to the era of coal and nuclear energy

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The Third Gulf War has caused what decades of climate summits tried to avoid: the effective closure of the Strait of Hormuz has erased 20% of the world’s supply of oil and liquefied natural gas (LNG) in one fell swoop. Faced with the imminent threat of a large-scale blackout, governments around the world have put their energy transition plans in a drawer. However, to keep the lights on and the economy afloat, the immediate response has been to look back to the past: burn coal by the piece and resurrect nuclear power. The mirage of “bridge fuel.” Asia buys more than 80% of the crude oil and gas that transits through Hormuz, but the problem goes far beyond a simple ship jam. This crisis has destroyed one of the great pillars of the energy transition. As explained The New York TimesLiquefied Natural Gas (LNG) was sold during the last decade as the perfect “bridge fuel”: less polluting than coal, more reliable than intermittent renewables and capable of being transported by sea to any corner. That bridge just blew up. The damage is far from being repaired, and it is estimated that the infrastructure attacked It will take years to operate again. Added to this is that Iran has turned the Strait of Hormuz into a kind of maritime “VIP discotheque”deciding by hand which ships can cross. No one can depend on LNG ships to guarantee their sovereignty. The main problem: live without pantry. But there is a technical factor that has turned this crisis into an immediate catastrophe: lack of storage. Unlike the West, most Asian countries lack underground gas stores, leaving them completely exposed to supply disruptions. While nations like South Korea can last up to 52 days and Japan about three weeks, Taiwan walk on a wire extremely fragile, with a legal security threshold of just 11 or 12 days of reserves. Without a “pantry” to store the LNG, Asia has no room for maneuver: if the ship does not arrive on Monday, the blackout begins on Tuesday. This structural vulnerability is what has forced an unconditional surrender to coal. Coal’s dirty lifesaver. As Jonathan Teubner, the aforementioned analyst, perfectly summarizes by Financial Times: “No coal ship passes through the Strait of Hormuz.” That is the key to everything. Being a cheap, abundant resource that does not depend on the troubled waters of the Middle East, the most polluting mineral has returned with a bang. According to FortuneSouth Korea has removed the 80% operational cap for its coal plants, a decision that has drawn the ire of environmental groups who accuse the government of using “energy security as a pretext.” Thailand, for its part, is restarting plants it had dismantled last year. From Seoul to New Delhi: the dilemma of the powers. Japan, one of the world’s largest gas importers, has also bowed to the evidence, allowing its least efficient coal plants to operate at full capacity for a year. Energy desperation is such that in Japan There are already voices demanding cancel the emissions trading system, calling it a “death sentence” for the coal plants they now need to survive. In India, the situation is critical. Prime Minister Narendra Modi has warned of a “major challenge” ahead of the summer. To avoid massive blackouts, New Delhi has commanded giants such as Tata Power and Adani Power operate at full capacity, while Bangladesh seeks multi-billion dollar loans. Sam Chua, analyst at Rystad Energy, sums it up in Financial Times: We are not seeing a transition, but a brutal “destruction of gas demand.” Although it is not that simple: the money wall. This coal revival has a glass ceiling. As experts point out in Japan Timesthe banking sector flatly refuses to finance the construction of new coal plants for fear of being left with “stranded assets” (stranded assets) in the face of global climate commitments. That is, countries are squeezing their dirty old infrastructure to the last drop, but they can’t build new ones. Charcoal is the assisted respirator, but not the cure. The atom as a shield: the great redemption of uranium. Panic too has broken atomic taboos. Taiwan, whose government promised a “nuclear-free homeland” in 2016, has announced plans to restart two decommissioned reactors. The Philippines has charted a fast track to atomic energy by 2032, and Vietnam has just struck a deal with Russia to build its first reactors. Uranium is no longer seen as a threat, but rather as the only way to protect the electricity supply against maritime blackmail. The domino effect reaches Europe. What started as an emergency solution in Asia is already infecting the West. The crisis has forced the European Union to break its own historical taboos, admitting that Europe committed a “strategic mistake” by moving away from atomic energy. Brussels has already put 200 million euros on the table to develop Small Modular Reactors (SMR) by 2030. This shift shows a continental fracture: while France entrenches itself protecting its nuclear investment of 300 billion euros and blocks energy interconnections with the Iberian Peninsula, Europe assumes that it cannot guarantee its future solely with the sun and the wind. War rationing in the 21st century. While the plants uproot, the daily suffocation hit the streets. Philippines has declared a “national energy emergency.” In South Korea, the government implores families to take short showers and Samsung has prohibited its employees from driving to work based on the license plate. In Thailand, officials operate with work weeks for four days and they are prohibited from wearing ties in order to raise the temperature of the air conditioning. The collapse is so severe that Thai ambulances have taken to Facebook to beg gas stations to reserve diesel for them to save lives. The collateral damage. The scope of this blockage transcends the electricity bill. If the conflict lasts until June, Bloomberg alert that the barrel could touch $200, a price designed to cause “demand destruction.” This would lock global inflation at a chronic … Read more

Sony and Honda have canceled Afeela, their first electric car. One more example of China’s triumph where others fail

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Honda has encountered a wall called the electric car. One that has carried out the development of three of its own electric cars, another that was underway with Sony and that will have an impact on its accounts of about 22.5 billion dollars. The situation, it seems, is not the best. Honda’s jump to the electric car It seemed like an immutable reality just seven years ago. Seven years may seem like a long time but in automotive industry terms it is just the usual jump between two generations of cars. Perhaps that is why the plans, in addition to being immovable, seemed risky. In October 2019, the company announced that From 2022 it would only sell electric cars in Europe. Our continent seemed to be moving towards the electric car under pressure from regulations. Tesla was booming and the companies thought that this was the best path for our market. Today, Honda’s catalog for our country does not have a single electric car. In these years, the Honda e has obtained a very discreet result, victim of a very high price. He e:Ny1, a sort of electric HR-V, is also no longer available after selling an almost negligible number of cars in our country. Along the way, they announced the development of three new electric cars for the US market, all with a groundbreaking and futuristic aesthetic. Also a car that would arrive together with a collaboration with Sony. All of this has been cancelled. The Chinese surprise Much has changed in recent years so that Honda has gone from targeting only the electric market in Europe, developing three new cars with this technology for the United States and another with Sony, to canceling everything. And the company confirmed a few days ago that he reversed his electrical project. First with the cancellation of cars designed only for the American public. The move almost seems logical. The country still does not clearly embrace the electric car and Donald Trump is giving wings to keep every combustion car alive and without any effort. With a country of enormous distances and a charging network that remains insufficientthe electric car continues to have significant pitfalls. This cancellation has had two clear consequences. The first is an impact on Honda’s accounts of more than 20,000 million dollars. How we have the case of Stellantisthis money is not a direct loss, it is the sum of the investments already made, the fines to be paid to suppliers for unfulfilled agreements and the money that is not received from the sales that had been estimated, among other items. The second impact is that Afeela 1 has also been cancelled. This car was born from a collaboration between Sony and Honda. At CES 2023 It was already announced that it would arrive in 2026. Last year, at the same fair, the car was priced for the US market: $89,900 for the “cheap” version and more than $100,000 for the “face.” This year, at CES, we had no news. Less than three months later we know that the project has been canceled because, among other things, it rode the same platform as Honda’s other three electric cars. Once this was cancelled, producing a single car with a single platform was economically unviable. Sony’s car was sold as a leap forward for Hondaa preview of where the market was going to go. The intention was that Honda would provide the hardware and its knowledge making cars, Sony would provide the software and its experience getting the most out of elements such as cameras or sensors. Qualcomm and Epic Games were also supporting the project, the latter company creating an on-demand mobility service for the vehicle. The evolution of the automobile industry has attracted various technology companies. First it was Dyson the company that surprised us by announcing its own electric car. We know that Apple has tried to bring its own car forward and along the way he has left 10,000 million dollars. Microsoft was an investor in Cruise before its closure. Google is making efforts with autonomous cars. This company also wants Android Automotive be an essential part of the future of the electric car. Of all these companies that have been involved in the development of electric cars, all of them have failed. Only Google with Android Automotive seems to be building a long-term ecosystem, which Apple doesn’t seem to be getting it with CarPlay either. We are not talking about companies that supply hardware to automotive companies like Qualcomm or Nvidia, we are talking about companies that also they get involved in the development of a car through their software services or their knowledge to take advantage of that hardware. And, here, China is leading the market. What Sony and Honda intended was to demonstrate that two leading Japanese companies still had enough muscle and knowledge to produce a ground-breaking and competitive electric car. At that time, Xiaomi has built it itself. And Huawei is giving a lesson in China on how to take advantage of these collaborations. Right now, this last company collaborates with Toyota on the latest electric vehicles they have launched for the Chinese market. Its cars have their own ecosystem developed by Huawei that relies on, among other things, the electric motors that Huawei also develops. That is, the Chinese company is in charge of providing its parts and its software knowledge for the ultimate control of them. Huawei and Xiaomi are taking over the operating systems of Chinese electric cars with HarmonyOS and HyperOS. Both companies have extensive experience designing interfaces and digital experiences for the user, an essential service in China to sell electric cars and where Europe, Japan and the United States are still in their infancy, if we compare ourselves to what we see there. Specifically, Huawei has spread its tentacles in the industry until getting its hands on Toyota developments and having cars on the street that will rival Porsche, like the Aistaland GT7sedans that … Read more

I have calculated how much I will spend on gasoline this Easter. I’m already looking for an electric car

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Tomorrow, March 28, will mark one month since the United States and Israel attacked Iran in an offensive that appears to be stalling. Four weeks since the Strait of Hormuz was effectively closed, since the price of oil skyrocketed and gasoline prices skyrocketed. Four weeks paying more for our deposits. Four weeks looking at electric cars with different eyes. Tied to fuel. The price of gasoline and diesel has fallen significantly since the Government applied the discount on VAT on hydrocarbons. The market, which was beginning to reach two euros/liter, has relaxed in the case of gasoline (1,562 euros/liter on average), according to dieselgasolina.combut it is still very high in the case of diesel, which remains at 1,773 euros/liter. This gap between diesel and gasoline is making let’s live an unprecedented situation. Already with the war in Ukraine we saw the price of diesel skyrocket. Now, with Russia already out of the market (at least the legal one) and with a new tension in the supply chain, Europe is witnessing an increase in diesel prices for having gotten rid of its refineries over the years. A considerable saving. Taking prices in Spain as a reference, the savings in the cost of using an electric car were already high in recent years. But this has skyrocketed in the last month. Spain continues to be dependent on diesel for an aging fleet where diesel is used by 57.1% of the total volume of cars, according to Anfac. although new cars sold with this technology are very few. And in Europe the x-ray is very similar. This has made many look at the electric car with different eyes. How we tell you our calculator and the professionals themselves explainthe more kilometers traveled with an electric car, the cheaper its cost of use. Or, simply, the greater the gap that exists with gasoline. Let’s give an example, with diesel at 1.773 euros/liter, traveling 100 kilometers with a car that consumes five liters of fuel costs 8.86 euros. In the case of gasoline, if the car consumes seven liters on average, the cost to travel 100 kilometers is 10.93 euros refueling at 1.562 euros/liter. With an electric car that consumes 20 kWh/100 km on the road, the cost is the following: Domestic rate (10 cents/kWh): 2 euros/100 km Direct current recharging up to 50 kW (20 cents/kWh): 4 euros/100 km Direct current recharging up to 150 kW (30-45 cents/kWh): 6-9/100 km Direct current recharging above 150 kW (60 cents/kWh): 12 euros/100 km Winner? Yes, especially the slower we reload. And the comparisons between a combustion car and an electric one are somewhat complicated since the consumption of the car on the road (quite variable between electric cars) and the price of the chargers come into play. Below we will leave a practical example but first we will make some details clear: The consumption of an electric car on the road has important differences. A Tesla Model 3, perhaps the most efficient car at the moment, consumes about 16 kWh/100 km at sustained rates of 120 km/h. A “gastón” car can go at 24 kWh/100 km. That, with high rates, means recharges of up to four euros more per 100 kilometers The real savings of an electric car are in slow recharges, especially domestic ones. Here, rates vary greatly. There are flat rates of 15 cents/kWh but those who have license plates and a favorable environment can charge at 0 cents/kWh for a good part of the year. In our case, we are going to assume 10 cents/kWh. On a trip like Easter, it is very likely that we will stop to sightsee in a city or to eat. At these stops, slow or direct current charging can be done but at low power, below 50 kW. Just as service stations have loyalty cards and programs, electric car users can also take advantage of subscription rates to save money. We will leave them aside because the possibilities in both cases are very wide. Our example. To understand whether or not we save money, let’s assume that this Easter we add a trip of 2,000 kilometers. In it, we will leave with a full battery, as a typical electric car user would. Our electric car has a range of 400 kilometers. The round trip will take us 1,200 kilometers and we will do another 800 kilometers moving from one place to another, getting to know new places. Let’s assume that the car’s consumption is 20 kWh/100 kilometers and that the battery has a size of 80 kWh. Thus, we are going to assume the following recharges: We leave home with 100% (80 kWh and 400 km) and we stop when we have 10% battery left (8 kWh and 40 km) We fill the battery with a high-power charger up to 80% (we have recharged 56 kWh and have 320 km available) and we arrive at the destination with 80 km left in the battery (20%) At the destination we charge the battery to 100% to move with a 50 kWh charger. We have a second recharge at destination. We are going to do 800 kilometers of tourism, that is two full batteries which is equivalent to the first full recharge already mentioned and a second to have another 400 kilometers ready. On our return we will repeat the move: we will charge in our holiday area (third recharge at destination) with a 50 kW charger up to 100%, we will repeat the fast charging on the road at more than 150 kW and we will fill the battery at home to 100% to check the real cost. Here we will arrive with 20% battery. The expense. Taking all this data, we have the following results: First recharge on the way up to 80% (56 kWh at 0.60 euros/kWh): 33.60 euros First recharge at destination up to 100% (72 kWh at 0.20 euros/kWh): 14.40 euros Second recharge at destination up to 100% (80 kWh at 0.20 euros/kWh): … Read more

MG reveals the secrets of MG SolidCore Battery, the first semi-solid batteries for electric cars that will arrive in Europe

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Without the light effects that precede a big announcement but with the security of someone who knows they have something good on their hands. MG met us in Frankfurt, met us on the outskirts of the city and put it before our eyes. The car and its tools. The weapons to continue gaining ground in a battle that seems long. Because with a quick presentation and a talk with its managers, the Chinese company revealed the two great advances with which it intends to continue gaining ground in the European automobile market: a new hybrid system and, above all, its semi-solid state batteries that will arrive with the new MG4 Urban EVa kind of evolution of the current MG4 Electric with which it will coexist in the market. In 2025, MG was the brand with Chinese capital that achieved the best results in Europe. Also in our country, where it reached 45,163 registered units. The formula for success has been based on the launch of vehicles for the access range. Cars at low prices, very spacious and equipped. But, above all, very competitive if we compare them with the competition. The strategy is paying off. Both in vehicles with combustion engines, where the brand does not have to pay tariffs, and with the MG4 Electric, which became among the best sellers in many European countries. The recipe at that time was simple: attractive price, good interior space and versions with a lot of power. Now, MG seeks to take a qualitative leap. Continue convincing and gaining ground in those who are undecided. But, above all, they bring technology that is currently not available to any other brand. Some semi-solid batteries to capture the market Our gazes, therefore, were pointed at the stage where the brand representatives were passing, but what was truly important was behind us. There, behind a curtain, the new MG4 EV Urban, a compact electric car that wants to position itself as the most advanced electric car of the moment. At least if we pay attention to its battery. At 4.44 meters long, the new MG electric car is a canonical compactor, of those that continue to triumph in the European market. To test it we will have to wait a few months but we were able to sit in it for the first time and see first-hand that we are facing a qualitative leap in quality in the interior. The car does not represent an aesthetic revolution on the outside and, of course, is less striking than the current MG4 Electric. But packaging does win. Inside, materials have improved and the perception of quality has risen. The screens are accompanied by physical buttons to control the climate and volume with wheels and controls that offer good touch. The sound of the speakers surprised me with their good quality (yes, I have to say that I don’t have the best ear among the staff). Xataka). And it has interesting details such as the controls that we already saw in the MGS6 EV on the steering wheel or a slightly rough mobile phone wireless charging surface so that the phone does not move. The new MG4 We will talk about all this in greater detail when we can get our hands on it to taste it in motion. Until then we will delve into the technology with which they want to hit the table with batteries that they already mass-produce. They are called “MG SolidCore Battery”. Because the MG4 EV Urban will be the first electric car in Europe to use semi-solid state batteries. With the promise that the car will not face a superlative extra cost. On the contrary, they told us that it will move in figures similar to the current ones. At the moment, the MG bestseller is around 38,000 euros but with the brand’s aid and discounts it is currently below 28,000 euros. What are these semi-solid batteries? It is the first step before jumping to solid batteries, the great promise of the electric car. They are energy accumulators that improve each and every one of the current aspects of LFP or NCM batteries, the most common on the market. Currently, these batteries use electrolytes that use liquid electrolytes to move lithium ions between the electrodes and thus generate electricity. With each discharge, lithium ions travel from the anode to the cathode through the liquid electrolyte. There the electricity is produced that is used by the motors. With recharging, the electrolyte takes the opposite path. Solid state batteries promise to forget about this liquid. This will allow, if the technique advances sufficiently, to have batteries with very ambitious ranges (more than 1,000 kilometers are targeted), in a reduced size and with more powerful charging and discharging capacity. And maintaining their security. The semi-solid state battery is the intermediate step. MG claims that the electrolyte liquid takes up around 20% of a conventional battery right now. With its new batteries, that liquid barely reaches 5%. Solidifying that space allows them to increase the nominal voltage of the battery and therefore also improve energy density. MG points out that these new batteries reach a density of 400 Wh/kg. Part of the secret is that the mobility of lithium ions increases their possibilities, they go from moving in a one-dimensional (LFP) or two-dimensional (NCM) to three-dimensional movement using the solid electrolyte. What does this translate into? The batteries of the new MG4 Urban EV will be smaller but will be able to travel the same number of kilometers as the current model. Although no specific figures have been confirmed, the leap forward should be qualitative because It is an evolution that feeds on itself.. If the battery is denser, it can be smaller to travel the same number of kilometers. At the same time, the weight of this accumulator is lower and the car is more efficient, resulting in better consumption data and, therefore, autonomy. But it also has other types of advantages such as less … Read more

Mexico is developing its first electric car and Puebla has the responsibility of delivering it: Olinia

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Mexico has a plan: the ‘Mexico Plan‘. It is the roadmap to attract investment and develop industries such as biotechnology, that of semiconductors either that of electric cars. With tariffs, Mexico has realized that it must depend more on itself, and Olinia will be a way to achieve this. It is the name of a family of ‘Made in Mexico’ electric cars that was put on the table last year as part of that ambitious plan. And it needs -a lot- of money to get started. The plan. In Mexico there is a beastly infrastructure to create cars. In fact, the United States bought thousands of units of those cars manufactured in Mexico each year. However, Trump’s latest policies They convinced some manufacturers to move to American soil. That made the Sheinbaum government realize that they need their own industry to achieve technological sovereignty, and Olinia was the answer. in language nahuatl“olinia” means “to move”, and is the name of a family made up of three types of 100% electric and cheap vehicles: A small one for the personal mobility of young people and taking their children to school, as an alternative to buying a motorcycle. One for mobility in the neighborhood. One for last mile merchandise delivery companies. Puebla. During these last few months the development of the car has been moving, but recently we have had two interesting developments. The first is the manufacturing area. Puebla aimed to be, due to some plants they had, a systems supplier for the Olinia. The Technological Institute of Puebla would be in charge of some tasks, such as design, but now everything will take shape there. It will be one of the 60 technological innovation projects that will be developed in Puebla over the coming months, but it is evident that Olinia is the most visible piece of the strategy. The Government stated that the project is very advanced, but that we will have to wait until June for the launch of two prototypes. The car platform show me the pasta. This is not only a boost for Puebla in the particular struggle with Jalisco and Sonora to become the spearhead of the Mexican technology sector, but a declaration of intentions. It seems that the car is closer than we think and that commercial goal set in 2027 will be met. But something fundamental will be financing. Olinia is a program backed by public money (scarce so far, according to Bloomberg), but it is already noted that a few more million from private capital will be needed for it to see the light. At least, another 200 million dollars What the Government is looking for to be able to produce these first models in something that they describe as “a common practice in the market when talking about relations between governments and automobile companies.” Lithium. Little by little, Olinia is taking shape and phases of development are being completed. The intention is for them to be short-range cars for short-distance urban trips, but beyond the issue of financing, there is something on the horizon that could put a brake on the Mexican electric car: lithium. Because Mexico has some of the most important lithium reservesbeing a crucial component for the batteries of any device, but it is not produced on an industrial scale. And if it wants to be technologically and economically sovereign, perhaps the focus should be on discovering how to achieve a stable production of lithium and other critical minerals. In Xataka | The United States knows it has a problem with rare earths from China. And he believes he has an alternative: Mexico

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

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