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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 9 of 9

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AutoBYDEV
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FinanceReport, Blogs & InsightsMarkets & InvestmentsMacro / EconomicsChinaCrude Oil & Energy

https://www.bloomberg.com/news/articles/2026-02-10/ford-falls-behind-china-s-byd-in-global-sales-for-the-first-time

Ford Falls Behind China’s BYD in Global Sales For the First Time

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UJ
Feb 11, 2026
Source
ChinaEVPE/VC
+66 more tags
FinanceGeopoliticsChina FocusedReport, Blogs & InsightsMarkets & InvestmentsTechnology

https://x.com/haugejostein/status/2017221398599442744?s=20

Source : Jostein Hauge

Chinese EVs now account for roughly two-thirds of all EVs sold in the world. This kind of rapid takeover of a global high-tech industry is unprecedented — remember, we’re not only talking about EVs made in China, but also Chinese brands dominating the global market.

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UJ
Feb 8, 2026
AIEVAV
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PEVCFinanceReport, Blogs & InsightsTechnologyMacro / EconomicsCrude Oil & EnergyPE/VC

Untitled e81d4d

Yeah...though it's from ARK, need to take the numbers with a pinch of salt.

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UJ
Feb 6, 2026
Source
WaymoEVSelf-driving Car
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AIAlphabetPEVCFinanceTechnologyReport, Blogs & InsightsMacro / EconomicsCrude Oil & Energy

https://research.contrary.com/tech-trends-report?utm_source=substack&utm_medium=email&topic=computational-intelligence

'Slowly, slowly....and then suddenly'. In July 2025, Waymo became the first autonomous taxi service to reach 100 million miles driven. #Waymo #Non-Linear

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UJ
Feb 6, 2026
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ChinaEVFinance
+77 more tags
GeopoliticsChina FocusedReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsCrude Oil & EnergyPE/VC

https://x.com/ShanuMathew93/status/2018348320100372678?s=20

China produced 86% of batteries globally in 2025 - Battery Report 2025 (Volta Foundation)

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UJ
Feb 3, 2026
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EVChinaBattery
+66 more tags
ReportGeopoliticsChina FocusedReport, Blogs & InsightsMacro / EconomicsCrude Oil & Energy

https://volta.foundation/battery-report-2025?utm_source=substack&utm_medium=email

China's Battery Investment Journey: From R&D to Global Leadership | The Four Phases

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UJ
Feb 3, 2026
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EVChinaFinance
+77 more tags
GeopoliticsChina FocusedReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsCrude Oil & EnergyPE/VC

https://volta.foundation/battery-report-2025?utm_source=substack&utm_medium=email

Worldwide Battery Patent Landscape 2025 | Patent activity in 2025 is heavily concentrated in China, with rapid expansion from emerging Chinese entities.

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UJ
Feb 3, 2026
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HesaiLidarTech
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AIEVChinaReport, Blogs & InsightsTechnologyGeopolitics

https://x.com/abhayjainp/status/1996564497763627190?s=20

Hesai | Lidars | US$200

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UJ
Jan 8, 2026
EVChinaReport, Blogs & Insights
+33 more tags
Markets & InvestmentsMacro / EconomicsCrude Oil & Energy

Untitled 467163

New EV launches by top-selling global brands in China

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UJ
Jan 6, 2026
PE/VC