Chinese technology companies are paving the way for a world that will be powered by electric motors rather than gas-guzzling engines. It is a decisively 21st-century approach not just to solve its own energy problems, but also to sell batteries and other electric products to everyone else. Canada is its newest buyer of EVs; in a rebuke of Mr. Trump, its prime minister, Mark Carney, lowered tariffs on the cars as part of a new trade deal.
Though Americans have been slow to embrace electric vehicles, Chinese households have learned to love them. In 2025, 54 percent of new cars sold in China were either battery-powered or plug-in hybrids. That is a big reason that the country’s oil consumption is on track to peak in 2027, according to forecasts from the International Energy Agency. And Chinese E.V makers are setting records — whether it’s BYD’s sales (besting Tesla by battery-powered vehicles sold for the first time last year) or Xiaomi’s speed (its cars are setting records at major racetracks like Nürburgring in Germany).
EVs alone have major grid balancing potential. You can get home batteries for under $100/kwh in US right now, and cost of EV batteries have always been lower due to bulk/contract purchases. At $100/kwh, even from grid TOU use power, you can time shift profitably for just 1c/kwh before financing costs, but before resilience/backup benefits from batteries.
Solar is by far the cheapest way to charge those batteries, where home solar without monopoly persecution from utilities, as in Australia, can be extra affordable. But even before abundant solar is permitted in our countries, or even net metering, simply having TOU rates that are cheap at night allows for enough arbitrage for when TOU rates are high. Where some EVs are $300/kwh to $500/kwh for the entire car, TOU rates can allow for arbitrage that pays for whole car.
What sorts of batteries are around that price per kwh? Genuinely curious, been thinking about adding batteries but can’t justify the costs I’ve seen
https://www.youtube.com/watch?v=7bShGUPU3TQ $120/kwh. There are amazon listings for 20kwh in rack batteries for under $3000. It does take DIY (no soldering kits) to get to $100/kwh. searching youtube for projects/options reviews, and especially the linked author is recommended if you’re interested.
Amazing, thank you. My new obsessive project has been lined up
Yes, China has very purposefully put itself at the forefront of the first technological revolution of the 21st century and done this at multiple levels (solar panel production, battery tech, EVs)
Meanwhile the American elites have decided that 19th century technology is were they want to be. Well, that and dead ending killing the country’s lead in the Tech revolution by going down a branch with no future in the form of LLMs and making everybody lose trust in keeping their data in anything owned by American companies.
And, of course, the crooked politicians here in Europe are actually following America more than China in this.
It is a lot more complex than “Europe is actually following America more than China in this”.
Europe have very limited lithium deposits compared to China. Europe is trying to be as self sustaining as possible, especially now that the US have shown themselves to be a highly unreliable partner.
So exchanging one dependency for another is a poor lateral move at best.
You can’t just start digging up the entire ground and make car batteries out of all lithium you find.
European universities all over are researching alternative battery technology that doesn’t rely as much on lithium.
None of that is true. There is lithium everywhere, Germany just found 45 million tonnes of it. People have been digging up the entire ground for oil for 200 years.
You can research all you want, but the periodic table is not changing, and Chinese R&D is decades ahead of the West.
Yeah, they just found it late last year. And still working out how they should bring it up. They’ve made estimates on the amount, i’m not qualified to verify their estimates.
If they can actually bring it up we have security in the materials required to make the research worth it.
But no, we have not dug up all of the ground to get oil. Oil is a lot more liquid than lithium ore. We can pump up the oil without having to excavate the entire surrounding area.
I’m not saying that to defend oil. But the funny part about it is that if they had dug up all of the ground to get it, they would have found their lithium deposits sooner. Because they found it in an oil-field.
You can research all you want, but the periodic table is not changing, and Chinese R&D is decades ahead of the West.
What does that even mean? Do you have any idea how long ago it was since we found the last naturally occurring element? Should we have just stoped all research I the early 1900’s because “the periodic table is not changing”. Dumbest shit I’ve heard all years. And yes, I did hear about Trumps email to Norway. You still win.
Adding to your comment: Lithium brines are extracted through drilled wells, it’s not always ore.
