EU eased CO₂ regulations for automakers at the end of last year. Almost immediately, parts of the LinkedIn community declared the EV transition dead: OEMs will return to ICE, Europe will lose the race, and incumbents will be finished. I argued the opposite. The legislation did not reopen a real path back to combustion. It was a gambit - giving away something to score a bigger victory. In practice, it pushed European carmakers toward EVs. That is exactly what is now being conf

What scrapping the Europe's EV target really mean

Europe keeps announcing “battery partnerships” with Asian players with great enthusiasm — but when you look closely, the only thing landing here in any meaningful quantity is concrete. A T&E/Carbone4 report, which came out this February and which I’ve missed, lays out what many of us working in manufacturing have suspected for years: technology isn’t coming, know-how isn’t coming, and the only thing being localised is the assembly hall.

Robotaxis still don’t make money — not in San Francisco, not in Shenzhen. Yet both the US and China keep pushing, each for their own reasons. I dug into two Economist articles this week and wrote a breakdown of why both countries are accelerating into a business model that still has its unit economics stuck in reverse.

Why touchscreens are not the key strength of the Chinese car industry.

Three things could be done to improve Europe's competitiveness. Only one can be done fast.