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What does KEIR's CHINA 'TRIP' mean for UK automotive?' Glut Instinct? Biofools?
Description
Imogen Bhogal & Dan Caesar deliberate on what would put the cherry on top of Keir Starmer's trade mission to China, and why 'overcapacity' is the crisis looming over the global automotive market. They also discuss how solar beats biofuels, 'dark factories', cold conditions & Polestar's triumph.
Grotesquely inefficient Biofuels: https://ourworldindata.org/biofuel-land-solar-electric-vehicles?utm_source=substack&utm_medium=email
Excess capacity in Europe: https://www.autonews.com/manufacturing/automakers/ane-automakers-europe-production-problems-0124/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter-ANEDontMiss-20260126
Chery & JLR join forces in UK: https://www.ft.com/content/6998c36a-d098-4605-aa44-e5a6557651f9
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