Sam Evans

speaker

11,513 appearances 100 recordings 1 series first heard May 2026 last heard 17 Aug

Sam Evans’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 100 in all, peaking in Jul 2026 with 32.

Appearances

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The Electric Viking · China Is Now Taxing LFP Batteries To Fund The Sodium Battery Revolution · 25 Jul 2026 podcast

On the Electric Viking website, I'll put a link in the description below, we have more articles about electric cars and battery technology than any other website that I'm aware of in the world. matched

So check that out. matched

Link is in the description. matched

And there you'll find our videos and analysis and articles about everything going on in the EV world. matched

Back in February 2015, China introduced a 4% consumption tax on batteries, but it exempted lithium-ion, nickel-metal hydride, solar cells and fuel cells to promote energy conservation. matched

That exemption helped fuel the greatest manufacturing boom in history. matched

Lithium iron is now the lithium-ion phosphate and NMC, but more so lithium-ion phosphate, is now the overwhelmingly dominant technology in EVs and EVs. matched

home batteries like the ones you see behind me, and energy storage. matched

And in the first six months of this year alone, China installed 335.6 gigawatt hours of power batteries in vehicles, 12% growth versus a year prior. matched

The training wheels are coming off precisely because the industry does not need them anymore. matched

And that's the real story here more than anything else. matched

China's EV market has matured to the point where the government is deliberately scaling back support. matched

EV sales hit 16.5 million units last year, more than half of all new cars sold in Australia. matched

In the first half of this year, penetration hit 54%. matched

And in fact, earlier this month, or last month, I should say, sales were 63%. matched

Earlier this month, though, Beijing also announced that vehicle and vessel tax breaks for plug-in hybrids and for electric vehicles will be removed from 2027. matched

Lithium-ion phosphate has won. matched

It doesn't need subsidizing anymore. matched

What Beijing wants now is to bankroll what's coming next. matched

And what comes next appears to be solid state batteries and sodium ion batteries. matched

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