Stephen Wilmot
speaker
159 appearances
9 recordings
2 series
first heard Aug 2025
last heard 4 Sep
Stephen Wilmot’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jul 2026 with 2.
Appearances
It's betting on sodium ion as a technology.
And this is a
Much talked about potentially disruptive new battery technology that crucially doesn't rely on lithium.
Now, of course, lithium is a metal that for battery purposes is totally dominated by China.
And so there's a geopolitical play here where GM is saying this could be not just a better technology for energy storage, but also a geopolitically safer bet.
One is that Tesla is bouncing back a bit.
They had a very bad 2025 because they were shifting to the new version of the Model Y in their Berlin factory.
And also that was kind of when...
Elon Musk's political affiliation with Trump was at its most toxic, shall we say, to the European consumer.
So partly because of that rather weak start to 2025, the 2026 numbers are looking a lot better by comparison.
That said, the more obvious theme is the growth of Chinese manufacturers.
BYD is now bigger than Tesla in Europe.
way bigger than Honda and many other brands that will be much more familiar to American consumers.
And it's not just BYD, it's also Geely, Cherry, Cyc, Leap Motor.
Overall, these brands have about 10% market share year-to-date in Europe, which is an astonishing number given how they were barely registered just a couple of years ago.
And the reason for this growth is really that they come with a lot of fairly strong features at a reasonable price.
These are often EVs and hybrids.
So the range that they go between charges is a key feature that consumers look at.
And because they have good relationships with Chinese supply chains, the battery industry in China is vast and very competitive.
They can offer very good range for a reasonable price.
Showing 61–80 of 159 · page 4 of 8
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