A proposito di auto elettriche su cui ci si sta scannando dall'altra parte
The Ford chief back in Nov 2022 indicated that it takes up to 40% fewer jobs (source FT) to manufacture EVs than it does traditional cars. This is crucial in understanding the UAW's directive, are they fighting to retain jobs, or higher paid jobs for the few that remain? With Trump and Biden paying visits this week to Michigan it is clear the industrial Midwest is an important outpost on the way to the White House.
The evolution of the EV production line is being built to require less skilled labour and crucially in non-unionized operations in southern states (but elon says they have more fun). An opinion piece from Rep Senate candidate Mike Rogers (Biden’s EV plan will kill Michigan job) focuses on this point as well as national security risks within the EV supply chain
China's control of the critical minerals needed to manufacture EVs is a flaw in Biden's policy.
Moving to hybrids supports UAW jobs in long term and has a net bigger carbon impact than EVs given hybrids need less of the critical minerals China controls in their manufacture.
He wants to reduce carbon emissions in a far more efficient way while also protecting American job.
Furthermore, GZero (Biden’s EV agenda runs up against his China agenda too) points out that POTUS is stuck in a three-way squabble between "Union Joe, Green Joe, and China Hawk Joe... People can’t buy EVs unless they are cheaper, but they can’t get cheaper (for now) without Chinese technology, but they can’t get Chinese technology without tripping up the policy of NOT using Chinese technology."
https://themarketjourney.substack.com :
economia, modelli, mercato, finanza
The Green Trade Wars - by Joseph Politano
Interessante con dati inaspettati almeno per me sull'Europa.
Incidentalmente anche la dimostrazione che i BRICS nn esistono.
d2abcae6-f222-4b65-a307-54276091d8ee_2886x1843.jpg
https://themarketjourney.substack.com :
economia, modelli, mercato, finanza
telelavoro.jpg
Corriere della Sera, 30 anni fa
Just a moment...
China’s largest electric vehicle maker, BYD, increased R&D investment by 133%, the most across companies analyzed. Among its primary research areas is the “Blade Battery”, which is a prismatic battery designed to hold as much as 50% more energy than comparable models.
https://themarketjourney.substack.com :
economia, modelli, mercato, finanza
E intanto il gas strappa nuovamente e oggi è sopra i 52 Euro dopo aver "galleggiato" fondamentalmente tra 25 e 30 da maggio a agosto.
C'è poco da ridere: il mercato dell'energia è costantemente in tensione e oggi, anzi ieri, è la notizia di un possibile sabotaggio al gasdotto tra Finlandia e Estonia (mi pare) che ha fatto scattare le quotazioni.
Gasdotto che al momento è più rilevante dal punto di vista politico-strategico che da quelle energetico in sè
Neutrofilo, normofilo, fatalistofilo: il politically correct della meteo
27/11: fuori a calci i pregiudicati. Liberazione finalmente.
Gli autobus dei 2 incidenti di mestre a distanza di meno di 15 gg sulla stessa tratta sono 100% cinesi (fabbricazione e concezione).![]()
https://themarketjourney.substack.com :
economia, modelli, mercato, finanza
https://themarketjourney.substack.com :
economia, modelli, mercato, finanza
Segnalibri