Archive

The EV Dichotomy

Following a recent visit to India, I came away with several pertinent climate and energy observations. Traffic in major cities, such as Delhi and Mumbai, is very difficult. Air quality is bad.  In the morning, visibility from my hotel room window was generally less than one mile.  While some improvement developed during the day, the […]

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He Said, She Said

On June 5, 2017, Bloomberg News reported that, “China plans to halt issuing permits to produce electric vehicles because of concern that additional approvals may lead to a glut in the world’s biggest auto market, according to people with knowledge of the matter.” On June 19, 2017, Bloomberg News reported that, “Tesla, Inc. is close […]

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Can U.S. Manufacturers Compete With China?

It is beginning to look like the answer is yes. Historically, conventional wisdom held that China’s low wage rates were the trump card in manufacturing location decisions.  Things are changing.  While low wages were certainly a major factor in China’s economic competitiveness, low taxes were also a material factor. Today in China, wages are going […]

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Coal Powered Cars

Is China moving towards using coal to power cars and trucks? Consider: China is the world’s largest importer of oil. China is the world’s largest producer of coal. China has a chronic shortage of electricity. In 2016 57% of China’s electric generating capacity was coal fired. China continues to build new coal generated electricity capacity. […]

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Export-Import Bank

The Export-Import Bank of the United States (Ex-Im Bank) is the official export credit agency of the U.S. federal government.  Operating as a government corporation, the bank finances and insures foreign purchases of U.S. goods for customers unwilling or unable to accept credit risk. The bank’s cost and effectiveness are controversial, and, like any policy […]

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“Those Who Fail To Learn From History Are Doomed To Repeat It”

This quote, attributed to George Santayana, can be applicable to a wide range of human experiences and endeavors.  While it is impossible to list all of them, recent press coverage of China’s air pollution problems represents an interesting example. China’s pollution crisis has been attributed to decades of unrestrained industrialization.  While improving the economic outlook […]

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