What I read this week...

EV batteries and fast food wages

What I read this week… Honda, LG Energy plan $4.4B EV battery factory in U.S. (WSJ) Toyota to put additional billions of dollars into EV batteries (WSJ) Nvidia stock drops as U.S. limits exports to China. ‘Military end use’ is the key. (Barron’s) Good luck taking away China’s manufacturing mojo (Bloomberg Opinion) Delisting risk for U.S.-listed Chinese stocks nearly halves after regulators reach audit agreement, Goldman says (CNBC) Tesla quietly built a virtual power plant in Japan (The Verge) The homeowner’s sunshine problem (The Atlantic) The Elite Overproduction Hypothesis…

related reading

• Is China’s E.V. Industry a Threat to the U.S.? | The New Yorkernewyorker.com
• America must embrace the Electric Age, or fall behindnoahpinion.blog
• Having a very Chinese timetheombl.substack.com
• 'Nasty battle': States fight states for EV, battery plants - E&E News by POLITICOeenews.net
• The Electric Slide - by Packy McCormick and Sam D'Amiconotboring.co
• Tesla, BYD, and Xiaomi Are Playing Different Gamesgilpignol.substack.com
• How China Beat the US in Electric Vehicles | Issues in Science and Technologyissues.org
• What I Read This Week…chamath.substack.com
• What I read this week...chamath.substack.com
• Common Groundingjoinreboot.org
• What I read this week...chamath.substack.com
• Electric Vehicles: Tesla and U.S.-China Collaboration | U.S.-China HORIZONS - NCUSCRncuscr.org