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tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
Joined May 2009
407 Following    37.4K Followers
Battery installation on commercial vehicles was 18.3 GWh in Aug. The top 5 are CATL, Eve, CALB, BYD & Gotion. Notice the monthly installations from 2024 until now. We are seeing huge jump in battery installs as trucking NEV penetration & battery size continues to increase.
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