tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
Joined May 2009
411 Following 37.9K Followers
China is finally allowing gasoline & diesel pricing to be raised by 345 & 335 RMB/t (still subsidized vs where they should be based on mkt px).
Domestic inflation concerns vs NEV growth
Most vehicles on the road in China are still ICE
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