tphuang(@tphuang):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.

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

参加 May 2009

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tphuang@tphuang

2026.09.20 23:59

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.