tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
加入 May 2009
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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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