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News in-depthApple Inc
Apple’s ‘carbon neutral’ claims come under scrutiny
...Apple “matches” any electricity use by its suppliers from power grids that is generated from fossil fuels, by investing in what it describes as “clean energy projects”....
October 24, 2023
LG Energy Solution
EV battery maker echoes Musk warning that high rates will hit sales
...Shares of LG Energy Solution dropped to a year-low on Wednesday after the South Korean battery producer echoed Tesla chief Elon Musk and warned electric vehicle sales were expected to slow as a result of...
October 25, 2023
FT Live
Accelerating the Energy Transition in Asia
Industrial strategies and policy drivers for sustainability
Tuesday, 30 JulyMandala Club, 31 Bukit Pasoh Rd, Singapore 089845
The Big Read
How solid-state batteries could transform transport
...South Korea’s three leading battery producers — LG Energy Solution, Samsung SDI and SK On — have all declared their intention to develop such cells by the late 2020s....
October 27, 2023
Berkshire Hathaway Inc
Buffett sounds wildfire alarm as utilities industry enters new era
...Buffett highlighted as examples of wildfire liabilities both PG&E and Hawaiian Electric, which has been sued in connection with last year’s devastating Maui inferno....
March 1, 2024
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
April 17, 2024
Unhedged
What’s wrong with Apple? Premium content
...In equally-weighted terms, Energy, Industrials, Financials, and Materials actually all outperformed Tech in 1Q — you could probably win a bar bet with that fact....
April 2, 2024
FT Live
Energy Transition Summit India
Delivering clean energy to capitalise on green opportunities
Tuesday, 8 OctoberNew Delhi, Delhi, India
Panasonic Corp
Panasonic blames lacklustre Tesla demand for cut to profit outlook
...Last week South Korean battery producer LG Energy Solution echoed Tesla chief Elon Musk and warned EV sales were expected to weaken as a result of higher interest rates....
October 30, 2023
Tesla Inc
Tesla solar panels were going to change the world. What happened?
...Per Tesla’s 2018 10k: [w]e have been installing this product [Solar Roof] at a slow pace to gather learnings about our design and installation processes, and plan to ramp the production of Solar Roof with...
November 14, 2023
#techAsia
AI and autos at CES, and Panasonic’s US plans Premium content
...LG showcased an AI-powered robot companion that can call an ambulance if a person has a fall at home....
January 11, 2024
Batteries
Korea Inc’s big battery bet on Indonesia at risk from US restrictions
...In May, the chief financial officer of LG Chem, the parent of LG Energy Solution, told investors its working assumption was that the US government would apply the same definition of “foreign entities of...
June 1, 2023
#techAsia
Asians woo Tesla, Taiwan’s Kinsus mulls Malaysia substrate play Premium content
...Panasonic is struggling to hang on to fourth place in electric vehicle battery shipments today, behind China’s CATL and BYD and South Korea’s LG Energy Solution....
January 18, 2024
#techAsia
The new chip race and iPads in Vietnam Premium content
...Three Korean battery suppliers — LG Energy Solution, SK On, and Samsung SDI — are among the global top 10 in making batteries for the growing EV market....
December 14, 2023
Climate change
Shipowners and traders clash over cost of climate regulations
...Austin, a shipping lawyer at law firm Reed Smith, said charterers had been seeking to water down demands to cover financial losses and “cast-iron promises” to maintain a certain rating, adding that big energy...
August 28, 2023
General Motors Co
GM tries to catch Tesla by following its supply chain playbook
...Ford idled the factory producing its Mustang Mach-E for improvements during the first quarter and also stopped production of the electrified version of its popular F-150 truck after a battery in one of the...
June 18, 2023
June Yoon
Tesla is disrupting the car battery industry
...Panasonic and LG Energy Solution have long been the leading suppliers....
April 4, 2023
FT Live
Energy Transition Summit
Delivering a stable and efficient clean energy system
Tuesday, 22 OctoberLondon, UK & Online
Electric vehicles
Indonesia’s nickel riches spur local company EV, battery ambition
...The four established the Indonesia Battery in 2021, which separately partners with CATL and LG Energy Solution to develop an “end-to-end lithium battery supply chain”....
February 12, 2023
#techAsia
Squeezed chipmakers and China’s EV rise Premium content
...The shift among consumers and governments to move away from fossil fuels and towards greener energy sources has ushered a new era and new opportunities for Chinese automakers....
November 9, 2023
#techAsia
Intel’s packaging plans and a giant step for India Premium content
...Thailand energy group PTT to make e-motorbikes with Taiwan’s Kymco (Nikkei Asia) 8. SoftBank deal with Vision Fund values Arm at $64bn ahead of IPO (FT) 9....
August 24, 2023
LexTesla Inc
Tesla suppliers: L&F’s $2.9bn order is a down payment on resilience Premium content
...Its market value of $7bn is less than a tenth that of local peers such as LG Energy Solution. The latter already has battery supply agreements with Tesla....
February 28, 2023
HTSI
Exploring beauty’s biotech frontier
...“More importantly, depending on the technology involved, it preserves natural resources by saving energy, water and the use of solvents.”...
October 24, 2023
Ford Motor Co
Ford to license electric vehicle battery tech from China’s CATL
...Ford and CATL agreed last year that the Mustang Mach-E vehicle would begin using CATL batteries this year, followed by the F-150 Lightning truck in 2024....
February 13, 2023
Special ReportAsia-Pacific Innovative Lawyers
In-house legal work: best practice case studies
...Lazada has run a similar project in Vietnam to promote the use of e-scooters for delivery....
May 5, 2023
Shale Oil & Gas
US shale oil groups’ record profits threatened by cost inflation
...Companies such as Devon Energy, Pioneer Natural Resources and EOG Resources that lead exploration in shale rock regions earned outsized profits last year after energy prices soared in the wake of Russia’...
February 24, 2023
News in-depthElectric vehicles
Will a price war accelerate the switch to electric cars?
...Ford has been the exception, cutting prices twice this year on its electric Mustang Mach-E....
May 7, 2023
LexIthaca Energy Inc
Ithaca: oil and gas explorer is making big promises from little Britain Premium content
...If investors have learnt one thing from the Ukraine War, it is that energy security merits a premium. But the premium accorded to Ithaca Energy is still less than its owners had hoped for....
November 7, 2022

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