Steve LeVine

The Electric: The Chinese Companies That Want to Show Americans How to Make First-Rate EV Batteries Late next year, Massachusetts-based electrode developer 6K plans to deliver iron-based cathodes to a surprising customer—Chinese battery maker Gotion, which will turn the dark powder into batteries at...

An axiom of war and chaos is that intrepid souls do business anyway. So it is that--at a time the US can relearn how to manufacture at large scale--a few Chinese companies are raising funds to make batteries here. We follow three of them. The Electric. www.theinformation.com/articles/the...

🚨Breaking from @sl-thepowerhouse.bsky.social at @theinformation.bsky.social The Biden Admin determined Chinese #graphite producer BTR is a FEOC, and that vehicles using its materials will be ineligible for the #IRA #30D #EV tax credit after the "transition rule" expires in 2027. 🧵
#energysky

The Electric: After Peter Rawlinson's Sudden Exit, Investors Doubt Lucid's Plans Provide your staff with insights on emerging trends in EV and AV, along with the context around new legislation and supply chains. Click here to learn more about The Information’s corporate access.Luc...

The demanding Peter Rawlinson was the brains behind the standout tech and style of Lucid's electric vehicles. His mysterious, abrupt exit this week raises legitimate doubts about the company's future. The Electric. www.theinformation.com/articles/the...

The Electric: Musk Confirms His Mission Has Changed: Make Tesla a Lot More Valuable In 19 minutes of remarks to analysts Wednesday evening, Tesla CEO Elon Musk enthused about his favorite topics—artificial intelligence-powered driverless cars and humanoid robots, which he predicted w...

Last evening, Elon Musk said nothing about Tesla's reduced profits, plans for new EVs, or how he's managing to run the company while also revolutionizing government. But markets lapped it up when he promised paid Robotaxis in Austin by June. The Electric. www.theinformation.com/articles/the...

The Electric: Humanoid Robots Are Cool—but How Will Their Battery Problem Be Solved? Adam Jonas made his name as one of the biggest Tesla bulls. These days, people are flooding the Morgan Stanley analyst with questions about humanoid robots. The volume of calls has exceeded “the entir...

Next-gen battery developers have ignored a wide-open, gigantic future market figuring out how to power humanoid robots much longer than current batteries can. We talk to Agility Robotics about what such batteries will need to do. The Electric. www.theinformation.com/articles/the...

For those following this: battery component and metals companies are generally relying on the laws of contract sanctity to protect them from Trump's hostility to EVs. It turns out, however, that a 1978 law made it legal for the federal government to breach a contract, as long as Congress approves.

The Electric: The Biden Team Awards Battery Loans to the Last Minute In the final days of a four-year campaign to reindustrialize the U.S., the Biden administration on Wednesday announced a conditional $1.3 billion loan to a lithium extraction project at the Salton Sea...

Over four years, the Biden administration put down $80 billion in loans to reindustrialize the US, including a flurry this week. We speak with chief strategist and evangelist Jigar Shah, who says the US is back. The Electric. www.theinformation.com/articles/the...

Exclusive From The Electric: After a Topsy-Turvy Year, SES AI Surprises With a Silicon-Based Battery Last year was tough for Western makers of electric vehicles and batteries. Industry leader Tesla sold fewer cars than in 2023. Upstart battery makers declared bankruptcy and shifted their attention to...

In an otherwise morose industry, next-gen battery developer SES AI is up five-fold since before Xmas. In an exclusive, we speak with CEO Qichao Hu about the company's latest pivot: to silicon-based batteries. The Electric. www.theinformation.com/articles/exc...

The Electric: Tesla Struggled to Sell Cars in 2024, and That May Continue in 2025 Two of Tesla CEO Elon Musk’s big bets in 2024 paid off in spades: Investors pushed up Tesla shares 63% on Musk’s claim that the company was no longer a mere carmaker, but a developer of artificial int...

We will find out this morning whether Tesla's frenzy to end 2024 with sales growth succeeded. Either way, the scale of the effort showed that--unlike chief rival BYD--it has lost EV mojo going into 2025. The Electric. www.theinformation.com/articles/the...

Thanks Matt for the welcome. Is there a battchat group to follow?

Making a Beautiful, Tesla-Beating Electric Car Is a Frustrating Business The other evening, a stranger told Lucid Motors CEO Peter Rawlinson that if he ever came across an electric vehicle that would go 500 miles on a charge, he’d buy it. “And I said, ‘That’s Lucid Air!’” ...

Recommending that folks take some minutes this weekend to get to know Peter Rawlinson, CEO of Lucid, the EV maker. I spent a few hours with him twice for this profile, which I wanted to call "The Purist" but was overruled. www.theinformation.com/articles/mak...