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Nov 20, 2020

The Coming NEV War? Implications of China’s Advances in Electric Vehicles

Posted by in categories: biotech/medical, business, economics, education, finance, government, law, mobile phones, policy, robotics/AI, security, space, sustainability

Download the Brief The Issue China’s economy appears to have sprung back to normal. While the overall growth numbers have recovered and China has put forth an ambitious economic agenda for the next five years, optimism has also returned to the new-energy vehicles (NEV) sector, a good metric for the new economy. At the Beijing Auto Show, held in late September, automakers unveiled a dizzying 785 new models, 160 of which were electrified. There is growing speculation that China’s NEV sector is ready to burst onto the global stage and become an export powerhouse. But despite the glitzy new models, incremental progress on several fronts, and initial signs of expanding business abroad, China’s NEV sector still faces substantial roadblocks. Some are the result of continuing economic troubles, while others paradoxically are a result of gradual success. Consequently, the new wave of enthusiasm is a bit premature. The Shiny Exterior China has staked much of its transportation future on the new-energy vehicle sector. Massive state support is meant to drive this industry forward and help the country address three problems: reliance on the West for technology, dependence on oil imports, and air pollution. Yet progress in achieving these goals has been halting, slowed by technical challenges, investment by too many players, and insufficient consumer enthusiasm. This update of CSIS’s work from 2018 and 2019 focuses on the first challenge, industrial competitiveness. The NEV sector has grown rapidly, but it has struggled to maintain forward momentum as a result of uneven technological progress, growing pains within some individual companies, and volatile consumer demand. These issues intensified amid the pandemic, but prospects have brightened since. Sales lagged in 2019 and tanked in the first quarter of 2020, but they started recovering this summer. In July, 2020 sales figures surpassed their 2019 levels for the first time (see Figure 1). NEV sales reached 138,000 in September, and if historic patterns hold, with a big jump in year-end sales, it is entirely feasible that China will break its December 2018 record of 225,000 sales of NEVs. Even as overall auto sales have improved from the anemic levels of the first part of 2020, NEV sales are growing faster, and as a result, their share of the total is steadily rising, up from 2.3 percent in January to 5.4 percent in September (see Figure 2). As in the past, the NEV share should continue to climb toward the end of the year. There also has been a recent spate of positive news about individual domestic producers, many of whom have been struggling. Although American producer Tesla has received the most attention lately, Chinese brands are drawing positive attention. The Wuling Mini EV, a new model produced by a joint venture with General Motors, sold over 20,000 units in September, ahead of the second-place Tesla Model 3 (11,300) and BYD’s Qin EV (8,100). NIO, the flashy upstart listed on the NYSE, delivered 4,700 vehicles in September, a big jump from a year earlier. Another well-known start-up, XPeng, recently produced its 10,000th vehicle. And more traditional producers, such as SAIC Motors, have poured more resources into NEVs and have announced plans for high-end models. Equally important, foreign automakers, who have been hesitant to ramp up production because of fears about market saturation, have started to roll out NEV models. In 2017, China announced the initiation of a “dual-credit” policy that incentivizes car companies producing in China to have a minimum percentage of their fleets be NEVs and to raise vehicle fuel efficiency. Modeled on California’s Zero-Emission Vehicle Program, automakers that do not produce enough NEVs and do not sufficiently raise their average fuel economy levels must buy credits from those with a surplus. China set low voluntary targets in 2018, announced that it would steadily raise the minimum threshold annually, and in 2019 made the system mandatory for all but the smallest producers (those with total production under 30,000 vehicles). The Chinese government has started issuing data on automakers’ performance record with the dual-credit system. Interpreting the data requires caution because the system’s rules are complex, and it is unclear if officials and firms are following the written procedures. Accepting that proviso, the data on production shows a huge difference between local- and foreign-invested automakers (see Figure 3). The former (represented by green dots), perhaps viewing the dual-credit system as a mandate, immediately started expanding NEV capacity, with some going far beyond the minimum threshold. By contrast, global players (the blue dots) initially held back, and almost none of them reached the 2018 baseline. But in 2019, several of the foreign-invested producers, such as GM-SAIC-Wuling and BMW Brilliance, met the minimum production target even as it was raised from the prior year. Anecdotal evidence suggests that the data for 2020 will likely show even more widespread compliance for both domestic and global players. Just as important, the growing ability of more carmakers to meet or exceed the dual-credit system’s production target has not yet resulted in massive overcapacity generally. Although the situation may be more problematic in certain market segments, there usually has not been a huge gap between supply and demand (see Figure 4). Periods of overall surpluses and shortages appear to have been relatively brief. Progress among automakers and the industry more broadly has been built on and reinforced advances among parts makers, battery producers, and in charging infrastructure. China’s auto battery industry is doing even better than the carmakers. As of August 2020, Fujian-based CATL ranks second in production to LG Chem and is poised to take the top spot by the end of the year (see Figure 5). Three Chinese manufacturers made it into the top 10. CATL has become a major supplier to Tesla and has also inked deals to supply batteries to European automakers. China is already a major parts supplier for traditional automakers, and there is talk that Tesla may start sourcing its motors from a Chinese producer. And as of June 2020, China’s charging infrastructure had expanded significantly, with 764,000 charging poles for private residences and 558,000 public charging stations. By contrast, the United States has only has 101,000 charging outlets. Finally, China is making gradual progress in parallel sectors. It is starting to place more attention on hydrogen fuel cells, with various initiatives in basic research and applications for larger vehicles, the current best use case for hydrogen. Toyota, a global leader in hydrogen, recently announced a joint venture deal with five Chinese partners to develop fuel cell technology. Simultaneously, China is making incremental progress with autonomous vehicles. The Baidu-led Apollo project, Pony.ai, and the trucking company TuSimple have all expanded their testing in China and the United States for Level-3 autonomy and rolled out related pilots. Dependence on Subsidies Despite the genuine progress, it is far too early to declare China’s leap into NEVs an unequivocal success. There are still a variety of problems and challenges to overcome. First, the creation and growth of the NEV sector—to this day—has been heavily dependent on Chinese government subsidies. By our calculations, through the end of 2017 central and local authorities had already poured over RMB 393 billion ($58.7 billion) into the sector (see Figure 6). Most support went to reduce the burden of buyers through subsidies and rebates and an exemption from sales taxes, but significant state support also went to R&D, charging infrastructure, and government procurement. Recently, Beijing has lowered outright support for buyers per vehicle (reducing the subsidy and tax rebate rates), but outlays for R&D and government procurement have risen. By CSIS’s estimates, total government funding for the NEV sector was RMB 148.2 billion in 2018 ($7.2 billion) and RMB 134.9 billion ($20.1 billion) in 2019, meaning total outlays over the past decade of RMB 676 billion ($100.9 billion).1 Over a decade after government encouragement began, its support in 2019 still accounted for a whopping 30.7 percent of the total value of NEV sales. And this only includes direct support and not other benefits, such as corporate income tax reductions and cheap land for factories. Not only does current demand for NEVs not reflect market fundamentals, China recently issued an ambitious plan for the sector’s growth that includes continued massive spending on R&D, infrastructure, and government procurement. In short, there is no plan to wean producers and buyers off of subsidies. One consequence of massive state largesse is the continued presence of too many players. There were 112 active NEV producers in 2018, and in 2020 there are even more, 119. Even assuming extremely healthy sales in 2020 of 1.5 million NEVs, that would average out to 12,600 per producer, certainly far short of sustainable economies of scale. Hence, it is no surprise that a large number of NEV makers have run into financial problems, even before the pandemic. There needs to be a major industry consolidation, but it is not clear if the Chinese government has the stomach to let companies go out of business or the ability to coax competitors into merging. Global Tensions The ongoing dependence on subsidies and state directives is also connected to three kinds of major challenges China faces with the global NEV sector. The first is the uneven results of the dual-credit system and the potential additional costs it places on foreign-invested producers, including U.S. automakers operating in China. It appears that Chinese domestic automakers have seen the dual-credit system as a mandated minimum quota, while foreign producers see it as a market-based incentive system with no penalties beyond the need to buy credits to stay in the government’s good graces. With demand uncertain and the high costs of developing electric models and production lines, foreign producers have been more cautious about taking the NEV leap. That said, between 2018 and 2019 they substantially increased their output of NEVs, lowering their overall credit deficit with respect to production (see Figure 7). However, as Figure 7 also shows, when it comes to fuel economy targets, the picture is more worrisome, as the credit balance for foreign makers rose four-fold from 2018 to 2019 (from 621,000 to over 2.5 million credits). As a result, when one translates the dual-credit performance of automakers into potential financial costs using a conservative estimate of each credit being valued at RMB 200 (one interview source estimates their current value at RMB 500), the net deficit for foreign makers in 2019 rose to RMB 619 million ($92.4 million), while domestic producers gained a net windfall of RMB 1.53 billion ($229 million). Several global automakers, including Volkswagon and General Motors, potentially face substantial penalities (Figure 8). Compared to the RMB 135 billion in direct subsidies to the sector or the industry’s total sales, this is a relatively small shift in wealth. In addition, the government may not have required all producers to actually buy or sell credits in 2019 as originally mandated, perhaps in an effort to reduce burdens during the pandemic and reassure foreign producers in the midst of tensions with the United States. However, we should expect that the dual-credit system will eventually be truly operational, and if past patterns hold, foreign automakers could face growing costs. Although significant, the unbalanced results of the dual-credit system pale in comparison to the sector’s other challenges. China’s domestic NEV sector has made genuine progress, but it is incomplete. After over a decade of intense state support and protection, China’s NEV sector may be in the same subordinate status that its traditional automakers have long been relegated to relative to the world leaders. The joint venture strategy, which began in the early Reform era, was meant to promote the transfer of technology and know-how from the global leaders to local firms so that they could eventually graduate to be independent and then challenge their tutors. Despite the best-laid plans, the Chinese partners have continued to depend on their foreign counterparts. Independent domestic private makers have arisen in the last two decades, and although they have made substantial progress, the top-tier of the Chinese market is still dominated by automakers from Europe, North America, Japan, and South Korea. The NEV sector was supposed to be different and break this cycle, with China ramping up rapidly while producers and governments elsewhere dithered. The story is not yet over, but at this stage it appears Chinese firms have not lept ahead of their foreign rivals. China’s domestic NEV sector has developed mainly at the low and middle tiers of the market. The best-selling Wuling Mini EV is a budget subcompact. Several local producers and others with strong local roots (such as NIO) have ventured into the luxury space, but Tesla arrived on the scene before they could become worthy competitors and firmly hold their own. As BMW, Audi, Mercedes, and other luxury brands roll out more NEV models, the room for local Chinese brands in the higher segments of the market, where the higher profits are, may shrink further unless domestic makers achieve greater progress. Although Chinese producers have broken the dominance of global makers in mobile phones—Apple and Samsung have ceded a lot of the mobile phone market to Huawei, Xiaomi, Oppo, and Vivo—hierarchies in the auto sector may be more resilient and harder to upend. The greatest international challenge of all concerns the global prospects for China’s NEV sector, both exports and overseas production. As noted above, China’s leading battery maker, CATL, is already exporting and has opened up production facilities abroad. Chinese firms have also become the largest investors in cobalt mining and processing facilities in the Democratic Republic of Congo, home to a large proportion of the world’s cobalt, a critical element used in many NEV batteries. These investments have raised significant concerns about the availability and price of cobalt as well as the treatment of workers. This is one reason Tesla and others are developing new batteries that do not use cobalt. However, China so far has had much less success with vehicle exports. In 2019, Chinese NEV sales abroad accounted for only 1.7 percent of the world total, far below the industry’s true powerhouses in the United States, Japan, South Korea, and Germany. According to China’s Commerce Ministry, in 2019 Chinese automakers sold almost 254,000 NEVs abroad, with the vast majority going to South Asia, including 57 percent to Bangladesh and another 25 percent to India. Third was the Netherlands, with only 6,300 NEVs (2.5 percent). The only Chinese NEV maker to have substantial success in developed markets has been BYD, which has both exported buses to and manufactured in the United States and Europe. BYD’s prospects, though, are clouded by language in the National Defense Authorization Act (NDAA) for 2020 that could effectively bar local transportation authorities from buying BYD buses beginning in late 2021. China’s NEV and traditional automakers have signaled that they are setting their sights on the European and American markets. Beyond Tesla itself planning to export from China, the first major step involving domestic producers may be for Chinese-foreign joint ventures to begin producing NEVs in sizeable quantities for exports to developing and advanced economies alike. The next step, though, may come when Chinese NEV makers try to follow up with their own brands. Whether from a foreign firm, joint ventures, or purely local firms, as documented above, China-based exports of NEVs will benefit from extensive government support. If such support translates into NEVs being sold at relatively low prices, they inevitably will invite complaints from other countries’ domestic automakers and action from regulators in the form of fair-trade remedies. Implications for the United States The one upside of the ongoing domestic challenges for China’s NEV sector is a likely delay in the outbreak of a possible “NEV war” between an upstart China and the world’s dominant producers. For the immediate future, the contest will still be primarily in the Chinese market, but eventually the field of play could move to showrooms around Europe and North America and, by implication, present a new challenge to domestic automakers and their workers. To the extent these cars come equipped with automous vehicle or driver-assistance capabilities or are otherwise connected to the internet, vehicles from China could also raise national security concerns related to vehicles’ performance and passenger data. One appropriate reaction would be defensive. Trade lawyers and officials within the U.S. Commerce Department’s International Trade Administration could sharpen their pencils in preparation for a bevy of antidumping and countervailing duty cases. And officials elsewhere in Washington will need to develop regulatory protections because of the potential national security risks related to network security, data storage, and data privacy. But an equally if not more important response will be offensive—for U.S. industry, educational and training institutions, consumer groups, and government to collaborate in strengthening the United States’ own NEV industry from top to bottom. This means: fostering design and engineering talent (which includes attracting international students and workers to the United States); conducting R&D for batteries, hydrogen fuel cells, other alternative energy sources, car components, and chasis materials; encouraging transportation manufacturing clusters in multiple regions; investing in private and public charging infrastructure; expanding incentives for producers; offering larger buyer rebates to make NEVs more affordable for everyone; and integrating developments in NEVs with autonomous vehicle technology, other transportation systems, and urban and regional planning. Beyond being proactive at home, the United States’ international strategy likewise should not be purely defensive. The United States needs to be more supportive without violating its international trade commitments and copying any of China’s discriminatory practices. Washington certainly should oppose China’s unfair trade practices and any threats to our national security, but successfully developing NEVs and transportation systems requires greater coordination with other economies and in international institutions on setting technical standards, engaging in R&D, developing trusted supply chains, and protecting data. There is no doubt China is accelerating its efforts in NEVs. If the United States is going to win this competition, it must develop and execute on its own effective playbook. And the sooner it does so, the better. Scott Kennedy is senior adviser and Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. This report is made possible by general support to CSIS. No direct sponsorship contributed to this report. CSIS Briefs are produced by the Center for Strategic and International Studies (CSIS), a private, tax-exempt institution focusing on international public policy issues. Its research is nonpartisan and nonproprietary. CSIS does not take specific policy positions. Accordingly, all views, positions, and conclusions expressed in this publication should be understood to be solely those of the author(s). © 2020 by the Center for Strategic and International Studies. All rights reserved. Related CSIS Publications Blog Post: Scott Kennedy and Mingda Qiu, “China’s Auto Market Slowdown Finally Hits New-Energy Vehicles,” CSIS, June 25, 2019. Blog Post: Jason Li, “Chinese NEV Policies Drive Transition Toward More Advanced Batteries,” CSIS, January 16, 2019. Blog Post: Brian Hart and Mingda Qiu, “Coastal Provinces Are Leading in Public Charging Infrastructure for New-Energy Vehicles in China,” November 2018. Report: Scott Kennedy, China’s Risky Drive into New-Energy Vehicles, CSIS, November 2018). Commentary: Scott Kennedy and Mingda Qiu, “China’s Expensive Gamble on New-Energy Vehicles,” CSIS, November 6, 2018.

Nov 20, 2020

How Far Can Laser Light Travel?

Posted by in categories: education, space

(Inside Science) — Have you ever played with a pocket-sized laser, wondering how far its light would travel? Could you, a naughty student inside a classroom on Earth, annoy a poor substitute teacher on Mars by waggling your laser pointer at him?

Nov 18, 2020

Company Aims to Make Nuclear Reactors Pocket-Sized

Posted by in categories: education, nuclear energy

Hydrogen boron could be used essentially for radiationless portable reactors.


These reactors use gravity and buoyancy to spontaneously circulate the cooling water. Another selling point is the size. WIRED reports that it’s “about the size of two school buses stacked end to end, you could fit around 100 of them in the containment chamber of a large conventional reactor.”

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Nov 14, 2020

Biologist Rob Lue, founding HarvardX faculty director, dies at 56

Posted by in categories: biotech/medical, education

Sean Eddy stood awkwardly next to fossil exhibits at a 2015 wine reception at the Harvard Museum of Natural History. He was new to the University and didn’t know a soul. Then up strolled a smiling Rob Lue, who “started telling me about his new work on data-driven urban planning in Paris, and we immediately hit it off,” Eddy recalls.

The Ellmore C. Patterson Professor of Molecular and Cellular Biology and department chair would eventually come to learn that Lue was a highly regarded researcher, an energetic leader in innovative teaching, and roundly cherished for his warm and generous spirit. “Rob was an optimist with a passion that would draw you in and get you talking with him about the good things in the world — art and books and education — and how we could make the world an even better place together,” Eddy said. “He saw the best in people.”

Lue, who died Wednesday at 56 from cancer, had an impact felt deeply among undergraduates on campus and beyond. He was professor of the practice in the Department of Molecular and Cellular Biology, founding faculty director of HarvardX, faculty director of the Harvard Ed Portal, Richard L. Menschel Faculty Director of the Derek Bok Center for Teaching and Learning, UNESCO Chair on Life Sciences and Social Innovation, and faculty director and principal investigator of LabXchange.

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Nov 13, 2020

SoftBank eyes smaller bets, bigger returns in Vision Fund rethink

Posted by in categories: biotech/medical, education, finance, government, health, wearables

The quiet shift in strategy, which brings the Vision Fund’s approach closer to that of a traditional venture capital investor, may ease concerns over big, bold bets going sour, a factor that has left a major gap between SoftBank’s market capitalization and the sum of its investments.


TOKYO — SoftBank Group’s Vision Fund is turning to a new strategy as a global pandemic and government stimulus distort tech valuations: Invest smaller in hopes for bigger returns.

After raising nearly $100 billion and investing $85 billion in high-profile companies like Uber Technologies, WeWork and ByteDance over three years, the Vision Fund is now focusing on making smaller bets in early-stage startups.

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Nov 13, 2020

New study outlines steps higher education should take to prepare a new quantum workforce

Posted by in categories: education, employment, information science, quantum physics

A new study outlines ways colleges and universities can update their curricula to prepare the workforce for a new wave of quantum technology jobs. Three researchers, including Rochester Institute of Technology Associate Professor Ben Zwickl, suggested steps that need to be taken in a new paper in Physical Review Physics Education Research after interviewing managers at more than 20 quantum technology companies across the U.S.

The study’s authors from University of Colorado Boulder and RIT set out to better understand the types of entry-level positions that exist in these companies and the educational pathways that might lead into those jobs. They found that while the companies still seek employees with traditional STEM degrees, they want the candidates to have a grasp of fundamental concepts in quantum information science and technology.

“For a lot of those roles, there’s this idea of being ‘quantum aware’ that’s highly desirable,” said Zwickl, a member of RIT’s Future Photon Initiative and Center for Advancing STEM Teaching, Learning and Evaluation. “The companies told us that many positions don’t need to have deep expertise, but students could really benefit from a one- or two-semester introductory sequence that teaches the foundational concepts, some of the hardware implementations, how the algorithms work, what a qubit is, and things like that. Then a graduate can bring in all the strength of a traditional STEM degree but can speak the language that the is talking about.”

Nov 13, 2020

Tripping Over the Mysteries of the Universe: Molecules, Particles and People

Posted by in categories: chemistry, computing, education, mathematics, particle physics, space

Ira Pastor, ideaXme life sciences ambassador and CEO Bioquark interviews Dr. Michelle Francl the Frank B. Mallory Professor of Chemistry, at Bryn Mawr College, and an adjunct scholar of the Vatican Observatory.

Ira Pastor comments:

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Nov 13, 2020

Bird Feeder Accepts Bottle Caps For Food

Posted by in categories: education, food, sustainability

Teaching birds to help us with recycling!

A very interesting approach! 😃


Who knew birds would be absolutely crushing it in the recycling game? If they can do it, so can you!

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Nov 9, 2020

Join us for a LIVE virtual Dharma discussion, meditation and Q&A with wisdom keepers Sharon Salzberg and Ram Dev (Dale Borglum)

Posted by in category: education

Sharon and Ram Dev will explore the idea of universal compassion including the boundless nature of our hearts and the ability to stay open in the face of divisiveness, chaos and uncertainty. They will look at timeless wisdom and time-tested methods that help us move beyond the struggle and into loving what was previously unlovable.

Event will include meditation and live Q & A.

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Ram Dev (Dale Borglum) founded and directed the Hanuman Foundation Dying Center in Santa Fe, New Mexico, the first residential facility in the United States to support conscious dying. He has been the Executive Director of the Living/Dying Project in Santa Fe and since 1986 in the San Francisco Bay Area. He is the co­author with Ram Dass, Daniel Goleman, and Dwarka Bonner of Journey of Awakening: A Meditator’s Guidebook, Bantam Books and has taught meditation since 1974. Dale lectures and gives workshops on the topics of meditation, healing, spiritual support for those with life ­threatening illness, and on caregiving as a spiritual practice.
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Sharon Salzberg is a meditation pioneer and industry leader, a world-renowned teacher and New York Times bestselling author. As one of the first to bring meditation and mindfulness into mainstream American culture over 45 years ago, her relatable, demystifying approach has inspired generations of meditation teachers and wellness influencers. Sharon is co-founder of The Insight Meditation Society in Barre, MA, and the author of eleven books, including the New York Times bestseller, Real Happiness, now in its second edition, her seminal work, Lovingkindness and her newest book, Real Change: Mindfulness To Heal Ourselves and the World, coming in September of 2020 from Flatiron Books.

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Nov 7, 2020

SpaceX receives approval to operate Starlink ground stations in Australia

Posted by in categories: biotech/medical, education, internet, satellites

SpaceX rolled-out Starlink beta internet service in northern United States and southern Canada in October. To date, SpaceX has deployed around 888 internet-beaming satellites out of the 4,409 that will operate in low Earth orbit. SpaceX is looking forward to connecting locations around the world where internet connection is unreliable and non-existent. Earlier this year, SpaceX engineers said Starlink is capable of beaming internet connection to remote areas on Earth; 60 Starlink satellites have the capability to beam low-latency, high-speed broadband internet to 40,000 users streaming high-definition videos simultaneously. Starlink customers receive service via a phased-array antenna dish and Wi-Fi router device. Additionally, SpaceX will build hundreds of ground stations that will receive the satellite’s communication. The stations are the linking factor between user terminals and data center for the Starlink network.

The Australian Communications and Media Authority (ACMA) which regulates telecommunications service, granted SpaceX a telecommunications license to offer internet on August 7th this year. SpaceX recieved approval to operate ground stations on October 26. ACMA granted SpaceX licenses to operate a total of 24 Starlink ground stations in Australia, according to a document published by the regulatory agency.

Approximately 2.5 million individuals in Australia still lack access to internet at home due to the service being either too expensive or unavailable in the rural location they reside in. Connecting rural areas around the globe to the network provides benefits to civilization as a whole. The Internet provides an equal chance for everyone to have access to education and job opportunites at their fingertips. Amid the Coronavirus outbreak, the digital divide among communites became more apparent, many students had to study from home but their households did not have internet service. SpaceX hopes to close the digital divide in rural areas worldwide. As more satellites are deployed to orbit, SpaceX will expand broadband coverage to Australia and the rest of the planet in 2021.

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