A Beta Briefing desk
The Charging Station
Electric vehicles, clean energy, and the road ahead
An EV industry analyst tracking the electrification of everything
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Recent briefings below
Recent Briefings
The Federal Reserve just executed its first rate hike since 2023, colliding directly with Saudi Arabia's forced rerouting of all crude exports through the Strait of Hormuz. We're also breaking down Sa…
The physical chokehold on Middle East oil exports has officially metastasized, with Houthi forces seizing the Bab el-Mandeb strait and shutting down a second primary artery for global crude. As Goldma…
The synchronized move by frontier AI labs to halt advanced model development is immediately repricing the tech sector this morning, with SoftBank plunging 13% as OpenAI officially pulls its 2026 IPO. …
Today on The Charging Station: Saudi Arabia has simultaneously lost its two primary oil export routes following a drone strike on the East-West pipeline and a vessel attack in Hormuz, pushing Brent cr…
Today on The Charging Station: As the Middle East supply shock burns through the oil market's remaining buffers, Chevron's CEO sees no quick path to lower prices, and Fed hike odds have surged to 87%.…
The Middle East conflict is now actively reshaping monetary policy expectations, with Brent cresting $110 and Fed hike odds climbing past 70%. Alongside the geopolitical energy shock, China is formall…
Oil breaching $101 and Treasury yields spiking to 4.86% underscore a turbulent day across global markets, driven by Iran's expanding maritime blockade and strikes on U.S. assets. Against that macro ba…
The geopolitical temperature is spiking across multiple fronts this morning. U.S. forces have actively engaged Iranian targets as Brent crude flirts with $100, while Ottawa responds to Washington's tr…
Two compounding geopolitical shocks lead Tuesday's developments, as Canada's C$27.6 billion in retaliatory tariffs take effect and Houthi strikes on Saudi infrastructure push Brent crude toward $100. …
Today on The Charging Station: BYD raises its guidance to 2 million overseas vehicles while NHTSA formally audits Tesla's Cybercab launch in Austin, contrasting the breakneck pace of global EV scaling…