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
Today on The Charging Station: reversals everywhere — tankers leaving Hormuz ahead of schedule, the EU finalizing the trade deal, software stocks bouncing. But what the ten-week Iran shock already loc…
Today on The Charging Station: the Iran-Hormuz energy shock is quietly inverting the EV calculus that Detroit walked away from six months ago, the AI power-demand story is producing its first real M&A…
Today on The Charging Station: the bill comes due. Honda formalizes its first annual loss in 70 years and pivots to 15 hybrids, Tesla drops out of China's top 10, and bond markets keep repricing durat…
Today on The Charging Station: the EV retreat is metastasizing into something more interesting — Ford pivots battery capacity to grid storage (stock +13%), GM kills its medium-duty Silverados, and BYD…
Today on The Charging Station: the AI-infrastructure rally meets a 5% long bond, Honda books its first annual loss in seven decades, and Detroit's white-collar ranks are 20,000 lighter than they were …
Today on The Charging Station: retreat dressed up as strategy. Honda formalizes its EV surrender with hybrid math, GM pauses an Indiana battery plant, and the NFL hands the defending champs a brutal o…
Today on The Charging Station: the Trump-Xi summit is the through-line — pressuring U.S. automakers, reshaping Chinese-European OEM partnerships, and rerouting supply chains around Hormuz. Plus Honda'…
Today on The Charging Station: the global EV map is being redrawn in real time — Europe surging, China exporting, North America retreating — while SAP, OpenAI, and Gong make the case that enterprise A…
Today on The Charging Station: leverage is running out. Trump arrives in Beijing with a tariff toolkit two courts have already trimmed, Ford launches a Megapack rival from its Kentucky battery overcap…
Today on The Charging Station: Trump arrives in Beijing with less leverage than the headlines suggest, the EV market splits cleanly into winners (Cadillac, Tesla, Toyota bZ) and writedowns (Honda Onta…