The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
BYD's new hybrid technology delivers 2,100 kilometer range for under $15,000
“What they call the DM-F.O technology, which is an interesting technology in that it increased the fuel efficiency to around, like, 80 to 90 miles per gallon. And they made a lot of waves with this 2100 kilometer range claim, which has been verified by, you kno…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 13:06 Demystifying the Chinese EV market
Assertion Supported
BYD priced its compact plug-in hybrid sedans at just over $10,000
“They were able to lower the prices further, until this year, they started a campaign saying, electric cheaper than gas. So they lowered the compact sedan prices to 79.8 K RMB. And that is basically a little more than 10,000”
TP Huang (TP Wang) Jun 20, 2024 ▶ 11:47 Demystifying the Chinese EV market
Assertion Supported
Apple had picked BYD to supply batteries for its canceled EV project
“One of the interesting things, if I remember correctly, is actually Apple had already picked BYD as their battery suppliers.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 33:23 Demystifying the Chinese EV market
Assertion Supported
Chinese EV and hybrid weekly registrations surpass gas cars for first time
“We're getting to the point now where we're seeing weekly registrations of EVs, or they actually call it NEVs for new energy vehicles, which include the plug-in hybrids also. But we're seeing that number exceed the Internal combustion engine cars for the first …”
TP Huang (TP Wang) Jun 20, 2024 ▶ 4:34 Demystifying the Chinese EV market
Assertion Supported
Huang: EV adoption has noticeably reduced pollution and noise in major Chinese cities
“One of the things you notice when you go to, you know, Beijing or Shanghai these days is that it's a lot less polluted and a lot quieter than it was 10 years ago if you went there. And part of the reason is because you see so many EVs, electric buses, and Ther…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 8:30 Demystifying the Chinese EV market
Assertion Supported
Huang: Tesla China sales have been flat over the past year
“The Tesla sales have basically been flat in the recent, in the past year or so.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 9:36 Demystifying the Chinese EV market
Assertion Supported
NIO has signed up eight other automakers to its battery swapping network
“They have thousands of them, and what's, what's kind of interesting recently is that they've been able to sign up a bunch of other automakers. I think there are up to eight other automakers now who have signed up to the NIO charge, like, battery swapping netwo…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 22:07 Demystifying the Chinese EV market
Assertion Supported
Huang: China's Heavy-Duty Electric Trucks Are 60-40 Pure EV vs Swapping
“And especially for the hybrid duty trucks the main breakdown I would say is between The pure battery electric versus battery swapping ones, and you probably have like a sixty-forty kind of ratio between the two.”
TP Huang (TP Wang) Jun 20, 2024 ▶ 23:37 Demystifying the Chinese EV market
Assertion Supported
Chinese EV makers prioritize Global South over Western export markets
“What you see is a lot of their attention are not really focused right now The Western countries, but rather a lot of the global South countries like Brazil, Thailand, Indonesia, Central Asia, probably a lot of the Middle Eastern countries, I would say. But tho…”
TP Huang (TP Wang) Jun 20, 2024 ▶ 30:07 Demystifying the Chinese EV market
Assertion Supported
TP Huang: Chinese EV charging stations integrate rooftop solar and battery storage
“One thing you find that's kind of interesting with all our charging station now is that they have their own solar panels on the top of the roof, and then they have their own energy storage systems along with it, so so that actually does help alleviate some of …”
TP Huang (TP Wang) Jun 20, 2024 ▶ 25:57 Demystifying the Chinese EV market
Assertion Supported
BYD and Chinese automakers generate 10% to 15% of sales outside China
“When it comes to BYD, and I think other Chinese automakers are similar situated, I would say they get maybe 10 to 15% of their sales outside of China right now”
TP Huang (TP Wang) Jun 20, 2024 ▶ 27:59 Demystifying the Chinese EV market
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