This is just the start of the Chinese EV entry into North America.
Chinese companies will manufacture them first in Canada and Mexico.
US legacy automakers remain sitting ducks, tethered to declining markets for oil burners.
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John Raymond Hanger
28.3K posts
John Raymond Hanger
@johnrhanger
Climate, Energy & Electricity Policy. Support competitive markets & climate action. Former PA PUC Commissioner, PA DEP Secretary, Policy Secretary. Penn Law '84
Katılım Nisan 2011
1.3K Takip Edilen12.9K Takipçiler
"Eye-opening"
That's how one Canadian dealer described arrival of Chinese EV
Trump called it "a disaster."
A Canadian consumer said the EVs "will destroy the market in a good way."
Limit initially is 49,000 ( 3.5% to 5% of market) at 6.1% tariff.
cnb.cx/4ww6U3z
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USA - coal - record low
That’s the news
John Raymond Hanger @johnrhanger
Good morning with good news: US coal generation fell to a record-low monthly market share of 11.5% in April 2026. Coal was 13.8% in 4/2025. Prior monthly low was 11.6% in March 2024. As coal plunged from 49.7% in 4/2005, W&S rose from 0,6% in 4/2005 to 26.2% in 4/2026!
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Coal plunged from 49.7% in April 2005 to 11.5% in April 2026.
Coal fell 38 points in 21 years.
W&S rose 25 points in 21 years.
Gas rose 18 points.
W&S growth was enough to push clean electricity above 50% level, despite hydro & nuclear market share declines since 2005.
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Good morning with good news: US coal generation fell to a record-low monthly market share of 11.5% in April 2026. Coal was 13.8% in 4/2025.
Prior monthly low was 11.6% in March 2024.
As coal plunged from 49.7% in 4/2005, W&S rose from 0,6% in 4/2005 to 26.2% in 4/2026!
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@pskpspspss Yes. The total utility rate for residential customers is usually less than 50% generation costs.
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@johnrhanger Do utility customers with larger distribution costs not feel the effect of cheaper renewables that may bring wholesale costs down as much? Learned about areas that have heavy infra spending rn or costs like CA and wondering if that may dampen impacts at all
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Good piece!
There should be much more focus on increases in costs of distribution and transmission that remain monopolies.
PECO is PA's largest utility and generation costs are just 44% of the total rate or bill.
I will post data and link next.
utilitydive.com/news/competiti…
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Solar to surpass coal in Texas power generation in 2026, EIA says
Solar was 4% of Texas electricity in 2021.
It jumped to 12% in 2025.
More huge solar increases ahead in 2026 and 2027!
reuters.com/business/energ…
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"Solar coup"
51 GW of solar imported by 2026.
Wonderful!
People and businesses around the world are deploying large amounts of solar & batteries to escape failing electricity monopolies monopolies and high prices.
Assaad Razzouk@AssaadRazzouk
Pakistan: While the govt drowned in fossil debt, the people staged a solar coup. 51GW of modules imported by early 2026 - the shadow grid now exceeds the official one >Savings: $12b so far, plus $6.3b in gas imports in 2026 alone >Solar share: From 2.9% in 2020 to 32.3% in 2025
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Good morning with good news: Global battery deployment will surge 41% to 158 GW/459 GWh in 2026!
That builds on batteries 48% jump to 112 GW/307 GWh in 2025!
Total capacity will be 2,867 GW/10,514 GWh by 2036.
That's 10 times 2025 total!
Wow!
pv-magazine-australia.com/2026/05/13/blo…
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Pakistan plans 95% Renewable Electricity by 2040!
Why?
To cut fossil fuel imports, and their huge expense.
This goal is achievable as Pakistan was near 50% RE in 2025.
RE was 61% in 11/2025, highest monthly share ever so far.
Credit @laurimyllyvirta
propakistani.pk/2026/05/10/pak…
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@Oxford_Life @johnrhanger can't answer that but coal used to provide 73% of electricity ten years ago...
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Good question!
Coal produced 54.6% of China's electricity in 2025.
Record-high wind & solar deployments raise rapidly the clean electricity share.
And an EV running on 100% coal electricity would be cleaner than an oil-burner with 25 mpg fuel efficiency.
EV is efficient!
1.0 (American/Man)⚡@brdavids
@johnrhanger @murphymike @grok what percentage of Chinese EVs run on coal generated electricity?
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False. EVs do not transfer the same amount of pollution from the tailpipe to the coal or gas plant.
Please read this: #section-evs-simply-displace-carbon-emissions-from-roads-to-distant-power-stations" target="_blank" rel="nofollow noopener">interactive.carbonbrief.org/factcheck/elec…
This analysis was done in 2022, when coal generated 61% of China's electricity.
Coal was 54% in 2025!
So, this understates EV benefit.
GreenMomentum@green_mni
@johnrhanger There is no net reduction here, just a transfer of pollution from the exhaust pipe to the coal stack.I have no idea why people call this clean when the grid is still 55% coal.
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@green_mni False. An EV running on 54% coal electricity emits much less CO2 than nearly all oil-burners.
Read this: #section-evs-simply-displace-carbon-emissions-from-roads-to-distant-power-stations" target="_blank" rel="nofollow noopener">interactive.carbonbrief.org/factcheck/elec…
Then please stop repeating nonsense.
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@johnrhanger There is no net reduction here, just a transfer of pollution from the exhaust pipe to the coal stack.I have no idea why people call this clean when the grid is still 55% coal.
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@Lou4Gardens China is also deploying huge amounts of utility-scale battery storage to firm solar and wind.
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@johnrhanger I agree the EV maths holds even at 54.6% coal. Well-to-wheel beats a 25 mpg ICE. I would flag the flat nuclear share. Without baseload, intermittency is a grid logistics problem.
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@ArkansasBlog Or USA's legacy automakers which stand on thinning ICE.
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Don’t tell it to Donald Trump
John Raymond Hanger @johnrhanger
Good morning with good news: China's sales of oil-burning cars crashed 37% in April 2026, compared to 4/2025! They fell 33%, compared to March 2026. China's top 10 selling models were 8 full-electric, 1 PHEV & 1 ICE! ICE share was 38.6%! ICE collapse! electrek.co/2026/05/12/the…
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@grok @brdavids @murphymike Coal was 54.6% of China's electricity in 2025.
An EV running on 100% coal emits less CO2 than an oil-burner with 25 mpg fuel efficiency.
China's share of clean electricity is rising rapidly due to record high solar and wind deployments.
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@brdavids @johnrhanger @murphymike In 2025, fossil fuels (mostly coal) generated 58% of China's electricity, per Ember data—down from 62% in 2024 as renewables covered all net demand growth and coal output fell for the first time since 2015. On average, that's the share powering the grid EVs charge from.
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Good morning with good news: China's sales of oil-burning cars crashed 37% in April 2026, compared to 4/2025!
They fell 33%, compared to March 2026.
China's top 10 selling models were 8 full-electric, 1 PHEV & 1 ICE!
ICE share was 38.6%!
ICE collapse!
electrek.co/2026/05/12/the…
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ICE collapse in China matters.
China is the world's largest auto market, with about one-third of the global market.
As ICE collapsed, EV share skyrocketed to 61.4%.
80% of EV sales in China were made by Chinese companies.
Legacy ICE automakers stand on weak, breaking ICE.
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