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Cake day: November 10th, 2025

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  • As replacing the battery costs a third of a new car, it might have an effect how you calculate the price you are willing to pay. It will effect the lease rates in case you lease the car.

    As the used car market currently has limited visibility on the actual condition of a battery and no one buys the used car in case you want to sell, it may also be a recycling issue.

    Another point is that most Chinese EV makers are in the red. Global research company AlixPartners say only a handful of the more than 100 of China’s EV makers will be financially viable within the next five years. What if one of them goes bankrupt and you need spare parts or a battery?

    The article raises a lot of good questions imho.






  • The real figure is that China’s coal use is rising, and even the Chinese government says it will be rising at least until the end of this decade. China will also increase its fossil fuel consumption by 8-10 percent in the next five years, according to the Chinese Communist Party’s own plan.

    It is important to note that neither country is on track to meet the Paris goal, but China is much worse than the EU regarding its climate actions.

    These headline are popping you once in a while, but it has nothing to do with reality. It’s just about framing a bad development in a way so that it makes China great again.


  • This ‘news’ is pure propaganda. China spread it 5 or so weeks ago already, and now it pops up again.

    The total coal consumption is on the rise in China, and it will be so for the next five years as it plans its peak of coal use in 2030. It doesn’t say when it plans to exit coal entirely.

    Meanwhile in the EU, coal has long peaked. The bloc’s coal power share hit a record low in 2025, collapsing to 9.2 percent. Phase out is scheduled by 2030.






  • In the EU, we have the Carbon Border Adjustment Mechanism (CBAM) ensuring that the price of imported goods (such as steel and cement) reflects their embedded emissions. Exporting countries we lower emission standards must pay this tariff - and China is among the countries that is criticizing this tariff as “discriminatory”.

    Indonesia has been trying to cut emissions in its Nickel production (the country has the world’s largest Nickel reserves) - but the move is opposed by China which owns 75% of its Nickel refinery capacity which means, for now, Indonesia’s nickel production cuts are not enough to create a sustainable industry.

    In another recent move, Australia looks to become a responsible supplier of rare earths as an alternative to China, as one report says,

    … A planned mine by Arafura Rare Earths in Australia’s Northern Territory holds ore containing the rare earths neodymium and praseodymium, but also radioactive elements such as uranium. Processing involves dissolving the ore with acid and treating the resulting solution to extract the rare earths. This step produces waste liquid containing toxic metals …

    Stewart Forrest, Northern Territory manager at Arafura, says that all radioactive material at the company’s mine will be stored on-site in structures designed to avoid leaks. There are plans to use the phosphoric acid produced as a processing byproduct for fertilizer. Consumers want ethically sourced products, Forrest said.

    Differing environmental standards have been cited alongside volume as a factor in the low prices of Chinese rare earth products.

    “China has lax environmental regulations, and can dispose of waste at next to no cost,” [professor of materials process engineering at the University of Tokyo’s Institute of Industrial Science Toru] Okabe said …

    The critical minerals strategy released by Australia in 2023 called for “strong ESG practices that enable access to global markets.” The country plans public financing for projects that meet environmental standards and tax breaks to cover costs for less harmful processing methods.

    In the rare-earth hub of Baotou in China’s Inner Mongolia, for example, research has shown groundwater contaminated by wastewater causing health problems among residents. A 2018 paper by researchers from the Inner Mongolia University of Science and Technology and other institutions found that the urine of children from the area contained higher concentrations of rare earths … [here is an alt link from Archive Today]

    You find tons of material about that stuff, and it is the West that is pushing ahead with environmental standards. This, however, will inevitably lead to higher prices. We must be ready to pay for it. If we seek the lowest price, we seek also the lowest environmental standards.

    The world is hungry for minerals, but it is increasingly important how they are mined. What we essentially need is supply chain transparency, and this is something that is also opposed and lobbied against by countries like China.