The background behind the numbers on the EV Desk.
The three walls between American buyers and Chinese EVs: the 100% tariff, the connected-vehicle software rule, and the automakers' own decisions, plus what Canada, Mexico and Europe did differently.
What each battery chemistry is good at, who makes it, and when it ships: LFP (the Blade and Qilin era), sodium-ion (CATL Naxtra, mass production end-2026), semi-solid (SVOLT, 2026) and true solid-state (BYD 2027 demonstration).
How NIO, Onvo and Firefly swap a 75 to 150 kWh battery in about three minutes, what Battery-as-a-Service costs, why CATL and BAIC want a million swap-capable cars, and whether swapping could ever come to the US.