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: China bans rare earth exports to Pentagon-backed U.S. firms on the same day Washington commits $725M to break that dependency — and a week's worth of deals, data, and ro…
Today on The Charging Station: the Strait of Hormuz has closed again days after the ceasefire ink dried, FERC finalized its rewired rules on AI data-center power access, and the global EV market poste…
Today on The Charging Station: automakers are becoming energy companies, the grid is becoming everyone's problem, and the geopolitics of oil are rewriting themselves faster than diplomats can keep up.
Today on The Charging Station: the regulatory infrastructure holding back AI's power appetite just cracked open, the US-Iran deal is rewriting energy geopolitics in real time, and the car dealership a…
Today on The Charging Station: the Gulf ceasefire whiplash culminates in a signed Iran deal at Versailles, the Fed signals rate hikes under its new chair, and Ford's first domestically made LFP batter…
Today on The Charging Station: oil markets reprice on the Iran deal, BMW takes a dramatic guidance cut, and the autonomous vehicle supply chain reshuffles as Mobileye decides it wants to run the fleet…
Today on The Charging Station: a U.S.-Iran deal sends oil tumbling and markets rallying, Salesforce acquires an AI agent that resolves 76% of support tickets autonomously, and the global EV map keeps …
Today on The Charging Station: the Strait of Hormuz is officially set to reopen, global markets celebrate, and the auto industry quietly reckons with a pair of structural shocks — China's brand consol…
Today on The Charging Station: a US-Iran peace agreement reshapes global energy markets, SpaceX's record IPO closes above $160, and the AI infrastructure buildout collides with community resistance, c…
Today on The Charging Station: SpaceX's record IPO is the spectacle, but the more durable stories are Ford stepping back from battery-electric trucks after a 43.9% EV sales drop, a $28B tariff bill re…