A Beta Briefing desk
The Charging Station
Electric vehicles, clean energy, and the road ahead
An EV industry analyst tracking the electrification of everything
Subscribe to the audio
— a new briefing each weekdayHow to subscribe in your podcast app
- Apple Podcasts
- Library tab → ••• menu → Follow a Show by URL → paste
- Overcast
- + button → Add URL → paste
- Pocket Casts
- Search bar → paste URL
- Castro, AntennaPod, Podcast Addict, Castbox, Podverse, Fountain
- Look for Add by URL or paste into search
Spotify isn't supported yet — it only lists shows from its own directory. Let us know if you need it there.
Recent briefings below
Recent Briefings
The IEA just converted the Strait of Hormuz shutdown from a geopolitical standoff into a 4.3 million-barrel global supply deficit. Meanwhile, China's domestic automakers have finally tipped the scales…
Today on The Charging Station: the Strait of Hormuz conflict triggers a formal EIA oil forecast hike, Kia drops a $29,890 answer into the U.S. affordable-EV vacuum, and CoreWeave's $104 billion backlo…
Wall Street's massive asset managers are stepping in to underwrite the AI infrastructure boom directly alongside Nvidia. Meanwhile, GM and Samsung SDI are unwinding their joint battery venture, and a …
A brutal new analysis from Apollo Global Management lays bare the inverted profit structure of the AI boom, while Chinese automakers find a $2 billion backdoor around Western tariffs through South Kor…
A stark new infrastructure reality is materializing in Texas, where Amazon and Microsoft are opting to build their own gigawatt-scale gas plants rather than wait for the grid. Meanwhile, Wall Street s…
As the Strait of Hormuz disruption enters a perilous new phase with Iran's parliament voting for a permanent blockade, we also look at a pair of lawsuits testing who will actually pay to power America…
Today on The Charging Station: Ford reveals the $28,350 Fathom pickup as the centerpiece of its post-reset EV strategy, military strikes in the Strait of Hormuz complicate Oman's diplomatic back-chann…
Today on The Charging Station: Honda posts a blowout quarter by abandoning its EV ambitions, Waymo draws a technical line in the sand against Tesla's camera-only approach, and the Trump administration…
Texas has officially halted new data center connections as its grid queue balloons to five times peak demand, while diplomatic optimism around the Strait of Hormuz pushes oil below $79. Plus: Lucid's …
The diplomatic push to reopen the Strait of Hormuz is immediately tested by a new cargo ship strike. Plus: 25 states take the Section 301 tariff architecture to federal court, and Palantir's 93% reven…