Alternative Power | Power Systems Research

2026-01-28

Alternative Power Report, January 2026

In the January 2026 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you’ll find articles on Tesla’s very weak 2025 sales in Europe, CATL’s winning position in the shipping electrification race, CATL’s upgrade to its sodium-ion battery, and the possibility that China is running out of critical battery materials. Read these articles and more in the January Alternative Power Report today. PSR

Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research

Categories: Alternative Power, Alternative Power Reports, Batteries, Electrification, Marine, Passenger Cars, Minivans, and SUVs, Production

Office: United States Offices

2026-01-25

Tesla’s 2025 Europe Data Shows Total Bloodbath

Guy Youngs

The data is in for Tesla’s full year 2025 in Europe, and frankly, it’s a bloodbath across most major markets. Every market in Europe showed a substantial decline (ranging from -4.1% to -66.9%). There’s a single exception, Norway, and Tesla can’t even count on this market in 2026 because the growth in Norway was caused by changing regulations for 2026, that brought forward car purchases into the last two month of 2025.

According to registration data compiled from major European markets, Tesla saw its total volume drop from roughly 326,000 units in 2024 to just over 235,000 in 2025. That is a staggering 27.8% year-over-year decline

The truth is that this is an impressive demand cliff by any standard that points to significant brand problems, which are due to a mix of Elon Musk, Tesla’s CEO, becoming highly toxic, and Tesla’s EV lineup becoming stale amid tougher competition.

Categories: Alternative Power, Europe, Passenger Cars, Minivans, and SUVs, Sales

Office: United States Offices

Sodium-Ion Battery Cell Cost Could Drop to $40/kWh

Guy Youngs

A report from the International Renewable Energy Agency (IRENA) notes that while it is still uncertain whether sodium-ion batteries (SIB) will become a disruptive alternative to lithium-ion (LIB) technology, they could offer significant cost-saving opportunities in applications such as electric vehicles and large-scale energy storage.

SIBs hold a potential advantage over LIBs due to the abundance and accessibility of sodium, a material that is considerably cheaper than lithium. IRENA says the price of sodium carbonate between 2020 and 2024 ranged between $100/ton and $500/ton, while the price of lithium carbonate over the same period of time ranged between $6,000/ton and $83,000/ton.

Categories: Alternative Power, AltPwr, Batteries, Electrification, Production

Office: United States Offices

CATL Winning Shipping Electrification Race

Guy Youngs

CATL’s batteries and energy management systems are already operating in roughly 900 ships and vessels, a figure that on its own should reframe how maritime decarbonization is discussed.

Shipping is, by its nature, conservative for structural reasons tied to safety, long asset lifetimes, and unforgiving certification regimes, so deployment at this scale signals that electrification is no longer a pilot exercise but operating infrastructure.

Categories: AltPwr, Batteries, Electrification, Marine, Production

Office: United States Offices

2025-12-09

Alternative Power Report, December 2025

Guy Youngs

Alternative Power Report – December 2025 Download

In the December 2025 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you’ll find articles on slowing EV Sales, hydrogen power, battery development, China’s shift from diesel powered trucks to electric, and Spain’s growing emphasis on hydrogen power. Read these articles and more in the December Alternative Power Report today. PSR

Guy Youngs is Forecast and Technology Adoption Lead at Power Systems Research

Categories: Alternative Power, Alternative Power Reports, Commercial Vehicles, EV, Hydrogen, Passenger Cars, Minivans, and SUVs, Production

2025-12-08

Heli Breaks Ground for Factory in Thailand

Jack Hao

Heli Industrial Vehicles (Thailand) Co., Ltd.’s broke ground for its industrial vehicle assembly and lithium battery pack production factory at the Navaan Nong Khuang Industrial Park in Chonburi Province, Thailand Nov. 27, 2025.

To consolidate and expand its leading position in the global market, actively advance its global strategic layout, and build a global production and supply system, Anhui Heli Co., Ltd. has established a strategic partnership with Siam Motors Parts Co., Ltd., a local Thai enterprise, to jointly establish Heli Industrial Vehicles (Thailand) Co., Ltd.

Through this joint venture, the two parties will co-invest in building a new manufacturing base in Thailand, creating an integrated production and sales platform for industrial vehicle complete machines and lithium battery systems.

Categories: Alternative Power, Batteries, Greater China, Industrial, Production, Thailand

Office: China Office

2025 EV Motorcycle Promotion Project Continues

Akihiro Komuro

South Korea’s Ministry of Environment is continuing the “Electric Motorcycle Subsidy Program and Battery Swap Charging Facility Support Program,” which was launched in spring 2025. Its effects appear to be gradually emerging in the market.

Categories: Alternative Power, Electrification, EV, Legislation, Recreational Products, South Korea

Office: Japan Office

2025-12-07

Spain Doubles Down on Hydrogen Transport

Guy Youngs

The European Commission’s latest funding decision for alternative fuels infrastructure landed with a strange twist. On paper, the bloc approved support for 38 new hydrogen refueling stations spread across the continent.

In practice, almost all of them are going to a single country. Spain secured roughly four out of five stations in this round, which puts it at the center of an infrastructure buildout that is moving in the opposite direction from the rest of Europe

The scale of the EU funding approval is substantial, with more than US$ 700 million (€600 million) committed across a wide range of projects that genuinely strengthen Europe’s transport decarbonization efforts

Source: Clean Technica: Read The Article

Categories: Alternative Power, Hydrogen

Office: United States Offices

China’s Diesel Trucks Shifting To Electric

Guy Youngs

China is replacing its diesel trucks with electric models faster than expected, potentially reshaping global fuel demand and the future of heavy transport. In 2020, nearly all new trucks in China ran on diesel. By the first half of 2025, battery-powered trucks accounted for 22% of new heavy truck sales, up from 9.2% in the same period in 2024, according to Commercial Vehicle World, a Beijing-based trucking data provider. The British research firm BMI forecasts electric trucks will reach nearly 46% of new sales this year and 60% next year

Heavy trucks carry the lifeblood of modern economies. They also contribute significantly to global emissions of carbon-dioxide: In 2019, road freight generated a third of all transport-related carbon emissions. Trucking has been considered hard to decarbonize since electric trucks with heavy batteries can carry less cargo than those using energy-dense diesel

Categories: Alternative Power, Batteries, Commercial Vehicles, Greater China

Office: United States Offices

Renewables and AI Rapidly Changing Energy Future

Guy Youngs

The International Energy Agency (IEA) says renewables and AI are reshaping the world’s energy future, and that transformation is happening faster than anyone expected. In its new “World Energy Outlook 2025,” the IEA warns that energy security risks now stretch far beyond oil and gas.

Critical minerals essential to clean tech, defense, and AI have become the new fault lines in global supply chains. The IEA also states that energy has become a central focus of geopolitical power struggles, making it one of the defining economic and security challenges of our time

Categories: Alternative Power, Artificial Intelligence (AI), Electrification

Office: United States Offices

News: Alternative Power

Alternative Power Report, January 2026

Alternative Power Report, December 2025

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