Kenneth (@KennethFalke) header
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Portfolio manager, economist, analyst. Tracking The New Energy Revolution

Wellesley, MA
Joined July 2011
Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)Photo by Kenneth (@KennethFalke)
Volvo Trucks was the market leader for heavy all-electric trucks in Europe 2021 with a market share of 42%. Registered heavy all-electric trucks (≥16 tonnes) in Europe 2021 346. Switzerland 77, Norway 56, Sweden 47, Netherlands 42, Germany 37, France 25 volvotrucks.com/en-en/news-s…
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A great new milestone for VDL Bus & Coach: we recently delivered our 1,000th electric bus. Our Citeas can be seen on the streets of many European cities in 11 countries. We are well on the way to 200 million kilometres of electric experience #VDLCiteaElectric #sustainability
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STOAG Stadtwerke Oberhausen GmbH will provide VDL Bus & Coach with a German first: the first series of the new generation of Citeas, 15 electric city buses of type LF-122, are to enter into service in Oberhausen #VDLBusCoach #ZeroCompromise #NewGenCitea
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Together with @ADLbus, we've supplied 29 British-built electric double deckers to @AbellioLondon for the @TfL Route 63. Their passenger-friendly interior includes high-back seats as well as a skylight.
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NEWS: Over 5,200 (yes I counted lol) Tesla Model Y and Model 3's spotted at Shanghai's Luchao port ready to be loaded on a cargo ship. This is the most Teslas I've ever seen in one place. Wu Wa says loading started today (Jan 30th). Video by @bentv_sh: youtube.com/watch?v=xg-WGaLN…
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Kenneth retweeted
Chang'an New Energy to launch 5 models by 2025. 1st model: C385, A+, L3 sedan to be launched Q2 2nd model: A158, A0 sedan to be launched Apr-Mar, deliveries Jun-Jul 3rd model: C673, crossover SUV launch, prior Apr (XCHUXING)
Kenneth retweeted
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Kenneth retweeted
🇺🇸 Already 58x 100% battery electric coaches will be en route to their customers, and roaming the US streets soon... ⚡ 31x TDX25E double-decker coaches ⚡ 27x CX45E coaches ... and more to come! 💪 👍 🚌 #emobility #goingforgreener #teamvanhool
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#EV sales data for November is in. You're going to want to sit down for this: - November 2021 was the 2nd highest month ever - nearly 6% of all light duty sales were EVs - highest ever - @Tesla has its biggest month and takes 59% EV market share
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Historical turning point... West European new monthly all-electric #BEV registrations surpassed #diesel models (inc. #hybrid) the first time during December 2021. Source: Schmidt Automotive Research / European Electric Car Monthly Study ft.com/content/f1bdf1cf-8fc3…
Kenneth retweeted
#China logistics #NEV 2021 sales: 131,229. Top 20 OEM 🥇#Ruichi 🥈#Geely CV 🥉#Dongfeng Dec: 23,201. Top 10 OEM 🥇#Geely CV 🥈#Dongfeng 🥉#Ruichi (EV PARTNER)
We are celebrating another important milestone with the expansion of BYD eBus factory in Hungary! The production capacity increases, with the annual output of a single shift rising to 400 electric buses to meet the ever-growing demand for BYD eBuses in Europe.
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Kenneth retweeted
#Chery: QQ Ice Cream deliveries reach 9,866 since 28 Dec market entry, the model received >70K orders. (XCHUXING)
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Kenneth retweeted
Tesla MIC Dec Wholesale: 70,847 Retail: 70,602 Export: 245. (CPCA)
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Kenneth retweeted
#China #NEV PV Dec wholesale: 505K,⬆️138.9% YoY,⬆️17.8% MoM. 2021: 3.312M,⬆️181.0% YoY. Dec retail: 475K,⬆️128.8% YoY, 25.4% MoM. 2021: 2.989M,⬆️169.1% YoY. (CPCA)
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Volkswagen's sales target for ID. series of EVs in China this year is 140,000 units.
Volkswagen delivered 3.3 million units in China in 2021, down 14% year-on-year.
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Kenneth retweeted
Another European city joins the list of places where we proudly serve. 5 units of e-ATAK delivered to Weilheim city of Germany are now ready for service. ⚡ #Karsan #Weilheim #eATAK #MobilityRedefined #sıfıremisyon #electricevolution #zeroemission #electricbus
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October #ev sales are in! Here's what caught our👁️ - 56,286 EV sales (5th highest month ever) - EVs made up 5.3% of light duty sales (2nd highest after Sep) - @Stellantis had their 2nd biggest month ever and @Hyundai had their biggest - @Tesla ($TSLA) had 52% market share
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Together with our partner @ADLbus, we've delivered four 10.2m length #BritishBuilt BYD ADL Enviro200EV electric buses to @NottsCC, operated by @StagecoachEMid. They are the 1st of this length for a customer outside of London: bydeurope.com/article/407 (📸: @NottsCC)
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Kenneth retweeted
#China #NEV PV Nov production: 435K,⬆️147.2% YoY #EV: 349K,⬆️139.2% YoY Retail: 378K,⬆️122.3% YoY #EV: 302K,⬆️109.6% YoY Wholesale: 429K,⬆️131.7% YoY #EV: 343K,⬆️121.1% YoY (CPCA)
#China #HEV Nov wholesale: 66.4K,⬆️44% YoY,⬆️8% MoM. (CPCA)