But but #electricvehicles demand is slowing. 22.4% YoY growth whilst #ice cars sales fall off a cliff. Add to this #bess growth which is exponential right now and #lithium #battery demand is only tracking one way! Don’t believe the mainstream narratives

As energy transitions advance, "cents per kilowatt hour" may replace "dollars per barrel" as the benchmark for energy affordability On a path to 1.5C, oil's share in total household energy spending falls significantly by 2035 & electricity’s share surges: iea.li/3ZfB6ls

My sympathy goes to hundreds of millions of people living in tyrannical countries such as Japan, Australia, and numerous countries in Europe.

the conservative candidate for 🇩🇪 chancellor (and a front runner as of now) essentially denies EV’s ability to exist and I can’t even

It's a plea for the EU to actually have an industrial strategy and to mean it this time. The report does not shy away from saying where this has been lacking so far, e.g. in the automotive industry or when it comes to many clean technologies.

Mario Draghi writing the quiet part in bold...

The truth is that foreign brands like Tesla, BMW, Mercedes-Benz, Renault Group, and Volkswagen rely on China as an export base for EVs to Europe much more than Chinese brands like BYD, which overwhelmingly focus on domestic sales in China.

A year without newsletters... Still ~eighty brave souls among you subscribed..! THANK YOU! ⚡️⚡️⚡️ #incoming

The EV transition is stalling. Oh yes

Leading Chinese EV manufacturers are operating at near-full capacity with healthy profit margins, and are enjoying production cost advantages as a result of production efficiencies, tech innovation, and vertically integrated business models. 6/ x.com/GlennLuk/statu…

Well dang that is some chart

If Americans waited in traffic in EVs instead of traditional vehicles, they would have saved 3.3 billion gallons of fuel. energy.gov/eere/vehicles/…