For years, $100/kWh has been treated as the symbolic tipping point for lithium‑ion battery packs — the moment electrification becomes economically irreversible across transport, energy, and industry. Over the past year, I repeatedly stress‑tested this assumption in debates with AI … Continued
A common mistake in transition analysis is assuming industries decline smoothly, in line with falling sales. History shows the opposite. Internal combustion engine (ICE) supply chains do not fail gradually. They fail non‑linearly, often long before sales approach zero. This … Continued
A recent CleanTechnica article made a simple but important point: electric cars are better — subsidies or not. That statement sounds almost banal now, yet it still cuts straight through one of the most persistent myths in the EV debate: … Continued
Entering the age of Bettrification (2025–2035) (This essay is the conceptual backbone of the static reference page: The Disruption Decade (2025–2035) — the timeline framework for what I describe here as the new age of energy.) The old energy world … Continued
Why cost curves, electrification, and AI are ending legacy economics A cliff, not a trend In most major economies, new solar and onshore wind are now dramatically cheaper than new coal or gas — not by a few percentage points, … Continued
We are entering a phase change in human civilization. Not an “energy transition.” Not a “green shift.” A structural rewrite of how society produces, moves, stores, computes, and feeds itself. I call it Bettrification:Electrification → Software → Automation → Intelligence … Continued
In one sentence: Bettrification is what happens when electrification turns systems into software—rewriting economics, automation, and intelligence across the entire economy. For most of the last century, electricity was something we used. We plugged into it. We switched it on. … Continued
How depreciation, durability, and safety are turning disruption into inevitability For years, critics pointed to one supposed weakness of electric vehicles: they don’t hold value. Falling resale prices are framed as proof that EVs are a fad, that batteries won’t … Continued
Capital Is Rotating Back Into Physical Reality (EV Curve Futurist) For more than a decade, I’ve argued that the global system would eventually collide with physics, energy, and materials — not narratives, not financial engineering, not central‑bank storytelling. The charts … Continued
Staying deliberately away from geopolitics — this is about technology, markets, and physical reality. 2026 is shaping up to be the year the energy transition finally stops being a culture‑war talking point and becomes what it actually is: an industrial … Continued