The Gravity of Cost Curves What we’re witnessing with batteries is classic disruption economics. Costs fall as production scales, and that falling cost triggers more adoption, which then drives costs even lower. It’s a self-reinforcing cycle that turns slow change … Continued
The story of China’s EV market in 2025 isn’t just about record sales. It’s about the rapid divergence between BEVs and PHEVs—and how the rise of bigger batteries is erasing the last advantages hybrids once held. The Battery Size Boom … Continued
Most people still think of solar and wind as “emerging technologies”—experiments, dependent on government handouts, a nice-to-have for the future. But that story is out of sync with reality. The U.S. grid is already being rebuilt—almost entirely—with renewables. And on … Continued
Introduction: At Humanity’s Existential Crossroads We stand at the gates of humanity’s existential crossroads. This moment is marked by profound disruption — not just technological shifts but deep societal impacts. Many feel fear without hope, seeing the tidal wave of … Continued
By Chris Meder — EV Curve Futurist Linear minds in an exponential world — how our own psychology blinds us to disruption, and why battery storage is now rewriting the rules of energy. The Psychology of Disruption When it comes … Continued
By Chris Meder — EV Curve Futurist Disruption math, market fundamentals, and real‑world deployments say the energy transition is accelerating. The “it won’t happen that fast” chorus is political cover for a last‑gasp profit play by fossil incumbents and petrostates. … Continued
Twelve months ago, suggesting 3 terawatt-hours (TWh) of grid-scale battery storage by 2030 would’ve drawn smirks. Analysts dismissed it as techno-optimist fantasy. Fast forward to today: that “fantasy” is creeping into mainstream forecasts from BloombergNEF, Fastmarkets, and others. But here’s … Continued
This piece is a direct follow-up to my recent July post, Why China Will Abandon Coal Sooner Than You Think, and builds on it from a global perspective. Where that post zoomed in on China, this one zooms out—tracking the … Continued
Whenever I talk about China’s astonishing rise in solar and renewables, someone inevitably brings up their massive coal pipeline. Fair enough. China’s coal buildout headlines are hard to ignore. But when I point out that in 2024, 85% of new … Continued
Intro: Firing Up the Truth This article builds on two recent deep dives: If those laid the foundation, this one connects the dots and takes aim at the most persistent myths holding back the shift to safer, smarter batteries. Electric … Continued