Ford, Toyota and Volkswagen still have time to survive the Chinese EV disruption. The problem is that survival requires them to dismantle much of the business that made them successful. I keep coming back to one uncomfortable thought: legacy auto … Continued
My wife is sick to death of hearing me talk about electric cars. A few of my friends probably are too. And I can’t really blame them. If you spend enough time around me, you’d be forgiven for thinking I’m … Continued
How technological revolutions create entirely new industrial ecosystems. The more I think about it, the more I believe we’ve been asking the wrong question. The challenge facing much of the West isn’t simply that China makes cheaper cars. Nor is … Continued
The Shift Tesla’s robotaxi push is now live in Austin. It matters. But the metric has shifted. This is no longer about proving autonomy works. It is about proving it works at scale, at low cost, with short wait times. … Continued
The conversation around electric trucks used to be simple. Those arguments are now over. The data has moved on. Today, multiple electric semi-trucks are pushing past 600 km of range, with some already approaching or exceeding 800 km. Not prototypes. … Continued
We’re used to thinking of transport as a vehicle story—new models, better specs, incremental upgrades. But what’s unfolding now isn’t about better trucks. It’s about a system replacement. One system moves energy by shipping fuel across oceans and burning it … Continued
Preface The global shift from combustion to electrification is no longer a future scenario—it is already underway. But to understand where this is heading, you have to stop looking at sales and start looking at systems. This is not a … Continued
How electrification is quietly ending a century of wars fought over fuel Preface This piece was inspired by a conversation with an American friend during the current crisis in the Persian Gulf. What stood out was how extraordinarily unpopular this … Continued
The global EV transition isn’t just a technology shift — it’s also a data definition problem. In 2024 a strange contradiction appeared in several EV reports. One widely cited analysis placed the European EV fleet at one figure, while another … Continued
Tonight the news warned fuel could jump 40 cents per litre next week. Iran. Dubai. Hormuz. My wife looked across at me and smiled. “Guess we won’t need to worry about that.” Not political.Not ideological.Structural. That smile is the energy … Continued