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
BMW, Mercedes and the Zero-to-Scale Challenge (2020–2025) This is not a sales comparison. It is a phase-change signal. When the companies that defined automotive innovation for half a century begin to experience relative compression against firms that barely existed five … Continued
The EV conversation is crowded with surface debates — China vs West, subsidies vs markets, policy vs politics. Those frames obscure the more important question. Strip away ideology and headlines, and only one structural issue remains: Who actually controls the … Continued
Margins, Utilisation, and Capital Discipline in the EV Transition Executive Hook Global auto sales didn’t collapse. Profits did. In 2024, most of the world’s largest automakers still sold millions of vehicles. Headlines focused on volumes holding up. But beneath the … Continued