Why ICE Supply Chains Break Faster Than Sales Decline
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
Electric Cars Are Better — Subsidies Just Make It Obvious
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
Bettrify or Die: The New Age of Energy
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
Disruption Decimating the Old World
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
Materials for a Bettrified World
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
Dawn of the Age of Bettrification
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
The Second-Hand EV Effect
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
Inside the Commodity Megatrend Reckoning
Capital Is Rotating Back Into 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 now … Continued
Energy Transition: My Predictions for 2026
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
AI and Robotics: The New Industrial Wave
AI and robotics are here to stay. This is no longer a debate about if or when. The systems are already deployed, capital is already committed, and the trajectory is locked in. At this point, there are only two broad … Continued