From Tesla to China: The EV Revolution
When people think of the automotive world, they usually picture cars. However, the industry depends on a complex network. This includes suppliers, manufacturing processes, and logistics. These systems span the globe. They start with raw material extraction and end with … Continued
Why Global BEV Sales Will Hit 90-95% by 2030
What happens when a disruptive technology becomes a global phenomenon? The answer: industries are transformed, geopolitics shift, and growth accelerates faster than anyone anticipates! When discussing the electrification of global transportation, the Norwegian model of EV adoption is often considered … Continued
German Auto Imminent Collapse
The German auto industry has long been a symbol of engineering excellence and industrial might. For decades, global automakers aspired to match the precision, quality, and innovation of Germany’s giants: BMW, Volkswagen, and Mercedes-Benz. These brands dominated roads worldwide, their … Continued
Flogging a Dead Horse, ICE Doom!
Let’s be honest: trying to save the internal combustion engine (ICE) is like insisting on riding a horse to work in the age of electric scooters. Sure, it’s quaint, but it’s also hilariously impractical. BEVs (Battery Electric Vehicles) are here, … Continued
EV Trucks: Cost Savings
The electrification of trucking isn’t just inevitable—it’s shaping up to be one of the most transformative shifts in logistics and transportation history. The reasons are simple: electric trucks offer unparalleled cost savings, and when combined with autonomous driving technology, the … Continued
China’s 2024 Solar Surge
China’s renewable energy growth in 2024 has been nothing short of historic. In just the first three quarters of the year, China installed 160 GW of new solar capacity, averaging 17.7 GW per month. With the fourth quarter typically the … Continued
Latin America, NEV Frontier
Chinese automakers are setting their sights on South America as a lucrative destination for expansion and as a solution to address their burgeoning production overcapacity. With the rapid growth of EV adoption globally, South America’s untapped potential, coupled with its … Continued
Evolution of the BEV Market
I’m sick and tired of seeing PHEVs lumped together with EV sales in reports. It’s misleading and dilutes the focus on Battery Electric Vehicles (BEVs), which are the real future of transportation. While I can tolerate the Chinese breakdown of … Continued
State Capitalism Unleashed
When we think of global automotive powerhouses, names like Toyota, Volkswagen, Ford, GM, and now Tesla often come to mind. However, the rise of Chinese automakers like BYD and Geely is rapidly reshaping the global automotive landscape, leaving Western companies … Continued
The S-Curve of EV Adoption
In the world of technology, disruption doesn’t follow a straight line—it accelerates. Historical patterns reveal that once a tipping point is reached, adoption rapidly picks up pace, following the shape of an S-curve. A century ago, it took 20 years … Continued