The Great Electric BEV Reordering of 2025
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
Global Auto Sales: When Compression Hits the P&L
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
Global Auto Sales: The Compression Phase (2020–2028)
For years, the global auto industry has been framed as a simple story: incumbents vs EVs, disruption vs collapse, winners vs losers. That framing misses what is actually happening. What we are seeing instead is compression. Not sudden collapse. Not … Continued
Revising the Battery Cost Curve: Why 2025 Is $90/kWh
For years, $100/kWh has been treated as the symbolic tipping point for lithium‑ion battery packs — the moment electrification becomes economically irreversible across transport, energy, and industry. Over the past year, I repeatedly stress‑tested this assumption in debates with AI … Continued
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