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
Bettrification — How Electrification, Oil Volatility and Industrial Disruption Are Driving the Helical Death Spiral of Oil I started writing this piece months ago and then put it aside. Not because the topic lacked importance — quite the opposite. Oil … 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
In my previous piece, “Balance of Power – Assault of the Cost Curves,” I focused on the economics — how falling cost curves for solar, wind and storage are reshaping capital allocation. This post examines the system-level consequence of that … Continued
The shift didn’t begin with politics. It began with price — and price does not negotiate. Wind and solar costs collapsed. Deployment surged. Storage scaled. Capital obeyed physics. By 2025, more than 83% of new global power investment flows to … Continued
Curtailment Is a Phase, Not a Flaw For years, critics of renewable energy have pointed to the “duck curve” as evidence that solar and wind destabilise the grid. In policy debates, media commentary, and investor briefings alike, the duck curve … Continued
In June 2025, I laid the groundwork for this argument on EV Curve Futurist: the energy transition is not just about replacing fuels — it is about rewriting system architecture. That piece explored how storage, scale, and learning curves were … 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