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EV Curve Futurist

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Posts

The Electric Vehicle – Tip of the Spear

The Industrial System of the 21st Century

Beyond Baseload: The Evolution of Energy Grids

KISS and the Energy Transition: The Hidden Driver of Exponential Disruption

The Fossil Fuel Welfare State

Fear & Greed: The Lithium Cycle

Primary Energy Fallacy: Why Demand Is Overstated

China’s Robotaxi Surge Is Unstoppable Now

1974 vs 2026: When Energy Systems Break

Electric Trucks Unleashed. Freight Enters New Age

Same Solar. Different Price. The System Is the Product

This Is How Energy Systems Collapse

Obliterate Dead Shade With Solar Carport Supremacy Now

From Buses to Trucks: The Bettrification of Freight

Fleet First: Why Stock Beats Flow in the Bettrification Era

After Oil: The Same World—Only Better

The Last Oil War

The Simple Rule That Fixes EV Data

Why Oil Volatility Now Accelerates Its Replacement

The 40c Smile: Immunity From Oil Shocks

The 2027–2035 Tipping Points That Reshape Global Energy

Balance of Power – Assault of the Cost Curves

The Storage Surge That Tames the Duck

Bettrification: Why Renewable Energy Systems Lead to Lower Prices

When the Innovators Enter the New Order

The Great Electric BEV Reordering of 2025

Global Auto Sales: When Compression Hits the P&L

Global Auto Sales: The Compression Phase (2020–2028)

Revising the Battery Cost Curve: Why 2025 Is $90/kWh

Why ICE Supply Chains Break Faster Than Sales Decline

Electric Cars Are Better — Subsidies Just Make It Obvious

Bettrify or Die: The New Age of Energy

Disruption Decimating the Old World

Materials for a Bettrified World

Dawn of the Age of Bettrification

The Second-Hand EV Effect

Inside the Commodity Megatrend Reckoning

Energy Transition: My Predictions for 2026

AI and Robotics: The New Industrial Wave

2025 Energy Transition in Review: The World Repriced

The Himalayan Surge: When Clean Energy Meets National Resolve

Lithium Ignites: The Shock That Will Rewrite the Energy Market

Solar Dominion: The Decade China Locked Down Energy and Matter

25 Reasons EVs Are Better Than ICE Cars

The Disruption Decade: 2025–2035 and the New World Order

The Truth About Solar and Land: A Rounding Error

From Slumber to Squeeze: Lithium’s Exponential New Era

Hybrids on Borrowed Time: China’s Battery Leap Sparks a New Era

The Great Shift: Renewables Take 95% of New U.S. Capacity

The Great Disruption: Fear, Hope, and Renewal

Linear Minds in an Exponential World

The Last Gasp: Why the Energy Transition Won’t Wait (and why the FUD is so loud)

Energy System Rewired: The Unstoppable Rise of BESS

Ashes to Abundance: The Great Coal Collapse