Final #EV & #BESS installs are in. Shipments > demand ≠ surplus — it’s pipeline + inventory build. 2025 demand ~1.6 TWh vs ~2.28 TWh shipped. My 21.3m EV forecast (modelled 2020) landed ~20.7m — only ~500k off. LFP +48% YoY. China accelerating, EU & Global South ramping. US increasingly an island.

Fossil fuels and ICE aren’t being “challenged.” They’re being made obsolete. Betting your economy on them in the 21st century is like investing in steam power after electrification — or horse carriages after the combustion engine. It’s not conservative. It’s suicidal. #EVs #BESS #Renewables #LFP

The world isn’t “choosing” clean energy out of kindness. It’s switching because solar and wind are cheaper, faster to build, and now paired with batteries. Fossil power is losing on cost, speed, and relevance. This isn’t a trend. It’s replacement. #Renewables #EnergyEconomics #Solar #Wind #BESS

Lock and load, Canucks 🇨🇦. A $1T Canada–China trade reset plus EV tariffs cut from 100% to ~6.4% isn’t symbolism — it’s affordability and scale. Lower prices expand demand, attract Chinese OEMs, and make lithium, battery, and processing infrastructure economic. This is how supply chains get built.

Mark Carney in Beijing openly naming a “new world order” is huge. Not politics—structure. Power now follows factories, energy systems & tech supply chains. History breaks at inflection points: 1453 ended one order. 2026 is starting to rhyme. Infrastructure, not narratives, decides what comes next.⚡🔋

Ford buying BYD batteries isn’t a partnership—it’s the opening chapter. Hybrids today, full EVs tomorrow. When Ford finally accepts that pure EVs win, it won’t survive alone. Endgame: Ford by name in the USA, BYD by ownership. Enter Geely–Volvo. Legacy auto is consolidating as the fossil era fades.

Coal just blinked. For the first time in decades, China and India both reduced coal generation while demand kept growing. Renewables filled the gap. This isn’t policy theater — it’s structural disruption. Power is being re-architected around solar, wind and batteries. ⚡🔋 #Bettrification #Renewables

Global Li-ion shipments surged +47.6% in 2025 — from ~1.55 TWh to 2.28 TWh (+735 GWh in a single year). That equates to ~550–600 kt of new LCE demand YoY. This isn’t a cycle. Electrification is now infrastructure. Batteries are the backbone of transport and grids. ⚡🔋 #Lithium #LFP #EnergyTransition

Canada lifting EV tariffs on China would be a win for Canadians. Chinese EVs now lead on tech, quality & price—CES 2026 proved it while Ford & GM stayed home. Consumers choose value, not geopolitics. This move cuts costs, boosts innovation & shows future is built on tech, not Trump’s trade tantrums.

Global EV sales hit 20.7M in 2025 (+20% YoY). BEVs stayed dominant at ~70%, led by China & Europe. PHEVs (~30%) grew faster in some regions as price & incentives shaped demand. Electrification keeps compounding — even if it fell short of my 21.3M call. Thanks, Trump.. 🤦‍♂️⚡🚗 #EVs #LFP #EnergyTransition

Everyone talks about “electrifying everything.” That frame is already outdated. What’s happening is #Bettrification: when electrification turns systems into software—rewriting economics, automation & intelligence across the entire economy. I’ve laid out the framework in a manifesto 👇 #LFP #Lithium

South Australia just met all demand with wind — and exported battery power into Victoria. This is a window into our global future, just around the corner. A live grid on renewables + storage. While others debate ‘feasibility,’ SA is already operating the future.⚡ #Solar #Wind #BESS #EnergyTransition

BYD overtook Tesla as the world’s top BEV seller in 2025—by ~600k cars. This isn’t a blip, it’s a structural shift. Cost, scale, batteries & manufacturing now rule. I expect Geely to pass Tesla in 2026 too. The future is built in gigafactories, not PowerPoints and hype.⚡🔋 #EVs #BEV #ElectricVehicles

Australia’s grid just passed a brutal heatwave stress test. Jan 7, 2026 hit record demand, yet solar surged at peak, batteries carried the evening, and reliability beat 2019. Not more fossil fuels — clean energy scaled. This is modern resilience, and a sign of what’s coming. 🔋⚡ #Solar #BESS #Energy

China added more grid-scale #BESS in Dec 2025 than the US did all year. One month vs one year. That’s not competition—it’s industrial separation. Batteries are now infrastructure there: cheaper power, tougher grids, faster electrification. The West didn’t fall behind on tech—it stalled on execution.

China just switched on the world’s largest offshore solar farm: 1 GW open-sea PV off Shandong. 🌊☀️ Output ~1.78 TWh/yr — enough to power ~2.6–2.7 million homes/people. This isn’t a demo. It’s clean energy built at infrastructure scale. Firmed by grid storage. #BESS #Solar #Renewables

The battery panic is a fossil-era story told to slow a phase change. What actually happens is cost curves fall, cycle life rises, residuals stabilise, and the secondary market strengthens. This isn’t a tech problem anymore — it’s an incumbency problem. #EV #BEV #Lithium #LFP #RIPICE

Used EVs aren’t a weakness—they’re how adoption scales. Safer batteries, million-km lifespans, falling prices. The second-hand market isn’t a footnote. It’s the fundamental mechanism of this disruption. Depreciation is not decline. It is distribution. #EVs #LFP #V2G #EnergyTransition #Renewables

China’s EV growth continues to impress. ~12.9M NEVs sold in 2025, up ~18% YoY. Market share hit ~54% of all new cars, up from ~48% in 2024. EVs are now mainstream, replacing ICE at scale — with China selling more EVs than the rest of the world combined. 🚗⚡📈 #EVs #EnergyTransition #BEV #Renewables

Petrol is a lifetime subscription you can’t cancel. Over 30–40 years, drivers burn $120k+ at the pump—price shocks, endless fill-ups. EVs flip it: cheap, stable power, home charging, fewer parts, lower upkeep. Run numbers and question isn’t “Can I afford an EV?” It’s “Why keep paying for petrol?”now

WTI at ~$57 isn’t cyclical noise—it’s structural decay. Since the 2022 spike, oil failed to reclaim trend, printing lower highs as demand erodes. This isn’t one shock but substitution at scale: EVs, efficiency, electrified transport, heat pumps, rail, and China’s oil intensity falling. Now. #EVs

This is scalable, fuel-free energy that compounds year after year. That is centralized, brittle infrastructure tied to volatile fuel, geopolitics, and stranded risk. Electrification isn’t ideology or politics — it’s physics, economics, and momentum. This is the future. This, not that. ⚡🌬️ #Renewables

People say reality has a left-wing bias. No — reality has a facts bias. Physics doesn’t negotiate. Economics doesn’t care about ideology. Data doesn’t bend to narratives. Measure costs, energy, health, or climate and the same curves show up. You can argue — reality still collects. #Renewables #EVs

Venezuela won’t scare China — it will harden resolve. Oil geopolitics just push China to go harder and faster on EVs, renewables, grids and storage. When oil becomes a risk, it gets engineered out. Scale crushes costs. Old power plays accelerate their own irrelevance. ⚡📉 #EVs #BESS #EnergyTransition

My extensive Commodity Megatrend 2026 blog. Capital is rotating out of abstractions and back into reality — energy, metals, physics. #Silver, #copper, #lithium aren’t “spiking,” they’re repricing. Shaping up to be a great year for bulls and believers. #Solar #BESS #EVs #Renewables #EnergyTransition

This isn’t just the rise of a new energy source—it’s the inverse collapse of the old world order. Solar jumped from 252 GW (2022) to 760 GW (2025) added per year, smashing forecasts. That power feeds EVs, BESS, AI and industry. As energy turns cheap & fuel-free, demand shifts to electrons—not oil!!!

🌟 Happy New Year from the EV Curve Futurist! As we roll into 2026, let’s toast to the real heroes: the sun on our rooftops, the wind in our turbines, and the grid storage that’s powering a cleaner future. Here’s to a year of renewable energy lighting the way. Cheers to a brighter, sustainable world!

Happy New Year everyone 🍾 Ending 2025 with this view: 2026 won’t be a constraint story — it’ll be an execution story. #EV adoption, #BESS, renewables, AI power demand, robotics, and electrified transport all accelerate together. Debate’s over. #Lithium #LFP #Solar #Renewables #Wind #EnergyTransition

AI + robotics are here to stay. There are only two paths: deny & boycott, or accept & engage. Energy stress is real — but so are the solutions. Robots & data centers scale fast, infrastructure follows, driving sustained demand for #lithium #copper #silver & #manganese. This is a build-out story.

This is my last energy transition song of 2025. Not climate commentary — an industrial, material & geopolitical synthesis set to music. 2025 was the year the transition became physical. This isn’t ideology. It’s arithmetic. 🎶 #Lithium #Solar #LFP #EnergyTransition #Wind #BESS

Denmark just hit 90.9% BEV in Nov — +33–36pp YoY vs Nov ’24. Trailing-12-months climbed to 84.2% BEV, up ~28–30pp YoY. That makes Denmark the second country to reach this milestone. This isn’t gradual adoption — it’s a late-stage S-curve snap. ICE isn’t declining anymore; it’s exiting. #RipICE #EV

Pausing data centers is opting out of reality. The horse has bolted — AI compute is here. China gets it: data centers aren’t blocked, they’re disciplined, with ~80% #renewable power mandates. Tie compute to clean energy, storage & grids and it becomes a catalyst — or fight it and get left behind.

Here’s my 2025 Energy Transition in Review — not climate commentary, but an industrial, material & geopolitical synthesis. 2025 was the year the transition became physical: power, transport, minerals, capital & China’s export machine locking together. This isn’t ideology. It’s arithmetic.

The biggest oil exporter on Earth is building massive solar farms and battery grids. Not because they’re green — because it’s cheaper, faster, and smarter. They power themselves with sunlight and sell the oil to you. Mock clean energy all you like — you’re the product funding it. #EVs #Solar #BESS

Australia isn’t arguing — it’s installing. We lead the world in rooftop solar per capita, batteries rolling out faster than expected & #EVs are becoming home power stations via V2H. This isn’t activism or ideology. It’s economics and engineering. The future’s here, while some still argue about past.

Merry Christmas 🎄⚡ #Renewables kept scaling, batteries kept getting better, #lithium stayed essential, and #EV sales kept growing faster than expectations. #BESS growth next. This isn’t ideology anymore — it’s momentum. Here’s to a cleaner, quieter, more resilient future taking shape in real time.

Coal isn’t coming back. Wanting it to is nostalgia for inefficiency and failure. Coal gets crushed by solar, wind, grids, storage, geothermal & batteries on cost, speed, and scale. Even existing nuclear is cheaper to run. This isn’t politics or ideology. Coal lost because it’s inferior. #solar

Australia’s 14.4 MWh battery-electric locomotives show electrification now reaching the hard stuff. Heavy rail, mining, ports — sectors once locked to diesel — are switching to batteries at scale. Lower emissions, lower fuel costs. This is the energy transition moving > cars to core infrastructure.

The divide isn’t renewables vs fossil fuels — it’s timeframes. The US is optimising a 20th-century grid. China is building for 22nd-century demand — for tomorrow’s technologies, not yesterday’s. Electricity = the base layer of AI, automation, manufacturing & everything that follows. Capacity wins.

China added 500+ TWh of electricity in the past 12 months. Coal fell ~66 TWh. #Solar delivered ~75% of net growth in both China and the U.S. over the same period. The difference isn’t direction — it’s speed. China is growing ~4× faster. Now #BESS is scaling, turning capacity into firm power.

EVs (NEVs) crossed 75M cumulative sales. Against ~1.6B cars globally, that’s ~5% of the fleet. This is disruption in motion. What comes next won’t be gradual. The world around us is about to change drastically — energy, transport, oil demand, supply chains. Once S-curves tip, reality moves fast.⚡

The real story isn’t “renewables are cheaper” — we already knew that. An 82% renewable grid breaks marginal pricing. Once wind, solar + batteries dominate, fossil generators stop setting peak prices. Scarcity rents collapse. Volatility dies. That’s the system shock incumbents fear — not ideology. ⚡🔋

Australia’s home battery program has been a remarkable success. ~160,000 batteries installed in just months — ~3.6 GWh of distributed storage added almost overnight. Households moved fast when economics aligned. A$5 b top-up vs A$2.3 b original → A$7.2 b total, more than 3× the initial plan.🔋⚡ #BESS

Uruguay showing energy realism. Dependent on oil imports, it dropped EV barriers to chase energy autonomy > market answered fast. Nov ’25: 29.4% BEV vs 2.6% PHEV (TTM: 26.7% vs 1.6%). Cheap renewables + Chinese BEVs + lithium & BESS crush ICE. Reality wins > markets go straight to BEV. ⚡🔋

Let this fact sink in: China is building more nuclear power than the rest of the world combined — and yet, all those reactors will still generate less electricity than the solar China installed in just the first half of this year. This isn’t ideology. It’s scale, speed, and economics. ☀️⚡ #solar

This hit close. I was in Sydney and almost went to Bondi that afternoon. Ordinary moments shouldn’t turn into tragedies. I hate “thoughts and prayers.” What matters is love — for victims, families, locals, Jewish and Muslim communities alike. Compassion over politics. Take care everyone.

McKibben’s point is directionally right, even if simplified. Fossil fuels dominate global shipping ton-miles. Electrification + renewables don’t just cut CO₂ — they collapse fuel logistics chains. Energy becomes local. Trade shifts, ships don’t vanish — but power does.⚡ #disruption #EnergyTransition

Ukraine hit 39% BEV share in new car sales in Nov — in the middle of a war. Let that sink in. No hype: just policy (no EV VAT), cheap Chinese supply, and raw economics doing their thing. Add PHEVs and it’s 42% plug-in. This is what real transition looks like when barriers drop. ⚡🚗

Saying ICE will be “improved” & thriving after 2035 is comedy gold. It’s like promising a better fax machine in the age of quantum internet. EVs, batteries, AI-driven mobility are lapping the old tech & we’re still hearing bedtime stories about “high-efficiency combustion.” Cute. #EVs #FossilFail

If you’ve tracked lithium, EVs, AI, solar, China, batteries & renewables for two decades, nothing here is “unbelievable.” It’s the inevitable collision of S-curves, compounding trends and industrial scale. Not surprising — just timely. In truth, this is what the future has been signalling for years.