EV Curve Futurist
@evcurvefuturist.com
Chris Meder - Energy Transition Optimist
🌟 Futurist | Humanist | Atheist | Photographer
🔋 Future = Electric, Solar, Wind & Batteries
🚀 BEV, BESS, AI & Precision Fermentation
🌍 Climate, Innovation, Lithium & RethinkX
https://evcurvefuturist.com/
🌟 Futurist | Humanist | Atheist | Photographer
🔋 Future = Electric, Solar, Wind & Batteries
🚀 BEV, BESS, AI & Precision Fermentation
🌍 Climate, Innovation, Lithium & RethinkX
https://evcurvefuturist.com/
Pinned
The Great EV Shift: 90% Adoption by 2030 - EV Curve Futurist
🔍 30-Second Takeaway: BEVs will hit 90% of global car sales by 2030 (down from 95% due to U.S. policy shifts) China leads (100%), Europe follows (70%+), U.S. lags (50%) 3 key drivers: Battery cost plu...
evcurvefuturist.com
The Great EV Shift: 90% of cars by 2030! 🚗⚡️ As BEV costs drop and charging networks expand, PHEVs will collapse from 2027 onwards—just a temporary stop-gap as LFP and sodium batteries dominate. Legacy automakers must adapt fast or face irrelevance. Can they keep up? #EVRevolution #SCurve #FutureCars
China just launched KargoBot Space. Cabless, fully autonomous, #LFP, EV trucks with 3-min battery swap, 800km CLTC and Hesai LiDAR for ~¥250k ($35k USD). These are deploying now, not in 2035. China is nearly 10-15 years ahead of the West, and this freight shift will supercharge #lithium demand. ⚡🚛
November 25, 2025 at 9:11 AM
CATL dropped its 5th-gen LFP — higher density, longer life, and another reminder why they’re the gravitational centre of the battery universe. Official specs sit around 205 Wh/kg, with some analysts whispering 210, but the message is the same: #LFP isn’t slowing down. It’s leveling up.⚡️ #Lithium
CATL launches 5th-gen LFP batteries with higher density, longer life
Chinese EV battery maker CATL’s new LFP batteries deliver higher energy density and longer cycle life.
share.google
November 23, 2025 at 10:31 PM
Solar isn’t just growing fast — it’s going exponential, everywhere, all at once. Every region, rich or poor, is now in liftoff. When solar becomes the cheapest energy on Earth, adoption goes viral. This is the global tipping point: the S-curve has begun, and no country can afford to sit it out. 🌞⚡🚀
Visualizing Future Solar Power Capacity by Country
China leads with 35% of global planned projects.
www.visualcapitalist.com
November 21, 2025 at 12:16 AM
Solar isn’t just growing fast — it’s going exponential, everywhere, all at once. Every region, rich or poor, is now in liftoff. When solar becomes the cheapest energy on Earth, adoption goes viral. This is the global tipping point: the S-curve has begun, and no country can afford to sit it out. 🌞⚡🚀
China now has 18.6M EV charging points — 4.5M public, 14.1M private. Total “guns” up 54% YoY as of October. Home + public charging are scaling at breakneck speed. China’s EV ecosystem isn’t slowing — it’s igniting. Charging isn’t the bottleneck anymore. Don’t fall for the slowdown FUD. ⚡🚀 #EVS #BEV
China now boasts more than 18.5 million EV charging points
The number of charging points in China - what it refers to as individual “guns” - increased by 54 per cent from the same period in 2024.
thedriven.io
November 20, 2025 at 2:26 PM
China hit 1,003 TWh of solar by October — and this still isn’t the steep part of the S-curve. This is the warm-up. Solar doubled in 2 yrs, installs are exploding, #BESS is hitting price floors, curtailment is becoming a storage goldmine. The next doubling? 12–16 months. “Holy shit” phase loading. ⚡
November 18, 2025 at 8:37 PM
China hit 1,003 TWh of solar by October — and this still isn’t the steep part of the S-curve. This is the warm-up. Solar doubled in 2 yrs, installs are exploding, #BESS is hitting price floors, curtailment is becoming a storage goldmine. The next doubling? 12–16 months. “Holy shit” phase loading. ⚡
Early-gen #EV owners — Leaf & Tesla Model S (Gen 1 = 2011–2016) — skew the EV conversation. Those cars had small packs, weak cooling and higher degradation. Modern EVs don’t share those failure modes. Battery replacements have plunged 8.5% → 2% → 0.3%. Different tech, different era. Stop comparing.
The Facts Are In: You Shouldn't Worry About EV Battery Replacements
New research shows that it's extremely uncommon to have to replace a modern electric car's battery.
insideevs.com
November 18, 2025 at 6:49 PM
Early-gen #EV owners — Leaf & Tesla Model S (Gen 1 = 2011–2016) — skew the EV conversation. Those cars had small packs, weak cooling and higher degradation. Modern EVs don’t share those failure modes. Battery replacements have plunged 8.5% → 2% → 0.3%. Different tech, different era. Stop comparing.
India just hit 50% clean power capacity five years early — not because of policy, but because solar + storage economics are now unstoppable. Fossil fuels don’t decline slowly; they cliff once renewables hit scale. The Global South isn’t lagging — it’s leapfrogging. The S-curve just arrived in India.
November 16, 2025 at 10:58 PM
India just hit 50% clean power capacity five years early — not because of policy, but because solar + storage economics are now unstoppable. Fossil fuels don’t decline slowly; they cliff once renewables hit scale. The Global South isn’t lagging — it’s leapfrogging. The S-curve just arrived in India.
California is rocking renewables hard.🔋🌞 17 GW of battery storage now online — a 13× boom in five years, half of all US BESS capacity. Solar + storage have already erased 37% of fossil gas from the grid and killed the blackout era. This is the future hitting in real time.
latimes.com/environment/st…
latimes.com/environment/st…
November 16, 2025 at 11:07 AM
California is rocking renewables hard.🔋🌞 17 GW of battery storage now online — a 13× boom in five years, half of all US BESS capacity. Solar + storage have already erased 37% of fossil gas from the grid and killed the blackout era. This is the future hitting in real time.
latimes.com/environment/st…
latimes.com/environment/st…
Given that 1.8 million barrels of oil per day are already being displaced by #EVs — before the real S-curve phase hits with 25% YoY growth — the writing’s on the wall. Every km on electrons is demand oil never gets back. No wonder the industry is panicking as it traverses a full-blown death spiral.
EVs Set to Displace 10mn b/d Oil by 2035
EVs set to displace 10mn b/d of oil by 2035 as electric vehicle adoption accelerates across global markets.
discoveryalert.com.au
November 16, 2025 at 6:06 AM
Given that 1.8 million barrels of oil per day are already being displaced by #EVs — before the real S-curve phase hits with 25% YoY growth — the writing’s on the wall. Every km on electrons is demand oil never gets back. No wonder the industry is panicking as it traverses a full-blown death spiral.
Global EV sales are up 23% YTD, with 1.9M sold in October — and historically, the record month every year is December as quotas, fleets, and subsidies all pile in (especially in China). 2025 is the first time September’s 2.1M might actually beat December… but history says December loves to surprise.
Global EV sales remain up YTD at 23% following 1.9 million EVs sold in October
The number of electric vehicles sold globally in October 1.9 million, according the data revealed by leading EV supply chain research and insights company Benchmark Mineral Intelligence.
electriccarsreport.com
November 14, 2025 at 7:24 AM
Global EV sales are up 23% YTD, with 1.9M sold in October — and historically, the record month every year is December as quotas, fleets, and subsidies all pile in (especially in China). 2025 is the first time September’s 2.1M might actually beat December… but history says December loves to surprise.
We’re about to hit the phase of the S-curve where the world goes from “fast” to “holy shit.” Solar’s doubling on a 24-month cycle — but the real elephant in the room is #BESS. As storage scales, the grid stops being a bottleneck and starts becoming a battery-backed solar engine. #EnergyTransition
November 14, 2025 at 12:12 AM
We’re about to hit the phase of the S-curve where the world goes from “fast” to “holy shit.” Solar’s doubling on a 24-month cycle — but the real elephant in the room is #BESS. As storage scales, the grid stops being a bottleneck and starts becoming a battery-backed solar engine. #EnergyTransition
This chart is making the rounds again — and it might be the defining story of the Disruption Decade. One line goes vertical, one goes flat. China scaling energy like a civilisation in ascent. America stuck on maintenance mode. The future follows the energy curve. ⚡📈 #Renewables #BESS #EV #Disruption
November 13, 2025 at 8:26 AM
This chart is making the rounds again — and it might be the defining story of the Disruption Decade. One line goes vertical, one goes flat. China scaling energy like a civilisation in ascent. America stuck on maintenance mode. The future follows the energy curve. ⚡📈 #Renewables #BESS #EV #Disruption
China just passed a historic milestone — over half of all new cars sold in Oct were NEVs. BEVs soared +31.7% YoY to 1.1 M units, while PHEVs rose just 3%. The shift is unmistakable: the world’s biggest car market is now majority electric, powered by lithium. #EV #EnergyTransition #Lithium #RIPOIL
China NEV sales hit new record of 1.715 million units in Oct, CAAM data show
BEV sales reached a record 1,109,000 units in October, up 31.7 percent year-on-year.
cnevpost.com
November 11, 2025 at 10:32 AM
China just passed a historic milestone — over half of all new cars sold in Oct were NEVs. BEVs soared +31.7% YoY to 1.1 M units, while PHEVs rose just 3%. The shift is unmistakable: the world’s biggest car market is now majority electric, powered by lithium. #EV #EnergyTransition #Lithium #RIPOIL
China’s CO₂ emissions have been flat or falling for 18 months — a stunning milestone as solar & wind power surge.
With 240 GW of new solar added this year alone, the world’s largest emitter may have already peaked — years ahead of 2030.
#EnergyTransition #BESS #Solar #Lithium #LFP #EV #Disruption
With 240 GW of new solar added this year alone, the world’s largest emitter may have already peaked — years ahead of 2030.
#EnergyTransition #BESS #Solar #Lithium #LFP #EV #Disruption
China’s CO2 emissions have been flat or falling for past 18 months, analysis finds
World’s biggest polluter on track to hit peak emissions target early but miss goal for cutting carbon intensity
www.theguardian.com
November 11, 2025 at 10:01 AM
China’s CO₂ emissions have been flat or falling for 18 months — a stunning milestone as solar & wind power surge.
With 240 GW of new solar added this year alone, the world’s largest emitter may have already peaked — years ahead of 2030.
#EnergyTransition #BESS #Solar #Lithium #LFP #EV #Disruption
With 240 GW of new solar added this year alone, the world’s largest emitter may have already peaked — years ahead of 2030.
#EnergyTransition #BESS #Solar #Lithium #LFP #EV #Disruption
For the first time ever, renewables outpowered fossil fuels in October — supplying nearly 50% of Australia’s grid. When the sun’s up, energy is abundant & cheap. The smart move now? Incentivise demand — like 3 hrs of free electricity during high-renewable periods. #EnergyTransition #Renewables #BESS
November 11, 2025 at 7:42 AM
For the first time ever, renewables outpowered fossil fuels in October — supplying nearly 50% of Australia’s grid. When the sun’s up, energy is abundant & cheap. The smart move now? Incentivise demand — like 3 hrs of free electricity during high-renewable periods. #EnergyTransition #Renewables #BESS
EIA’s see “forecasts,” U.S. coal magically find a “stable base” from 2032 onward. I call bullshit on that. Nothing about economics, grid evolution, or policy supports it.
Coal isn’t stabilizing — it’s terminal. What you’re seeing there is just the long tail of a dying industry on life support. ⚰️
Coal isn’t stabilizing — it’s terminal. What you’re seeing there is just the long tail of a dying industry on life support. ⚰️
November 10, 2025 at 6:02 PM
EIA’s see “forecasts,” U.S. coal magically find a “stable base” from 2032 onward. I call bullshit on that. Nothing about economics, grid evolution, or policy supports it.
Coal isn’t stabilizing — it’s terminal. What you’re seeing there is just the long tail of a dying industry on life support. ⚰️
Coal isn’t stabilizing — it’s terminal. What you’re seeing there is just the long tail of a dying industry on life support. ⚰️
I wrote “Electrons on the Highway” after my post about the Chinese Windrose EV truck stirred up a storm — 70% cheaper to run, 12% faster, & somehow offensive to diesel pride. 😅 Some cheered, some fumed. But that’s disruption — it doesn’t wait for permission. The quiet revolution’s already rolling.
Electrons on the Highway
YouTube video by OzBandit
www.youtube.com
November 10, 2025 at 6:24 AM
I wrote “Electrons on the Highway” after my post about the Chinese Windrose EV truck stirred up a storm — 70% cheaper to run, 12% faster, & somehow offensive to diesel pride. 😅 Some cheered, some fumed. But that’s disruption — it doesn’t wait for permission. The quiet revolution’s already rolling.
“‘E-Trucking is the future’? Nah mate — it’s already here. A 36-tonne Windrose just smashed a 480 km delivery on one charge, ~70 % cheaper than diesel and ~12 % quicker, shaving about 40 minutes off the trip. This is why E-Trucking is NOT the future — it’s TODAY. #EV #LFP #EnergyTransition #Lithium
Record-breaking electric truck delivery beats diesel equivalent
The stakeholders said the electric prime mover was able to reduce the total trip time by 20 minutes each way compared with the diesel equivalent.
bigrigs.com.au
November 8, 2025 at 10:18 AM
“‘E-Trucking is the future’? Nah mate — it’s already here. A 36-tonne Windrose just smashed a 480 km delivery on one charge, ~70 % cheaper than diesel and ~12 % quicker, shaving about 40 minutes off the trip. This is why E-Trucking is NOT the future — it’s TODAY. #EV #LFP #EnergyTransition #Lithium
The CEO of the world’s most valuable company just said: “China is going to win the AI race.”
Hard truth: AI runs on electricity. China can now generate power for roughly 1/8 the US cost thanks to solar, wind & hydro.
You can’t win the AI race burning fossils. ⚡🇨🇳 #AI #EnergyTransition #Geopolitics
Hard truth: AI runs on electricity. China can now generate power for roughly 1/8 the US cost thanks to solar, wind & hydro.
You can’t win the AI race burning fossils. ⚡🇨🇳 #AI #EnergyTransition #Geopolitics
Nvidia’s Jensen Huang says China ‘will win’ AI race with US
CEO criticises western ‘cynicism’ while Beijing loosens regulations and cuts energy costs for data centres
www.ft.com
November 6, 2025 at 7:18 PM
The CEO of the world’s most valuable company just said: “China is going to win the AI race.”
Hard truth: AI runs on electricity. China can now generate power for roughly 1/8 the US cost thanks to solar, wind & hydro.
You can’t win the AI race burning fossils. ⚡🇨🇳 #AI #EnergyTransition #Geopolitics
Hard truth: AI runs on electricity. China can now generate power for roughly 1/8 the US cost thanks to solar, wind & hydro.
You can’t win the AI race burning fossils. ⚡🇨🇳 #AI #EnergyTransition #Geopolitics
Europe’s EV surge rolls on — Sept 2025 was the 2nd-best month ever with ~399k plug-ins sold, +11% YoY (21% BEV + 11% PHEV), only behind Dec 2022’s record. Fossil fuels keep fading fast — petrol -8% YoY & diesel -16% YoY, now under a third of new cars sold. #EV #Europe #EnergyTransition #Lithium #LFP
Europe EV Sales Report — Second Best Month Ever!!! - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. BEVs reach 21% market share! EVs are picking up in Europe, with some 399,000 plugin vehicles being registered in Europe in Se...
cleantechnica.com
November 5, 2025 at 9:41 AM
Europe’s EV surge rolls on — Sept 2025 was the 2nd-best month ever with ~399k plug-ins sold, +11% YoY (21% BEV + 11% PHEV), only behind Dec 2022’s record. Fossil fuels keep fading fast — petrol -8% YoY & diesel -16% YoY, now under a third of new cars sold. #EV #Europe #EnergyTransition #Lithium #LFP
While the US whimpers, others roar. China’s on track for 2 M NEV wholesales in Dec 2025, pushing full-year output past 15.5 M — another record for the global EV powerhouse. ROW rising fast with the EU solid at #2. My 21 M global sales prediction for this year holds strong. ⚡🚗 #EV #NEV #BEV #Lithium
CPCA estimates China's Oct NEV wholesale at record 1.61 million units
This represents a 16 percent year-on-year increase and a 7 percent rise from September.
cnevpost.com
November 4, 2025 at 1:08 PM
Love seeing global initiatives like this — South Korea’s turning all large parking lots into solar farms ☀️ Brilliant use of idle space, shade for cars, and clean power for the grid. Would love to see it extended to anything bigger than a single carport, worldwide. #Solar #EnergyTransition #BESS
New national law will turn large parking lots into solar power farms
Starting this month, parking lots in South Korea with more than 80 spaces will be required to install solar canopies and carports.
electrek.co
November 4, 2025 at 10:25 AM
Love seeing global initiatives like this — South Korea’s turning all large parking lots into solar farms ☀️ Brilliant use of idle space, shade for cars, and clean power for the grid. Would love to see it extended to anything bigger than a single carport, worldwide. #Solar #EnergyTransition #BESS
The end of the Oil Age won’t come from scarcity — it’ll come from irrelevance. Solar, wind, and batteries aren’t waiting for permission; they’re simply better.
When the new paradigm outperforms the old on cost, speed, and resilience, history doesn’t argue — it moves on. #EnergyTransition #BESS #EV
When the new paradigm outperforms the old on cost, speed, and resilience, history doesn’t argue — it moves on. #EnergyTransition #BESS #EV
November 4, 2025 at 4:50 AM
The end of the Oil Age won’t come from scarcity — it’ll come from irrelevance. Solar, wind, and batteries aren’t waiting for permission; they’re simply better.
When the new paradigm outperforms the old on cost, speed, and resilience, history doesn’t argue — it moves on. #EnergyTransition #BESS #EV
When the new paradigm outperforms the old on cost, speed, and resilience, history doesn’t argue — it moves on. #EnergyTransition #BESS #EV
The fact we’re now offering free electricity for 3 hours a day in Australia, shows just how far renewables have come. We’ve gone from managing scarcity to managing abundance. ☀️⚡Energy isn’t the problem anymore — storage & timing are. The future grid is solar-soaked. #Renewables #EV #BESS #Solar
Australian households to get free electricity three hours a day
Saying there is enough solar power for everyone in the daytime, the federal government will direct retailers to provide three hours of free power every day to consumers.
www.abc.net.au
November 4, 2025 at 12:38 AM
The fact we’re now offering free electricity for 3 hours a day in Australia, shows just how far renewables have come. We’ve gone from managing scarcity to managing abundance. ☀️⚡Energy isn’t the problem anymore — storage & timing are. The future grid is solar-soaked. #Renewables #EV #BESS #Solar
China’s EV export engine is in overdrive — nearly 1M NEVs shipped Jan–Sep 2025. Europe leads, Latin America explodes (+148%), & Asia-Pac surges. China isn’t merely exporting electric cars — it’s exporting the future of mobility. One shipload at a time, scaling up fast.. 🌏 #ChinaEV #NEV #Lithium #LFP
November 2, 2025 at 3:41 AM
China’s EV export engine is in overdrive — nearly 1M NEVs shipped Jan–Sep 2025. Europe leads, Latin America explodes (+148%), & Asia-Pac surges. China isn’t merely exporting electric cars — it’s exporting the future of mobility. One shipload at a time, scaling up fast.. 🌏 #ChinaEV #NEV #Lithium #LFP