EV Curve Futurist
@evcurvefuturist.com
Chris Meder — Energy Transition Optimist | #Bettrification
⚡ From electrification to software, automation & intelligence
🔋 Solar • Wind • Batteries • BEV • BESS • AI • PF
🌍 Climate, disruption, lithium, the next industrial era
evcurvefuturist.com
⚡ From electrification to software, automation & intelligence
🔋 Solar • Wind • Batteries • BEV • BESS • AI • PF
🌍 Climate, disruption, lithium, the next industrial era
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
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.
Carney government in talks with China about EV tariffs
Canadian negotiators are in "active discussions" about lowering or dropping tariffs on Chinese-made electric vehicles in exchange for easing punitive Chinese counter-tariffs on canola and seafood.
www.thestar.com
January 14, 2026 at 4:27 PM
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
Global EV sales reach 20.7 million units in 2025, growing by 20% | Benchmark Source
Benchmark Mineral Intelligence, specialising in EV and battery supply chain research and insights, reports that 2.1 million electric vehicles were sold globally in December 2025, bringing the end of y...
source.benchmarkminerals.com
January 14, 2026 at 1:48 PM
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
#LFP #Lithium
Dawn of the Age of Bettrification - EV Curve Futurist
Bettrification goes beyond electrification—where electrons, storage, automation and AI reshape transport, industry, labour and power into a new economic system.
evcurvefuturist.com
January 14, 2026 at 12:31 AM
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
#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
January 13, 2026 at 6:19 AM
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
BYD overtakes Tesla as the world’s largest EV manufacturer
The year is 2011, Tesla CEO Elon Musk was asked in a Bloomberg interview whether Chinese automaker BYD Auto posed a real competitive threat to Tesla. Musk cheekily laughed and said, "Have you seen the...
newatlas.com
January 13, 2026 at 1:01 AM
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
January 11, 2026 at 4:00 AM
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.
January 9, 2026 at 10:19 PM
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
World's largest offshore solar power plant brought online in China
The world's largest 1 GW offshore solar farm located off the coast of Dongying, Shandong Province, China is now connected to the grid.
interestingengineering.com
January 9, 2026 at 11:18 AM
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
January 9, 2026 at 6:16 AM
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
The Second-Hand EV Effect - EV Curve Futurist
Why falling EV resale prices aren’t failure. How durability, safety, and the used market turn electric vehicles into an inevitable mass-adoption technology.
evcurvefuturist.com
January 8, 2026 at 7:46 AM
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
China NEV retail sales rise 7% to 1.387 million units in Dec, preliminary CPCA data shows
NEV retail penetration in China reached 60.4% in December, surpassing the 60% mark for the first time.
cnevpost.com
January 7, 2026 at 10:34 AM
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
January 6, 2026 at 2:25 PM
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
January 5, 2026 at 11:11 AM
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
January 5, 2026 at 10:49 AM
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
January 5, 2026 at 12:08 AM
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
January 4, 2026 at 11:01 AM
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
Inside the Commodity Megatrend Reckoning - EV Curve Futurist
Capital is rotating back into reality. Commodities are repricing as energy, materials, and physics overwhelm financial illusions, bonds, and narratives.
evcurvefuturist.com
January 3, 2026 at 2:36 AM
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!!!
January 2, 2026 at 1:12 AM
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!
January 1, 2026 at 7:34 AM
🌟 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
Energy Transition: My Predictions for 2026 - EV Curve Futurist
2026 is the year the energy transition becomes execution: EVs, AI, robotics, storage, grids, and critical materials scaling together.
evcurvefuturist.com
December 31, 2025 at 7:40 AM
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.
AI and Robotics: The New Industrial Wave - EV Curve Futurist
AI and robotics are reshaping energy, materials, and society. Ride the wave or resist it—the global build-out is underway and progress won’t wait.v
evcurvefuturist.com
December 30, 2025 at 11:26 AM
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
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
2025 The Energy Transition Is Arithmetic
YouTube video by OzBandit
youtube.com
December 29, 2025 at 10:08 PM
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
December 29, 2025 at 10:42 AM
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.
December 28, 2025 at 10:06 PM
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.
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.
2025 Energy Transition: The World Repriced - EV Curve Futurist
Global Energy Transition 2025 in review: China’s export surge, transport electrification, critical minerals, once-in-a-century repricing of the physical world.
evcurvefuturist.com
December 28, 2025 at 11:09 AM
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.
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.