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
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.
#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.
December 25, 2025 at 11:38 AM
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.
#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
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
December 24, 2025 at 11:45 PM
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
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.
World's largest land-mobile batteries equipped electric locomotive
Fortescue Metals in Australia is deploying battery electric locomotives with world's largest land-mobile battery packs to reduce emissions.
interestingengineering.com
December 22, 2025 at 11:55 PM
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.
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 Now Generates 2X More Electricity Than USA: How Will This Alter The Tech Race? | Insight
YouTube video by CNA Insider
youtu.be
December 21, 2025 at 3:15 AM
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.
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.
#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.
December 20, 2025 at 8:06 AM
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.⚡
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.⚡
December 18, 2025 at 11:55 AM
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.⚡
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. ⚡🔋
That’s the system shock incumbents fear — not ideology. ⚡🔋
Electricity generation costs would be a third lower with 82% renewable grid, CSIRO says
Modelling suggests main electricity market could run almost entirely on renewables without increase in generation cost by 2050
www.theguardian.com
December 17, 2025 at 7:04 AM
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. ⚡🔋
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
A$5 b top-up vs A$2.3 b original → A$7.2 b total, more than 3× the initial plan.🔋⚡ #BESS
Government pumps $5 billion into home battery program, issues persist
Over the weekend the federal government announced major changes to its $2.3 billion home battery subsidy program. The changes include nearly $5 billion in extra funding and adjustments to the financia...
www.pv-magazine-australia.com
December 17, 2025 at 5:21 AM
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
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. ⚡🔋
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. ⚡🔋
December 16, 2025 at 12:06 PM
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. ⚡🔋
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 isn’t ideology. It’s scale, speed, and economics. ☀️⚡ #solar
December 15, 2025 at 9:02 PM
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 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.
December 15, 2025 at 10:01 AM
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
December 13, 2025 at 4:16 AM
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. ⚡🚗
Ukraine — 39% BEV Share! - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. Remember that article on Albania and its 57% BEV share? Well, the good news just keeps on coming. Now it’s time to report tha...
cleantechnica.com
December 10, 2025 at 7:20 AM
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
December 6, 2025 at 9:16 AM
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.
December 6, 2025 at 2:51 AM
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.
FSD = Fully Substantiated Doubts. Tesla’s new camera upgrade can only mean one thing: FSD was never achievable on the “future-proof” hardware they sold for nine years — not even HW4. Another cycle, another lie exposed. Doubts aren’t doubts anymore, they’re facts. I love their EVs, but ditch #TSLA.
Tesla hints at new camera upgrade, casting more doubt on Full Self-Driving promises
Tesla appears to be preparing to introduce yet another new camera sensor to its hardware suite, according to code found...
electrek.co
December 6, 2025 at 12:53 AM
FSD = Fully Substantiated Doubts. Tesla’s new camera upgrade can only mean one thing: FSD was never achievable on the “future-proof” hardware they sold for nine years — not even HW4. Another cycle, another lie exposed. Doubts aren’t doubts anymore, they’re facts. I love their EVs, but ditch #TSLA.
2025 is already running hotter than 2024’s 585 GW. China’s adding 35–40 GW solar/month, India is surging, the Middle East exploding, & US builds accelerating. We’re pacing 700–780 GW this year — backed by record global investment, with ~85–90% of new power money now flowing into clean energy. #SWB
92.5% of New Power Capacity Added Worldwide in 2024 Was from Renewables - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. How much is renewable energy dominating new power capacity worldwide? That’s how much! 92.5% of new power capacity added to t...
cleantechnica.com
December 5, 2025 at 8:04 PM
2025 is already running hotter than 2024’s 585 GW. China’s adding 35–40 GW solar/month, India is surging, the Middle East exploding, & US builds accelerating. We’re pacing 700–780 GW this year — backed by record global investment, with ~85–90% of new power money now flowing into clean energy. #SWB
This was unimaginable just a few years ago: 15 GW of Saudi renewables hitting financial close in one go. That’s almost the entire solar capacity of Vietnam, 3× Thailand or Malaysia, 1.5× Chile, and 75% of the UK’s — signed off in a single shot. The scale of this energy shift is getting cosmic. #BESS
ACWA Power reaches financial close on 15 GW of Saudi renewables
ACWA Power (TADAWUL:2082) has reached financial close on two wind and five solar projects totalling 15 GW in Saudi Arabia, with the financing agreements valued at SAR 22.34 billion (USD 5.95bn/EUR 5.1...
renewablesnow.com
December 4, 2025 at 11:29 AM
This was unimaginable just a few years ago: 15 GW of Saudi renewables hitting financial close in one go. That’s almost the entire solar capacity of Vietnam, 3× Thailand or Malaysia, 1.5× Chile, and 75% of the UK’s — signed off in a single shot. The scale of this energy shift is getting cosmic. #BESS
Here is my updated list of global EV mandates — & it only goes to 2035. After that, everything is aspirational. The real shock? This group of binding laws will drive the global collapse of ICE supply chains well before 2035. Market forces will finish the job. #EVs #Lithium #LFP
December 4, 2025 at 11:17 AM
Volvo’s right — laws and bans matter. When the EU wavers on 2035 and the US softens clean-car rules, they’re not helping legacy automakers; they’re slowing themselves while China accelerates. Regulation is the spine of every transition. Without it, the West bends. With it, it competes. ⚡🌍 #EVS #LFP
Volvo's CEO Just Said The Quiet Part Loud About 2035's Gas Car Ban
Volvo CEO Hakan Samuelson and his counterpart at Polestar both oppose the European Union's retreat from a 2035 ban on new gas and diesel cars. Here's why.
insideevs.com
December 3, 2025 at 8:43 PM
Global EV sales hit 1.9M in Oct. BEVs +19% YoY, PHEVs slipping. The shocker? Wuling Mini EV beat the Model Y: 61.5k vs 53.3k. Tesla 3 slumped to 14th. Growth is exploding in Vietnam, India, Indonesia, Turkey. Cheap BEVs are the new kings—this is the real demand inflection. ⚡🌍
Global EV Sales Report — Tiny Wuling Mini Beats Tesla Model Y!!! - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. There were over 1.9 million plugin vehicles registered in October, with BEVs (+19% YoY) rising and PHEVs (-5% YoY) falling. D...
cleantechnica.com
December 3, 2025 at 10:43 AM
Global EV sales hit 1.9M in Oct. BEVs +19% YoY, PHEVs slipping. The shocker? Wuling Mini EV beat the Model Y: 61.5k vs 53.3k. Tesla 3 slumped to 14th. Growth is exploding in Vietnam, India, Indonesia, Turkey. Cheap BEVs are the new kings—this is the real demand inflection. ⚡🌍
BESS projects keep getting bigger — and turning up in places nobody expects. Now we’re even seeing 8-hour, multi-GWh batteries paired with gas peakers as transition scaffolding. A strange hybrid on paper, but the tell is in the scale: storage colonising the grid.
reneweconomy.com.au/australias-f...
reneweconomy.com.au/australias-f...
December 3, 2025 at 8:19 AM
BESS projects keep getting bigger — and turning up in places nobody expects. Now we’re even seeing 8-hour, multi-GWh batteries paired with gas peakers as transition scaffolding. A strange hybrid on paper, but the tell is in the scale: storage colonising the grid.
reneweconomy.com.au/australias-f...
reneweconomy.com.au/australias-f...
Two companies now have CAAC approval to run fully autonomous flying taxis — not tests, not demos, real commercial operations in China. Another #Lithium & BEV inflection point. Batteries go up, demand goes vertical, and the skies just joined the EV revolution. The future is now. 🚁 ⚡🔋 #EVTOL #Disrupt
December 2, 2025 at 11:23 PM
China’s NEV market in Oct ‘25 shows the shift in full daylight: BYD still commands 23.1%, Geely climbs to 12.8%, & Tesla slips to just 2% — its first time outside the top-10 since 2022. NEVs now make up 50%+ of all car sales. The centre of gravity didn’t move… it snapped. Tesla is toast in 🇨🇳⚡. #LFP
Automakers' share of China NEV market in Oct: BYD leads with 23.1%, Tesla drops out of top 10
Tesla's share of China's NEV market in October stood at 2.03 percent, dropping out of the top 10 for the first time since August 2022.
cnevpost.com
December 2, 2025 at 7:00 AM
China’s NEV market in Oct ‘25 shows the shift in full daylight: BYD still commands 23.1%, Geely climbs to 12.8%, & Tesla slips to just 2% — its first time outside the top-10 since 2022. NEVs now make up 50%+ of all car sales. The centre of gravity didn’t move… it snapped. Tesla is toast in 🇨🇳⚡. #LFP
BEVs +20% YoY. PHEVs –22%. Exports +326%. Battery installs +50.8% YTD to 258 GWh. BYD’s full vertical integration — from cells to chips to robots — is redefining scale. It’s the manufacturing vanguard of the energy & transport transition, and the demand curve isn’t priced in. ⚡🔋🌏 #Lithium #LFP
BYD sees Nov sales hit new high for this year as exports surge 326%
BYD sold 480,186 NEVs in November, marking its highest monthly figure this year but down 5.25 percent year-on-year.
cnevpost.com
December 1, 2025 at 9:21 PM