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
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
Batteries aren’t the sideshow — they’re the backbone of the 21st century. ⚡Powering EVs, grids, defence, AI, robots, satellites & data centres — the infrastructure of everything.
Down 90% in cost since 2010, booming in deployment, 75% made in China. The new oil is energy storage.🔋 #Lithium #BESS #EV
Down 90% in cost since 2010, booming in deployment, 75% made in China. The new oil is energy storage.🔋 #Lithium #BESS #EV
Batteries are crucial technology for the 21st century
Their role powering the growth of key industries means we cannot ignore economic security risks
www.ft.com
October 30, 2025 at 10:35 PM
The chart says it all — China’s EV juggernaut is in full swing. 🚀
BYD leads, Geely surging, and Leapmotor, XPeng, Xiaomi climbing fast. 5 of the top 10 BEV groups are now Chinese — the race isn’t Tesla vs legacy anymore, it’s China vs everyone else. ⚡🇨🇳 #EV #Disruption #BYD #Tesla #Geely #LFP
BYD leads, Geely surging, and Leapmotor, XPeng, Xiaomi climbing fast. 5 of the top 10 BEV groups are now Chinese — the race isn’t Tesla vs legacy anymore, it’s China vs everyone else. ⚡🇨🇳 #EV #Disruption #BYD #Tesla #Geely #LFP
Electric Car Makers of The World United: (Q1-Q3 '25)
1) BYD 1.6M
2) TESLA 1.2M
3) GEELY GROUP 943K
4) VW GROUP 717K
5) LEAPMOTOR GROUP 395K
⚡️⚡️⚡️
#alwaysbecharging
1) BYD 1.6M
2) TESLA 1.2M
3) GEELY GROUP 943K
4) VW GROUP 717K
5) LEAPMOTOR GROUP 395K
⚡️⚡️⚡️
#alwaysbecharging
October 30, 2025 at 9:10 PM
Despite Washington’s reluctance, I can’t see the US resisting free markets forever. 🇺🇸⚡Texas, California, and half the states are already riding the solar + storage boom. The energy transition isn’t waiting for permission — it’s happening from the grid up. ☀️🔋 #Solar #BESS #EnergyTransition #Lithium
The global boom in solar — with or without the US
Despite the scepticism about renewables in Washington, falling prices for new panels are making a compelling business case around the world
www.ft.com
October 30, 2025 at 11:58 AM
Despite Washington’s reluctance, I can’t see the US resisting free markets forever. 🇺🇸⚡Texas, California, and half the states are already riding the solar + storage boom. The energy transition isn’t waiting for permission — it’s happening from the grid up. ☀️🔋 #Solar #BESS #EnergyTransition #Lithium
China loves to underpromise & overdeliver.😂 Their “2030 target” for 1.2 TW of renewables was smashed by mid-2024 — six years early! Now they’re saying 80 % NEV share by 2040… so yeah, expect that by 2027 tops. While others talk transition, China just builds it. #EV #Solar #LFP #Lithium #BESS #AI
China's Green Vehicle Roadmap 3.0: Targets Over 80% NEV Penetration by 2040 | ChinaEVHome
Roadmap 3.0 states that by 2035, traditional energy passenger vehicles will achieve full hybridization.
chinaevhome.com
October 29, 2025 at 12:54 PM
The SMR hype isn’t about clean energy — it’s about keeping the nuclear-military machine alive. Civil reactors are the cover story, defence funding the true goal. Billions in “energy” subsidies quietly sustain sub fleets, skills, & nukes. It’s not transition — it’s camouflage. ⚛️💰 #EnergyTransition
The hidden military pressures behind the new push for small nuclear reactors
If billions are being invested to power submarines not homes, the public deserves to know.
theconversation.com
October 29, 2025 at 9:13 AM
The SMR hype isn’t about clean energy — it’s about keeping the nuclear-military machine alive. Civil reactors are the cover story, defence funding the true goal. Billions in “energy” subsidies quietly sustain sub fleets, skills, & nukes. It’s not transition — it’s camouflage. ⚛️💰 #EnergyTransition
Don’t be a mug — read the trend. 📈 Renewables are set to overtake coal as the world’s top power source by 2026. Solar, wind & batteries aren’t the future — they’re the system now. Fossil fuels are flatlining while clean power goes exponential. #SolarDominion #DisruptionDecade #BESS #EnergyTransition
October 29, 2025 at 6:09 AM
Don’t be a mug — read the trend. 📈 Renewables are set to overtake coal as the world’s top power source by 2026. Solar, wind & batteries aren’t the future — they’re the system now. Fossil fuels are flatlining while clean power goes exponential. #SolarDominion #DisruptionDecade #BESS #EnergyTransition