Travis Allan
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travisallan.bsky.social
Travis Allan
@travisallan.bsky.social
Regulatory, energy, corporate and growth capital. I talk about EVs and energy transition a lot.
Re today's announcement on ZEV-in China, where reasonably priced EVs are the norm...82% of consumers are planning to buy at Battery or Plug-in Hybrid as their next vehicle, noting that China has "transitioned from 'regulatory push' to 'consumer pull'.”

#Canpoli
www.mckinsey.com/features/mck...
April 24, 2025 at 2:26 PM
Another interest snippet:

" Consumers in Europe and the United States mostly anchor on price...Chinese EV buyers place much higher importance on driving performance, driver assistance features, and cutting-edge technology...EVs already have relatively lower prices than ICE vehicles in China."
April 23, 2025 at 1:25 PM
McKinsey's new consumer EV survey (US/EU/CN) finds BEV users don't want to switch back, PHEV often a gateway to BEV. #EV

www.mckinsey.com/features/mck...
April 23, 2025 at 1:21 PM
Canada's National GHG Inventory Report is out: between 2005 and 2023, there has been some important progress on electricity, heavy industry, buildings and waste and others...but oil and gas, ag and transportation emissions are growing or steady.

www.canada.ca/en/environme...
March 21, 2025 at 8:42 PM