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.

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.

Here’s How Much Range These Popular EVs Lose In The Cold Some EVs can lose over 30% of their range in freezing temperatures compared to ideal conditions. Others maintain over 80%.

Some EVs can lose over 30% of their range in freezing temperatures compared to ideal conditions. Others maintain over 80%. Here's what you need to know if you're buying electric and live in a colder place.

insideevs.com/news/747374/...

BYD sells record 506,804 NEVs in Nov, exceeding 500,000 for 2nd consecutive month BYD sold a record 506,804 NEVs in November, the second consecutive month over the 500,000 mark.

BYD sells record 506,804 NEVs in Nov, exceeding 500,000 for 2nd consecutive month.

cnevpost.com/2024/12/01/b...

Pilbara Minerals and POSCO celebrate completion of joint chemical facility | Pilbara Minerals A ceremony to mark the completion of construction of the Lithium Hydroxide Monohydrate Chemical Facility was held marking the achievement of Korea’s first lithium hydroxide plant.

Pilbara Minerals and POSCO celebrate completion of joint chemical facility.

pilbaraminerals.com.au/news-stories...

Glad to see a Volvo fast charging at a Tesla's Supercharger - more compatibility and interoperability across brands and chargers is good for everyone! #EV

$PLS short covering! ⬇️

France, Germany, Sweden urge EU battery sector push to avoid China reliance - BatteryIndustry.net France, Germany and Sweden called on the incoming European Commission on Thursday to ensure the future of battery production in Europe and avoid relying on China to meet its needs for the green transi...

France, Germany, Sweden urge EU battery sector push to avoid China reliance

batteryindustry.net/france-germa...

China’s EV Sales Reach Tipping Point

“For a global oil market, which has come to rely on China as its main growth driver for most of this century, that will erode a major pillar of consumption. The country accounts for almost a fifth of worldwide oil demand”

#alwaysbecharging

I’ve asked the Bot if he fancies joining us over on bluesky.

OPINION: Election plot twist: Trump and Musk to oversee great US battery boom in red states  | Benchmark Source In the alliance between President-elect Donald Trump and Elon Musk stands the pending electric vehicle (EV) battery boom in the US.  Lithium ion batteries are a new mega-industry in-waiting sparked by...

Good piece by Simon Moores from #benchmarkmineralintelligence

source.benchmarkminerals.com/article/opin...

Clean energy and transportation investment in the United States continued its record-setting growth in Q3 of 2024, reaching a new high of $71 billion.

- Rhodium Group

Multi-Chemistry Batteries, Solar Paint: Mercedes' Vision For The Future From augmented reality to neural networks for autonomous driving, we saw the technology that Mercedes could launch in the next decade.

Can Mercedes make these things happen and get back to leading the industry?

Read more: insideevs.com/features/742...

Mercedes is both the inventor of the automobile and a key innovator in its 100+ history.

Recent decisions haven’t kept it ahead of the pack, but it wants to reclaim its position as a technological leader with solar paint, multi-chemistry batteries, and more.

I haven't found much of the EV owner community that I've seen on threads. There is this starter pack of professionals that Corey Cantor put together.
go.bsky.app/R4ZUdPE
These starter packs generally seem like the best way to get into it.

China, the 800 pound panda when it comes to renewables

Republicans want to cut spending, but experts say IRA tax credits could be a difficult target - Daily Energy Insider The past two weeks have kept Keith Martin, co-head of the project finance practice at the Norton Rose Fulbright law firm, exceptionally busy. The election of Donald Trump to a second term in the White...

‘Wyoming, North Dakota and West Virginia have brought in ~$9/capita under the IRA…California and New York at $2.90 and $1.80…Republican-led states (gained) upwards of 70% of the jobs created by the IRA’

Battery Replacement Costs Are Poised To Plunge: 'Cheaper Than Fixing An Engine' A new report highlights the outsize effect of falling lithium prices on used EVs and second-life batteries.

Most modern batteries can last 200,000 miles or more. And the latest estimates put EV battery replacement costs on par with replacing an internal combustion engine.

insideevs.com/news/742022/...

How oil-rich Texas became a clean energy titan Over the next 18 months, Texas plans to add another 35GW of wind, solar, and battery storage capacity.

How oil-rich Texas became a clean energy titan

How it started ⛽️
How it's going (byebye Shell)⚡️⚡️⚡️
#alwaysbecharging

Regards from Córdoba, 🇪🇸

artwork: Khalil Amar

Battery Raw Material Price Update | Fastmarkets | Nov 19, 2024

Infographic showing on investments in US EV supply chain since August 1, 2022. It shows 157 new projects, $101B in investment, and 63,718 jobs.

Inflation Reduction Act + 27 months

My students at Wellesley and I are tracking investments in the US electric vehicle supply chain.

Surprise: IRA + 27 months and investments jumped again.

We are now tracking:

157 new projects
$101 billion in investments
63,718 new jobs announced

A short 🧵🔌💡🔌🚗

Joe Lowry - ‘Recorded Tuesday am Perth time - online Thursday. Episode 200 - Dale Henderson on the $PLS journey. A great way to celebrate the 7 year anniversary of the Global lithium podcast’.

BYD Sales Eclipse Tesla: Will Cheaper Electric Vehicles Supercharge Lithium Market Again? Kirill Klip. TNR Gold. Junior Mining. Lithium. REE. Gold. Copper. Mining. Electric Cars. Batteries. Green. Tesla. Solar. Wind. Renewables.

BYD Sales Eclipse Tesla: Will Cheaper EVs Supercharge Lithium Market Again?

kirillklip.blogspot.com/2024/11/byd-...

A new report from the European Environment Agency concludes that Europe is unprepared for rapidly growing climate risks

www.theguardian.com/environment/...

Shorters loosen grip on Pilbara Minerals, eye uranium stocks Pilbara Minerals may soon be able to bequeath its unwanted crown as the most shorted stock on the ASX.

$PLS short positions down to 17.6% from 22%

thewest.com.au/business/min...

Who Will Try To Save The EV Tax Credits? Plus, the incoming Trump Administration is already considering new federal rules for autonomous vehicles.

That's a powerful group in the "against" column. Who's lining up to fight for the EV tax credits driving sales, jobs and American manufacturing? insideevs.com/news/741357/...

US Election Thoughts with Simon Moores, Benchmark Minerals Intelligence YouTube video by Rock Stock Channel

m.youtube.com/watch?v=qwcG...

www.evwind.es/2024/11/17/l...

Northvolt’s future hangs in balance as bankruptcy looms Troubled European battery maker in race against time to secure short-term funding

www.ft.com/content/8876...

Are parts of the lithium industry suffering from headinsanditis? - Battery Materials Review Ltd Parts of the lithium industry seem to have their heads in the sand about the actual shape of the cost curve.

www.batterymaterialsreview.com/ourblogs/are...