Chris Meder
@evcurvefuturist.com
Energy Transition Optimist | #Bettrification
⚡ The shift from fuel to electrons to code
🔋 Solar • Wind • BEV • BESS • AI • PF
🌍 Lithium, disruption & next industrial era
evcurvefuturist.com
⚡ The shift from fuel to electrons to code
🔋 Solar • Wind • BEV • BESS • AI • PF
🌍 Lithium, disruption & next industrial era
evcurvefuturist.com
Pinned
I’ve revised my #EV adoption projections after 5 years of real-world data. Pushback won’t stop the transition — it merely delays it.
• 2030: ~60% NEV | ~46% BEV
• 2035: ~97% NEV | ~88% BEV (ICE = statistical noise)
Full essay + methodology briefing coming.
We’ve entered the age of #Bettrification
• 2030: ~60% NEV | ~46% BEV
• 2035: ~97% NEV | ~88% BEV (ICE = statistical noise)
Full essay + methodology briefing coming.
We’ve entered the age of #Bettrification
Renewables cut fuel use & emissions instantly. But without storage, gas still sets the evening marginal price — and the marginal unit sets the price floor.
Solar lowers midday prices. Storage lowers system prices.
#Bettrification flips the regime when batteries replace gas at peak. 🔋⚡
Solar lowers midday prices. Storage lowers system prices.
#Bettrification flips the regime when batteries replace gas at peak. 🔋⚡
February 18, 2026 at 11:58 PM
Renewables cut fuel use & emissions instantly. But without storage, gas still sets the evening marginal price — and the marginal unit sets the price floor.
Solar lowers midday prices. Storage lowers system prices.
#Bettrification flips the regime when batteries replace gas at peak. 🔋⚡
Solar lowers midday prices. Storage lowers system prices.
#Bettrification flips the regime when batteries replace gas at peak. 🔋⚡
Ignore the noise. Falling retail electricity prices are getting closer — structurally, not politically. As renewables and storage scale, gas sets the price less often and volatility compresses. Architecture determines price direction. Let me show you why — and how it unfolds to 2035. #Bettrification
Why Renewable Energy Systems Lead to Lower Prices
How renewables and storage structurally lower electricity prices. Market design, gas marginal power, and the 2035 storage inflection explained clearly.
evcurvefuturist.com
February 18, 2026 at 12:59 PM
Ignore the noise. Falling retail electricity prices are getting closer — structurally, not politically. As renewables and storage scale, gas sets the price less often and volatility compresses. Architecture determines price direction. Let me show you why — and how it unfolds to 2035. #Bettrification
Germany just quietly ripped in 2025 🇩🇪⚡
EV share jumped from 20.3% → 30.0% (+9.7 pts YoY)
BEVs alone rose 13.5% → 19.1% (+5.6 pts YoY)
BEV volumes up ~43% YoY
And monthly growth? Frequently +35–60% vs 2024.
That’s not “stalling.” That’s acceleration. 🔋📈 #EVs #Bettrification
EV share jumped from 20.3% → 30.0% (+9.7 pts YoY)
BEVs alone rose 13.5% → 19.1% (+5.6 pts YoY)
BEV volumes up ~43% YoY
And monthly growth? Frequently +35–60% vs 2024.
That’s not “stalling.” That’s acceleration. 🔋📈 #EVs #Bettrification
2025 EVs At 30.0% Share In Germany — Volkswagen ID.7 Best-Seller - CleanTechnica
December’s auto market saw plugin EVs at 34.5% share in Germany, up from 23.4% year on year. Full year 2025 saw EVs at 30.0% share.
cleantechnica.com
February 17, 2026 at 6:34 AM
Germany just quietly ripped in 2025 🇩🇪⚡
EV share jumped from 20.3% → 30.0% (+9.7 pts YoY)
BEVs alone rose 13.5% → 19.1% (+5.6 pts YoY)
BEV volumes up ~43% YoY
And monthly growth? Frequently +35–60% vs 2024.
That’s not “stalling.” That’s acceleration. 🔋📈 #EVs #Bettrification
EV share jumped from 20.3% → 30.0% (+9.7 pts YoY)
BEVs alone rose 13.5% → 19.1% (+5.6 pts YoY)
BEV volumes up ~43% YoY
And monthly growth? Frequently +35–60% vs 2024.
That’s not “stalling.” That’s acceleration. 🔋📈 #EVs #Bettrification
This isn’t just a cool robot dance. It’s a signal.
AI + robotics + batteries + manufacturing scale all compounding at once. When those curves stack, the gap doesn’t grow slowly — it widens exponentially.
Right now, China leads that stack.
That’s #Bettrification in motion. ⚡🤖
AI + robotics + batteries + manufacturing scale all compounding at once. When those curves stack, the gap doesn’t grow slowly — it widens exponentially.
Right now, China leads that stack.
That’s #Bettrification in motion. ⚡🤖
February 17, 2026 at 5:59 AM
This isn’t just a cool robot dance. It’s a signal.
AI + robotics + batteries + manufacturing scale all compounding at once. When those curves stack, the gap doesn’t grow slowly — it widens exponentially.
Right now, China leads that stack.
That’s #Bettrification in motion. ⚡🤖
AI + robotics + batteries + manufacturing scale all compounding at once. When those curves stack, the gap doesn’t grow slowly — it widens exponentially.
Right now, China leads that stack.
That’s #Bettrification in motion. ⚡🤖
Canada finally getting serious 🇨🇦⚡
C$97.3M into clean transport — incl. C$84.4M for ~8,000 new EV chargers (~20% network expansion). Add ZEV subsidies + 2035 mandate pressure + Chinese EV cost curves knocking at the door.
This isn’t signalling. It’s positioning. #Bettrification
C$97.3M into clean transport — incl. C$84.4M for ~8,000 new EV chargers (~20% network expansion). Add ZEV subsidies + 2035 mandate pressure + Chinese EV cost curves knocking at the door.
This isn’t signalling. It’s positioning. #Bettrification
Canada Invests C$97M to Supercharge EV Charging and Cut Transport Emissions
Canada commits C$97.3M to expand EV charging, green freight, and clean transport to cut emissions and meet 2035 ZEV targets.
share.google
February 17, 2026 at 12:45 AM
Canada finally getting serious 🇨🇦⚡
C$97.3M into clean transport — incl. C$84.4M for ~8,000 new EV chargers (~20% network expansion). Add ZEV subsidies + 2035 mandate pressure + Chinese EV cost curves knocking at the door.
This isn’t signalling. It’s positioning. #Bettrification
C$97.3M into clean transport — incl. C$84.4M for ~8,000 new EV chargers (~20% network expansion). Add ZEV subsidies + 2035 mandate pressure + Chinese EV cost curves knocking at the door.
This isn’t signalling. It’s positioning. #Bettrification
Furthermore, China’s rolling out a 2-layer system: solar panels on the surface for electricity, with fish, shrimp & crabs farmed underneath.
It’s called Fishery-Photovoltaic Complementary (FPC) — floating PV integrated with aquaculture.
Energy + food. Same footprint.
That’s how you #Bettrify. ⚡🌞🐟
It’s called Fishery-Photovoltaic Complementary (FPC) — floating PV integrated with aquaculture.
Energy + food. Same footprint.
That’s how you #Bettrify. ⚡🌞🐟
February 16, 2026 at 1:06 PM
Furthermore, China’s rolling out a 2-layer system: solar panels on the surface for electricity, with fish, shrimp & crabs farmed underneath.
It’s called Fishery-Photovoltaic Complementary (FPC) — floating PV integrated with aquaculture.
Energy + food. Same footprint.
That’s how you #Bettrify. ⚡🌞🐟
It’s called Fishery-Photovoltaic Complementary (FPC) — floating PV integrated with aquaculture.
Energy + food. Same footprint.
That’s how you #Bettrify. ⚡🌞🐟
Drone footage of the 2.8 GW Guizhou mountain #solar farm in China — and yes, it’s real. Not AI. Not CGI. Fully built across rugged hillsides, feeding the grid.
Every time people see it they say “this has to be fake.” It’s not. It’s what $0.08/W panels look like at scale. ⚡🌞 #Bettrification
Every time people see it they say “this has to be fake.” It’s not. It’s what $0.08/W panels look like at scale. ⚡🌞 #Bettrification
February 16, 2026 at 1:01 PM
Drone footage of the 2.8 GW Guizhou mountain #solar farm in China — and yes, it’s real. Not AI. Not CGI. Fully built across rugged hillsides, feeding the grid.
Every time people see it they say “this has to be fake.” It’s not. It’s what $0.08/W panels look like at scale. ⚡🌞 #Bettrification
Every time people see it they say “this has to be fake.” It’s not. It’s what $0.08/W panels look like at scale. ⚡🌞 #Bettrification
UK December EV share just hit 43.8% 🇬🇧⚡
+3.8 pts YoY
(2025 full-year: 34.6%, +6.6 pts YoY)
🔋 BEVs: 32.2% (+1.2 pts)
🔌 PHEVs: 11.6% (+2.6 pts)
That’s real acceleration — December ran well ahead of the annual average.
Power to the Pomies 🇬🇧🔥
The curve is bending hard now. #Bettrification
+3.8 pts YoY
(2025 full-year: 34.6%, +6.6 pts YoY)
🔋 BEVs: 32.2% (+1.2 pts)
🔌 PHEVs: 11.6% (+2.6 pts)
That’s real acceleration — December ran well ahead of the annual average.
Power to the Pomies 🇬🇧🔥
The curve is bending hard now. #Bettrification
UK EVs At 34.6% Share In 2025 - Tesla Model Y Best-Seller - CleanTechnica
December saw plugin EVs at 43.8% share in the UK, up from 40.0% year on year, with BEVs alone taking 32.2% share. FY 2025 saw EVs at 34.6%.
cleantechnica.com
February 16, 2026 at 10:44 AM
UK December EV share just hit 43.8% 🇬🇧⚡
+3.8 pts YoY
(2025 full-year: 34.6%, +6.6 pts YoY)
🔋 BEVs: 32.2% (+1.2 pts)
🔌 PHEVs: 11.6% (+2.6 pts)
That’s real acceleration — December ran well ahead of the annual average.
Power to the Pomies 🇬🇧🔥
The curve is bending hard now. #Bettrification
+3.8 pts YoY
(2025 full-year: 34.6%, +6.6 pts YoY)
🔋 BEVs: 32.2% (+1.2 pts)
🔌 PHEVs: 11.6% (+2.6 pts)
That’s real acceleration — December ran well ahead of the annual average.
Power to the Pomies 🇬🇧🔥
The curve is bending hard now. #Bettrification
South Australia Q4 2025: 84% of electricity from solar + wind, wholesale prices down 30% YoY, prices negative 48% of the time, and a record 157% of demand met by renewables in one interval. High renewables. Lower prices. System stability. Cost curves win. ⚡ #Bettrification #LFP #Solar #BESS #Wind
February 16, 2026 at 10:10 AM
South Australia Q4 2025: 84% of electricity from solar + wind, wholesale prices down 30% YoY, prices negative 48% of the time, and a record 157% of demand met by renewables in one interval. High renewables. Lower prices. System stability. Cost curves win. ⚡ #Bettrification #LFP #Solar #BESS #Wind
VW holds onto a Top 5 BEV slot — yet ~65% of Top 25 global BEV volume now sits with electrification-first OEMs. Toyota barely registers. Nissan, Mazda, Mitsubishi? Nowhere in sight. Capability & delivered results separate talk from execution. How long can legacy hold? #Bettrification
Electrification-first OEMs control ~65% of Top 25 global BEV sales. No distortion. No spin. #BYD #Geely #XPeng #Xiaomi #Changan #NIO #Leapmotor Just structure. Compression is no longer theoretical. The next five years won’t be kind to incumbents. #EV #Bettrification #LFP #Disruption
The Great Electric BEV Reordering of 2025 -
A data-driven review of 2025 global passenger BEV sales revealing structural control, disruptor dominance, and what it means for margin compression.
evcurvefuturist.com
February 16, 2026 at 2:24 AM
VW holds onto a Top 5 BEV slot — yet ~65% of Top 25 global BEV volume now sits with electrification-first OEMs. Toyota barely registers. Nissan, Mazda, Mitsubishi? Nowhere in sight. Capability & delivered results separate talk from execution. How long can legacy hold? #Bettrification
As more people realise #Bettrification is the only viable short- to mid-term path to power AI, data centres & the tsunami of electrified applications, it will suck the oxygen out of the nuclear narrative — leaving a lot of written cheques uncashable. Cost curves always win. #LFP #EVS #BESS #SOLAR
February 16, 2026 at 1:44 AM
As more people realise #Bettrification is the only viable short- to mid-term path to power AI, data centres & the tsunami of electrified applications, it will suck the oxygen out of the nuclear narrative — leaving a lot of written cheques uncashable. Cost curves always win. #LFP #EVS #BESS #SOLAR
LFP battery in my EV:
✔️ Zero cobalt
✔️ Zero nickel
✔️ Iron & phosphate
Naysayer in the comments: “But cobalt mining!!”
Mate… that’s last decade’s chemistry.
Meanwhile 80%+ of China’s EVs are running cobalt-free LFP and quietly scaling.
Keep up. 🔋⚡ #Bettrification
✔️ Zero cobalt
✔️ Zero nickel
✔️ Iron & phosphate
Naysayer in the comments: “But cobalt mining!!”
Mate… that’s last decade’s chemistry.
Meanwhile 80%+ of China’s EVs are running cobalt-free LFP and quietly scaling.
Keep up. 🔋⚡ #Bettrification
February 15, 2026 at 11:13 PM
LFP battery in my EV:
✔️ Zero cobalt
✔️ Zero nickel
✔️ Iron & phosphate
Naysayer in the comments: “But cobalt mining!!”
Mate… that’s last decade’s chemistry.
Meanwhile 80%+ of China’s EVs are running cobalt-free LFP and quietly scaling.
Keep up. 🔋⚡ #Bettrification
✔️ Zero cobalt
✔️ Zero nickel
✔️ Iron & phosphate
Naysayer in the comments: “But cobalt mining!!”
Mate… that’s last decade’s chemistry.
Meanwhile 80%+ of China’s EVs are running cobalt-free LFP and quietly scaling.
Keep up. 🔋⚡ #Bettrification
Top 25 global BEV automakers heading into 2026 are separating on capability — not branding.
Battery integration. Software iteration speed. Cost control. Scale execution.
No nostalgia. No emotion. Just delivered volume, vertical leverage & proven ramp.
The BEV era is now EV vs EV. #Bettrification.
Battery integration. Software iteration speed. Cost control. Scale execution.
No nostalgia. No emotion. Just delivered volume, vertical leverage & proven ramp.
The BEV era is now EV vs EV. #Bettrification.
February 15, 2026 at 10:54 PM
Top 25 global BEV automakers heading into 2026 are separating on capability — not branding.
Battery integration. Software iteration speed. Cost control. Scale execution.
No nostalgia. No emotion. Just delivered volume, vertical leverage & proven ramp.
The BEV era is now EV vs EV. #Bettrification.
Battery integration. Software iteration speed. Cost control. Scale execution.
No nostalgia. No emotion. Just delivered volume, vertical leverage & proven ramp.
The BEV era is now EV vs EV. #Bettrification.
Fortescue launched 14.5 MWh battery-electric locomotives in the Pilbara — that’s ~200+ Tesla packs worth of storage rolling through iron ore country. Heavy haul rail. No diesel. Massive regen on the downhill runs. This is industrial #Bettrification ⚡🚆
Fortescue launches its first electric locomotives - with batteries the size of more than 200 Tesla EVs
Fortescue has launched the first of its massive battery trains, which it says the hardest part of its goal to eliminate fossil fuels by 2030.
reneweconomy.com.au
February 15, 2026 at 3:21 AM
Fortescue launched 14.5 MWh battery-electric locomotives in the Pilbara — that’s ~200+ Tesla packs worth of storage rolling through iron ore country. Heavy haul rail. No diesel. Massive regen on the downhill runs. This is industrial #Bettrification ⚡🚆
Top 25 global BEV automakers exposed a structural gap I couldn’t ignore: premium incumbents flattening while zero-to-scale entrants go vertical. This isn’t a sales story — it’s velocity, capital structure & falling battery cost curves reshaping the market. #Bettrification #Disruption
When the Innovators Enter the New Order -
When BMW and Mercedes flatten as zero-to-scale EV entrants surge, it signals more than sales shifts. It marks a structural rebalancing of global auto power.
evcurvefuturist.com
February 15, 2026 at 2:23 AM
Top 25 global BEV automakers exposed a structural gap I couldn’t ignore: premium incumbents flattening while zero-to-scale entrants go vertical. This isn’t a sales story — it’s velocity, capital structure & falling battery cost curves reshaping the market. #Bettrification #Disruption
Electrification-first OEMs control ~65% of Top 25 global BEV sales. No distortion. No spin. #BYD #Geely #XPeng #Xiaomi #Changan #NIO #Leapmotor Just structure. Compression is no longer theoretical. The next five years won’t be kind to incumbents. #EV #Bettrification #LFP #Disruption
The Great Electric BEV Reordering of 2025 -
A data-driven review of 2025 global passenger BEV sales revealing structural control, disruptor dominance, and what it means for margin compression.
evcurvefuturist.com
February 15, 2026 at 12:12 AM
Electrification-first OEMs control ~65% of Top 25 global BEV sales. No distortion. No spin. #BYD #Geely #XPeng #Xiaomi #Changan #NIO #Leapmotor Just structure. Compression is no longer theoretical. The next five years won’t be kind to incumbents. #EV #Bettrification #LFP #Disruption
I did a 1,200km return trip in one day in my Tesla. No range anxiety. Just smooth, silent torque and autopilot calm.
I charge at home. I save ~$10k a year in fuel + servicing.
Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification #LFP #EV
I charge at home. I save ~$10k a year in fuel + servicing.
Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification #LFP #EV
February 14, 2026 at 9:42 AM
I did a 1,200km return trip in one day in my Tesla. No range anxiety. Just smooth, silent torque and autopilot calm.
I charge at home. I save ~$10k a year in fuel + servicing.
Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification #LFP #EV
I charge at home. I save ~$10k a year in fuel + servicing.
Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification #LFP #EV
2025 EV Share of New Car Sales, Top 10 Countries
1 Norway 97%
2 Nepal 73%
3 Denmark 69%
4 Sweden 61%
5 Iceland 57%
6 Finland 56%
7 Netherlands 56%
8 China 53%
9 Singapore 47%
10 Belgium 43%
EVs are now mainstream across much of the world. Not just an emerging technology. #Bettrification
1 Norway 97%
2 Nepal 73%
3 Denmark 69%
4 Sweden 61%
5 Iceland 57%
6 Finland 56%
7 Netherlands 56%
8 China 53%
9 Singapore 47%
10 Belgium 43%
EVs are now mainstream across much of the world. Not just an emerging technology. #Bettrification
Ranked: EV Share of New Car Sales by Country in 2025
This graphic highlights how EV sales share has evolved between 2019 and 2025.
www.visualcapitalist.com
February 14, 2026 at 9:03 AM
2025 EV Share of New Car Sales, Top 10 Countries
1 Norway 97%
2 Nepal 73%
3 Denmark 69%
4 Sweden 61%
5 Iceland 57%
6 Finland 56%
7 Netherlands 56%
8 China 53%
9 Singapore 47%
10 Belgium 43%
EVs are now mainstream across much of the world. Not just an emerging technology. #Bettrification
1 Norway 97%
2 Nepal 73%
3 Denmark 69%
4 Sweden 61%
5 Iceland 57%
6 Finland 56%
7 Netherlands 56%
8 China 53%
9 Singapore 47%
10 Belgium 43%
EVs are now mainstream across much of the world. Not just an emerging technology. #Bettrification
Part 2 live: When Compression Hits the P&L. Margins peaked before volumes broke. From 2019–2025, auto sales stayed high — but margins quietly collapsed first. Utilisation, fixed costs, late EV capex & pricing pressure did the damage. This isn’t demand failure. It’s economic gravity. #Bettrification
Global Auto Sales: When Compression Hits the P&L -
Global auto sales haven’t collapsed — margins have. As EV cost curves bite, utilisation slips and late capex punishes incumbents before volumes break.
evcurvefuturist.com
February 12, 2026 at 12:04 PM
Part 2 live: When Compression Hits the P&L. Margins peaked before volumes broke. From 2019–2025, auto sales stayed high — but margins quietly collapsed first. Utilisation, fixed costs, late EV capex & pricing pressure did the damage. This isn’t demand failure. It’s economic gravity. #Bettrification
Same planet. Three energy choices.
☀️ One builds abundance.
🌍 One builds resilience.
💀 One builds disease.
This isn’t ideology. It’s physics. It’s economics. It’s lungs. Choose your future.
#Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind
☀️ One builds abundance.
🌍 One builds resilience.
💀 One builds disease.
This isn’t ideology. It’s physics. It’s economics. It’s lungs. Choose your future.
#Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind
February 12, 2026 at 11:58 AM
Same planet. Three energy choices.
☀️ One builds abundance.
🌍 One builds resilience.
💀 One builds disease.
This isn’t ideology. It’s physics. It’s economics. It’s lungs. Choose your future.
#Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind
☀️ One builds abundance.
🌍 One builds resilience.
💀 One builds disease.
This isn’t ideology. It’s physics. It’s economics. It’s lungs. Choose your future.
#Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind
China’s CO₂ emissions have been flat or falling for 21 months.
While the West is still debating, China quietly broke the ‘you can’t grow and cut emissions’ myth. Cue the comments explaining why this ‘doesn’t count’, ‘is fake’, or ‘will reverse any second now’. 🍿 #Bettrification ⚡ #EnergyReality
While the West is still debating, China quietly broke the ‘you can’t grow and cut emissions’ myth. Cue the comments explaining why this ‘doesn’t count’, ‘is fake’, or ‘will reverse any second now’. 🍿 #Bettrification ⚡ #EnergyReality
February 12, 2026 at 11:30 AM
China’s CO₂ emissions have been flat or falling for 21 months.
While the West is still debating, China quietly broke the ‘you can’t grow and cut emissions’ myth. Cue the comments explaining why this ‘doesn’t count’, ‘is fake’, or ‘will reverse any second now’. 🍿 #Bettrification ⚡ #EnergyReality
While the West is still debating, China quietly broke the ‘you can’t grow and cut emissions’ myth. Cue the comments explaining why this ‘doesn’t count’, ‘is fake’, or ‘will reverse any second now’. 🍿 #Bettrification ⚡ #EnergyReality
BYD passed Ford in 2025. Geely entered the global top 10. Tesla became an EV incumbent. No collapse. No drama.
Just compression tightening across the auto industry as a phase-change disruption takes hold. 📊 Data + charts: 2020–2028 #Bettrification
Just compression tightening across the auto industry as a phase-change disruption takes hold. 📊 Data + charts: 2020–2028 #Bettrification
Global Auto Sales: The Compression Phase (2020–2028) -
Global auto sales aren’t collapsing — they’re compressing. A data-driven look at incumbents, EV disruptors, and why scale no longer guarantees safety.
evcurvefuturist.com
February 12, 2026 at 4:55 AM
BYD passed Ford in 2025. Geely entered the global top 10. Tesla became an EV incumbent. No collapse. No drama.
Just compression tightening across the auto industry as a phase-change disruption takes hold. 📊 Data + charts: 2020–2028 #Bettrification
Just compression tightening across the auto industry as a phase-change disruption takes hold. 📊 Data + charts: 2020–2028 #Bettrification
BYD passed Ford in 2025 on total vehicle sales — a historic inflection. This isn’t about China “winning”. It’s about legacy auto discovering, too late — that once battery cost curves flip, incumbency stops mattering. This isn’t disruption coming. This is disruption already priced in. #Bettrification
February 11, 2026 at 8:57 AM
BYD passed Ford in 2025 on total vehicle sales — a historic inflection. This isn’t about China “winning”. It’s about legacy auto discovering, too late — that once battery cost curves flip, incumbency stops mattering. This isn’t disruption coming. This is disruption already priced in. #Bettrification
Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once ≈$100/kWh was breached—earlier than I assumed—mass adoption became inevitable. 20.7m EVs sold in 2025 confirms it. One chart. One threshold. Everything changes. #Bettrification #LFP ⚡
Revising the Battery Cost Curve: Why 2025 Is $90/kWh -
Revising 2025 global battery costs to $90/kWh using production-weighted China data, correcting procurement-biased benchmarks and shifting the energy tipping point earlier.
evcurvefuturist.com
February 10, 2026 at 9:25 PM
Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once ≈$100/kWh was breached—earlier than I assumed—mass adoption became inevitable. 20.7m EVs sold in 2025 confirms it. One chart. One threshold. Everything changes. #Bettrification #LFP ⚡
219,000 home batteries in ~6 months isn’t a subsidy story — it’s a cost-curve story. Australians are arbitraging the grid: store cheap solar, dodge peak prices, stabilise the system. Avg BTM ≈ 22 kWh.
That’s not “consumer tech”. That’s distributed infrastructure. #BTM #LFP #Bettrification ⚡🔋
That’s not “consumer tech”. That’s distributed infrastructure. #BTM #LFP #Bettrification ⚡🔋
February 10, 2026 at 5:02 PM
219,000 home batteries in ~6 months isn’t a subsidy story — it’s a cost-curve story. Australians are arbitraging the grid: store cheap solar, dodge peak prices, stabilise the system. Avg BTM ≈ 22 kWh.
That’s not “consumer tech”. That’s distributed infrastructure. #BTM #LFP #Bettrification ⚡🔋
That’s not “consumer tech”. That’s distributed infrastructure. #BTM #LFP #Bettrification ⚡🔋