Colin McKerracher
@colinmckerracher.bsky.social
I manage the Clean Transport & Energy Storage analyst teams at BloombergNEF. Posts about EVs, charging, batteries, clean fuels, aviation, shipping and more. Opinions are my own.
There will be battery manufacturing in Europe, including jobs, investment and all the good things that go with that.
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
December 11, 2024 at 3:28 PM
There will be battery manufacturing in Europe, including jobs, investment and all the good things that go with that.
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Most of the batteries will be made by incumbent manufacturers. That's ok.
www.bloomberg.com/news/article...
Underappreciated part of the reason why road deaths are so much higher in the US than Europe
December 5, 2024 at 8:17 AM
Underappreciated part of the reason why road deaths are so much higher in the US than Europe
Cool page aggregating Canada EV adoption numbers from @nbrown14.bsky.social.
Quebec is crushing it.
github.com/NBrown140/tr...
Quebec is crushing it.
github.com/NBrown140/tr...
December 5, 2024 at 8:15 AM
Cool page aggregating Canada EV adoption numbers from @nbrown14.bsky.social.
Quebec is crushing it.
github.com/NBrown140/tr...
Quebec is crushing it.
github.com/NBrown140/tr...
From the archives: OPEC's 2015 World Oil Outlook.
It forecasts a total of 4.7 million battery electrics and 41 million plug-in hybrids on the road in 2040
It forecasts a total of 4.7 million battery electrics and 41 million plug-in hybrids on the road in 2040
December 3, 2024 at 1:48 PM
From the archives: OPEC's 2015 World Oil Outlook.
It forecasts a total of 4.7 million battery electrics and 41 million plug-in hybrids on the road in 2040
It forecasts a total of 4.7 million battery electrics and 41 million plug-in hybrids on the road in 2040
The largest car market in the world, transformed in just 5 years.
cnevpost.com/2024/12/03/c...
cnevpost.com/2024/12/03/c...
December 3, 2024 at 10:21 AM
The largest car market in the world, transformed in just 5 years.
cnevpost.com/2024/12/03/c...
cnevpost.com/2024/12/03/c...
Who is winning and losing in China's quickly electrifying vehicle market? VW, Honda, Nissan all in real trouble. Toyota holding for now but watch next year.
Great piece from the Bloomberg News team
www.bloomberg.com/graphics/202...
Great piece from the Bloomberg News team
www.bloomberg.com/graphics/202...
November 27, 2024 at 1:10 PM
Who is winning and losing in China's quickly electrifying vehicle market? VW, Honda, Nissan all in real trouble. Toyota holding for now but watch next year.
Great piece from the Bloomberg News team
www.bloomberg.com/graphics/202...
Great piece from the Bloomberg News team
www.bloomberg.com/graphics/202...
November 27, 2024 at 8:24 AM
Norway's road transport energy use is now highlighting a really important effect: primary energy consumption falling even while people travel more.
Why? Because electrification is energy efficiency.
Chart by @robbieandrew.bsky.social
Why? Because electrification is energy efficiency.
Chart by @robbieandrew.bsky.social
November 27, 2024 at 8:22 AM
Norway's road transport energy use is now highlighting a really important effect: primary energy consumption falling even while people travel more.
Why? Because electrification is energy efficiency.
Chart by @robbieandrew.bsky.social
Why? Because electrification is energy efficiency.
Chart by @robbieandrew.bsky.social
Sales Of Combustion Vehicles Are Slowing/Falling/Faltering
November 25, 2024 at 10:06 AM
Sales Of Combustion Vehicles Are Slowing/Falling/Faltering
California's Low Carbon Fuel Standard is getting a big change that will significantly boost EV charging.
The updated program will provide $500 million to $1.4 billion to the charging sector per year, based on today’s credit prices.
The updated program will provide $500 million to $1.4 billion to the charging sector per year, based on today’s credit prices.
November 25, 2024 at 9:07 AM
California's Low Carbon Fuel Standard is getting a big change that will significantly boost EV charging.
The updated program will provide $500 million to $1.4 billion to the charging sector per year, based on today’s credit prices.
The updated program will provide $500 million to $1.4 billion to the charging sector per year, based on today’s credit prices.
Use of shared bikes and scooters is still trending upwards in the US. A big thank you to everyone out there working on making streets safer for these types of options.
November 22, 2024 at 9:51 AM
Use of shared bikes and scooters is still trending upwards in the US. A big thank you to everyone out there working on making streets safer for these types of options.
I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over.
I'm sure this will come up again around ~2030. With similar results.
I'm sure this will come up again around ~2030. With similar results.
November 21, 2024 at 8:32 AM
I hereby declare the latest round of hype for hydrogen fuel cell passenger vehicles over.
I'm sure this will come up again around ~2030. With similar results.
I'm sure this will come up again around ~2030. With similar results.
It's remarkable how fast China's ride hailing vehicles and taxis are going electric.
Chart is sales, but nearly 60% of of all kilometers travelled by vehicles on Didi's platform in 2023 were in EVs. Will be higher again this year.
Chart is sales, but nearly 60% of of all kilometers travelled by vehicles on Didi's platform in 2023 were in EVs. Will be higher again this year.
November 20, 2024 at 9:20 AM
It's remarkable how fast China's ride hailing vehicles and taxis are going electric.
Chart is sales, but nearly 60% of of all kilometers travelled by vehicles on Didi's platform in 2023 were in EVs. Will be higher again this year.
Chart is sales, but nearly 60% of of all kilometers travelled by vehicles on Didi's platform in 2023 were in EVs. Will be higher again this year.
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
November 19, 2024 at 8:38 AM
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...