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.
Always cumulative volume.
December 11, 2024 at 7:36 PM
Always cumulative volume.
Learning rate holding at 18%
December 11, 2024 at 9:34 AM
Learning rate holding at 18%
Thanks Nat! Full credit goes to @evelinastoikou.bsky.social here.
December 11, 2024 at 5:50 AM
Thanks Nat! Full credit goes to @evelinastoikou.bsky.social here.
Reposted by Colin McKerracher
What's next? Metal prices may rise as geopolitical tensions, tariffs, and stalled mining projects impact supply. However, higher LFP adoption, technology advances and competition will push battery prices down. For more see our public press release here: shorturl.at/TcVUc
Lithium-Ion Battery Pack Prices See Largest Drop Since 2017, Falling to $115 per Kilowatt-Hour: BloombergNEF | BloombergNEF
New York, December 10, 2024 – Battery prices saw their biggest annual drop since 2017. Lithium-ion battery pack prices dropped 20% from 2023 to a record
shorturl.at
December 10, 2024 at 3:50 PM
What's next? Metal prices may rise as geopolitical tensions, tariffs, and stalled mining projects impact supply. However, higher LFP adoption, technology advances and competition will push battery prices down. For more see our public press release here: shorturl.at/TcVUc
Reposted by Colin McKerracher
EVs are still more expensive than comparable combustion cars in many markets, but broader access to cheaper batteries will close the gap.
More on @colinmckerracher.bsky.social's piece on Bloomberg's Hyperdrive: shorturl.at/9AEFi
More on @colinmckerracher.bsky.social's piece on Bloomberg's Hyperdrive: shorturl.at/9AEFi
China’s Electric-Car Push Drives Global Battery Price Declines
Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.
shorturl.at
December 10, 2024 at 3:50 PM
EVs are still more expensive than comparable combustion cars in many markets, but broader access to cheaper batteries will close the gap.
More on @colinmckerracher.bsky.social's piece on Bloomberg's Hyperdrive: shorturl.at/9AEFi
More on @colinmckerracher.bsky.social's piece on Bloomberg's Hyperdrive: shorturl.at/9AEFi
Thanks Matthias. Yep, you're right, very different cars and different levels of tech in them. Still I think it's useful to point out just how extreme the pricing gap is because I don't think the electric version is opening up a totally new pool of buyers.
December 10, 2024 at 2:38 PM
Thanks Matthias. Yep, you're right, very different cars and different levels of tech in them. Still I think it's useful to point out just how extreme the pricing gap is because I don't think the electric version is opening up a totally new pool of buyers.
Good point. Looks like NYC is 239 traffic fatalities so far this year: www.nyc.gov/site/nypd/st...
I think there's also a speed normalization effect that carries over to other places though. Since moving to a 30km neighborhood I find myself driving slower on highways too.
I think there's also a speed normalization effect that carries over to other places though. Since moving to a 30km neighborhood I find myself driving slower on highways too.
Traffic Data - Fatalities - NYPD
www.nyc.gov
December 5, 2024 at 2:04 PM
Good point. Looks like NYC is 239 traffic fatalities so far this year: www.nyc.gov/site/nypd/st...
I think there's also a speed normalization effect that carries over to other places though. Since moving to a 30km neighborhood I find myself driving slower on highways too.
I think there's also a speed normalization effect that carries over to other places though. Since moving to a 30km neighborhood I find myself driving slower on highways too.
It's behind the BNEF paywall unfortunately, but clients can access it here:
Cutting Car Use Lightens Load in Push for Net-Zero Fleet
www.bnef.com/insights/34897
I'll try to get Jinghong on BlueSky to share more of her work!
Cutting Car Use Lightens Load in Push for Net-Zero Fleet
www.bnef.com/insights/34897
I'll try to get Jinghong on BlueSky to share more of her work!
Cutting Car Use Lightens Load in Push for Net-Zero Fleet
New technologies like electric drivetrains often hog the attention in the quest to decarbonize transportation. But reducing the use of passenger cars in favor of other modes of transport, such as publ...
www.bnef.com
December 5, 2024 at 8:42 AM
It's behind the BNEF paywall unfortunately, but clients can access it here:
Cutting Car Use Lightens Load in Push for Net-Zero Fleet
www.bnef.com/insights/34897
I'll try to get Jinghong on BlueSky to share more of her work!
Cutting Car Use Lightens Load in Push for Net-Zero Fleet
www.bnef.com/insights/34897
I'll try to get Jinghong on BlueSky to share more of her work!
Definitely. What a terrible decision.
December 5, 2024 at 8:40 AM
Definitely. What a terrible decision.
Chart is from a report from my colleague Jinghong Lyu about how policymakers are tackling car dependency around the world.
December 5, 2024 at 8:18 AM
Chart is from a report from my colleague Jinghong Lyu about how policymakers are tackling car dependency around the world.