Tony Seba predicts global oil output will fall from 100MM b/d in 2020 to 70 MM b/d because of rapid rise of EV-based “transportation as a service” If you live in Alberta or Texas or some [Read more]
If Tony Seba is correct, the Texas and Alberta economies just took a metaphorical bullet to the head Will the emerging electric vehicle “transportation as a service” business model kill the global oil industry in 10 [Read more]
Science and data suggest electric vehicles will diffuse slowly, affect oil demand gradually Laszlo Varro is the chief economist of the International Energy Agency. Safe to assume he has a pretty clear view of the [Read more]
Hype cyclers pressure governments to enact expensive, ineffective policy to promote adoption of clean energy technologies like EVs If you spend any time on social media these days, you’re bound to come across a “hype [Read more]
75% of oil production used to fuel transportation, but better Electric Vehicle batteries decades away Alberta, we need to talk. It’s time for you to confront the single greatest challenge of the 21st century: the [Read more]
$250 billion/year oil and gas contribution to GDP, immature clean energy tech were real obstacles to Obama energy activism With Barack Obama headed out of the White House in a few months, the punditocracy is [Read more]
Traditional diffusion path over 50 to 75 years vs. 10 years if “pooling economy” catches on Just how important is Tuesday’s announcement that the Chevy Bolt will get 238 miles (400 kms) per charge? According to [Read more]
California has only 223,700 electrics and plug-in hybrids. Vancouver, BC has far more Ferraris, Lamborghinis. etc. than EVs California will fail to meet its goal of 1.5 million electric vehicles by 2025 in Hollywood blockbuster [Read more]
Modern autos are pretty much perfected, trying to replace them with copycat EVs will fail. EV subsidies should solve real world issues Last week the Canadian province of Ontario introduced huge electric vehicle subsidies, up [Read more]
Electric vehicle industry busy innovating, will traditional automakers do the same to compete against upstarts? Last month I wrote about a simple model to help explain energy transitions. Central to my thinking about energy technology diffusion [Read more]
Your faithful scribe slowly becoming Tesla fan boy…one impertinent press release at a time Tesla Motors has just issued an extraordinary press release, one that makes me think maybe Elon Musk may yet compete head [Read more]
Price premium alone for electric vehicles like Volt, Leaf is 26 to 37% – making it too expensive for Early Adopters New auto sales figures show Americans prefer trucks and SUVs, and are really not ready [Read more]
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