Chris Meder

We don’t need to replace 600 EJ of fossil energy. We need to stop wasting it. Fossil systems lose ~2/3 as heat. Electrification delivers energy directly into work, cutting total demand ~40–50%. The transition isn’t bigger than we think. It’s smaller. #SWB #Bettrification

Thailand's #EV boom: plug-in vehicles surged from 1.2% (2021) to 40.4% (Sept 2026), with ICE collapsing from 94.5% to 31.5%. Chinese brands now dominate—9 of top 10 BEVs. A stunning transition. This is technological disruption & the implications for traditional carmakers & the big oil are enormous.

Plug-in #EV share of new passenger-car sales/registrations around August 2026, counting BEVs + PHEVs/EREVs. The remarkable thing isn’t Norway approaching 100%. It’s who else is on the list. Different continents. Different incomes. Different grids. Different governments. Same technological S-curve.

EV charging enters the MEGAWATT ERA. ⚡ China’s Geely has deployed new chargers rated at an insane 2,250 kW. Current test vehicles are already pulling ~1,100 kW: 🔋 10–70%: 4.5 mins 🔋 10–97%: 8.7 mins “EVs take too long to charge” is rapidly becoming an obsolete argument.

“Baseload” is increasingly the wrong way to think about electricity. The 21st-century grid isn't about forcing supply to stay constant. It's about matching supply, storage and demand dynamically. The future is flexible, dispatchable & resilient. ⚡🔋👇 evcurvefuturist.com/2026/07/beyo...

DEALERS REFUSING DIESELS AS EV TRADE-INS This won’t surprise those following disruption, but headline is evocative, and I suspect trend becomes global as soon as by this year. With diesel above £2/litre in the UK, specialist EV dealers are reporting a surge of people looking to switch to electric.

Nothing accelerates #EV transition like expensive oil. Americans can argue about EVs all they like, but when petrol prices bite, economics takes over. 74% now say saving money on fuel is a reason they'd buy an EV, up from 68% last year. Cost always wins. cleantechnica.com/2026/09/16/m...

DENMARK DESERVES THE 2026 EV TRANSITION CROWN! They gave the world Danish pastries, LEGO and butter cookies. Now serving up something even sweeter: 97.3% of new household car registrations fully electric! In September 2026, BEVs accounted for an astonishing 88.6% of ALL new car registrations.

43–0. GAS PEAKERS JUST LOST THE ECONOMIC ARGUMENT. Wood Mackenzie's latest research finds four-hour batteries now beat new gas peakers on levelised costs in all 43 markets modelled. AI's electricity boom is driving up gas turbine prices, while battery manufacturing scales and costs keep falling.

Australia's energy revolution is accelerating at an extraordinary pace. ~ 21 GWh of grid batteries operating ~ 19 GWh of household battery storage ~ 35 GWh of committed #BESS pipeline That's approximately 40 GWh of operating battery storage, with another 35 GWh committed or under construction.

Tesla's new Roadster is extraordinary engineering, but an idiotically inefficient vanity project. Rockets, heavy pressure tanks and hours of refilling just to make a car hop? I guarantee our skies will be busy with practical eVTOLs long before Roadsters start hopping on thrusters. If ever.

Switching to an #EV is about more than changing cars. It's leaving behind oil wells, tankers, refineries, petrol stations & a lifetime of buying fuel. Generate electricity from your own rooftop and the benefits are even greater. Three years driving electric and I'm never going back. #Bettrification

The Strait of Hormuz oil crisis has helped fuel an extraordinary acceleration in global EV adoption, particularly across oil-importing nations. BEV sales growth before vs after the crisis: New Zealand: +11% → +165% Australia: +5% → +136% Chile: +7% → +124% India: +17% → +58% #Bettrification #EVs

China’s electric heavy-truck new-sales share jumped sharply from 5.2% (2022) to 50.3% (Sept 2026), ~10x. CATL’s 5-minute swap lowers barriers; rising new sales will cut diesel demand. The best oil-crisis fix is lower your dependence on oil. #EV #Bettrification

For over a century, energy meant buying fuel—over and over. Litres. Tonnes. Cubic metres. The model ran on endless consumption. Solar, wind, hydro, geothermal, batteries, and EVs change that. Build the infrastructure once, then harvest what flows for free—sunlight, wind, water, earth's heat. #SWB

China’s electric heavy-truck new-sales share jumped sharply from 5.2% (2022) to 50.3% (Sept 2026), ~10x. CATL’s 5-minute swap lowers barriers; rising new sales will cut diesel demand. The best oil-crisis fix is lower your dependence on oil. #EV #Bettrification

For over a century, energy meant buying fuel—over and over. Litres. Tonnes. Cubic metres. The model ran on endless consumption. Solar, wind, hydro, geothermal, batteries, and EVs change that. Build the infrastructure once, then harvest what flows for free—sunlight, wind, water, earth's heat. #SWB

Four AI models. Four EV innovation assessments. ChatGPT and DeepSeek rank BYD first. Grok and Gemini favour Tesla. Same four manufacturers, different weights, evidence and priorities. The fascinating part isn't who wins, but what each AI considers innovation worth rewarding. #Bettrification #EVs

Tesla's new Roadster is extraordinary engineering, but an idiotically inefficient vanity project. Rockets, heavy pressure tanks and hours of refilling just to make a car hop? I guarantee our skies will be busy with practical eVTOLs long before Roadsters start hopping on thrusters. If ever.

The Strait of Hormuz oil crisis has helped fuel an extraordinary acceleration in global EV adoption, particularly across oil-importing nations. BEV sales growth before vs after the crisis: New Zealand: +11% → +165% Australia: +5% → +136% Chile: +7% → +124% India: +17% → +58% #Bettrification #EVs

Great snapshot of the global EV adoption trajectory that puts the transition into perspective. China's rapid growth in #EV production isn't just driven by domestic demand; it's increasingly being fuelled by surging export demand as EV adoption accelerates across dozens of markets. #Bettrification

Australia's energy revolution is accelerating at an extraordinary pace. ~ 21 GWh of grid batteries operating ~ 19 GWh of household battery storage ~ 35 GWh of committed #BESS pipeline That's approximately 40 GWh of operating battery storage, with another 35 GWh committed or under construction.

43–0. GAS PEAKERS JUST LOST THE ECONOMIC ARGUMENT. Wood Mackenzie's latest research finds four-hour batteries now beat new gas peakers on levelised costs in all 43 markets modelled. AI's electricity boom is driving up gas turbine prices, while battery manufacturing scales and costs keep falling.

DENMARK DESERVES THE 2026 EV TRANSITION CROWN! They gave the world Danish pastries, LEGO and butter cookies. Now serving up something even sweeter: 97.3% of new household car registrations fully electric! In September 2026, BEVs accounted for an astonishing 88.6% of ALL new car registrations.

Nothing accelerates #EV transition like expensive oil. Americans can argue about EVs all they like, but when petrol prices bite, economics takes over. 74% now say saving money on fuel is a reason they'd buy an EV, up from 68% last year. Cost always wins. cleantechnica.com/2026/09/16/m...

EV charging enters the MEGAWATT ERA. ⚡ China’s Geely has deployed new chargers rated at an insane 2,250 kW. Current test vehicles are already pulling ~1,100 kW: 🔋 10–70%: 4.5 mins 🔋 10–97%: 8.7 mins “EVs take too long to charge” is rapidly becoming an obsolete argument.

I’m seeing a growing consensus that XPENG’s VLA 2.0 may already be superior to Tesla FSD. This back-to-back test on neutral ground in Amsterdam only adds to it. Smoother, more human-like driving, huge onboard compute and natural voice input. Competition is here.

DEALERS REFUSING DIESELS AS EV TRADE-INS This won’t surprise those following disruption, but headline is evocative, and I suspect trend becomes global as soon as by this year. With diesel above £2/litre in the UK, specialist EV dealers are reporting a surge of people looking to switch to electric.

Geopolitics, shifting sentiment & fading FUD around Chinese #EVs are converging. After a decade of slow burn, adoption is accelerating. Australia hit 1 in 4 new cars fully battery-electric (BEV) a decade ahead of forecast & this is just take-off, disruption S-curves aren't gentle. #Bettrification

FSD 14.3.5 in Australia overtook on a 100 km/h highway despite an occluded oncoming lane. A car appeared; Troy braked and disengaged. LiDAR wouldn't fix it—occluded means unknown, not clear. Even supervised, that's a catastrophic-risk decision. Autonomy isn't solved. More work needs to be done ✔️

Plug-in #EV share of new passenger-car sales/registrations around August 2026, counting BEVs + PHEVs/EREVs. The remarkable thing isn’t Norway approaching 100%. It’s who else is on the list. Different continents. Different incomes. Different grids. Different governments. Same technological S-curve.

At 2,500 Class 8 BEVs, it's the largest electric-truck order in US history, possibly, world, enough to nearly double America’s electric Class 8 fleet. Tesla primary OEM; Kenworth, RIDE & Volvo secondary. The BEV trucking disruption is just getting started. #Bettrification #EVs #Electrification #BEV

🇺🇦 Ukraine - August 26 - BEV Trajectory 10.5% BEV 34.0% Hybrid 55.5% ICE Trailing 12 months are: 22.7% BEV 25.3% Hybrid 52.0% ICE Graphs are available in the Gallery: https://leraffl.github.io/LeRaffl-Gallery/

Uruguay may have produced one of the fastest #EV adoption curves ever recorded. #BEVs went from ~5% of new vehicle sales to 51% in roughly 2½ years, while plug-ins reached 56% in August. Substantially faster through this part of the S-curve than Norway.

In 2010, the Nissan Leaf arrived as the world’s first mass-produced EV ordinary buyers could own: a five-seat electric hatchback, no exotic price, no tiny production run. It eventually passed 600,000 global sales. Its real breakthrough was perception. It proved an EV could simply be someone’s car.

Denmark just flew 5 people over 300 km in an all-electric plane—in under an hour. ⚡✈️ It recharged in 30 mins and emitted zero CO₂. It’s not just a test—it’s step one in Denmark’s bold plan: 100% fossil-free domestic flights by 2030. The skies are changing. #ElectricFlight #Denmark #EVaviation #EVTOL

Liontown's Kathleen Valley: targeted 60% renewable electricity, delivered 81% in FY25, then ~85% by March 2026 — smashing it by 25 points. 100% underground lithium, 2.8Mtpa by FY27. The mine of the future, built now. 🔋⚡ #Bettrification #Solar #SWB #Renewables

Solar passed nuclear in Texas 2 years ago. Now it's double. Texas is what makes this chart powerful. This isn't green ideology winning. It's pure economics. Solar is cheap, modular, scalable & incredibly fast to deploy. Wind keeps growing too. When economics take over, ideology becomes irrelevant.

Extraordinary milestone reached. China, the world’s largest car market: ⚡ All Top 10 best-selling cars, August = NEVs 🔋 9 of the Top 10 were fully electric BEVs ⛽ The first pure petrol car? #13 It’s an extinction event for the combustion engine. #EV

When a reporter asked psychopath Trump on 9/11 if his building was damaged, he said, 'Now it's the tallest'—as thousands died, still dying and New York burned. The boast was false. Then America elected him twice as POTUS anyway. That says everything about us. Think about it....

The global #robotaxi race is heating up, and it’s much bigger than #Tesla vs #Waymo. China is scaling fast, #XPeng is joining the race and Chinese operators are going global. The next battle: scale, cost, density and wait times. My latest deep dive 👇

Calling EV 'just a car' misses point—like calling smartphone 'just a phone'. It's a software platform & AI. Driving becomes incidental, as calls did. The smartphone absorbed cameras, GPS, maps;EV absorbs energy, compute, auto. We repeat 'horseless carriage'. EV isn't a better car; it's a new system.

Electric trucks aren't coming. They're already here. 400–700 km range. Megawatt charging. Falling TCO. China e-truck sales surged 182% in 2025, driven by economics, energy security & industrial strategy. Now they're going global. RIP the diesel era. 👇

Tesla deserves credit for changing the car industry. It proved #EVs could beat ICE on performance & desirability, drove battery scale, pioneered software-defined cars & built the Supercharger network when industry doubted EVs had a future. Tesla disrupted the incumbents. Now Tesla is an incumbent.

Petrol prices going up again? ⛽️📈 Meanwhile, EV owners: plug in at home, wake up with a full “tank”, and drive for peanuts. 😂⚡️ The best part of electrification might be simply not giving a shit what happens at the bowser anymore. 😎🔌🚗 #EVs #Bettrification #RIPICE #Disruption

The part of the energy transition that matters most: the cost curves. In 15 years, batteries fell ~93%. Utility solar ~90%. When foundational technologies get ~10× cheaper, they don't just take market share. They restructure entire industries. And the curves haven't stopped. #Bettrification #SWB

For the past few years, one of the loudest arguments against the AI boom has been its enormous & rapidly growing demand for electricity. That concern is legitimate. But look deeper at what that demand is unleashing: a massive accelerant for the renewable energy buildout. The Trojan Horse of Energy!

The US energy transition keeps accelerating, and now surging electricity demand from AI and data centres is adding fuel to the fire. Renewables now generate >30% of US electricity. H1 2026 YoY: ⚡ Renewables +10.9% ☀️ Utility solar +21.6% ☀️ Rooftop solar +13% 💨 Wind +6.5% 🔥 Coal -11.3%

Well done, Australia. 🇦🇺 This is the way. AI is going to need enormous amounts of electricity. Make that demand bring new renewable generation with it, and AI becomes an accelerator for solar, wind, batteries and the grid, not a burden on it. #Bettrification #SWB