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Colin McKerracher @colinmckerracher.bsky.social · 11/12/2024

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...

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Evelina Stoikou @evelinastoikou.bsky.social · 10/12/2024

The results from BloombergNEF's 2024 lithium-ion battery price survey are out. Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour. This is the largest decline observed in our survey since 2017. 🧵⬇️

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Nat Bullard @nathanielbullard.com · 11/12/2024

The annual BloombergNEF battery survey is out. Quick hits: pack prices now $115 per kWh (and below $100 for cars in China) Almost 2/3 of China's EV models are priced lower than their internal combustion equivalents Great work @colinmckerracher.bsky.social www.bloomberg.com/news/newslet...

bloomberg.com

China’s Electric-Car Push Drives Global Battery Price Declines

Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.

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Nat Bullard @nathanielbullard.com · 11/12/2024

Already compiled @colinmckerracher.bsky.social charts on the latest battery price index into a slide. Bravo to Colin and team www.bloomberg.com/news/newslet...

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Evelina Stoikou @evelinastoikou.bsky.social · 10/12/2024

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

shorturl.at

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

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Evelina Stoikou @evelinastoikou.bsky.social · 10/12/2024

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

shorturl.at

China’s Electric-Car Push Drives Global Battery Price Declines

Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.

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Akshat Rathi @akshatrathi.bsky.social · 10/12/2024

The march of declining battery prices continues. Always read @colinmckerracher.bsky.social! www.bloomberg.com/news/newslet....

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Colin McKerracher @colinmckerracher.bsky.social · 05/12/2024

Global EV sales in October: Battery electrics: up 23% Plug-in hybrids: up 65% Combined market share in October: ~25% Ending the year strong

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Colin McKerracher @colinmckerracher.bsky.social · 05/12/2024

Underappreciated part of the reason why road deaths are so much higher in the US than Europe

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Colin McKerracher @colinmckerracher.bsky.social · 05/12/2024

Cool page aggregating Canada EV adoption numbers from @nbrown14.bsky.social. Quebec is crushing it. github.com/NBrown140/tr...

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Jenny Chase @solarchase.bsky.social · 03/12/2024

A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here. go.bsky.app/SRQaZno

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Colin McKerracher @colinmckerracher.bsky.social · 03/12/2024

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

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Colin McKerracher @colinmckerracher.bsky.social · 03/12/2024

The largest car market in the world, transformed in just 5 years. cnevpost.com/2024/12/03/c...

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Jaap Burger @jaapburger.eu · 29/11/2024

key quote: “Behavioral barriers to adoption are much less of an issue than originally thought. When the economics are good, people buy EVs in large numbers.”

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Michael Liebreich @mliebreich.bsky.social · 25/11/2024

Fascinating. Secondary literature (and presumably press reporting and social media) have been over-estimating the contribution of tyre wear to air pollution. Good news (though all that tyre rubber must still end up somewhere in the environment). pubs.acs.org/doi/10.1021/...

pubs.acs.org

Airborne Tire Wear Particles: A Critical Reanalysis of the Literature Reveals Emission Factors Lower than Expected

Tires are a ubiquitous part of on-road transport systems serving as the critical connecting component at the interface of the motive power and road surface. While tires are essential to automobile fun...

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Colin McKerracher @colinmckerracher.bsky.social · 27/11/2024

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...

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Colin McKerracher @colinmckerracher.bsky.social · 27/11/2024

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

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Nat Bullard @nathanielbullard.com · 25/11/2024

One of my favorite @colinmckerracher.bsky.social charts and it was a treat to be there - present at the creation - when he published the first version.

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Colin McKerracher @colinmckerracher.bsky.social · 25/11/2024

Sales Of Combustion Vehicles Are Slowing/Falling/Faltering

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Colin McKerracher @colinmckerracher.bsky.social · 25/11/2024

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.

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Colin McKerracher @colinmckerracher.bsky.social · 22/11/2024

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.

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Colin McKerracher @colinmckerracher.bsky.social · 21/11/2024

Another way to think of this: If the global fleet of passenger fuel cell vehicles were to double every three years (which is not happening) from now to 2040, they would hit....0.3%of the global fleet.

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Colin McKerracher @colinmckerracher.bsky.social · 21/11/2024

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.

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Ash in China @ashinchina.bsky.social · 20/11/2024

It’s hard to find a gas ride hailing car these days, unless you go for a super premium offerings

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Colin McKerracher @colinmckerracher.bsky.social · 20/11/2024

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.

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Colin McKerracher @colinmckerracher.bsky.social · 19/11/2024

*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...

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