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The EV depreciation argument has aged like milk from a three-legged diesel cow. 😂 First EVs were too expensive. Then falling new-EV prices were somehow bad. Then those same price cuts were used as proof that used EVs suffered terrible depreciation.

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Chris Meder @evcurvefuturist.com · 3h

EV depreciation fears are overblown. The real gap is just 2.6%, not 12.9%, once subsidies, taxes & falling new EV prices are adjusted for. As used #EV demand grows & running costs stay low, ICE faces rising pressure. The narrative is about to flip, and disruption is moving into the used-car market.

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Chris Meder @evcurvefuturist.com · 19h

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.

youtube.com

Xpeng VLA 2.0 vs Tesla FSD: Autonomous Driving Real World Comparison

YouTube video by Ludicrous Feed

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Chris Meder @evcurvefuturist.com · 03/10/2026

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.

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Chris Meder @evcurvefuturist.com · 01/10/2026

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

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Chris Meder @evcurvefuturist.com · 30/09/2026

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 ✔️

youtu.be

Tesla FSD Attempts Dangerous Overtake at 100 km/h | FSD 14.3.5 Australia

YouTube video by EV Curve Futurist

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Chris Meder @evcurvefuturist.com · 29/09/2026

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.

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Chris Meder @evcurvefuturist.com · 29/09/2026

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

calstart.org

Largest Electric Truck Order Will Nearly Double the U.S. Electric Class 8 Fleet - September 22 - CALSTART

Catalyst Mobility™ and Smart Freight Centre announced that a coalition of the world's largest cargo-owning shippers have enabled the largest U.S. electric truck order.

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Reposted by Chris Meder

LeRaffl @leraffl.bsky.social · 27/09/2026

🇺🇦 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: leraffl.github.io/LeRaffl-Gallery

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Chris Meder @evcurvefuturist.com · 25/09/2026

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.

cleantechnica.com

Uruguay EV Sales Report: Sales Soar in August as Market Share Reaches 56%! - CleanTechnica

Support CleanTechnica's work through a Substack subscription, on Patreon, or on Stripe. Help us produce all of the high-quality, original content we publish week after week despite the challenges of c...

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Chris Meder @evcurvefuturist.com · 23/09/2026

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.

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Reposted by Chris Meder

Chris Meder @evcurvefuturist.com · 14/07/2025

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

euronews.com

The future of flight? First electric aeroplane lands in Denmark

The plane can be charged using a standard fast charger for electric cars in just 20 to 40 minutes, the company says. Experts say airports will need to gradually expand charging infrastructures for electric aircraft.

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Chris Meder @evcurvefuturist.com · 18/09/2026

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

pv-magazine.com

Australian miner energizes 95 MW offgrid wind-solar-storage plant - pv magazine Global

Australian miner Liontown Resources has flicked the switch on one of the largest off-grid renewable energy hybrid power stations in Australia.

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Chris Meder @evcurvefuturist.com · 17/09/2026

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.

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Chris Meder @evcurvefuturist.com · 15/09/2026

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

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Chris Meder @evcurvefuturist.com · 11/09/2026

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....

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Chris Meder @evcurvefuturist.com · 10/09/2026

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 👇

evcurvefuturist.com

The Global Robotaxi Race -

Robotaxis aren’t won by innovation alone. China’s scale-first model is driving lower costs and faster adoption, leaving Western pilots behind.

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Chris Meder @evcurvefuturist.com · 09/09/2026

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.

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Chris Meder @evcurvefuturist.com · 06/09/2026

Like Cybertruck transformed the ute market? 😁 Cybercab has some outstanding tech, but hype doesn't guarantee product-market fit. Two seats, those stupid doors and a wall of competition coming from China... I'll wait for the scoreboard.

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Chris Meder @evcurvefuturist.com · 05/09/2026

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. 👇

evcurvefuturist.com

Electric Trucks Unleashed. Freight Enters New Age -

Electric trucks are here. 600 km is the baseline, but the real shift is economics. Lower costs, higher efficiency, and long haul disruption is already underway.

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Chris Meder @evcurvefuturist.com · 04/09/2026

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.

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Chris Meder @evcurvefuturist.com · 03/09/2026

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

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Chris Meder @evcurvefuturist.com · 01/09/2026

I can see Xpeng becoming leaders in FSD.

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Chris Meder @evcurvefuturist.com · 01/09/2026

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

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Chris Meder @evcurvefuturist.com · 31/08/2026

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!

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Chris Meder @evcurvefuturist.com · 30/08/2026

It’s actually brilliant policy. Don’t ban coal or gas, let them compete. For NEW data-centre demand, make proponents prove to the AER that new fossil beats firmed renewables on cost and reliability. On current new-build economics, the practical chance is zero. Let maths decide. Cost always wins 🏆

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Chris Meder @evcurvefuturist.com · 30/08/2026

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%

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Chris Meder @evcurvefuturist.com · 29/08/2026

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

youtube.com

Australia’s AI Boom Is About to Supercharge Renewables

YouTube video by EV Curve Futurist

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Chris Meder @evcurvefuturist.com · 29/08/2026

Australia is moving to require new data centres to bring 100% renewable energy supply, backed by firming. That's potentially a huge deal because AEMO is tracking 225 data centres in development, and their electricity demand is forecast to rise from about 3% of NEM consumption today to 13% by 2036.

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Chris Meder @evcurvefuturist.com · 26/08/2026

For more than a century, UK & France competed to build the world's best ICE cars. Today they're competing to see who reaches 100% EV sales first. UK: 41.4% plug-in share France: 34.5% plug-in share The race no longer about defending ICE. It's about leading the electric future.

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Chris Meder @evcurvefuturist.com · 26/08/2026

Not just a growing divide. Structural split. Division now compounds. China builds energy system of the future at industrial scale while the US increasingly defends the system of the past. Different trajectories. Different rates of change. Increasingly, very different futures.

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Chris Meder @evcurvefuturist.com · 26/08/2026

Last week I postulated that EVs are just the tip of the spear. So what’s the rest of the spear? Batteries. Renewables. AI. Robotics. Critical minerals. Advanced manufacturing. Increasingly, all those are now becoming part of one interconnected system 👇

evcurvefuturist.com

The Industrial System of the 21st Century -

Discover why industrial leadership is shifting as electrification, AI and advanced manufacturing create the industrial system of the 21st century.

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Chris Meder @evcurvefuturist.com · 24/08/2026

Yep, that's the biggest risk to my forecast too. Making the panels and batteries isn't the hard part, integrating 40+ TW is. But my thesis is we won't have today's grid in 2035. Grids, storage and flexible demand are the next disruption. Could be too bullish, but we'll see 🙂

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Chris Meder @evcurvefuturist.com · 24/08/2026

Solar hit 3 TW, with each new terawatt arriving faster than last. My forecast: 9 TW by 2029 (BNEF says >9 TW by 2036), 13 TW by 2030 & 42 TW by 2035. Duck curve = price signal, not ceiling. Batteries, grids & flexible demand accelerate the cycle. Traditional linear forecasts keep lagging reality.

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Chris Meder @evcurvefuturist.com · 22/08/2026

Nothing depreciates faster than a tank of fuel. Yes, EVs depreciate. So do petrol cars. But one burns hundreds monthly that vanish forever. 'Fuel depreciation' & oil volatility deserve much higher public scrutiny. It's a case of sunken assets vs energy-independent households. #EV #Bettrification

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Chris Meder @evcurvefuturist.com · 22/08/2026

Geely to pilot 500 Wh/kg solid-state battery PACKS deployment in 2027—double today’s density. 100 kWh = ~200 kg, enabling 1,000+ km EVs, eVTOLs, robotics. Vehicle validation in 2026. Not lab hype, but scale & cost hurdles remain. A true step change. #Bettrification #Disruption #EVs #Geely

carnewschina.com

Geely to start pilot deployment of 500 Wh/kg solid-state batteries

Geely Holding will begin pilot deployment of solid-state batteries across its brands in 2027, following real-world validation.

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Chris Meder @evcurvefuturist.com · 20/08/2026

Norway shows #EV adoption isn't the end—it’s when gas stations start closing. 430 have shut since 2020. Fewer stations, longer detours, higher costs. Convenience flips. That’s the real tipping point: infrastructure disappearing, making ICE obsolete from the outside in. #Disruption #Bettrifications

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Chris Meder @evcurvefuturist.com · 20/08/2026

The world’s largest battery manufacturer, CATL, with ~40% of the global EV battery market, produced a staggering 748 GWh of batteries in 2025. Now all 20 of its battery factories are carbon neutral, with 100% zero-carbon electricity across core operations, sourced from wind, solar and hydropower.

carnewschina.com

CATL goes 100% zero-carbon electricity in core operations, targets value chain carbon neutrality by 2035

CATL announces core operational carbon neutrality, sets 2035 goal for value chain neutrality.

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Chris Meder @evcurvefuturist.com · 20/08/2026

Two of Australia's richest people. Both mining billionaires. Yet their visions for the future couldn't be more different. One says renewables are a lie. The other is investing billions in them. Same industry. Different bets. Time will decide who's right. #Bettrification #SWB

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Chris Meder @evcurvefuturist.com · 19/08/2026

China’s rate of technological progress is extraordinary. 2025 → 2026 looks impressive 2026 → 2030 could look ridiculous EVs, robots, batteries, AI, drones, autonomy, solar, space. A Darwinian innovation market evolving at breakneck speed. For old-tech incumbents, it’s terrifying. #Bettrification

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Chris Meder @evcurvefuturist.com · 18/08/2026

You're forgiven for thinking I’m obsessed with EVs because I love cars. Truth is, I’ve never been a car guy. EVs fascinate me because they’re the most visible edge of something far bigger. I call them “The Tip of the Spear.” #Bettrification #EVs #Electrification #Disruption

youtube.com

Electric Vehicles - Tip of the Spear

YouTube video by EV Curve Futurist

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Chris Meder @evcurvefuturist.com · 17/08/2026

People didn't replace horses because horses stopped working. They replaced them because cars were better. People won't replace ICE vehicles because petrol cars stop working. They'll replace them because EVs are better. That's how disruption happens. #EVs #Bettrification #LFP #LMFP #LMR #Disruption

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Chris Meder @evcurvefuturist.com · 14/08/2026

In 2011, average new BEV managed around 120 km of range. Today it’s ~380 km, and I think we could be knocking on 400 km in 2026. That’s more than a 3× increase in just 15 years. Simultaneously #EVs have simultaneously become cheaper, faster to charge and vastly more capable. #BEV

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Chris Meder @evcurvefuturist.com · 13/08/2026

I used to wonder whether androids dream of electric sheep. Turns out the more pertinent question in 2026 is: Do sheep dream of electric cars? 🐑💭⚡🚗 New Zealand, passenger #EVs = 36.7% in July Philip K. Dick was asking the wrong bloody question. 😂 #Bettrification www.goauto.com.au/news/nz-sale...

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