#  @EVCurveFuturist Chris Meder Chris Meder posts on X about solar, china, tesla, gas the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::511397343/interactions)  - [--] Week [-------] +219% - [--] Month [-------] +146% - [--] Months [---------] +510% - [--] Year [---------] +128% ### Mentions: [--] [#](/creator/twitter::511397343/posts_active)  - [--] Week [---] +77% - [--] Month [---] +224% - [--] Months [---] +241% - [--] Year [---] +110% ### Followers: [-----] [#](/creator/twitter::511397343/followers)  - [--] Week [-----] +4.60% - [--] Month [-----] +10% - [--] Months [-----] +38% - [--] Year [-----] +53% ### CreatorRank: [-------] [#](/creator/twitter::511397343/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 15.48% [stocks](/list/stocks) 14.19% [automotive brands](/list/automotive-brands) 13.55% [finance](/list/finance) 12.26% [cryptocurrencies](/list/cryptocurrencies) 4.52% [currencies](/list/currencies) 2.58% [technology brands](/list/technology-brands) 1.94% [social networks](/list/social-networks) 0.65% [formula 1](/list/formula-1) 0.65% **Social topic influence** [solar](/topic/solar) #1310, [china](/topic/china) #3281, [tesla](/topic/tesla) #396, [gas](/topic/gas) 5.16%, [ice](/topic/ice) #2561, [$qtwo](/topic/$qtwo) #3, [if you](/topic/if-you) 3.87%, [$pmt](/topic/$pmt) #2, [history](/topic/history) 3.23%, [oil](/topic/oil) 3.23% **Top accounts mentioned or mentioned by** [@gjm1508](/creator/undefined) [@patriot__au](/creator/undefined) [@motdnw](/creator/undefined) [@antievidiots](/creator/undefined) [@itsahoax123](/creator/undefined) [@jordant3317](/creator/undefined) [@spec_punter](/creator/undefined) [@mase_the](/creator/undefined) [@specpunter](/creator/undefined) [@drmoragkerr](/creator/undefined) [@holyzarquon_](/creator/undefined) [@jc47053522](/creator/undefined) [@jonnycapitalist](/creator/undefined) [@new_york_steak](/creator/undefined) [@paul_nield_oz](/creator/undefined) [@heydanitsme](/creator/undefined) [@pozzamozza](/creator/undefined) [@mindofelephant](/creator/undefined) [@imdavidbryan](/creator/undefined) [@heiko6112](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Public Masterpiece Token (PMT)](/topic/$pmt) [Pulsechain (PLS)](/topic/$pls) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [XPENG INC. (XPEV)](/topic/xpeng) [Minswap (MIN)](/topic/$min) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Realio Network (RIO)](/topic/$rio) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Litentry (LIT)](/topic/$lit) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Alien Base (ALB)](/topic/$alb) [Elevance Health Inc (ELV)](/topic/$elv) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Pfizer, Inc. (PFE)](/topic/$pfe) [Creso (CRE)](/topic/$cre) ### Top Social Posts Top posts by engagements in the last [--] hours "Lock and load Canucks. Canada just made itself a more relevant #lithium supplier to the worlds dominant battery economy. Offtake capital execution. This is how deposits become production. $PMT #WR1 #GT1 $QTWO $LIFT $CRE #LFP https://www.reuters.com/world/china/canada-china-set-make-historic-gains-new-partnership-says-carney-2026-01-16/ https://www.reuters.com/world/china/canada-china-set-make-historic-gains-new-partnership-says-carney-2026-01-16/" [X Link](https://x.com/EVCurveFuturist/status/2012203750304408020) 2026-01-16T16:42Z [----] followers, [----] engagements "This spodumene chart isnt just bullish. Digging through commodity history almost nothing matches it. Only copper after [------] & oil post-1972 show this setup. Thats regime-change territory. #Lithium $LFP $PLS $LTR $PMT $INR $QWTO $SGML $LIFFF $VUL $GLN #WC8 $IGO $MIN #WR1 Theres a rare pattern when a commodity changes role: Mania Collapse Long Apathy Structural Repricing Its happened before barely. Copper post-193132 didnt rebound. It repriced for decades as electrification industry and reconstruction made it unavoidable infrastructure. Oil post-1972 stopped being fuel and became strategic" [X Link](https://x.com/EVCurveFuturist/status/2013137337887387697) 2026-01-19T06:31Z [----] followers, [----] engagements "Silver shifting - monetary metal + curiosity to a critical electrification input. If 💵 hold & demand keeps 🚀 primary #silver miners come into focus. Feels early = when it gets interesting. My punt: $LDR (MRE pending). Closest producer: $SVL. 👀#SS2 $MMA $MTH $USL $IVR $WCE" [X Link](https://x.com/EVCurveFuturist/status/2013957608848114002) 2026-01-21T12:51Z [----] followers, [----] engagements "Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky" [X Link](https://x.com/EVCurveFuturist/status/2015624489254740122) 2026-01-26T03:15Z [----] followers, [----] engagements "When the Carl speaks you listen. GFEX lithium tagged the 181200k supply zone printed one of the largest candles in history & met motivated supply. Not a blow-off volume says stay alert. At least a short-term peak is in play. #Lithium #LFP $QTWO $PLS #WR1 $INR $VUL #WC8 $RIO #LITHIUM Futures MASSIVE REVERSAL 📈📉 🔍 181.05k-200.25k Supply Zone HOLDS ✅ 🔍 MASSIVE 🕯 = 2nd biggest GFEX history = MOTIVATED SUPPLY 🚨 🔍 BUT Volume low for blowoff top = 🤞 🔍 Needs confirmation but AT LEAST minor peak set for now ⚠⚠⚠ $MIN $PLS $ALB $LAC $LIT $SQM https://t.co/g9Xb5QSlcd #LITHIUM Futures MASSIVE" [X Link](https://x.com/EVCurveFuturist/status/2015988337904058834) 2026-01-27T03:20Z [----] followers, [----] engagements "Made & posted this Oct [--] when GFEX #lithium was [-----] RMB & bulls were sniffing. Today its pushing [------]. Time flies when youre having fun & when polar bears shorts squeeze their arseholes. Receipts below. Enjoy. 🔋📈 $QTWO #WR1 #WC8 $PLS $LTR $VUL $PMT $GLN $INR $SGML Polar Bear Squeeze 🐻❄⚡Pressure power & the coming lithium storm. The bears the shorts the squeeze is real & the bulls are breaking free. From Chinas salt flats to Chilean streams white golds rising fast winters cold but the futures hot. #Lithium #EV #EnergyTransition https://t.co/4WcoLwC5bv Polar Bear Squeeze 🐻❄⚡Pressure" [X Link](https://x.com/EVCurveFuturist/status/2016264581560336821) 2026-01-27T21:38Z [----] followers, [----] engagements "Yeah nah if you actually read the $ELV quarterly it says the opposite. Realised spod price US$998/dmt +27% QoQ (spot clearing not vibes) Cash-flow positive again at NAL Production down 15% QoQ despite higher prices = constrained supply Guidance cut due to geology not demand If $LCE was heading down none of that would be happening. Spod cleared higher converters pay chem prices follow 😘 https://twitter.com/i/web/status/2016446245754261523 https://twitter.com/i/web/status/2016446245754261523" [X Link](https://x.com/EVCurveFuturist/status/2016446245754261523) 2026-01-28T09:40Z [----] followers, [---] engagements "@Spec_punter True :) Pretty sweet" [X Link](https://x.com/EVCurveFuturist/status/2017085928955924584) 2026-01-30T04:02Z [----] followers, [--] engagements "@Spec_punter & $EV1 :D" [X Link](https://x.com/EVCurveFuturist/status/2017088118143553849) 2026-01-30T04:10Z [----] followers, [--] engagements "@Spec_punter The closest comparable I can find to $DSM on value is $RCR but it still ranks second. I can def see why you've gone heavy here" [X Link](https://x.com/EVCurveFuturist/status/2017469543694946759) 2026-01-31T05:26Z [----] followers, [---] engagements "@Spec_punter In a sea of red its funny how the real gems start floating to the top. 🩸➡💎 Tight cap structure + cash in the bank + drills getting closer = asymmetric setup. $DSM doesnt need hype just one hit" [X Link](https://x.com/EVCurveFuturist/status/2018167633095647408) 2026-02-02T03:40Z [----] followers, [---] engagements "@Spec_punter $LDR is one of the cleaner asymmetric junior setups on the ASX right now. Not hype-clean structure-clean. It sits in that sweet spot where: - Geology is proven - Metallurgy works - Market hasnt priced execution yet Thats exactly where my Bucket B money belongs" [X Link](https://x.com/EVCurveFuturist/status/2018526043200721136) 2026-02-03T03:24Z [----] followers, [---] engagements "Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power you can build. Texas just set a solar generation record in FEBRUARY. Thats cost curves winning not sacrifice. Zero-fuel power sets prices by design. #BESS" [X Link](https://x.com/EVCurveFuturist/status/2018618954483483038) 2026-02-03T09:33Z [----] followers, 24.6K engagements "I agree with you on the direction and the end state electrification is ultimately driven by economics not crises and by [----] the destination is pretty clear. Where I diverge is the timing in your chart. Youve got BEVs at [-----] million units (effectively 100% share) by [----]. I used to project similarly aggressive outcomes (percentage-wise) but Ive since had to give my own numbers a hard reality wash. Back in [----] I had NEVs at 98% and BEVs at 96% by [----]. From todays vantage point theres simply no credible pathway to that outcome based on current trends. In [----] were at 15% BEVs (13 m units)" [X Link](https://x.com/EVCurveFuturist/status/2018970798141436233) 2026-02-04T08:52Z [----] followers, [---] engagements "Exactly. This isnt strategy its cosplay. Howard Lutnick and Donald Trump are playing Don Quixote waving tariff lances at windmills they failed to build. You cant speech your way to mines refineries engineers or energy security. China built the stack. The US outsourced it then blamed physics. https://twitter.com/i/web/status/2019200900481605889 https://twitter.com/i/web/status/2019200900481605889" [X Link](https://x.com/EVCurveFuturist/status/2019200900481605889) 2026-02-05T00:06Z [----] followers, [----] engagements "@mindofelephant Completely agree. Credit stress infrastructure gaps uneven regional buildout and geopolitics all inject volatility. Thats why this transition wont be linear or polite it will be uneven and lumpy. But cost curves still win and the endpoint remains the same" [X Link](https://x.com/EVCurveFuturist/status/2019205638598107509) 2026-02-05T00:25Z [----] followers, [--] engagements "Historic moment: Chinas solar capacity overtaking coal matters. Capacity is destiny. But its #BESS + renewables that finish the job once storage scales coal generation collapses. In China thats an easy path to [----]. ⚡🔋#Lithium #LFP #Bettrification Chinas solar capacity overtaking coal isnt symbolic its structural. Capacity determines what can happen next. Once solar passes coal the bottleneck shifts from generation to timing. Midday surplus evening demand seasonal mismatch. Thats not politics thats grid physics. This is where coal starts to lose relevance. Not because solar replaces it" [X Link](https://x.com/EVCurveFuturist/status/2019347044998213955) 2026-02-05T09:47Z [----] followers, [----] engagements "Impressive: 28m people & Australia ranks #3 globally in grid-scale #BESS pipeline. This isnt population-driven its system stress: high solar weak grids coal exits. Storage is no longer optional. If this is Australia now imagine India SE Asia LATAM next. 🔋#Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2019352299521601755) 2026-02-05T10:08Z [----] followers, [----] engagements "@imdavidbryan Funny how temporary earthworks for clean energy trigger outrage while century-long fossil fuel damage barely rates a mention" [X Link](https://x.com/EVCurveFuturist/status/2019947171873992942) 2026-02-07T01:31Z [----] followers, [---] engagements "@heiko6112 Fewer stacks dont mean less damage they just hide it. One smokestack concentrates pollution while masking exponentially larger destruction across mines transport waste and ecosystems. Thats not efficiency its camouflage and accountability is coming" [X Link](https://x.com/EVCurveFuturist/status/2019955630359122112) 2026-02-07T02:05Z [----] followers, [---] engagements "This is how power shifts. One side burns time on racism transphobia rage & culture-war grievance. The other locks in trade energy security & battery supply chains. China isnt winning on ideology its wiring the future. Empires decay from distraction. ⚡🔋 #Bettrification If you want to understand why China is winning and the US reputation around the world continues to decline just look at the actions of both Presidents 👇 Trump wastes his time posting racist videos of a former US President while Xi signed [--] new trade deals with Americas (used https://t.co/4gvBJIM99k If you want to understand" [X Link](https://x.com/EVCurveFuturist/status/2019958892789477775) 2026-02-07T02:18Z [----] followers, [----] engagements "Youre not wrong this sentiment is only going to grow. Australia is being asked to subordinate its sovereignty to a foreign power whose actions no longer align with our interests our region or our values. Endless wars sanctions regimes that backfire politicised trade and military commitments made without democratic consent arent shared values theyre liabilities. AUKUS doesnt make us safer; it ties us to strategic decisions we dont control exposes us to retaliation we didnt choose and locks us into a decaying geopolitical order. A mature independent Australia should be building regional" [X Link](https://x.com/EVCurveFuturist/status/2020292804082299392) 2026-02-08T00:25Z [----] followers, [--] engagements "Resource-intensive compared to what fuels that must be mined drilled transported burned and dumped every single day Wind and solar are built once; fossil fuels extract forever. Unreliable is a grid design problem already solved with storage and networks. And fewer smokestacks doesnt mean less pollution it means the damage moved upstream and became invisible" [X Link](https://x.com/EVCurveFuturist/status/2020295857283952704) 2026-02-08T00:37Z [----] followers, [---] engagements "Youre confusing energy density of fuel with land impact of the system. Fossil fuels look compact only because their damage is outsourced mines wells pipelines rail ash dams waste sites polluted air sheds. Solar and wind put the footprint where the energy is generated not hidden elsewhere. And calling solar sterile while defending systems that permanently poison soil water and lungs is pure aesthetic bias. Distributed land use isnt industrial horror permanent extraction is. https://twitter.com/i/web/status/2020296357576339917 https://twitter.com/i/web/status/2020296357576339917" [X Link](https://x.com/EVCurveFuturist/status/2020296357576339917) 2026-02-08T00:39Z [----] followers, [--] engagements "Calling wind a failed experiment ignores reality. Onshore wind is cheaper per MWh than coal gas and nuclear runs day and night and has some of the highest capacity factors of any renewable. Its deployed at massive scale because it works. Disliking turbines is opinion calling a cost-winning grid-proven technology a failure is just denial" [X Link](https://x.com/EVCurveFuturist/status/2020296425901551697) 2026-02-08T00:39Z [----] followers, [---] engagements "I have lifecycle supply chains included. Thats exactly why renewables still win. Their impacts are front-loaded finite and increasingly recyclable. Fossil fuels extract burn and pollute every day forever. If you think supply chains disqualify renewables you havent followed the fossil ones to their end" [X Link](https://x.com/EVCurveFuturist/status/2020296576917467384) 2026-02-08T00:40Z [----] followers, [---] engagements "Developing countries dont need convincing theyre already moving. Wind and solar are the cheapest power available which is exactly why China India Brazil and others are deploying them at record scale. Waiting for a few more years is just a way to ignore whats already happening. Cost decides not opinion. https://twitter.com/i/web/status/2020296770711167012 https://twitter.com/i/web/status/2020296770711167012" [X Link](https://x.com/EVCurveFuturist/status/2020296770711167012) 2026-02-08T00:41Z [----] followers, [--] engagements "Youre mixing up energy density of fuel with land impact of the system. Coal looks compact only because its land use is outsourced mines waste rock ash dams rail corridors ports polluted air sheds. Wind and solar put most of the footprint where the energy is generated and in winds case over land that remains farmed or unused. Visibility isnt damage. Compact pollution isnt efficiency its concealment. https://twitter.com/i/web/status/2020297010470088773 https://twitter.com/i/web/status/2020297010470088773" [X Link](https://x.com/EVCurveFuturist/status/2020297010470088773) 2026-02-08T00:41Z [----] followers, [--] engagements "That argument collapses under basic system logic. Wind output varies year to year because weather varies thats expected. What matters is capacity replacing fossil generation fuel avoided emissions avoided and price suppression across the grid. Those turbines werent doing nothing they displaced millions of tonnes of gas and coal burn reduced imports and lowered wholesale prices. Judging infrastructure by annual variability instead of fuel avoided over decades is either ignorance or bad faith" [X Link](https://x.com/EVCurveFuturist/status/2020299200962121980) 2026-02-08T00:50Z [----] followers, [--] engagements "That comparison is only misleading if you ignore everything offsite. Thermoelectric plants look small because their land use is outsourced mines wells rail corridors ash dams waste dumps polluted air sheds poisoned rivers. Wind and solar show their footprint honestly on the surface. Calling visible infrastructure an eyesore while excusing hidden permanent damage is status-quo blindness. Compact pollution isnt efficiency its concealment" [X Link](https://x.com/EVCurveFuturist/status/2020299623244652655) 2026-02-08T00:52Z [----] followers, [---] engagements "Most stacks emit steam and invisible pollutants. Scrubbers dont remove CO and they dont eliminate PM2.5 mercury heavy metals or upstream damage they just make pollution harder to see. Land use looks small only because the destruction is outsourced to mines wells pipelines rail ash dams and contaminated air sheds. Yes fossil fuels have high fuel energy density and thats irrelevant. What matters is system impact and fossil systems destroy habitat continuously for decades. Wind and solar build once operate without fuel and leave land largely usable. Compact pollution isnt environmental virtue" [X Link](https://x.com/EVCurveFuturist/status/2020299749182828728) 2026-02-08T00:52Z [----] followers, [--] engagements "No youre conflating visibility with impact. High-density power looks compact only because its damage is pushed out of sight: mines wells pipelines rail lines ash dams waste sites and regional air pollution that millions do live with every day. Low-density renewables are visible because they dont outsource destruction. Seeing infrastructure isnt poor reasoning pretending hidden damage doesnt exist is. https://twitter.com/i/web/status/2020299844510978148 https://twitter.com/i/web/status/2020299844510978148" [X Link](https://x.com/EVCurveFuturist/status/2020299844510978148) 2026-02-08T00:53Z [----] followers, [--] engagements "That argument freezes the grid in the early transition phase and pretends its permanent. Gas temporarily filled gaps when wind and solar scaled faster than storage. Thats already changing. Batteries transmission and demand flexibility are now replacing gas at lower cost which is why gas peaks and then declines in every serious grid model. Gas wasnt the secret friend of renewables it was a transitional crutch and its role shrinks as storage scales. Confusing overlap during transition with long-term dependence is either outdated analysis or deliberate misframing" [X Link](https://x.com/EVCurveFuturist/status/2020300755350299093) 2026-02-08T00:56Z [----] followers, [--] engagements "Land visibility isnt land damage. Renewables look spread out because their footprint is honest; smokestacks look compact because their destruction is outsourced to mines wells rail ash dams and polluted air sheds. And intermittent isnt a flaw anymore its an engineering input. Storage transmission and demand flexibility already solve it at lower cost than keeping fuel-burning plants alive. If intermittency were the problem coal wouldnt be collapsing everywhere renewables scale. https://twitter.com/i/web/status/2020300971239436423 https://twitter.com/i/web/status/2020300971239436423" [X Link](https://x.com/EVCurveFuturist/status/2020300971239436423) 2026-02-08T00:57Z [----] followers, [--] engagements "Nuclear doesnt magically eliminate backup it relies on grids reserves and flexibility like everything else and it cant ramp fast. Renewables dont need fossil backup; they need storage transmission and demand response which are already replacing gas because theyre cheaper and faster to deploy. If fossil backup were essential coal wouldnt be collapsing where renewables scale. the choice is simple bettrify or die #Bettrification for the win baby :) https://twitter.com/i/web/status/2020302746654765496 https://twitter.com/i/web/status/2020302746654765496" [X Link](https://x.com/EVCurveFuturist/status/2020302746654765496) 2026-02-08T01:04Z [----] followers, [--] engagements "No one claims zero impact. The question is temporary regulated disturbance vs permanent system-wide damage. Wind construction disturbs a limited footprint is rehabilitated and then produces energy without fuel extraction pollution or waste for decades. Fossil fuels permanently fragment ecosystems through mining roads pipelines rail ash dams and air pollution most of it far from the plant photo youre showing. Pointing at a construction phase while ignoring a century of continuous destruction isnt environmental concern its selective outrage" [X Link](https://x.com/EVCurveFuturist/status/2020302889751879960) 2026-02-08T01:05Z [----] followers, [--] engagements "I get the intent but that framing is still incomplete. Modern coal stacks are scrubbed of some pollutants mainly SO but not CO and not all PM2.5 mercury heavy metals nor the upstream and downstream damage. Scrubbers also convert air pollution into solid waste that must be stored or dumped. The issue isnt what a smokestack looks like during normal operations its that coal requires continuous mining transport ash disposal water use and fuel burn for decades. That system-wide impact doesnt disappear because the exhaust is clearer. Green energy isnt called clean because stacks look bad its called" [X Link](https://x.com/EVCurveFuturist/status/2020303093292994889) 2026-02-08T01:06Z [----] followers, [--] engagements "That claim is backwards. Puerto Ricos grid collapsed because it was centralised fossil-dependent and fragile. Distributed solar + batteries were the fastest systems to come back online after Maria. Offshore wind turbines are engineered to survive hurricanes many are literally shut down and ride them out while oil rigs refineries pipelines and transmission lines routinely fail catastrophically. Resilience isnt about pretending storms wont happen its about systems that recover fast. Fossil grids dont. https://twitter.com/i/web/status/2020304074089066584" [X Link](https://x.com/EVCurveFuturist/status/2020304074089066584) 2026-02-08T01:10Z [----] followers, [--] engagements "@stephen_winters Wholesale retail. Generation can fall to 10c/kWh and bills still stay high if networks retail margins and legacy costs dominate. The transition broke generation prices first retail reform is lagging behind. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2020353581820633230) 2026-02-08T04:26Z [----] followers, [---] engagements "Yes on pure energy maths thats right. [--] GW hours = GWh. 8h [--] GWh 12h [--] GWh 16h [--] GWh The [--] GWh figure isnt energy-minimum its a grid-useful equivalent allowing for round-trip losses peak delivery reserve margin & not running batteries to zero. Energy shift vs grid reliability. Different questions. #Bettrification https://twitter.com/i/web/status/2020354569839202382 https://twitter.com/i/web/status/2020354569839202382" [X Link](https://x.com/EVCurveFuturist/status/2020354569839202382) 2026-02-08T04:30Z [----] followers, [---] engagements "Planned today: finish #BESS #solar & #wind projections (20252035). Reality: an innocuous meme exposing cognitive dissonance stirred the vipers nest new static page published building on two earlier essays. Resistance is the signal. #Bettrification https://evcurvefuturist.com/bettrification-false-equivalencies-material-reality/ https://evcurvefuturist.com/bettrification-false-equivalencies-material-reality/" [X Link](https://x.com/EVCurveFuturist/status/2020372813287506026) 2026-02-08T05:43Z [----] followers, [---] engagements "A few people asked for it so I built it. Battery costs vs NEV sales. As battery pack costs fall toward $100/kWh & below #EV adoption doesnt rise linearly it inflects. Temporary shocks add noise but cost curves dominate. Chart + data now live 👉 https://evcurvefuturist.com/transportation/ https://evcurvefuturist.com/transportation/" [X Link](https://x.com/EVCurveFuturist/status/2020412683099787735) 2026-02-08T08:21Z [----] followers, [----] engagements "An EV = high-tech computer on wheels software-defined upgradable efficient. ICE = clunky remnant of the combustion era mechanical wasteful capped by physics. One evolves with code & batteries. The other peaked last century. Soon ICE wont be a debate - rear-view mirror" [X Link](https://x.com/EVCurveFuturist/status/2020442452256284919) 2026-02-08T10:19Z [----] followers, 14.8K engagements "You do this for a job yet ignore real-world grids that already prove you wrong. Norway Iceland Qubec: 95100% renewables among the cheapest most reliable power on Earth. South Australia: coal gone wind+solar+storage dominant prices collapsed post-2023 reliability up. Texas: wind+solar are the lowest marginal cost routinely pushing wholesale prices toward zero. Storage is scaling (Li-ion LFP pumped hydro) because costs fell 90% in a decade thats not theory thats deployment data. Fossils dont provide reliability they provide fuel price volatility and failure risk. Youre mistaking yesterdays grid" [X Link](https://x.com/EVCurveFuturist/status/2020553482034647097) 2026-02-08T17:41Z [----] followers, [--] engagements "Air pollution kills [--] million people every year globally (WHO). Thats not historical its current. Coal oil and gas combustion drive PM2.5 NOx SO and ozone that shorten lives in every major city. Scrubbers dont stop that. They just move the damage downstream and out of sight. Clean stacks dont mean clean systems they mean externalised death. https://twitter.com/i/web/status/2020554494443221404 https://twitter.com/i/web/status/2020554494443221404" [X Link](https://x.com/EVCurveFuturist/status/2020554494443221404) 2026-02-08T17:45Z [----] followers, [--] engagements "@EVCircles Thats a Lucid Air" [X Link](https://x.com/EVCurveFuturist/status/2020625941521907756) 2026-02-08T22:29Z [----] followers, [--] engagements "Thats flat-out false and its been debunked for decades. Solar wind and batteries use fossil fuels once during manufacture. Coal oil and gas require fossil fuels every hour they operate mining transport combustion waste handling forever. Wind and solar repay their entire fossil energy input in months then deliver 2030+ years of net energy. Fossil plants never repay anything they just keep burning. Claiming renewables use more fossil fuels ignores energy payback time lifecycle accounting and basic arithmetic. Its not an argument its a refusal to count past year one. If your logic were correct" [X Link](https://x.com/EVCurveFuturist/status/2020630927551205724) 2026-02-08T22:48Z [----] followers, [--] engagements "This is an impressive collection of every EV myth ever posted in one paragraph. Almost nostalgic. Subsidies and mandates ICE had a century of subsidies military protection tax breaks road funding and oil wars. EVs are being accelerated because theyre more efficient not because theyre weak. Technologies dont get mandated after they peak they get mandated while incumbents stall. Non-upgradeable landfill after [--] years Battery failure rates are 1% packs routinely last 1520+ years motors go 1M+ km and modern LFP/NMC cells are validated to [--] million miles with [----] cells pushing [--] million. Landfill" [X Link](https://x.com/EVCurveFuturist/status/2020653883786416526) 2026-02-09T00:20Z [----] followers, [--] engagements "Efficiency doesnt matter is an interesting take in a world where efficiency is literally what determines cost. Cost EVs are already cheaper per km to run cheaper to service and getting cheaper every year as batteries scale. Range Modern EVs do [------] km real-world. Daily driving averages [----] km. Range anxiety is a behavioural hangover not a constraint. Fill-up time Most EVs refuel while you sleep. That beats standing at a petrol station for the rest of your life. Fast charging covers the edge cases. Access to energy Electricity is everywhere and getting cleaner. Petrol requires drilling" [X Link](https://x.com/EVCurveFuturist/status/2020654574114418973) 2026-02-09T00:22Z [----] followers, [--] engagements "Youre mixing dated anecdotes with selective maths and calling it reality. Range: [------] km describes early compliance EVs. Modern EVs deliver [------] km real-world some far more. ICE quoting [-------] km only works if you cherry-pick diesel highway tanks and ignore urban reality. Daily driving is [----] km. Most range is unused most of the time. Cost per km (full ownership): EVs win on: Energy per km Servicing (no engine gearbox exhaust oil emissions systems) Reliability Lifetime energy volatility Depreciation hurts early adopters because the tech is improving fast. Running costs hurt ICE owners" [X Link](https://x.com/EVCurveFuturist/status/2020655457665499244) 2026-02-09T00:26Z [----] followers, [--] engagements "Youre describing a habit problem not a technology problem. Modern EVs already do [------] km real-world. That is long-distance driving by any historical standard. The difference is not capability its refuelling behaviour. ICE trained people to drive [--] hours straight because stopping was expensive and inconvenient. EVs flip that: cheap energy home charging and short intentional breaks on long trips. Most drivers: Stop every [--] hours anyway (food toilets fatigue) Spend [----] minutes on a fast charge not hours Do long trips a handful of times per year The market has already exploded [----] million" [X Link](https://x.com/EVCurveFuturist/status/2020655556781080865) 2026-02-09T00:26Z [----] followers, [--] engagements "That sounds confident but it doesnt survive contact with data. Reliability: EVs have far fewer failure points no engine gearbox clutch exhaust turbo fuel system or emissions controls. Fleets and taxis consistently show lower breakdown rates and less downtime. ICE feels reliable because people are used to maintaining it constantly. Practicality: Most driving is short repetitive and local. EVs excel here: home charging lower running costs instant torque quiet operation minimal servicing. ICE optimises for a narrow edge case (long uninterrupted drives) that most people rarely do. Conditions:" [X Link](https://x.com/EVCurveFuturist/status/2020655673743458814) 2026-02-09T00:27Z [----] followers, [--] engagements "Pleasure isnt a business model. Its nostalgia with a fuel bill. Markets dont scale on vibes they scale on cost convenience and efficiency. Thats why EVs are winning daily life while ICE clings to weekend theatrics. And a CEO with 3.5% share doesnt get to declare the end of ownership. #Bettrification https://twitter.com/i/web/status/2020656483827167420 https://twitter.com/i/web/status/2020656483827167420" [X Link](https://x.com/EVCurveFuturist/status/2020656483827167420) 2026-02-09T00:30Z [----] followers, [--] engagements "ICE did improve incrementally and then hit thermodynamic ceilings. EVs improve structurally. Autonomy is drivetrain-agnostic but EVs are better hosts: stable power redundancy lower complexity cheaper uptime. Good for different things sounds balanced; markets dont balance they converge on the cheaper simpler system. Thats already happening. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2020656726064963922) 2026-02-09T00:31Z [----] followers, [--] engagements "Thats exactly why EVs win. Fewer moving parts no engine no gearbox no exhaust no oil no emissions systems thats reliability. Computer on wheels is branding; in reality its a simpler machine with lower running costs and fewer things to break. Affordable comes from efficiency not nostalgia. #Bettrification https://twitter.com/i/web/status/2020656922803028004 https://twitter.com/i/web/status/2020656922803028004" [X Link](https://x.com/EVCurveFuturist/status/2020656922803028004) 2026-02-09T00:32Z [----] followers, [--] engagements "This is backward. Europe didnt struggle because of electricity it struggled because of gas dependence. EVs reduce energy stress by shifting demand to cheaper local power: solar wind hydro nuclear. Thats why Europe keeps adding renewables at record pace. Electrification is how you escape fuel shocks not cause them. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2020657769389740122) 2026-02-09T00:35Z [----] followers, [--] engagements "Thats not a flaw its a misunderstanding. EV batteries are sealed crash-isolated monitored thousands of times per second and statistically less likely to catch fire than petrol tanks. ICE cars carry flammable liquid hot exhausts and ignition sources by design. When EV fires happen they make headlines petrol fires happen so often no one notices. #Bettrification https://twitter.com/i/web/status/2020658430047027313 https://twitter.com/i/web/status/2020658430047027313" [X Link](https://x.com/EVCurveFuturist/status/2020658430047027313) 2026-02-09T00:38Z [----] followers, [--] engagements "Thats dystopian fan-fiction not how grids work. EVs dont take forever most charging happens at home while you sleep and fast chargers do [----] min stops. Governments already control fuel taxes supply prices and rationing in crises electricity isnt new power its more local and resilient. If control was the goal petrol dependency was the perfect system. #Bettrification ⚡" [X Link](https://x.com/EVCurveFuturist/status/2020659450852634790) 2026-02-09T00:42Z [----] followers, [--] engagements "Exactly. People moan about charge time on long journeys they do a few times a year then ignore the fact the cars nearly ready by the time theyve had a pee and a coffee at services. EV pain is mostly imagined; ICE inconvenience is just familiar. Habit gets mistaken for logic. #Bettrification ⚡ https://twitter.com/i/web/status/2020659792621216126 https://twitter.com/i/web/status/2020659792621216126" [X Link](https://x.com/EVCurveFuturist/status/2020659792621216126) 2026-02-09T00:43Z [----] followers, [--] engagements "@JonnyCapitalist Exactly. Capacity comes first. BESS is what converts cheap variable energy into reliable economic power. Most people are still thinking linear this scales exponentially. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2020661354139726302) 2026-02-09T00:49Z [----] followers, [---] engagements "Taxpayers get screwed by inefficient systems. Wind solar and BESS are being built because theyre now the cheapest new power available. Weather dependence is solved with diversification grids and storage which is scaling fast. This isnt ideology its economics. #Bettrification https://twitter.com/i/web/status/2020661526567547164 https://twitter.com/i/web/status/2020661526567547164" [X Link](https://x.com/EVCurveFuturist/status/2020661526567547164) 2026-02-09T00:50Z [----] followers, [---] engagements "Ive pulled together my full system-level data & projections for solar wind grid storage (BESS) behind-the-meter batteries & V2G/VPPs out to [----]. This isnt opinion. Its physics economics & scaling laws playing out in real time. #Bettrification This chart shows the system rewrite clearly: Solar + wind scale first cheap energy Storage lags then accelerates cheap flexibility By the late-2020s the grid flips from energy-scarce energy-buffered From there everything changes. Ive just published a deep dive with full [--------] data & projections covering: ⚡ Solar & wind deployment (GW + TWh) 🔋" [X Link](https://x.com/EVCurveFuturist/status/2020803573903483352) 2026-02-09T10:14Z [----] followers, [----] engagements "@F300Marshall Thanks :) Real-world data is just what happens when forecasts collide with reality. Five years ago EVs were a rounding error. Now theyre reshaping supply chains grids and automakers. Ignoring observed adoption curves isnt skepticism its denial" [X Link](https://x.com/EVCurveFuturist/status/2021051305616343490) 2026-02-10T02:39Z [----] followers, [--] engagements "Exactly. Consumers already answered with their wallets. Adoption curves repeat purchases and market share dont lie. You dont get that kind of shift from ideology or mandates alone. Preference shows up in sales. EVs are booming globally except in the last pockets of luddite denial" [X Link](https://x.com/EVCurveFuturist/status/2021054287472910832) 2026-02-10T02:51Z [----] followers, [--] engagements "@Paul_Nield_Oz Absolutely. Incats work on the Derwent proves this isnt theoretical its commercial right now. Ferries feeders short-sea routes all bettrify first because the economics flip fast: fuel maintenance noise emissions. Same pattern weve seen everywhere else. ⚡🚢" [X Link](https://x.com/EVCurveFuturist/status/2021056300319478070) 2026-02-10T02:59Z [----] followers, [---] engagements "Hybrids are happening theyre just a transitional step like HEVs/PHEVs in cars. They make sense where routes are longer or infrastructure isnt ready yet but once charging/swapping is in place pure electric wins on cost and simplicity. Floating solar beds are interesting but propulsion energy is huge solar works better for aux loads hotel power or port-side charging not primary drive. The real unlock is cheap batteries + shore power + swapping. Thats where the compounding gains are" [X Link](https://x.com/EVCurveFuturist/status/2021056398763991511) 2026-02-10T02:59Z [----] followers, [----] engagements "This completely misreads what happened. Stellantis didnt fail because customers dont want EVs it failed because it built uncompetitive EVs: late overpriced short-range software-poor and tied to legacy platforms. Thats not an EV demand problem its an execution problem. Writing off $26B isnt proof EVs dont sell its proof incumbents burned cash trying to half-transition while protecting ICE margins. Meanwhile companies that went all-in on cost batteries and software are scaling profitably and taking share. Customers are buying EVs in record numbers globally. Theyre just not buying bad EVs." [X Link](https://x.com/EVCurveFuturist/status/2021057740442112437) 2026-02-10T03:04Z [----] followers, [--] engagements "Youre right that everything isnt held equal and thats exactly why the curve is useful. Policy incentives and product availability dont act independently; they modulate how fast a cost-driven transition expresses itself not whether it happens. Policy mostly pulls demand forward or smooths volatility; it doesnt create adoption against economics. Product availability expands after costs fall enough to justify scale. Thats why you see staggered inflections by region but the same underlying pattern everywhere once batteries cross key cost thresholds. In short: cost curves set the direction policy" [X Link](https://x.com/EVCurveFuturist/status/2021057967366545896) 2026-02-10T03:05Z [----] followers, [--] engagements "@Itsahoax123 Laugh all you want $100/kWh isnt a meme its a systems threshold. Its pack-level sustained global manufacturing cost where EVs outcompete ICE without policy. The joke is confusing a cherry-picked cell price with the point where markets actually flip" [X Link](https://x.com/EVCurveFuturist/status/2021058572227146112) 2026-02-10T03:08Z [----] followers, [--] engagements "Really appreciate that thank you. 🙏 Glad the signals cutting through the noise. Im less interested in cheerleading any one tech and more focused on what actually works at system level costs physics scaling and real-world deployment. Debunking the usual nonsense is just a side effect of following the data. ⚡Thanks for sharing and backing the work. #Bettrification https://twitter.com/i/web/status/2021111390879297678 https://twitter.com/i/web/status/2021111390879297678" [X Link](https://x.com/EVCurveFuturist/status/2021111390879297678) 2026-02-10T06:38Z [----] followers, [--] engagements "@kfuturefields Spot on. MENA grids arent short on energy theyre short on flexibility at peak. Once storage + FLEX cover peaks adding more capacity just creates surplus. Peakers lose relevance fast when reliability becomes storage math not megawatts. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2021152515182473429) 2026-02-10T09:21Z [----] followers, [--] engagements "Agreed there will always be edge-case needs extreme heat rare multi-day events true failsafe scenarios. But thats a very different role from todays peakers. As FLEX + storage scale peakers shift from frequent dispatch to last-resort insurance. If geological hydrogen proves viable at scale it fits that niche far better than NG. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2021152661773725738) 2026-02-10T09:22Z [----] followers, [--] engagements "Go ahead name one ICE car that comes from the factory with a 10-year powertrain or drivetrain warranty comparable to what XPeng BYD Zeekr Tesla now offer on batteries. You cant because OEMs dont underwrite engines and transmissions for a decade and 200k+ km like they do with batteries. Modern EV battery warranties are insurance backed by real degradation data not marketing fluff. Until ICE makers do the same your comparison is just nostalgia. https://twitter.com/i/web/status/2021155376645931266 https://twitter.com/i/web/status/2021155376645931266" [X Link](https://x.com/EVCurveFuturist/status/2021155376645931266) 2026-02-10T09:32Z [----] followers, [---] engagements "Battery fires at sea are extremely rare and LFP chemistry is specifically chosen here because its far more thermally stable than diesel or higher-energy chemistries. Meanwhile diesel ships catch fire and spill fuel regularly they just dont get headline panic. As for built with fossil fuels yes like every ship turbine solar panel refinery and oil rig ever built. The difference is lifecycle economics: once deployed electric vessels eliminate fuel burn slash maintenance and cut operating emissions for decades. Thats how transitions work upfront inputs permanent operating gains." [X Link](https://x.com/EVCurveFuturist/status/2021156452484907446) 2026-02-10T09:37Z [----] followers, [--] engagements "Because rail and short-sea shipping solve different problems and in China theyre complementary not substitutes. Coastal feeders handle high-volume low-cost container moves between ports bypass congested rail corridors and urban bottlenecks and connect directly into port logistics systems. Rail is great inland; water is still the cheapest way to move heavy containers along the coast. Thats why China uses both and electrifying feeders cuts fuel noise and emissions right where population density is highest" [X Link](https://x.com/EVCurveFuturist/status/2021157733886722101) 2026-02-10T09:42Z [----] followers, [---] engagements "The irony is the point. Whether you believe in climate change or not China is deploying technology that cuts fuel costs and maintenance today. This ship exists because the economics work. Denial doesnt stop competitors from building cheaper cleaner more efficient systems it just leaves you watching from the sidelines. https://twitter.com/i/web/status/2021157978649526504 https://twitter.com/i/web/status/2021157978649526504" [X Link](https://x.com/EVCurveFuturist/status/2021157978649526504) 2026-02-10T09:43Z [----] followers, [----] engagements "EVs dont win because of subsidies. They win because theyre better. Quieter. Faster. Cheaper to run. Charge at home. Less maintenance. Better user experience. Subsidies just speed up whats already inevitable. #Bettrification makes everything better ⚡🚗 https://cleantechnica.com/2026/02/09/electric-cars-are-simply-better-subsidies-or-not/ https://cleantechnica.com/2026/02/09/electric-cars-are-simply-better-subsidies-or-not/" [X Link](https://x.com/EVCurveFuturist/status/2021159355836428288) 2026-02-10T09:48Z [----] followers, [----] engagements "I couldnt resist. After reading a recent CleanTechnica piece on EV subsidies I had to add a few points of my own. EVs arent better because subsidies exist. Subsidies just make the advantages impossible to ignore. New post👇#Bettrification #RIPICE #LFP https://evcurvefuturist.com/2026/02/electric-cars-are-better-subsidies-just-make-it-obvious/ https://evcurvefuturist.com/2026/02/electric-cars-are-better-subsidies-just-make-it-obvious/" [X Link](https://x.com/EVCurveFuturist/status/2021168410940301489) 2026-02-10T10:24Z [----] followers, [---] engagements "Exactly. This isnt a culture-war EV debate its a materials bull market thesis. EVs front-load demand into real physical commodities: lithium copper graphite nickel. One EV [--] the mineral input of an ICE. Multiply that by 100+ million vehicles/year plus grids storage charging trucks ships. Thats not substitution thats structural demand shock. Fuels get burned. Minerals get stocked scaled and repriced. This is how commodity supercycles start. ⚡📈 https://twitter.com/i/web/status/2021203011641770404 https://twitter.com/i/web/status/2021203011641770404" [X Link](https://x.com/EVCurveFuturist/status/2021203011641770404) 2026-02-10T12:42Z [----] followers, [---] engagements "219000 home batteries in [--] months isnt a subsidy story its a cost-curve story. Australians are arbitraging the grid: store cheap solar dodge peak prices stabilise the system. Avg BTM [--] kWh. Thats not consumer tech. Thats distributed infrastructure. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2021269401044238805) 2026-02-10T17:05Z [----] followers, 14.6K engagements "Faster is measurable. Average EV: [----] km/h 67s Average ICE: 810s And reality check: you cant buy an ICE under $100k that does 3s [----]. Meanwhile Tesla Zeekr Xpeng deliver that at far lower prices instant torque no gears no lag. Better = measurable engineering: 8590% drivetrain efficiency vs 2530% ICE Far fewer moving parts less maintenance Quieter smoother less fatigue Software-defined OTA updates Thats physics not subsidies. ⚡🚗 #Bettrification https://twitter.com/i/web/status/2021294856539341122 https://twitter.com/i/web/status/2021294856539341122" [X Link](https://x.com/EVCurveFuturist/status/2021294856539341122) 2026-02-10T18:47Z [----] followers, [--] engagements "No one said EVs are the answer to everything. Thats a strawman. Better and faster are contextual. A Nissan Leaf isnt meant to beat a BMW 120i at Nrburgring laps or autobahn cruising. But in daily use: [---] km/h & overtaking: Leaf is quicker due to instant torque Efficiency: [--] more energy-efficient Running costs: far lower fuel + servicing Noise & smoothness: objectively better Urban driving: one-pedal no gears less fatigue Better wins every metric. It means better at the job most cars actually do most of the time. https://twitter.com/i/web/status/2021295122605015381" [X Link](https://x.com/EVCurveFuturist/status/2021295122605015381) 2026-02-10T18:48Z [----] followers, [--] engagements "Fair point home charging isnt universal. But that doesnt break the EV case: Most urban EVs charge at work curbside supermarkets or fast chargers Cities are rolling out lamp-post curbside and council chargers exactly for apartments Fast charging (1525 min) already replaces the petrol stop use case Adoption always starts where its easiest then infrastructure follows demand EVs dont require everyone to charge at home just like ICE cars didnt require everyone to own a garage. Infrastructure adapts" [X Link](https://x.com/EVCurveFuturist/status/2021295600231456980) 2026-02-10T18:49Z [----] followers, [--] engagements "This is a fair critique and balance matters. Quieter: At very low speeds EVs can sound louder due to mandated pedestrian alerts + tyre noise (weight plays a role). Above [----] km/h engine + exhaust noise dominates for ICE. The real win is no fumes especially in towns and cities. Faster: Acceleration speed obsession. Its about safer merging and overtaking not top speed. Instant torque shortens time spent in danger zones. Top speed is academic on public roads for both ICE and EVs. Cheaper: Agreed cheapest with home/work charging. Public fast charging can narrow the gap on long trips. Economics" [X Link](https://x.com/EVCurveFuturist/status/2021297362929582521) 2026-02-10T18:56Z [----] followers, [--] engagements "Two separate claims both misleading. Subsidies: EV sales are growing fastest in markets where subsidies have already been reduced or removed. Costs fell because scale + learning curves did the work not handouts. That Volvo headline: This was temporary guidance on a specific model during an investigation out of an abundance of caution. It wasnt EVs catch fire above 70%. Modern EVs routinely charge to 80100% worldwide every day. Statistically ICE vehicles catch fire far more often than EVs. This isnt controversial its insurance data. If EVs only sold because of subsidies or hype sales wouldnt" [X Link](https://x.com/EVCurveFuturist/status/2021297646946877767) 2026-02-10T18:58Z [----] followers, [--] engagements "Partly agree re-prioritisation makes sense. As EVs reach cost parity vehicle purchase subsidies should taper. Thats normal tech rollout. The bigger wins now come from investing in: Pedestrians & cycling Public transport Urban charging & grid upgrades Safer streets cleaner air That said some targeted incentives still make sense where markets fail (apartments fleets low-income access). Subsidies shouldnt be permanent but scrapping all support overnight isnt smart policy either. Spend where it accelerates outcomes not ideology. https://twitter.com/i/web/status/2021297793776927166" [X Link](https://x.com/EVCurveFuturist/status/2021297793776927166) 2026-02-10T18:58Z [----] followers, [--] engagements "That sounds like a terrible ownership experience and it shouldnt be brushed off. Bad products + bad customer service exist in every drivetrain. But one failure case EV reality any more than a blown gearbox or ECU failure defines ICEs. Millions of EVs operate daily with lower breakdown rates and fewer service events than ICE vehicles. What this really highlights is: Manufacturer & dealer support matters Early EV platforms from legacy OEMs have been uneven Reliability drivetrain type its execution Criticise Peugeots handling Absolutely. But confusing poor customer service with EVs dont work" [X Link](https://x.com/EVCurveFuturist/status/2021298058928226776) 2026-02-10T18:59Z [----] followers, [--] engagements "Some of that criticism was true [--] years ago. Less so now. Towing: New EV utes/SUVs are already hitting 3.5-tonne towing e.g. BYD Shark and Denza. Torque isnt the problem anymore range while towing is the trade-off (same physics hits ICE too). Off-road: Low centre of gravity + precise torque control is actually an advantage. Tyres clearance and protection matter more than drivetrain. Written off: Thats an insurance/repair policy issue not a physics one also changing as battery repairability improves. Remote Australia: Fair today ICE still wins. Infrastructure gap not ideology. Fossil fuel" [X Link](https://x.com/EVCurveFuturist/status/2021298779539038445) 2026-02-10T19:02Z [----] followers, [--] engagements "Youve been subsidising oil and petrol cars your whole life you just didnt notice. Fuel tax breaks exploration credits road funding pollution & health costs even military protection of supply routes are all socialised. Those subsidies are embedded and permanent. EV incentives are visible and temporary and already being wound back. Thats the real imbalance. https://twitter.com/i/web/status/2021299058556710924 https://twitter.com/i/web/status/2021299058556710924" [X Link](https://x.com/EVCurveFuturist/status/2021299058556710924) 2026-02-10T19:03Z [----] followers, [--] engagements "Thats a fair preference and its subjective. Some people hate screen-only controls and miss physical buttons. Thats a valid UX criticism (and one some OEMs are already reversing). As for soulless appliance: for some engagement = sound vibration mechanical interaction. For others its smoothness precision silence and effortlessness. Neither is objectively right. Cars can be tools and emotional objects. EVs optimise the tool side. ICE still scratches the mechanical itch. Preference proof of superiority just fit for purpose. https://twitter.com/i/web/status/2021299710825529365" [X Link](https://x.com/EVCurveFuturist/status/2021299710825529365) 2026-02-10T19:06Z [----] followers, [--] engagements "@AntiEVidiots @motdnw @holyZarquon_ Exactly this. The fake outrage and copy-paste FUD always surface when the data lands. Appreciate you calling it out and yeah replying where theres traction helps load the algo with facts instead of noise. 💪⚡" [X Link](https://x.com/EVCurveFuturist/status/2021302615376609698) 2026-02-10T19:17Z [----] followers, [--] engagements "Sounds wonderful. Truly groundbreaking. Worth remembering though that by December [----] 52% of all heavy truck sales in China were already full EVs. So while Tesla bulls are applauding a price reveal and a maybe-this-year ramp China quietly moved past the adoption phase and into mass deployment. Different timelines. Different realities. 🚛⚡ https://twitter.com/i/web/status/2021347297897087095 https://twitter.com/i/web/status/2021347297897087095" [X Link](https://x.com/EVCurveFuturist/status/2021347297897087095) 2026-02-10T22:15Z [----] followers, [----] engagements "@CarlSparre Exactly. Once storage crosses that threshold it stops being a gadget and becomes part of the grid. Households shift from consumers to producers and coal loses its last excuse. This is the cost curve doing its thing. Congrats welcome to #Bettrification ⚡🔋" [X Link](https://x.com/EVCurveFuturist/status/2021354587182264325) 2026-02-10T22:44Z [----] followers, [---] engagements "Thats backwards. Fossil fuels have been subsidised for decades exploration credits fuel tax rebates price caps network guarantees capacity payments. Everyone pays. Mostly the people with the least flexibility. Batteries reduce system costs: they cut peak prices defer network upgrades and stabilise supply. That benefit flows to all users not just owners. And coal and gas absolutely need stabilising theyre inflexible slow and fail hardest during heatwaves when demand spikes. Thats why prices explode. This isnt ideology. Its economics and grid physics." [X Link](https://x.com/EVCurveFuturist/status/2021354794947051540) 2026-02-10T22:45Z [----] followers, [--] engagements "Its not a single product threshold its a system threshold. $100/kWh isnt saying every vehicle instantly works. Its the point where EVs become economically viable at scale in mass-market segments. Once that happens volume explodes learning curves accelerate and costs keep falling. Thats why compacts flip first then mid-size then larger vehicles. The threshold triggers the S-curve it doesnt finish it. The [----] data shows exactly that progression playing out. https://twitter.com/i/web/status/2021355284497928423 https://twitter.com/i/web/status/2021355284497928423" [X Link](https://x.com/EVCurveFuturist/status/2021355284497928423) 2026-02-10T22:47Z [----] followers, [---] engagements "If you mean my EV one total-loss accident puts any car in the toilet ICE or EV. Thats what insurance is for. The difference is EVs have far fewer mechanical failure points day-to-day lower running risk and the battery isnt some ticking bomb its the most monitored component in the vehicle. Anecdotes dont beat statistics" [X Link](https://x.com/EVCurveFuturist/status/2021355582494736583) 2026-02-10T22:48Z [----] followers, [--] engagements "Yep Norway is the canary. Used ICE values havent cliff-dived but depreciation has clearly steepened as EVs became the default new-car choice. Demand still exists but the exit narrows every year. When buyers realise resale risk is one-way thats when it gets messy. The difference now is scale. Norway showed the mechanism in a contained market. China at 60% NEV flips the global economics. Once the largest auto market pulls demand forward that hard ICE loses volume leverage everywhere. From there you dont get gentle depreciation you get brutal discounting margin destruction and loss absorption" [X Link](https://x.com/EVCurveFuturist/status/2021362093774209190) 2026-02-10T23:14Z [----] followers, [---] engagements "This is exactly why those examples dont generalise. LFP cells pass nail-penetration and crush tests without propagation because theyre far more thermally stable and dont release oxygen during failure. Thats why LFP now dominates buses trucks and grid storage. Sodium-ion goes further no lithium much lower energy density and no practical thermal-runaway pathway in the classic sense. Framing it as EV batteries = runaway risk is talking about yesterdays chemistries. The industry didnt ignore these risks it engineered past them. https://twitter.com/i/web/status/2021370761659990065" [X Link](https://x.com/EVCurveFuturist/status/2021370761659990065) 2026-02-10T23:48Z [----] followers, [--] engagements "That calculation is meaningless. You cant divide total mass by a lab LD and call it millions of lethal doses. Toxicity depends on concentration exposure pathway time dispersion and chemistry not bulk mass. HF in fires is rapidly diluted reacts with moisture deposits on surfaces and is largely confined near the source. Thats why real-world risk assessments are done in ppm over time not mg headlines. By the same logic a petrol station contains millions of lethal doses too yet we regulate with ventilation separation detection and response not fear arithmetic. Risk analysis shock maths" [X Link](https://x.com/EVCurveFuturist/status/2021370914986918237) 2026-02-10T23:49Z [----] followers, [--] engagements "I havent driven one personally. But based on the specs reviews software charging performance and market reception Toyotas EVs look like compliance products not competitive platforms. You're quite correct thats exactly the kind of response that put Nokia on the wrong side of a transition. https://twitter.com/i/web/status/2021371292977594394 https://twitter.com/i/web/status/2021371292977594394" [X Link](https://x.com/EVCurveFuturist/status/2021371292977594394) 2026-02-10T23:50Z [----] followers, [--] engagements "You need to relax 😄 My AI knows my views tone and values pretty well at this point better than most people on this app. I can write everything myself it just takes longer and I dont have the time (or patience) to hand-craft replies to every silly tweet. This way I get my point across and still have a life. Writings fine time isnt. https://twitter.com/i/web/status/2021373285464932719 https://twitter.com/i/web/status/2021373285464932719" [X Link](https://x.com/EVCurveFuturist/status/2021373285464932719) 2026-02-10T23:58Z [----] followers, [--] engagements "@billy_pinker Perfect example. Once PV + storage is sized right the grid becomes a backup you almost never touch. Heatwaves are the real stress test and even then youre just dipping not depending. Thats not off-grid cosplay thats a system that works" [X Link](https://x.com/EVCurveFuturist/status/2021373708603154907) 2026-02-11T00:00Z [----] followers, [---] engagements "@Itsahoax123 Batteries arent raising prices gas-set pricing and networks are. VPPs are opt-in cycling is within design limits and solar curtailment is a grid design issue not a rooftop one. Distributed energy lowers system costs; fossil fuels externalise them" [X Link](https://x.com/EVCurveFuturist/status/2021373805860618708) 2026-02-11T00:00Z [----] followers, [---] engagements "@Itsahoax123 Demand response is opt-in and paid. Solar curtailment is a grid constraint issue not a conspiracy. Distributed solar + batteries reduce grid stress they dont hand control to Big Brother" [X Link](https://x.com/EVCurveFuturist/status/2021373932700565702) 2026-02-11T00:01Z [----] followers, [--] engagements "@DrMoragKerr Fair enough youre not my audience then. I care about getting ideas and data out efficiently not hand-crafting prose to pass a purity test. The thinking is mine; the tooling just saves time I dont have. Youre free to mute and move on 👍" [X Link](https://x.com/EVCurveFuturist/status/2021375852664193172) 2026-02-11T00:08Z [----] followers, [--] engagements "When youre getting spammed by bots and bad-faith replies ignoring them just lets the algorithm amplify nonsense. Im not hand-typing replies to every low-effort take Id have no life left. AI is just a defence tool: respond stop misinformation spreading move on. I dont always use it and I dont care if others do. The goal is signal not artisanal prose. People calling it AI-sounding are reacting to clarity not authenticity and frankly once someone is critiquing style instead of substance Ive already won the argument. https://twitter.com/i/web/status/2021402140380680512" [X Link](https://x.com/EVCurveFuturist/status/2021402140380680512) 2026-02-11T01:53Z [----] followers, [--] engagements "Mostly yes China is the worlds largest auto market so thats where a lot of the volume is. But you definitely know these companies just not always by name. Geely owns Volvo Polestar Zeekr Lotus (and others). Stellantis owns Peugeot Fiat Jeep Citron Alfa Romeo and Vauxhall. Tesla feels very visible in the UK because it was early and distinctive but globally its now one competitor among many. The market has moved from EV vs ICE to EV vs EV and scale outside the UK really matters. https://twitter.com/i/web/status/2021846375168954443 https://twitter.com/i/web/status/2021846375168954443" [X Link](https://x.com/EVCurveFuturist/status/2021846375168954443) 2026-02-12T07:18Z [----] followers, [---] engagements "Part [--] live: When Compression Hits the P&L Margins peaked before volumes broke. From [--------] auto sales stayed high but margins quietly collapsed first. Utilisation fixed costs late EV capex & pricing pressure did the damage. Charts not narratives. https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/ https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/" [X Link](https://x.com/EVCurveFuturist/status/2021917589543510312) 2026-02-12T12:01Z [----] followers, [---] engagements "On WW3 specifically: I dont see it as a high-probability driver of what were discussing. Large wars dont start because of pricing pressure; they start from security breakdowns miscalculation or regime instability. Pricing meltdowns are painful but theyre economic stress not a reason for war. What is high risk is margin warfare: excess capacity cost asymmetry and export pressure forcing prices down while demand stays intact. That destroys weak balance sheets without firing a shot. So Id put WW3 as low probability high impact but largely separate from the auto industry mechanics were analysing." [X Link](https://x.com/EVCurveFuturist/status/2021997519786717296) 2026-02-12T17:19Z [----] followers, [--] engagements "@dunne_insights You dont stay a leader by banning the frontier. You fall behind quietly till you've become completely irrelevant. The anti China sentiment is now sadly baked into US policy so I highly doubt you'll see Zeekr Xpeng Xiaomi or Geely for a while there" [X Link](https://x.com/EVCurveFuturist/status/2022224656963711254) 2026-02-13T08:21Z [----] followers, [--] engagements "@Chaman228 @_ManFromUncle Nice what EV are you running Always interested in real-world owner experience" [X Link](https://x.com/EVCurveFuturist/status/2022800811911516354) 2026-02-14T22:31Z [----] followers, [--] engagements "Well Ill be damned #Lithium bulls this sure looks like the start of a cup-and-handle. Base set momentum building next leg could be explosive. Onwards and upward ⚡☕ #EV #BESS #LFP #WR1 $QTWO $PLS $LTR $PFE $PMT $INR $VUL #WC8 $RIO $MIN $LIT $ELV $LAC $SGML $ALB $IGO $SQM" [X Link](https://x.com/anyuser/status/1987965948759077072) 2025-11-10T19:29Z [----] followers, [----] engagements "Left home 100% charged from solar. On the trip I used 150kW DC fast charging. Four short stops [--] hour total. I charge in the 1060/70% window not 0100% marathons. At 150kW adding 200250km takes [----] mins depending on entry point. 1200km in [--] hours. [--] hours driving = 109km/h while moving. Youre assuming EVs work like petrol. They dont. ⚡" [X Link](https://x.com/EVCurveFuturist/status/2022620679061803108) 2026-02-14T10:35Z [----] followers, [---] engagements "@JordanT3317 Depreciation hits every car. Its not an EV feature. Also resale swings follow price cuts and supply cycles. Thats market dynamics not drivetrain physics. Meanwhile Im saving every single year in fuel + servicing. Cash flow matters too" [X Link](https://x.com/EVCurveFuturist/status/2022803033789444567) 2026-02-14T22:39Z [----] followers, [---] engagements "BYD passed Ford in [----]. Geely entered the global top [--]. Tesla became an EV incumbent. No collapse. No drama. Just compression tightening across the auto industry as a phase-change disruption takes hold.📊 Data + charts: [--------] #Bettrification #EV #LFP https://evcurvefuturist.com/2026/02/global-auto-sales-the-compression-phase-2020-2028/ https://evcurvefuturist.com/2026/02/global-auto-sales-the-compression-phase-2020-2028/" [X Link](https://x.com/EVCurveFuturist/status/2021818509374976080) 2026-02-12T05:27Z [----] followers, [----] engagements "2025 EV Share of New Car Sales Top [--] Countries [--] Norway 97% [--] Nepal 73% [--] Denmark 69% [--] Sweden 61% [--] Iceland 57% [--] Finland 56% [--] Netherlands 56% [--] China 53% [--] Singapore 47% [--] Belgium 43% EVs are now mainstream across much of the world. #Bettrification https://www.visualcapitalist.com/ev-share-new-car-sales-by-country-2019-vs-2025/ https://www.visualcapitalist.com/ev-share-new-car-sales-by-country-2019-vs-2025/" [X Link](https://x.com/EVCurveFuturist/status/2022596785529626680) 2026-02-14T09:00Z [----] followers, [----] engagements "Totally fair if 40k isnt your thing its not most peoples. But that price narrative is already outdated. In Australia you can now buy compelling tech EVs from about A$24k thats roughly 1213k. Thats entry-level hatchback money. And when running costs are far lower the total ownership maths shifts even more. Prices are coming down fast. The market is doing the work. https://twitter.com/i/web/status/2022637139410686411 https://twitter.com/i/web/status/2022637139410686411" [X Link](https://x.com/EVCurveFuturist/status/2022637139410686411) 2026-02-14T11:40Z [----] followers, [---] engagements "If youve ever been behind a diesel in traffic youve smelled exhaust. Thats not a defect thats literally how combustion works. Yes I stopped. Humans occasionally eat and use bathrooms. I plug in for [--] seconds. Im not camping there. And mine starts every morning full. Different tools. Different maths. https://twitter.com/i/web/status/2022802209919099283 https://twitter.com/i/web/status/2022802209919099283" [X Link](https://x.com/EVCurveFuturist/status/2022802209919099283) 2026-02-14T22:36Z [----] followers, [--] engagements "I dont think it was disbelief. Toyota understood electrification they pioneered hybrids with the Prius. The issue was strategic confidence. They believed their scale and dominance would allow them to dictate the pace of transition. Thats classic incumbent logic. Where they miscalculated was the speed of the battery cost-curve collapse and Chinas willingness to industrialise BEVs at scale. Incumbents rarely dont believe they overestimate their ability to manage disruption. Kodak didnt ignore digital. Blockbuster didnt ignore streaming. The real question now isnt whether Toyota missed the boat" [X Link](https://x.com/EVCurveFuturist/status/2022828090892906969) 2026-02-15T00:19Z [----] followers, [---] engagements "Chinas EV growth continues to impress. 12.9M NEVs sold in [----] up 18% YoY. Market share hit 54% of all new cars up from 48% in [----]. EVs are now mainstream replacing ICE at scale with China selling more EVs than the rest of the world combined. https://cnevpost.com/2026/01/07/china-nev-retail-1-387-million-dec-2025-preliminary-cpca/ https://cnevpost.com/2026/01/07/china-nev-retail-1-387-million-dec-2025-preliminary-cpca/" [X Link](https://x.com/EVCurveFuturist/status/2008850178988777819) 2026-01-07T10:36Z [----] followers, [----] engagements "Sorry for repeating but its impossible not to get excited about $QTWO. An exploration target of [------] Mt @ 1.01.38% LiO still open in multiple directions off limited drilling. If this converts anywhere near expectation Cisco starts looking top-5 global scale. #Lithium 🎙Q2 Metals President and CEO Alicia Milne was interviewed by @tl_miningscout this week and they discussed the lithium sector the major upcoming catalysts for the Cisco Lithium Project and much more. $QTWO $QTWO.V $QUEXF 📺Watch here: https://t.co/sYYGCrRufj 🎙Q2 Metals President and CEO Alicia Milne was interviewed by" [X Link](https://x.com/EVCurveFuturist/status/2019905237226778882) 2026-02-06T22:45Z [----] followers, [----] engagements "BYD passed Ford in [----] on total vehicle sales a historic inflection. This isnt about China winning. Its about legacy auto discovering too late that once battery cost curves flip incumbency stops mattering. This is disruption. #Bettrification https://www.bloomberg.com/news/articles/2026-02-10/ford-falls-behind-china-s-byd-in-global-sales-for-the-first-time https://www.bloomberg.com/news/articles/2026-02-10/ford-falls-behind-china-s-byd-in-global-sales-for-the-first-time" [X Link](https://x.com/EVCurveFuturist/status/2021508387062882599) 2026-02-11T08:55Z [----] followers, [----] engagements "Exactly and this is the tell that the game has already shifted. When incumbents start partnering with former threats its no longer competition its survival via tech transfer. China controls the EV supply chain batteries platforms and cost curves. For VW Toyota and Stellantis collaboration is the fastest (and cheapest) way to get viable EVs to market before margins implode. Theyre not teaming up out of curiosity. Theyre doing it because building this stack alone would take too long and time is the one thing they no longer have. https://twitter.com/i/web/status/2022086995426914585" [X Link](https://x.com/EVCurveFuturist/status/2022086995426914585) 2026-02-12T23:14Z [----] followers, [--] engagements "Heres my updated piece on automaker margins and why Chinese OEMs are winning the real war. I start with [----] financials because thats where the signal already is. [----] numbers arent all in yet and they wont be kinder to incumbents. #Bettrification https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/ https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/" [X Link](https://x.com/EVCurveFuturist/status/2022155296735736305) 2026-02-13T03:46Z [----] followers, [---] engagements "Electrification-first OEMs control 65% of Top [--] global BEV sales. No distortion. No spin. Just structure. Compression is no longer theoretical. The next five years wont be kind to incumbents. #BYD #Geely #Leapmotor #Xiaomi #Changan #NIO #Xpeng #Tesla https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/ https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/" [X Link](https://x.com/EVCurveFuturist/status/2022578316012851630) 2026-02-14T07:47Z [----] followers, [----] engagements "@farzyness I'd rather a #Zeekr or an #Xpeng" [X Link](https://x.com/EVCurveFuturist/status/2022602329955221950) 2026-02-14T09:22Z [----] followers, [--] engagements "Preserving profits is exactly what killed Kodak and Blockbuster. They protected legacy margins instead of adapting to a structural shift. By the time profits actually rolled over it was already too late. Same pattern here. Incumbents are defending ICE profitability while EV adoption compresses margins underneath them. They wont fail on volume first theyll fail when profitability collapses faster than they can restructure. History is very clear on this. https://twitter.com/i/web/status/2022083692618035521 https://twitter.com/i/web/status/2022083692618035521" [X Link](https://x.com/EVCurveFuturist/status/2022083692618035521) 2026-02-12T23:01Z [----] followers, [--] engagements "Top [--] global BEV automakers exposed a structural gap I couldnt ignore: premium incumbents flattening while zero-to-scale entrants go vertical. This isnt a sales story its velocity capital structure & falling battery cost curves reshaping the market. https://evcurvefuturist.com/2026/02/when-the-innovators-enter-the-new-order/ https://evcurvefuturist.com/2026/02/when-the-innovators-enter-the-new-order/" [X Link](https://x.com/EVCurveFuturist/status/2022859653974233576) 2026-02-15T02:24Z [----] followers, [---] engagements "Because its protectionism dressed up as safety and fairness. Stellantis gets a pass because it props up legacy jobs legacy dealers and legacy politics even when the products are mediocre. Chinese EVs threaten structure not standards: theyre cheaper vertically integrated and built around batteries and software not lobbying. This isnt about quality. Its about buying time for incumbents that are already in margin compression. https://twitter.com/i/web/status/2022086802883092936 https://twitter.com/i/web/status/2022086802883092936" [X Link](https://x.com/EVCurveFuturist/status/2022086802883092936) 2026-02-12T23:13Z [----] followers, [--] engagements "In one day 👍 1200km return. That was in my [----] Model Y RWD. At 110km/h I was getting 380km usable range with 8% buffer. I now have the [----] Y RWD Juniper and that comfortably does 420km under the same conditions. Total trip time door-to-door was [--] hours including charging. About [--] hour of that was charging across [--] stops. So [--] hours actual driving which works out to 109km/h average while moving. That lines up with cruising at 110km/h. You dont charge to 100% every stop. You use the fast part of the curve (1060/70%) and only go higher if youre already stopping for lunch. The last 20% takes" [X Link](https://x.com/EVCurveFuturist/status/2022615013752738036) 2026-02-14T10:12Z [----] followers, [---] engagements "Ah yes the classic theyve been saying it for [--] years line 😅 That worked when Tesla was doubling every couple of years and everyone else was asleep at the wheel. Now Chinas pumping out cheaper faster-charging tech-stack EVs at scale. Market share is sliding in key regions. Growth narrative isnt what it was. History doesnt protect you from the present. Disruption doesnt care about nostalgia. ⚡ https://twitter.com/i/web/status/2022837888568959362 https://twitter.com/i/web/status/2022837888568959362" [X Link](https://x.com/EVCurveFuturist/status/2022837888568959362) 2026-02-15T00:58Z [----] followers, [--] engagements "@Toni_108n9 Cool. Now show me [----] vs [----]. Chinas PM2.5 has fallen massively while EV adoption exploded and coal plants got scrubbers. Smog pics without a timeline are just nostalgia for outrage. Data vibes" [X Link](https://x.com/EVCurveFuturist/status/2022870758104666401) 2026-02-15T03:09Z [----] followers, [--] engagements "GFEX.LC2509 just hit 80000holding strong & still 🚀. Thats +26.8% since the June [--] bottom. #Lithium shorts On 🔥. If this isnt the Grand Bottom the earth is flat & unicorns are real imho. #LFP #EVs #BESS $PLS $PFE $VUL $LTR $PMT $RIO $IGO $INR $GLN #WC8 #WR1 $QTWO $MIN" [X Link](https://x.com/anyuser/status/1948582955921932442) 2025-07-25T03:15Z [----] followers, [----] engagements "Drivers who never switch to an EV may quietly spend a shocking amount just to keep moving. Over a lifetime of driving a petrol car owner can easily burn $120000+ on fuel alone. Thats decades of weekly fill-ups long commutes road trips price spikes oil shocks and endless exposure to a volatile commodity. Even when prices dip the long-term total never stops climbing. Its death by a thousand fill-ups. Petrol isnt just expensive its a subscription you can never cancel. Every stop at the pump is money burned forever. EVs flip the equation. Electricity is cheaper more stable and increasingly" [X Link](https://x.com/EVCurveFuturist/status/2008544598990434327) 2026-01-06T14:22Z [----] followers, [----] engagements "Europe just hit a real inflection point: #BEVs outsold petrol cars for the first time in December [----]. Thats not policy or mandates its cost curves & consumer choice. Electrification crossed the line. #Bettrification is now doing the damage. #LFP⚡📉 https://insideevs.com/news/785541/ev-sales-surpass-gas-cars-europe-first-time/ https://insideevs.com/news/785541/ev-sales-surpass-gas-cars-europe-first-time/" [X Link](https://x.com/EVCurveFuturist/status/2016128875705860579) 2026-01-27T12:39Z [----] followers, [----] engagements "Every civilisation is shaped by its constraints. For most of history energy was ours. This isnt about swapping fuels its about what happens when scarcity fades. Fossil fuels fall silent the lights spread & humanity shifts from survival to understanding then looks outward" [X Link](https://x.com/EVCurveFuturist/status/2018554750695006599) 2026-02-03T05:18Z [----] followers, [----] engagements "Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once $100/kWh was breachedearlier than I assumedmass adoption became inevitable. 20.7m EVs sold in [----] confirms it. One chart. One threshold. Everything changes. https://evcurvefuturist.com/2026/02/revising-the-battery-cost-curve-why-2025-is-90-kwh/ https://evcurvefuturist.com/2026/02/revising-the-battery-cost-curve-why-2025-is-90-kwh/" [X Link](https://x.com/EVCurveFuturist/status/2021334442317603151) 2026-02-10T21:24Z [----] followers, [----] engagements "Chinas CO emissions have been flat or falling for [--] months. While the West is still debating China quietly broke the you cant grow and cut emissions myth. Cue the comments explaining why this doesnt count is fake or will reverse any second now. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2021909681921569013) 2026-02-12T11:30Z [----] followers, 24.7K engagements "We criticize whats clean because it stands out & ignore what pollutes because were used to it. Wind turbines are called eyesores while smokestacks get a free pass. Thats not aesthetics its status-quo blindness. Change looks ugly only to habits it disrupts. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2019900101821649141) 2026-02-06T22:24Z [----] followers, 62.9K engagements "Australia isnt planning an energy transition its executing one. While nuclear and coal argue on paper wind solar & batteries have been added at nuke-scale speed for nearly a decade one nuclear-equivalent per year. The numbers tell the story 👇 #Bettrification #BESS Australias renewable transition (measured in nukes) Heres a perspective on the speed of Australias wind solar & battery build-out measured in nuclear power plants. 🧵👇 Theres still a belief that a few nuclear reactors or new coal plants will solve our ageing coal fleet. They wont. Neither can be built anywhere near the speed of" [X Link](https://x.com/EVCurveFuturist/status/2020341554603311559) 2026-02-08T03:38Z [----] followers, 16K engagements "For the first time in history wind & solar capacity have surpassed coal globally. This doesnt mean they generate more energy yet it means the world is now building more future power from sun & wind than from coal. Capacity leads. Generation follows. #Bettrification rules" [X Link](https://x.com/EVCurveFuturist/status/2020643969592602656) 2026-02-08T23:40Z [----] followers, [----] engagements "Chinas 10000-ton all-electric containership begun sea trials #bettrification will hit short-sea shipping fast: massive fuel savings dramatically lower maintenance battery swapping instead of bunkering quieter ports cleaner air. Diesel feeders wont compete.⚡🚢 This is a commercial feeder not a demo. 10000-ton vessel [---] TEU capacity [---] m length [--] containerised battery packs = [--] MWh total Likely LFP chemistry (safety cycle life cost) Shore charging or rapid battery swapping [--] [---] kW permanent-magnet propulsion motors Max speed [----] knots Based on battery size propulsion power & realistic" [X Link](https://x.com/EVCurveFuturist/status/2020992578016117074) 2026-02-09T22:45Z [----] followers, 82.6K engagements "Same planet. Three energy choices. ☀ One builds abundance. 🌍 One builds resilience. 💀 One builds disease. This isnt ideology. Its physics. Its economics. Its lungs. Choose your future. #Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind" [X Link](https://x.com/EVCurveFuturist/status/2021916738452173012) 2026-02-12T11:58Z [----] followers, [----] engagements "I bought my [----] Model Y in [----]. Fast forward to [----] and there are already [--] more chargers on the SydneyBrisbane route I drive. Its been stunning to watch. What felt like planning two years ago now feels routine. Leave home at 100% top up when you stop anyway move on. And youre right when youre retired and not chasing the clock it becomes even easier. The infrastructure isnt static. Its compounding. https://twitter.com/i/web/status/2022627056673267856 https://twitter.com/i/web/status/2022627056673267856" [X Link](https://x.com/EVCurveFuturist/status/2022627056673267856) 2026-02-14T11:00Z [----] followers, [--] engagements "Ill be honest charger quality absolutely varies. Some third-party networks still feel like [----] WiFi. But the half the chargers have miserable people waiting thing just isnt what I see on the routes I drive. Most stops are [----] mins plug in grab coffee back on the road. And yes Tesla Superchargers are seamless. That vertical integration shows. The good news Reliability is improving fast. Uptime app integration payment all getting better year by year. Infrastructure is compounding not static. Early days werent perfect. But neither were early ATMs or mobile networks" [X Link](https://x.com/EVCurveFuturist/status/2022636476907819174) 2026-02-14T11:38Z [----] followers, [---] engagements "@MarkAClarkson @PeterDGardner Imagine thinking replacing imported diesel with locally generated power is communism." Its an iron ore company reducing fuel risk. Less diesel. Lower operating cost. Less exposure to oil shocks. Thats balance sheet management not Marx" [X Link](https://x.com/EVCurveFuturist/status/2022875736756097509) 2026-02-15T03:28Z [----] followers, [--] engagements "Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing coming. Weve entered the age of #Bettrification #LFP" [X Link](https://x.com/anyuser/status/2018923319379280004) 2026-02-04T05:43Z [----] followers, 15.6K engagements "Data kills the #EV battery myth. Modern #LFP batteries are engineered for [--] MILLION km. ICE drivetrains struggle to reach 1/5th of that before something expensive explodes before the EV drivers lunch. Still arguing from [----] Thats dial-up thinking. #Bettrification 🔋⚡ https://afma.org.au/study-shows-modern-ev-batteries-outlast-typical-vehicle-lifespans/ https://afma.org.au/study-shows-modern-ev-batteries-outlast-typical-vehicle-lifespans/" [X Link](https://x.com/EVCurveFuturist/status/2021121930938679332) 2026-02-10T07:19Z [----] followers, [----] engagements "I did a 1200km return trip in one day in my Tesla. No range anxiety. Just smooth silent torque and autopilot calm. I charge at home. I save $10k a year in fuel + servicing. Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2022606644916687138) 2026-02-14T09:39Z [----] followers, 14.1K engagements "Redid my Top [--] BEV table & blog. VW back into the Top [--] at [------]. Electrification-first OEMs now control 65% of Top [--] global BEV sales. No distortion. No spin. Just structure. Data matters. The next five years wont be gentle for legacy incumbents. https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/ https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/" [X Link](https://x.com/EVCurveFuturist/status/2022825873225990437) 2026-02-15T00:10Z [----] followers, [---] engagements "@JonnyCapitalist Cars are 10x more capital intensive and politically sensitive. Doesnt stop the shift just stretches it out. Slower burn heavier consequences etc. Fun to watch from the sidelines not so fun if youre stuck on the wrong stack. Next five years are going to hurt legacy a lot" [X Link](https://x.com/EVCurveFuturist/status/2022867834184122449) 2026-02-15T02:57Z [----] followers, [--] engagements "Ah yes the weekly EV cremation fan fiction. Lithium battery fires are rare. Statistically rarer than ICE fires. And diesel smoke isnt some aromatherapy session its full of particulates and carcinogens people breathe daily in traffic. If were talking risk lets talk data not horror movie scripts. https://twitter.com/i/web/status/2022870151188840636 https://twitter.com/i/web/status/2022870151188840636" [X Link](https://x.com/EVCurveFuturist/status/2022870151188840636) 2026-02-15T03:06Z [----] followers, [--] engagements "@New_York_steak @SuzukiRE5 Sorry you loose then snowie ;)" [X Link](https://x.com/EVCurveFuturist/status/2022871055509995804) 2026-02-15T03:10Z [----] followers, [--] engagements "Fortescue launched [----] MWh battery-electric locomotives in the Pilbara thats 200+ Tesla packs worth of storage rolling through iron ore country. Heavy haul rail. No diesel. Massive regen on the downhill runs. This is industrial #Bettrification ⚡🚆🔋 https://reneweconomy.com.au/fortescue-launches-its-first-electric-locomotives-with-batteries-the-size-of-more-than-200-tesla-evs/ https://reneweconomy.com.au/fortescue-launches-its-first-electric-locomotives-with-batteries-the-size-of-more-than-200-tesla-evs/" [X Link](https://x.com/EVCurveFuturist/status/2022873649120985337) 2026-02-15T03:20Z [----] followers, [---] engagements "@Noahpinion EVs arent will win theyre already winning. 53% in China. 97% in Norway. Cost curves dont reverse. S-curves dont politely slow down for incumbents. Not ideology. Its phase change.⚡ #Bettrification" [X Link](https://x.com/EVCurveFuturist/status/2022880007878774906) 2026-02-15T03:45Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EVCurveFuturist Chris Meder
Chris Meder posts on X about solar, china, tesla, gas the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +219%
- [--] Month [-------] +146%
- [--] Months [---------] +510%
- [--] Year [---------] +128%
Mentions: [--] #
- [--] Week [---] +77%
- [--] Month [---] +224%
- [--] Months [---] +241%
- [--] Year [---] +110%
Followers: [-----] #
- [--] Week [-----] +4.60%
- [--] Month [-----] +10%
- [--] Months [-----] +38%
- [--] Year [-----] +53%
CreatorRank: [-------] #
Social Influence
Social category influence countries 15.48% stocks 14.19% automotive brands 13.55% finance 12.26% cryptocurrencies 4.52% currencies 2.58% technology brands 1.94% social networks 0.65% formula 1 0.65%
Social topic influence solar #1310, china #3281, tesla #396, gas 5.16%, ice #2561, $qtwo #3, if you 3.87%, $pmt #2, history 3.23%, oil 3.23%
Top accounts mentioned or mentioned by @gjm1508 @patriot__au @motdnw @antievidiots @itsahoax123 @jordant3317 @spec_punter @mase_the @specpunter @drmoragkerr @holyzarquon_ @jc47053522 @jonnycapitalist @new_york_steak @paul_nield_oz @heydanitsme @pozzamozza @mindofelephant @imdavidbryan @heiko6112
Top assets mentioned Tesla, Inc. (TSLA) Q2 Holdings Inc (QTWO) Public Masterpiece Token (PMT) Pulsechain (PLS) Infinity Natural Resources, Inc (INR) XPENG INC. (XPEV) Minswap (MIN) Sigma Lithium Corporation Common Shares (SGML) Realio Network (RIO) Lithium Americas Corp. Common Shares (LAC) Litentry (LIT) Sociedad Quimica y Minera de Chile SA (SQM) Alien Base (ALB) Elevance Health Inc (ELV) Flex Ltd. Ordinary Shares (FLEX) Pfizer, Inc. (PFE) Creso (CRE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Lock and load Canucks. Canada just made itself a more relevant #lithium supplier to the worlds dominant battery economy. Offtake capital execution. This is how deposits become production. $PMT #WR1 #GT1 $QTWO $LIFT $CRE #LFP https://www.reuters.com/world/china/canada-china-set-make-historic-gains-new-partnership-says-carney-2026-01-16/ https://www.reuters.com/world/china/canada-china-set-make-historic-gains-new-partnership-says-carney-2026-01-16/"
X Link 2026-01-16T16:42Z [----] followers, [----] engagements
"This spodumene chart isnt just bullish. Digging through commodity history almost nothing matches it. Only copper after [------] & oil post-1972 show this setup. Thats regime-change territory. #Lithium $LFP $PLS $LTR $PMT $INR $QWTO $SGML $LIFFF $VUL $GLN #WC8 $IGO $MIN #WR1 Theres a rare pattern when a commodity changes role: Mania Collapse Long Apathy Structural Repricing Its happened before barely. Copper post-193132 didnt rebound. It repriced for decades as electrification industry and reconstruction made it unavoidable infrastructure. Oil post-1972 stopped being fuel and became strategic"
X Link 2026-01-19T06:31Z [----] followers, [----] engagements
"Silver shifting - monetary metal + curiosity to a critical electrification input. If 💵 hold & demand keeps 🚀 primary #silver miners come into focus. Feels early = when it gets interesting. My punt: $LDR (MRE pending). Closest producer: $SVL. 👀#SS2 $MMA $MTH $USL $IVR $WCE"
X Link 2026-01-21T12:51Z [----] followers, [----] engagements
"Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky"
X Link 2026-01-26T03:15Z [----] followers, [----] engagements
"When the Carl speaks you listen. GFEX lithium tagged the 181200k supply zone printed one of the largest candles in history & met motivated supply. Not a blow-off volume says stay alert. At least a short-term peak is in play. #Lithium #LFP $QTWO $PLS #WR1 $INR $VUL #WC8 $RIO #LITHIUM Futures MASSIVE REVERSAL 📈📉 🔍 181.05k-200.25k Supply Zone HOLDS ✅ 🔍 MASSIVE 🕯 = 2nd biggest GFEX history = MOTIVATED SUPPLY 🚨 🔍 BUT Volume low for blowoff top = 🤞 🔍 Needs confirmation but AT LEAST minor peak set for now ⚠⚠⚠ $MIN $PLS $ALB $LAC $LIT $SQM https://t.co/g9Xb5QSlcd #LITHIUM Futures MASSIVE"
X Link 2026-01-27T03:20Z [----] followers, [----] engagements
"Made & posted this Oct [--] when GFEX #lithium was [-----] RMB & bulls were sniffing. Today its pushing [------]. Time flies when youre having fun & when polar bears shorts squeeze their arseholes. Receipts below. Enjoy. 🔋📈 $QTWO #WR1 #WC8 $PLS $LTR $VUL $PMT $GLN $INR $SGML Polar Bear Squeeze 🐻❄⚡Pressure power & the coming lithium storm. The bears the shorts the squeeze is real & the bulls are breaking free. From Chinas salt flats to Chilean streams white golds rising fast winters cold but the futures hot. #Lithium #EV #EnergyTransition https://t.co/4WcoLwC5bv Polar Bear Squeeze 🐻❄⚡Pressure"
X Link 2026-01-27T21:38Z [----] followers, [----] engagements
"Yeah nah if you actually read the $ELV quarterly it says the opposite. Realised spod price US$998/dmt +27% QoQ (spot clearing not vibes) Cash-flow positive again at NAL Production down 15% QoQ despite higher prices = constrained supply Guidance cut due to geology not demand If $LCE was heading down none of that would be happening. Spod cleared higher converters pay chem prices follow 😘 https://twitter.com/i/web/status/2016446245754261523 https://twitter.com/i/web/status/2016446245754261523"
X Link 2026-01-28T09:40Z [----] followers, [---] engagements
"@Spec_punter True :) Pretty sweet"
X Link 2026-01-30T04:02Z [----] followers, [--] engagements
"@Spec_punter & $EV1 :D"
X Link 2026-01-30T04:10Z [----] followers, [--] engagements
"@Spec_punter The closest comparable I can find to $DSM on value is $RCR but it still ranks second. I can def see why you've gone heavy here"
X Link 2026-01-31T05:26Z [----] followers, [---] engagements
"@Spec_punter In a sea of red its funny how the real gems start floating to the top. 🩸➡💎 Tight cap structure + cash in the bank + drills getting closer = asymmetric setup. $DSM doesnt need hype just one hit"
X Link 2026-02-02T03:40Z [----] followers, [---] engagements
"@Spec_punter $LDR is one of the cleaner asymmetric junior setups on the ASX right now. Not hype-clean structure-clean. It sits in that sweet spot where: - Geology is proven - Metallurgy works - Market hasnt priced execution yet Thats exactly where my Bucket B money belongs"
X Link 2026-02-03T03:24Z [----] followers, [---] engagements
"Solar isnt booming in Texas or China because of climate ideology. Its booming because its the cheapest fastest power you can build. Texas just set a solar generation record in FEBRUARY. Thats cost curves winning not sacrifice. Zero-fuel power sets prices by design. #BESS"
X Link 2026-02-03T09:33Z [----] followers, 24.6K engagements
"I agree with you on the direction and the end state electrification is ultimately driven by economics not crises and by [----] the destination is pretty clear. Where I diverge is the timing in your chart. Youve got BEVs at [-----] million units (effectively 100% share) by [----]. I used to project similarly aggressive outcomes (percentage-wise) but Ive since had to give my own numbers a hard reality wash. Back in [----] I had NEVs at 98% and BEVs at 96% by [----]. From todays vantage point theres simply no credible pathway to that outcome based on current trends. In [----] were at 15% BEVs (13 m units)"
X Link 2026-02-04T08:52Z [----] followers, [---] engagements
"Exactly. This isnt strategy its cosplay. Howard Lutnick and Donald Trump are playing Don Quixote waving tariff lances at windmills they failed to build. You cant speech your way to mines refineries engineers or energy security. China built the stack. The US outsourced it then blamed physics. https://twitter.com/i/web/status/2019200900481605889 https://twitter.com/i/web/status/2019200900481605889"
X Link 2026-02-05T00:06Z [----] followers, [----] engagements
"@mindofelephant Completely agree. Credit stress infrastructure gaps uneven regional buildout and geopolitics all inject volatility. Thats why this transition wont be linear or polite it will be uneven and lumpy. But cost curves still win and the endpoint remains the same"
X Link 2026-02-05T00:25Z [----] followers, [--] engagements
"Historic moment: Chinas solar capacity overtaking coal matters. Capacity is destiny. But its #BESS + renewables that finish the job once storage scales coal generation collapses. In China thats an easy path to [----]. ⚡🔋#Lithium #LFP #Bettrification Chinas solar capacity overtaking coal isnt symbolic its structural. Capacity determines what can happen next. Once solar passes coal the bottleneck shifts from generation to timing. Midday surplus evening demand seasonal mismatch. Thats not politics thats grid physics. This is where coal starts to lose relevance. Not because solar replaces it"
X Link 2026-02-05T09:47Z [----] followers, [----] engagements
"Impressive: 28m people & Australia ranks #3 globally in grid-scale #BESS pipeline. This isnt population-driven its system stress: high solar weak grids coal exits. Storage is no longer optional. If this is Australia now imagine India SE Asia LATAM next. 🔋#Bettrification"
X Link 2026-02-05T10:08Z [----] followers, [----] engagements
"@imdavidbryan Funny how temporary earthworks for clean energy trigger outrage while century-long fossil fuel damage barely rates a mention"
X Link 2026-02-07T01:31Z [----] followers, [---] engagements
"@heiko6112 Fewer stacks dont mean less damage they just hide it. One smokestack concentrates pollution while masking exponentially larger destruction across mines transport waste and ecosystems. Thats not efficiency its camouflage and accountability is coming"
X Link 2026-02-07T02:05Z [----] followers, [---] engagements
"This is how power shifts. One side burns time on racism transphobia rage & culture-war grievance. The other locks in trade energy security & battery supply chains. China isnt winning on ideology its wiring the future. Empires decay from distraction. ⚡🔋 #Bettrification If you want to understand why China is winning and the US reputation around the world continues to decline just look at the actions of both Presidents 👇 Trump wastes his time posting racist videos of a former US President while Xi signed [--] new trade deals with Americas (used https://t.co/4gvBJIM99k If you want to understand"
X Link 2026-02-07T02:18Z [----] followers, [----] engagements
"Youre not wrong this sentiment is only going to grow. Australia is being asked to subordinate its sovereignty to a foreign power whose actions no longer align with our interests our region or our values. Endless wars sanctions regimes that backfire politicised trade and military commitments made without democratic consent arent shared values theyre liabilities. AUKUS doesnt make us safer; it ties us to strategic decisions we dont control exposes us to retaliation we didnt choose and locks us into a decaying geopolitical order. A mature independent Australia should be building regional"
X Link 2026-02-08T00:25Z [----] followers, [--] engagements
"Resource-intensive compared to what fuels that must be mined drilled transported burned and dumped every single day Wind and solar are built once; fossil fuels extract forever. Unreliable is a grid design problem already solved with storage and networks. And fewer smokestacks doesnt mean less pollution it means the damage moved upstream and became invisible"
X Link 2026-02-08T00:37Z [----] followers, [---] engagements
"Youre confusing energy density of fuel with land impact of the system. Fossil fuels look compact only because their damage is outsourced mines wells pipelines rail ash dams waste sites polluted air sheds. Solar and wind put the footprint where the energy is generated not hidden elsewhere. And calling solar sterile while defending systems that permanently poison soil water and lungs is pure aesthetic bias. Distributed land use isnt industrial horror permanent extraction is. https://twitter.com/i/web/status/2020296357576339917 https://twitter.com/i/web/status/2020296357576339917"
X Link 2026-02-08T00:39Z [----] followers, [--] engagements
"Calling wind a failed experiment ignores reality. Onshore wind is cheaper per MWh than coal gas and nuclear runs day and night and has some of the highest capacity factors of any renewable. Its deployed at massive scale because it works. Disliking turbines is opinion calling a cost-winning grid-proven technology a failure is just denial"
X Link 2026-02-08T00:39Z [----] followers, [---] engagements
"I have lifecycle supply chains included. Thats exactly why renewables still win. Their impacts are front-loaded finite and increasingly recyclable. Fossil fuels extract burn and pollute every day forever. If you think supply chains disqualify renewables you havent followed the fossil ones to their end"
X Link 2026-02-08T00:40Z [----] followers, [---] engagements
"Developing countries dont need convincing theyre already moving. Wind and solar are the cheapest power available which is exactly why China India Brazil and others are deploying them at record scale. Waiting for a few more years is just a way to ignore whats already happening. Cost decides not opinion. https://twitter.com/i/web/status/2020296770711167012 https://twitter.com/i/web/status/2020296770711167012"
X Link 2026-02-08T00:41Z [----] followers, [--] engagements
"Youre mixing up energy density of fuel with land impact of the system. Coal looks compact only because its land use is outsourced mines waste rock ash dams rail corridors ports polluted air sheds. Wind and solar put most of the footprint where the energy is generated and in winds case over land that remains farmed or unused. Visibility isnt damage. Compact pollution isnt efficiency its concealment. https://twitter.com/i/web/status/2020297010470088773 https://twitter.com/i/web/status/2020297010470088773"
X Link 2026-02-08T00:41Z [----] followers, [--] engagements
"That argument collapses under basic system logic. Wind output varies year to year because weather varies thats expected. What matters is capacity replacing fossil generation fuel avoided emissions avoided and price suppression across the grid. Those turbines werent doing nothing they displaced millions of tonnes of gas and coal burn reduced imports and lowered wholesale prices. Judging infrastructure by annual variability instead of fuel avoided over decades is either ignorance or bad faith"
X Link 2026-02-08T00:50Z [----] followers, [--] engagements
"That comparison is only misleading if you ignore everything offsite. Thermoelectric plants look small because their land use is outsourced mines wells rail corridors ash dams waste dumps polluted air sheds poisoned rivers. Wind and solar show their footprint honestly on the surface. Calling visible infrastructure an eyesore while excusing hidden permanent damage is status-quo blindness. Compact pollution isnt efficiency its concealment"
X Link 2026-02-08T00:52Z [----] followers, [---] engagements
"Most stacks emit steam and invisible pollutants. Scrubbers dont remove CO and they dont eliminate PM2.5 mercury heavy metals or upstream damage they just make pollution harder to see. Land use looks small only because the destruction is outsourced to mines wells pipelines rail ash dams and contaminated air sheds. Yes fossil fuels have high fuel energy density and thats irrelevant. What matters is system impact and fossil systems destroy habitat continuously for decades. Wind and solar build once operate without fuel and leave land largely usable. Compact pollution isnt environmental virtue"
X Link 2026-02-08T00:52Z [----] followers, [--] engagements
"No youre conflating visibility with impact. High-density power looks compact only because its damage is pushed out of sight: mines wells pipelines rail lines ash dams waste sites and regional air pollution that millions do live with every day. Low-density renewables are visible because they dont outsource destruction. Seeing infrastructure isnt poor reasoning pretending hidden damage doesnt exist is. https://twitter.com/i/web/status/2020299844510978148 https://twitter.com/i/web/status/2020299844510978148"
X Link 2026-02-08T00:53Z [----] followers, [--] engagements
"That argument freezes the grid in the early transition phase and pretends its permanent. Gas temporarily filled gaps when wind and solar scaled faster than storage. Thats already changing. Batteries transmission and demand flexibility are now replacing gas at lower cost which is why gas peaks and then declines in every serious grid model. Gas wasnt the secret friend of renewables it was a transitional crutch and its role shrinks as storage scales. Confusing overlap during transition with long-term dependence is either outdated analysis or deliberate misframing"
X Link 2026-02-08T00:56Z [----] followers, [--] engagements
"Land visibility isnt land damage. Renewables look spread out because their footprint is honest; smokestacks look compact because their destruction is outsourced to mines wells rail ash dams and polluted air sheds. And intermittent isnt a flaw anymore its an engineering input. Storage transmission and demand flexibility already solve it at lower cost than keeping fuel-burning plants alive. If intermittency were the problem coal wouldnt be collapsing everywhere renewables scale. https://twitter.com/i/web/status/2020300971239436423 https://twitter.com/i/web/status/2020300971239436423"
X Link 2026-02-08T00:57Z [----] followers, [--] engagements
"Nuclear doesnt magically eliminate backup it relies on grids reserves and flexibility like everything else and it cant ramp fast. Renewables dont need fossil backup; they need storage transmission and demand response which are already replacing gas because theyre cheaper and faster to deploy. If fossil backup were essential coal wouldnt be collapsing where renewables scale. the choice is simple bettrify or die #Bettrification for the win baby :) https://twitter.com/i/web/status/2020302746654765496 https://twitter.com/i/web/status/2020302746654765496"
X Link 2026-02-08T01:04Z [----] followers, [--] engagements
"No one claims zero impact. The question is temporary regulated disturbance vs permanent system-wide damage. Wind construction disturbs a limited footprint is rehabilitated and then produces energy without fuel extraction pollution or waste for decades. Fossil fuels permanently fragment ecosystems through mining roads pipelines rail ash dams and air pollution most of it far from the plant photo youre showing. Pointing at a construction phase while ignoring a century of continuous destruction isnt environmental concern its selective outrage"
X Link 2026-02-08T01:05Z [----] followers, [--] engagements
"I get the intent but that framing is still incomplete. Modern coal stacks are scrubbed of some pollutants mainly SO but not CO and not all PM2.5 mercury heavy metals nor the upstream and downstream damage. Scrubbers also convert air pollution into solid waste that must be stored or dumped. The issue isnt what a smokestack looks like during normal operations its that coal requires continuous mining transport ash disposal water use and fuel burn for decades. That system-wide impact doesnt disappear because the exhaust is clearer. Green energy isnt called clean because stacks look bad its called"
X Link 2026-02-08T01:06Z [----] followers, [--] engagements
"That claim is backwards. Puerto Ricos grid collapsed because it was centralised fossil-dependent and fragile. Distributed solar + batteries were the fastest systems to come back online after Maria. Offshore wind turbines are engineered to survive hurricanes many are literally shut down and ride them out while oil rigs refineries pipelines and transmission lines routinely fail catastrophically. Resilience isnt about pretending storms wont happen its about systems that recover fast. Fossil grids dont. https://twitter.com/i/web/status/2020304074089066584"
X Link 2026-02-08T01:10Z [----] followers, [--] engagements
"@stephen_winters Wholesale retail. Generation can fall to 10c/kWh and bills still stay high if networks retail margins and legacy costs dominate. The transition broke generation prices first retail reform is lagging behind. #Bettrification"
X Link 2026-02-08T04:26Z [----] followers, [---] engagements
"Yes on pure energy maths thats right. [--] GW hours = GWh. 8h [--] GWh 12h [--] GWh 16h [--] GWh The [--] GWh figure isnt energy-minimum its a grid-useful equivalent allowing for round-trip losses peak delivery reserve margin & not running batteries to zero. Energy shift vs grid reliability. Different questions. #Bettrification https://twitter.com/i/web/status/2020354569839202382 https://twitter.com/i/web/status/2020354569839202382"
X Link 2026-02-08T04:30Z [----] followers, [---] engagements
"Planned today: finish #BESS #solar & #wind projections (20252035). Reality: an innocuous meme exposing cognitive dissonance stirred the vipers nest new static page published building on two earlier essays. Resistance is the signal. #Bettrification https://evcurvefuturist.com/bettrification-false-equivalencies-material-reality/ https://evcurvefuturist.com/bettrification-false-equivalencies-material-reality/"
X Link 2026-02-08T05:43Z [----] followers, [---] engagements
"A few people asked for it so I built it. Battery costs vs NEV sales. As battery pack costs fall toward $100/kWh & below #EV adoption doesnt rise linearly it inflects. Temporary shocks add noise but cost curves dominate. Chart + data now live 👉 https://evcurvefuturist.com/transportation/ https://evcurvefuturist.com/transportation/"
X Link 2026-02-08T08:21Z [----] followers, [----] engagements
"An EV = high-tech computer on wheels software-defined upgradable efficient. ICE = clunky remnant of the combustion era mechanical wasteful capped by physics. One evolves with code & batteries. The other peaked last century. Soon ICE wont be a debate - rear-view mirror"
X Link 2026-02-08T10:19Z [----] followers, 14.8K engagements
"You do this for a job yet ignore real-world grids that already prove you wrong. Norway Iceland Qubec: 95100% renewables among the cheapest most reliable power on Earth. South Australia: coal gone wind+solar+storage dominant prices collapsed post-2023 reliability up. Texas: wind+solar are the lowest marginal cost routinely pushing wholesale prices toward zero. Storage is scaling (Li-ion LFP pumped hydro) because costs fell 90% in a decade thats not theory thats deployment data. Fossils dont provide reliability they provide fuel price volatility and failure risk. Youre mistaking yesterdays grid"
X Link 2026-02-08T17:41Z [----] followers, [--] engagements
"Air pollution kills [--] million people every year globally (WHO). Thats not historical its current. Coal oil and gas combustion drive PM2.5 NOx SO and ozone that shorten lives in every major city. Scrubbers dont stop that. They just move the damage downstream and out of sight. Clean stacks dont mean clean systems they mean externalised death. https://twitter.com/i/web/status/2020554494443221404 https://twitter.com/i/web/status/2020554494443221404"
X Link 2026-02-08T17:45Z [----] followers, [--] engagements
"@EVCircles Thats a Lucid Air"
X Link 2026-02-08T22:29Z [----] followers, [--] engagements
"Thats flat-out false and its been debunked for decades. Solar wind and batteries use fossil fuels once during manufacture. Coal oil and gas require fossil fuels every hour they operate mining transport combustion waste handling forever. Wind and solar repay their entire fossil energy input in months then deliver 2030+ years of net energy. Fossil plants never repay anything they just keep burning. Claiming renewables use more fossil fuels ignores energy payback time lifecycle accounting and basic arithmetic. Its not an argument its a refusal to count past year one. If your logic were correct"
X Link 2026-02-08T22:48Z [----] followers, [--] engagements
"This is an impressive collection of every EV myth ever posted in one paragraph. Almost nostalgic. Subsidies and mandates ICE had a century of subsidies military protection tax breaks road funding and oil wars. EVs are being accelerated because theyre more efficient not because theyre weak. Technologies dont get mandated after they peak they get mandated while incumbents stall. Non-upgradeable landfill after [--] years Battery failure rates are 1% packs routinely last 1520+ years motors go 1M+ km and modern LFP/NMC cells are validated to [--] million miles with [----] cells pushing [--] million. Landfill"
X Link 2026-02-09T00:20Z [----] followers, [--] engagements
"Efficiency doesnt matter is an interesting take in a world where efficiency is literally what determines cost. Cost EVs are already cheaper per km to run cheaper to service and getting cheaper every year as batteries scale. Range Modern EVs do [------] km real-world. Daily driving averages [----] km. Range anxiety is a behavioural hangover not a constraint. Fill-up time Most EVs refuel while you sleep. That beats standing at a petrol station for the rest of your life. Fast charging covers the edge cases. Access to energy Electricity is everywhere and getting cleaner. Petrol requires drilling"
X Link 2026-02-09T00:22Z [----] followers, [--] engagements
"Youre mixing dated anecdotes with selective maths and calling it reality. Range: [------] km describes early compliance EVs. Modern EVs deliver [------] km real-world some far more. ICE quoting [-------] km only works if you cherry-pick diesel highway tanks and ignore urban reality. Daily driving is [----] km. Most range is unused most of the time. Cost per km (full ownership): EVs win on: Energy per km Servicing (no engine gearbox exhaust oil emissions systems) Reliability Lifetime energy volatility Depreciation hurts early adopters because the tech is improving fast. Running costs hurt ICE owners"
X Link 2026-02-09T00:26Z [----] followers, [--] engagements
"Youre describing a habit problem not a technology problem. Modern EVs already do [------] km real-world. That is long-distance driving by any historical standard. The difference is not capability its refuelling behaviour. ICE trained people to drive [--] hours straight because stopping was expensive and inconvenient. EVs flip that: cheap energy home charging and short intentional breaks on long trips. Most drivers: Stop every [--] hours anyway (food toilets fatigue) Spend [----] minutes on a fast charge not hours Do long trips a handful of times per year The market has already exploded [----] million"
X Link 2026-02-09T00:26Z [----] followers, [--] engagements
"That sounds confident but it doesnt survive contact with data. Reliability: EVs have far fewer failure points no engine gearbox clutch exhaust turbo fuel system or emissions controls. Fleets and taxis consistently show lower breakdown rates and less downtime. ICE feels reliable because people are used to maintaining it constantly. Practicality: Most driving is short repetitive and local. EVs excel here: home charging lower running costs instant torque quiet operation minimal servicing. ICE optimises for a narrow edge case (long uninterrupted drives) that most people rarely do. Conditions:"
X Link 2026-02-09T00:27Z [----] followers, [--] engagements
"Pleasure isnt a business model. Its nostalgia with a fuel bill. Markets dont scale on vibes they scale on cost convenience and efficiency. Thats why EVs are winning daily life while ICE clings to weekend theatrics. And a CEO with 3.5% share doesnt get to declare the end of ownership. #Bettrification https://twitter.com/i/web/status/2020656483827167420 https://twitter.com/i/web/status/2020656483827167420"
X Link 2026-02-09T00:30Z [----] followers, [--] engagements
"ICE did improve incrementally and then hit thermodynamic ceilings. EVs improve structurally. Autonomy is drivetrain-agnostic but EVs are better hosts: stable power redundancy lower complexity cheaper uptime. Good for different things sounds balanced; markets dont balance they converge on the cheaper simpler system. Thats already happening. #Bettrification"
X Link 2026-02-09T00:31Z [----] followers, [--] engagements
"Thats exactly why EVs win. Fewer moving parts no engine no gearbox no exhaust no oil no emissions systems thats reliability. Computer on wheels is branding; in reality its a simpler machine with lower running costs and fewer things to break. Affordable comes from efficiency not nostalgia. #Bettrification https://twitter.com/i/web/status/2020656922803028004 https://twitter.com/i/web/status/2020656922803028004"
X Link 2026-02-09T00:32Z [----] followers, [--] engagements
"This is backward. Europe didnt struggle because of electricity it struggled because of gas dependence. EVs reduce energy stress by shifting demand to cheaper local power: solar wind hydro nuclear. Thats why Europe keeps adding renewables at record pace. Electrification is how you escape fuel shocks not cause them. #Bettrification"
X Link 2026-02-09T00:35Z [----] followers, [--] engagements
"Thats not a flaw its a misunderstanding. EV batteries are sealed crash-isolated monitored thousands of times per second and statistically less likely to catch fire than petrol tanks. ICE cars carry flammable liquid hot exhausts and ignition sources by design. When EV fires happen they make headlines petrol fires happen so often no one notices. #Bettrification https://twitter.com/i/web/status/2020658430047027313 https://twitter.com/i/web/status/2020658430047027313"
X Link 2026-02-09T00:38Z [----] followers, [--] engagements
"Thats dystopian fan-fiction not how grids work. EVs dont take forever most charging happens at home while you sleep and fast chargers do [----] min stops. Governments already control fuel taxes supply prices and rationing in crises electricity isnt new power its more local and resilient. If control was the goal petrol dependency was the perfect system. #Bettrification ⚡"
X Link 2026-02-09T00:42Z [----] followers, [--] engagements
"Exactly. People moan about charge time on long journeys they do a few times a year then ignore the fact the cars nearly ready by the time theyve had a pee and a coffee at services. EV pain is mostly imagined; ICE inconvenience is just familiar. Habit gets mistaken for logic. #Bettrification ⚡ https://twitter.com/i/web/status/2020659792621216126 https://twitter.com/i/web/status/2020659792621216126"
X Link 2026-02-09T00:43Z [----] followers, [--] engagements
"@JonnyCapitalist Exactly. Capacity comes first. BESS is what converts cheap variable energy into reliable economic power. Most people are still thinking linear this scales exponentially. #Bettrification"
X Link 2026-02-09T00:49Z [----] followers, [---] engagements
"Taxpayers get screwed by inefficient systems. Wind solar and BESS are being built because theyre now the cheapest new power available. Weather dependence is solved with diversification grids and storage which is scaling fast. This isnt ideology its economics. #Bettrification https://twitter.com/i/web/status/2020661526567547164 https://twitter.com/i/web/status/2020661526567547164"
X Link 2026-02-09T00:50Z [----] followers, [---] engagements
"Ive pulled together my full system-level data & projections for solar wind grid storage (BESS) behind-the-meter batteries & V2G/VPPs out to [----]. This isnt opinion. Its physics economics & scaling laws playing out in real time. #Bettrification This chart shows the system rewrite clearly: Solar + wind scale first cheap energy Storage lags then accelerates cheap flexibility By the late-2020s the grid flips from energy-scarce energy-buffered From there everything changes. Ive just published a deep dive with full [--------] data & projections covering: ⚡ Solar & wind deployment (GW + TWh) 🔋"
X Link 2026-02-09T10:14Z [----] followers, [----] engagements
"@F300Marshall Thanks :) Real-world data is just what happens when forecasts collide with reality. Five years ago EVs were a rounding error. Now theyre reshaping supply chains grids and automakers. Ignoring observed adoption curves isnt skepticism its denial"
X Link 2026-02-10T02:39Z [----] followers, [--] engagements
"Exactly. Consumers already answered with their wallets. Adoption curves repeat purchases and market share dont lie. You dont get that kind of shift from ideology or mandates alone. Preference shows up in sales. EVs are booming globally except in the last pockets of luddite denial"
X Link 2026-02-10T02:51Z [----] followers, [--] engagements
"@Paul_Nield_Oz Absolutely. Incats work on the Derwent proves this isnt theoretical its commercial right now. Ferries feeders short-sea routes all bettrify first because the economics flip fast: fuel maintenance noise emissions. Same pattern weve seen everywhere else. ⚡🚢"
X Link 2026-02-10T02:59Z [----] followers, [---] engagements
"Hybrids are happening theyre just a transitional step like HEVs/PHEVs in cars. They make sense where routes are longer or infrastructure isnt ready yet but once charging/swapping is in place pure electric wins on cost and simplicity. Floating solar beds are interesting but propulsion energy is huge solar works better for aux loads hotel power or port-side charging not primary drive. The real unlock is cheap batteries + shore power + swapping. Thats where the compounding gains are"
X Link 2026-02-10T02:59Z [----] followers, [----] engagements
"This completely misreads what happened. Stellantis didnt fail because customers dont want EVs it failed because it built uncompetitive EVs: late overpriced short-range software-poor and tied to legacy platforms. Thats not an EV demand problem its an execution problem. Writing off $26B isnt proof EVs dont sell its proof incumbents burned cash trying to half-transition while protecting ICE margins. Meanwhile companies that went all-in on cost batteries and software are scaling profitably and taking share. Customers are buying EVs in record numbers globally. Theyre just not buying bad EVs."
X Link 2026-02-10T03:04Z [----] followers, [--] engagements
"Youre right that everything isnt held equal and thats exactly why the curve is useful. Policy incentives and product availability dont act independently; they modulate how fast a cost-driven transition expresses itself not whether it happens. Policy mostly pulls demand forward or smooths volatility; it doesnt create adoption against economics. Product availability expands after costs fall enough to justify scale. Thats why you see staggered inflections by region but the same underlying pattern everywhere once batteries cross key cost thresholds. In short: cost curves set the direction policy"
X Link 2026-02-10T03:05Z [----] followers, [--] engagements
"@Itsahoax123 Laugh all you want $100/kWh isnt a meme its a systems threshold. Its pack-level sustained global manufacturing cost where EVs outcompete ICE without policy. The joke is confusing a cherry-picked cell price with the point where markets actually flip"
X Link 2026-02-10T03:08Z [----] followers, [--] engagements
"Really appreciate that thank you. 🙏 Glad the signals cutting through the noise. Im less interested in cheerleading any one tech and more focused on what actually works at system level costs physics scaling and real-world deployment. Debunking the usual nonsense is just a side effect of following the data. ⚡Thanks for sharing and backing the work. #Bettrification https://twitter.com/i/web/status/2021111390879297678 https://twitter.com/i/web/status/2021111390879297678"
X Link 2026-02-10T06:38Z [----] followers, [--] engagements
"@kfuturefields Spot on. MENA grids arent short on energy theyre short on flexibility at peak. Once storage + FLEX cover peaks adding more capacity just creates surplus. Peakers lose relevance fast when reliability becomes storage math not megawatts. #Bettrification"
X Link 2026-02-10T09:21Z [----] followers, [--] engagements
"Agreed there will always be edge-case needs extreme heat rare multi-day events true failsafe scenarios. But thats a very different role from todays peakers. As FLEX + storage scale peakers shift from frequent dispatch to last-resort insurance. If geological hydrogen proves viable at scale it fits that niche far better than NG. #Bettrification"
X Link 2026-02-10T09:22Z [----] followers, [--] engagements
"Go ahead name one ICE car that comes from the factory with a 10-year powertrain or drivetrain warranty comparable to what XPeng BYD Zeekr Tesla now offer on batteries. You cant because OEMs dont underwrite engines and transmissions for a decade and 200k+ km like they do with batteries. Modern EV battery warranties are insurance backed by real degradation data not marketing fluff. Until ICE makers do the same your comparison is just nostalgia. https://twitter.com/i/web/status/2021155376645931266 https://twitter.com/i/web/status/2021155376645931266"
X Link 2026-02-10T09:32Z [----] followers, [---] engagements
"Battery fires at sea are extremely rare and LFP chemistry is specifically chosen here because its far more thermally stable than diesel or higher-energy chemistries. Meanwhile diesel ships catch fire and spill fuel regularly they just dont get headline panic. As for built with fossil fuels yes like every ship turbine solar panel refinery and oil rig ever built. The difference is lifecycle economics: once deployed electric vessels eliminate fuel burn slash maintenance and cut operating emissions for decades. Thats how transitions work upfront inputs permanent operating gains."
X Link 2026-02-10T09:37Z [----] followers, [--] engagements
"Because rail and short-sea shipping solve different problems and in China theyre complementary not substitutes. Coastal feeders handle high-volume low-cost container moves between ports bypass congested rail corridors and urban bottlenecks and connect directly into port logistics systems. Rail is great inland; water is still the cheapest way to move heavy containers along the coast. Thats why China uses both and electrifying feeders cuts fuel noise and emissions right where population density is highest"
X Link 2026-02-10T09:42Z [----] followers, [---] engagements
"The irony is the point. Whether you believe in climate change or not China is deploying technology that cuts fuel costs and maintenance today. This ship exists because the economics work. Denial doesnt stop competitors from building cheaper cleaner more efficient systems it just leaves you watching from the sidelines. https://twitter.com/i/web/status/2021157978649526504 https://twitter.com/i/web/status/2021157978649526504"
X Link 2026-02-10T09:43Z [----] followers, [----] engagements
"EVs dont win because of subsidies. They win because theyre better. Quieter. Faster. Cheaper to run. Charge at home. Less maintenance. Better user experience. Subsidies just speed up whats already inevitable. #Bettrification makes everything better ⚡🚗 https://cleantechnica.com/2026/02/09/electric-cars-are-simply-better-subsidies-or-not/ https://cleantechnica.com/2026/02/09/electric-cars-are-simply-better-subsidies-or-not/"
X Link 2026-02-10T09:48Z [----] followers, [----] engagements
"I couldnt resist. After reading a recent CleanTechnica piece on EV subsidies I had to add a few points of my own. EVs arent better because subsidies exist. Subsidies just make the advantages impossible to ignore. New post👇#Bettrification #RIPICE #LFP https://evcurvefuturist.com/2026/02/electric-cars-are-better-subsidies-just-make-it-obvious/ https://evcurvefuturist.com/2026/02/electric-cars-are-better-subsidies-just-make-it-obvious/"
X Link 2026-02-10T10:24Z [----] followers, [---] engagements
"Exactly. This isnt a culture-war EV debate its a materials bull market thesis. EVs front-load demand into real physical commodities: lithium copper graphite nickel. One EV [--] the mineral input of an ICE. Multiply that by 100+ million vehicles/year plus grids storage charging trucks ships. Thats not substitution thats structural demand shock. Fuels get burned. Minerals get stocked scaled and repriced. This is how commodity supercycles start. ⚡📈 https://twitter.com/i/web/status/2021203011641770404 https://twitter.com/i/web/status/2021203011641770404"
X Link 2026-02-10T12:42Z [----] followers, [---] engagements
"219000 home batteries in [--] months isnt a subsidy story its a cost-curve story. Australians are arbitraging the grid: store cheap solar dodge peak prices stabilise the system. Avg BTM [--] kWh. Thats not consumer tech. Thats distributed infrastructure. #Bettrification"
X Link 2026-02-10T17:05Z [----] followers, 14.6K engagements
"Faster is measurable. Average EV: [----] km/h 67s Average ICE: 810s And reality check: you cant buy an ICE under $100k that does 3s [----]. Meanwhile Tesla Zeekr Xpeng deliver that at far lower prices instant torque no gears no lag. Better = measurable engineering: 8590% drivetrain efficiency vs 2530% ICE Far fewer moving parts less maintenance Quieter smoother less fatigue Software-defined OTA updates Thats physics not subsidies. ⚡🚗 #Bettrification https://twitter.com/i/web/status/2021294856539341122 https://twitter.com/i/web/status/2021294856539341122"
X Link 2026-02-10T18:47Z [----] followers, [--] engagements
"No one said EVs are the answer to everything. Thats a strawman. Better and faster are contextual. A Nissan Leaf isnt meant to beat a BMW 120i at Nrburgring laps or autobahn cruising. But in daily use: [---] km/h & overtaking: Leaf is quicker due to instant torque Efficiency: [--] more energy-efficient Running costs: far lower fuel + servicing Noise & smoothness: objectively better Urban driving: one-pedal no gears less fatigue Better wins every metric. It means better at the job most cars actually do most of the time. https://twitter.com/i/web/status/2021295122605015381"
X Link 2026-02-10T18:48Z [----] followers, [--] engagements
"Fair point home charging isnt universal. But that doesnt break the EV case: Most urban EVs charge at work curbside supermarkets or fast chargers Cities are rolling out lamp-post curbside and council chargers exactly for apartments Fast charging (1525 min) already replaces the petrol stop use case Adoption always starts where its easiest then infrastructure follows demand EVs dont require everyone to charge at home just like ICE cars didnt require everyone to own a garage. Infrastructure adapts"
X Link 2026-02-10T18:49Z [----] followers, [--] engagements
"This is a fair critique and balance matters. Quieter: At very low speeds EVs can sound louder due to mandated pedestrian alerts + tyre noise (weight plays a role). Above [----] km/h engine + exhaust noise dominates for ICE. The real win is no fumes especially in towns and cities. Faster: Acceleration speed obsession. Its about safer merging and overtaking not top speed. Instant torque shortens time spent in danger zones. Top speed is academic on public roads for both ICE and EVs. Cheaper: Agreed cheapest with home/work charging. Public fast charging can narrow the gap on long trips. Economics"
X Link 2026-02-10T18:56Z [----] followers, [--] engagements
"Two separate claims both misleading. Subsidies: EV sales are growing fastest in markets where subsidies have already been reduced or removed. Costs fell because scale + learning curves did the work not handouts. That Volvo headline: This was temporary guidance on a specific model during an investigation out of an abundance of caution. It wasnt EVs catch fire above 70%. Modern EVs routinely charge to 80100% worldwide every day. Statistically ICE vehicles catch fire far more often than EVs. This isnt controversial its insurance data. If EVs only sold because of subsidies or hype sales wouldnt"
X Link 2026-02-10T18:58Z [----] followers, [--] engagements
"Partly agree re-prioritisation makes sense. As EVs reach cost parity vehicle purchase subsidies should taper. Thats normal tech rollout. The bigger wins now come from investing in: Pedestrians & cycling Public transport Urban charging & grid upgrades Safer streets cleaner air That said some targeted incentives still make sense where markets fail (apartments fleets low-income access). Subsidies shouldnt be permanent but scrapping all support overnight isnt smart policy either. Spend where it accelerates outcomes not ideology. https://twitter.com/i/web/status/2021297793776927166"
X Link 2026-02-10T18:58Z [----] followers, [--] engagements
"That sounds like a terrible ownership experience and it shouldnt be brushed off. Bad products + bad customer service exist in every drivetrain. But one failure case EV reality any more than a blown gearbox or ECU failure defines ICEs. Millions of EVs operate daily with lower breakdown rates and fewer service events than ICE vehicles. What this really highlights is: Manufacturer & dealer support matters Early EV platforms from legacy OEMs have been uneven Reliability drivetrain type its execution Criticise Peugeots handling Absolutely. But confusing poor customer service with EVs dont work"
X Link 2026-02-10T18:59Z [----] followers, [--] engagements
"Some of that criticism was true [--] years ago. Less so now. Towing: New EV utes/SUVs are already hitting 3.5-tonne towing e.g. BYD Shark and Denza. Torque isnt the problem anymore range while towing is the trade-off (same physics hits ICE too). Off-road: Low centre of gravity + precise torque control is actually an advantage. Tyres clearance and protection matter more than drivetrain. Written off: Thats an insurance/repair policy issue not a physics one also changing as battery repairability improves. Remote Australia: Fair today ICE still wins. Infrastructure gap not ideology. Fossil fuel"
X Link 2026-02-10T19:02Z [----] followers, [--] engagements
"Youve been subsidising oil and petrol cars your whole life you just didnt notice. Fuel tax breaks exploration credits road funding pollution & health costs even military protection of supply routes are all socialised. Those subsidies are embedded and permanent. EV incentives are visible and temporary and already being wound back. Thats the real imbalance. https://twitter.com/i/web/status/2021299058556710924 https://twitter.com/i/web/status/2021299058556710924"
X Link 2026-02-10T19:03Z [----] followers, [--] engagements
"Thats a fair preference and its subjective. Some people hate screen-only controls and miss physical buttons. Thats a valid UX criticism (and one some OEMs are already reversing). As for soulless appliance: for some engagement = sound vibration mechanical interaction. For others its smoothness precision silence and effortlessness. Neither is objectively right. Cars can be tools and emotional objects. EVs optimise the tool side. ICE still scratches the mechanical itch. Preference proof of superiority just fit for purpose. https://twitter.com/i/web/status/2021299710825529365"
X Link 2026-02-10T19:06Z [----] followers, [--] engagements
"@AntiEVidiots @motdnw @holyZarquon_ Exactly this. The fake outrage and copy-paste FUD always surface when the data lands. Appreciate you calling it out and yeah replying where theres traction helps load the algo with facts instead of noise. 💪⚡"
X Link 2026-02-10T19:17Z [----] followers, [--] engagements
"Sounds wonderful. Truly groundbreaking. Worth remembering though that by December [----] 52% of all heavy truck sales in China were already full EVs. So while Tesla bulls are applauding a price reveal and a maybe-this-year ramp China quietly moved past the adoption phase and into mass deployment. Different timelines. Different realities. 🚛⚡ https://twitter.com/i/web/status/2021347297897087095 https://twitter.com/i/web/status/2021347297897087095"
X Link 2026-02-10T22:15Z [----] followers, [----] engagements
"@CarlSparre Exactly. Once storage crosses that threshold it stops being a gadget and becomes part of the grid. Households shift from consumers to producers and coal loses its last excuse. This is the cost curve doing its thing. Congrats welcome to #Bettrification ⚡🔋"
X Link 2026-02-10T22:44Z [----] followers, [---] engagements
"Thats backwards. Fossil fuels have been subsidised for decades exploration credits fuel tax rebates price caps network guarantees capacity payments. Everyone pays. Mostly the people with the least flexibility. Batteries reduce system costs: they cut peak prices defer network upgrades and stabilise supply. That benefit flows to all users not just owners. And coal and gas absolutely need stabilising theyre inflexible slow and fail hardest during heatwaves when demand spikes. Thats why prices explode. This isnt ideology. Its economics and grid physics."
X Link 2026-02-10T22:45Z [----] followers, [--] engagements
"Its not a single product threshold its a system threshold. $100/kWh isnt saying every vehicle instantly works. Its the point where EVs become economically viable at scale in mass-market segments. Once that happens volume explodes learning curves accelerate and costs keep falling. Thats why compacts flip first then mid-size then larger vehicles. The threshold triggers the S-curve it doesnt finish it. The [----] data shows exactly that progression playing out. https://twitter.com/i/web/status/2021355284497928423 https://twitter.com/i/web/status/2021355284497928423"
X Link 2026-02-10T22:47Z [----] followers, [---] engagements
"If you mean my EV one total-loss accident puts any car in the toilet ICE or EV. Thats what insurance is for. The difference is EVs have far fewer mechanical failure points day-to-day lower running risk and the battery isnt some ticking bomb its the most monitored component in the vehicle. Anecdotes dont beat statistics"
X Link 2026-02-10T22:48Z [----] followers, [--] engagements
"Yep Norway is the canary. Used ICE values havent cliff-dived but depreciation has clearly steepened as EVs became the default new-car choice. Demand still exists but the exit narrows every year. When buyers realise resale risk is one-way thats when it gets messy. The difference now is scale. Norway showed the mechanism in a contained market. China at 60% NEV flips the global economics. Once the largest auto market pulls demand forward that hard ICE loses volume leverage everywhere. From there you dont get gentle depreciation you get brutal discounting margin destruction and loss absorption"
X Link 2026-02-10T23:14Z [----] followers, [---] engagements
"This is exactly why those examples dont generalise. LFP cells pass nail-penetration and crush tests without propagation because theyre far more thermally stable and dont release oxygen during failure. Thats why LFP now dominates buses trucks and grid storage. Sodium-ion goes further no lithium much lower energy density and no practical thermal-runaway pathway in the classic sense. Framing it as EV batteries = runaway risk is talking about yesterdays chemistries. The industry didnt ignore these risks it engineered past them. https://twitter.com/i/web/status/2021370761659990065"
X Link 2026-02-10T23:48Z [----] followers, [--] engagements
"That calculation is meaningless. You cant divide total mass by a lab LD and call it millions of lethal doses. Toxicity depends on concentration exposure pathway time dispersion and chemistry not bulk mass. HF in fires is rapidly diluted reacts with moisture deposits on surfaces and is largely confined near the source. Thats why real-world risk assessments are done in ppm over time not mg headlines. By the same logic a petrol station contains millions of lethal doses too yet we regulate with ventilation separation detection and response not fear arithmetic. Risk analysis shock maths"
X Link 2026-02-10T23:49Z [----] followers, [--] engagements
"I havent driven one personally. But based on the specs reviews software charging performance and market reception Toyotas EVs look like compliance products not competitive platforms. You're quite correct thats exactly the kind of response that put Nokia on the wrong side of a transition. https://twitter.com/i/web/status/2021371292977594394 https://twitter.com/i/web/status/2021371292977594394"
X Link 2026-02-10T23:50Z [----] followers, [--] engagements
"You need to relax 😄 My AI knows my views tone and values pretty well at this point better than most people on this app. I can write everything myself it just takes longer and I dont have the time (or patience) to hand-craft replies to every silly tweet. This way I get my point across and still have a life. Writings fine time isnt. https://twitter.com/i/web/status/2021373285464932719 https://twitter.com/i/web/status/2021373285464932719"
X Link 2026-02-10T23:58Z [----] followers, [--] engagements
"@billy_pinker Perfect example. Once PV + storage is sized right the grid becomes a backup you almost never touch. Heatwaves are the real stress test and even then youre just dipping not depending. Thats not off-grid cosplay thats a system that works"
X Link 2026-02-11T00:00Z [----] followers, [---] engagements
"@Itsahoax123 Batteries arent raising prices gas-set pricing and networks are. VPPs are opt-in cycling is within design limits and solar curtailment is a grid design issue not a rooftop one. Distributed energy lowers system costs; fossil fuels externalise them"
X Link 2026-02-11T00:00Z [----] followers, [---] engagements
"@Itsahoax123 Demand response is opt-in and paid. Solar curtailment is a grid constraint issue not a conspiracy. Distributed solar + batteries reduce grid stress they dont hand control to Big Brother"
X Link 2026-02-11T00:01Z [----] followers, [--] engagements
"@DrMoragKerr Fair enough youre not my audience then. I care about getting ideas and data out efficiently not hand-crafting prose to pass a purity test. The thinking is mine; the tooling just saves time I dont have. Youre free to mute and move on 👍"
X Link 2026-02-11T00:08Z [----] followers, [--] engagements
"When youre getting spammed by bots and bad-faith replies ignoring them just lets the algorithm amplify nonsense. Im not hand-typing replies to every low-effort take Id have no life left. AI is just a defence tool: respond stop misinformation spreading move on. I dont always use it and I dont care if others do. The goal is signal not artisanal prose. People calling it AI-sounding are reacting to clarity not authenticity and frankly once someone is critiquing style instead of substance Ive already won the argument. https://twitter.com/i/web/status/2021402140380680512"
X Link 2026-02-11T01:53Z [----] followers, [--] engagements
"Mostly yes China is the worlds largest auto market so thats where a lot of the volume is. But you definitely know these companies just not always by name. Geely owns Volvo Polestar Zeekr Lotus (and others). Stellantis owns Peugeot Fiat Jeep Citron Alfa Romeo and Vauxhall. Tesla feels very visible in the UK because it was early and distinctive but globally its now one competitor among many. The market has moved from EV vs ICE to EV vs EV and scale outside the UK really matters. https://twitter.com/i/web/status/2021846375168954443 https://twitter.com/i/web/status/2021846375168954443"
X Link 2026-02-12T07:18Z [----] followers, [---] engagements
"Part [--] live: When Compression Hits the P&L Margins peaked before volumes broke. From [--------] auto sales stayed high but margins quietly collapsed first. Utilisation fixed costs late EV capex & pricing pressure did the damage. Charts not narratives. https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/ https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/"
X Link 2026-02-12T12:01Z [----] followers, [---] engagements
"On WW3 specifically: I dont see it as a high-probability driver of what were discussing. Large wars dont start because of pricing pressure; they start from security breakdowns miscalculation or regime instability. Pricing meltdowns are painful but theyre economic stress not a reason for war. What is high risk is margin warfare: excess capacity cost asymmetry and export pressure forcing prices down while demand stays intact. That destroys weak balance sheets without firing a shot. So Id put WW3 as low probability high impact but largely separate from the auto industry mechanics were analysing."
X Link 2026-02-12T17:19Z [----] followers, [--] engagements
"@dunne_insights You dont stay a leader by banning the frontier. You fall behind quietly till you've become completely irrelevant. The anti China sentiment is now sadly baked into US policy so I highly doubt you'll see Zeekr Xpeng Xiaomi or Geely for a while there"
X Link 2026-02-13T08:21Z [----] followers, [--] engagements
"@Chaman228 @_ManFromUncle Nice what EV are you running Always interested in real-world owner experience"
X Link 2026-02-14T22:31Z [----] followers, [--] engagements
"Well Ill be damned #Lithium bulls this sure looks like the start of a cup-and-handle. Base set momentum building next leg could be explosive. Onwards and upward ⚡☕ #EV #BESS #LFP #WR1 $QTWO $PLS $LTR $PFE $PMT $INR $VUL #WC8 $RIO $MIN $LIT $ELV $LAC $SGML $ALB $IGO $SQM"
X Link 2025-11-10T19:29Z [----] followers, [----] engagements
"Left home 100% charged from solar. On the trip I used 150kW DC fast charging. Four short stops [--] hour total. I charge in the 1060/70% window not 0100% marathons. At 150kW adding 200250km takes [----] mins depending on entry point. 1200km in [--] hours. [--] hours driving = 109km/h while moving. Youre assuming EVs work like petrol. They dont. ⚡"
X Link 2026-02-14T10:35Z [----] followers, [---] engagements
"@JordanT3317 Depreciation hits every car. Its not an EV feature. Also resale swings follow price cuts and supply cycles. Thats market dynamics not drivetrain physics. Meanwhile Im saving every single year in fuel + servicing. Cash flow matters too"
X Link 2026-02-14T22:39Z [----] followers, [---] engagements
"BYD passed Ford in [----]. Geely entered the global top [--]. Tesla became an EV incumbent. No collapse. No drama. Just compression tightening across the auto industry as a phase-change disruption takes hold.📊 Data + charts: [--------] #Bettrification #EV #LFP https://evcurvefuturist.com/2026/02/global-auto-sales-the-compression-phase-2020-2028/ https://evcurvefuturist.com/2026/02/global-auto-sales-the-compression-phase-2020-2028/"
X Link 2026-02-12T05:27Z [----] followers, [----] engagements
"2025 EV Share of New Car Sales Top [--] Countries [--] Norway 97% [--] Nepal 73% [--] Denmark 69% [--] Sweden 61% [--] Iceland 57% [--] Finland 56% [--] Netherlands 56% [--] China 53% [--] Singapore 47% [--] Belgium 43% EVs are now mainstream across much of the world. #Bettrification https://www.visualcapitalist.com/ev-share-new-car-sales-by-country-2019-vs-2025/ https://www.visualcapitalist.com/ev-share-new-car-sales-by-country-2019-vs-2025/"
X Link 2026-02-14T09:00Z [----] followers, [----] engagements
"Totally fair if 40k isnt your thing its not most peoples. But that price narrative is already outdated. In Australia you can now buy compelling tech EVs from about A$24k thats roughly 1213k. Thats entry-level hatchback money. And when running costs are far lower the total ownership maths shifts even more. Prices are coming down fast. The market is doing the work. https://twitter.com/i/web/status/2022637139410686411 https://twitter.com/i/web/status/2022637139410686411"
X Link 2026-02-14T11:40Z [----] followers, [---] engagements
"If youve ever been behind a diesel in traffic youve smelled exhaust. Thats not a defect thats literally how combustion works. Yes I stopped. Humans occasionally eat and use bathrooms. I plug in for [--] seconds. Im not camping there. And mine starts every morning full. Different tools. Different maths. https://twitter.com/i/web/status/2022802209919099283 https://twitter.com/i/web/status/2022802209919099283"
X Link 2026-02-14T22:36Z [----] followers, [--] engagements
"I dont think it was disbelief. Toyota understood electrification they pioneered hybrids with the Prius. The issue was strategic confidence. They believed their scale and dominance would allow them to dictate the pace of transition. Thats classic incumbent logic. Where they miscalculated was the speed of the battery cost-curve collapse and Chinas willingness to industrialise BEVs at scale. Incumbents rarely dont believe they overestimate their ability to manage disruption. Kodak didnt ignore digital. Blockbuster didnt ignore streaming. The real question now isnt whether Toyota missed the boat"
X Link 2026-02-15T00:19Z [----] followers, [---] engagements
"Chinas EV growth continues to impress. 12.9M NEVs sold in [----] up 18% YoY. Market share hit 54% of all new cars up from 48% in [----]. EVs are now mainstream replacing ICE at scale with China selling more EVs than the rest of the world combined. https://cnevpost.com/2026/01/07/china-nev-retail-1-387-million-dec-2025-preliminary-cpca/ https://cnevpost.com/2026/01/07/china-nev-retail-1-387-million-dec-2025-preliminary-cpca/"
X Link 2026-01-07T10:36Z [----] followers, [----] engagements
"Sorry for repeating but its impossible not to get excited about $QTWO. An exploration target of [------] Mt @ 1.01.38% LiO still open in multiple directions off limited drilling. If this converts anywhere near expectation Cisco starts looking top-5 global scale. #Lithium 🎙Q2 Metals President and CEO Alicia Milne was interviewed by @tl_miningscout this week and they discussed the lithium sector the major upcoming catalysts for the Cisco Lithium Project and much more. $QTWO $QTWO.V $QUEXF 📺Watch here: https://t.co/sYYGCrRufj 🎙Q2 Metals President and CEO Alicia Milne was interviewed by"
X Link 2026-02-06T22:45Z [----] followers, [----] engagements
"BYD passed Ford in [----] on total vehicle sales a historic inflection. This isnt about China winning. Its about legacy auto discovering too late that once battery cost curves flip incumbency stops mattering. This is disruption. #Bettrification https://www.bloomberg.com/news/articles/2026-02-10/ford-falls-behind-china-s-byd-in-global-sales-for-the-first-time https://www.bloomberg.com/news/articles/2026-02-10/ford-falls-behind-china-s-byd-in-global-sales-for-the-first-time"
X Link 2026-02-11T08:55Z [----] followers, [----] engagements
"Exactly and this is the tell that the game has already shifted. When incumbents start partnering with former threats its no longer competition its survival via tech transfer. China controls the EV supply chain batteries platforms and cost curves. For VW Toyota and Stellantis collaboration is the fastest (and cheapest) way to get viable EVs to market before margins implode. Theyre not teaming up out of curiosity. Theyre doing it because building this stack alone would take too long and time is the one thing they no longer have. https://twitter.com/i/web/status/2022086995426914585"
X Link 2026-02-12T23:14Z [----] followers, [--] engagements
"Heres my updated piece on automaker margins and why Chinese OEMs are winning the real war. I start with [----] financials because thats where the signal already is. [----] numbers arent all in yet and they wont be kinder to incumbents. #Bettrification https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/ https://evcurvefuturist.com/2026/02/global-auto-sales-when-compression-hits-the-pl/"
X Link 2026-02-13T03:46Z [----] followers, [---] engagements
"Electrification-first OEMs control 65% of Top [--] global BEV sales. No distortion. No spin. Just structure. Compression is no longer theoretical. The next five years wont be kind to incumbents. #BYD #Geely #Leapmotor #Xiaomi #Changan #NIO #Xpeng #Tesla https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/ https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/"
X Link 2026-02-14T07:47Z [----] followers, [----] engagements
"@farzyness I'd rather a #Zeekr or an #Xpeng"
X Link 2026-02-14T09:22Z [----] followers, [--] engagements
"Preserving profits is exactly what killed Kodak and Blockbuster. They protected legacy margins instead of adapting to a structural shift. By the time profits actually rolled over it was already too late. Same pattern here. Incumbents are defending ICE profitability while EV adoption compresses margins underneath them. They wont fail on volume first theyll fail when profitability collapses faster than they can restructure. History is very clear on this. https://twitter.com/i/web/status/2022083692618035521 https://twitter.com/i/web/status/2022083692618035521"
X Link 2026-02-12T23:01Z [----] followers, [--] engagements
"Top [--] global BEV automakers exposed a structural gap I couldnt ignore: premium incumbents flattening while zero-to-scale entrants go vertical. This isnt a sales story its velocity capital structure & falling battery cost curves reshaping the market. https://evcurvefuturist.com/2026/02/when-the-innovators-enter-the-new-order/ https://evcurvefuturist.com/2026/02/when-the-innovators-enter-the-new-order/"
X Link 2026-02-15T02:24Z [----] followers, [---] engagements
"Because its protectionism dressed up as safety and fairness. Stellantis gets a pass because it props up legacy jobs legacy dealers and legacy politics even when the products are mediocre. Chinese EVs threaten structure not standards: theyre cheaper vertically integrated and built around batteries and software not lobbying. This isnt about quality. Its about buying time for incumbents that are already in margin compression. https://twitter.com/i/web/status/2022086802883092936 https://twitter.com/i/web/status/2022086802883092936"
X Link 2026-02-12T23:13Z [----] followers, [--] engagements
"In one day 👍 1200km return. That was in my [----] Model Y RWD. At 110km/h I was getting 380km usable range with 8% buffer. I now have the [----] Y RWD Juniper and that comfortably does 420km under the same conditions. Total trip time door-to-door was [--] hours including charging. About [--] hour of that was charging across [--] stops. So [--] hours actual driving which works out to 109km/h average while moving. That lines up with cruising at 110km/h. You dont charge to 100% every stop. You use the fast part of the curve (1060/70%) and only go higher if youre already stopping for lunch. The last 20% takes"
X Link 2026-02-14T10:12Z [----] followers, [---] engagements
"Ah yes the classic theyve been saying it for [--] years line 😅 That worked when Tesla was doubling every couple of years and everyone else was asleep at the wheel. Now Chinas pumping out cheaper faster-charging tech-stack EVs at scale. Market share is sliding in key regions. Growth narrative isnt what it was. History doesnt protect you from the present. Disruption doesnt care about nostalgia. ⚡ https://twitter.com/i/web/status/2022837888568959362 https://twitter.com/i/web/status/2022837888568959362"
X Link 2026-02-15T00:58Z [----] followers, [--] engagements
"@Toni_108n9 Cool. Now show me [----] vs [----]. Chinas PM2.5 has fallen massively while EV adoption exploded and coal plants got scrubbers. Smog pics without a timeline are just nostalgia for outrage. Data vibes"
X Link 2026-02-15T03:09Z [----] followers, [--] engagements
"GFEX.LC2509 just hit 80000holding strong & still 🚀. Thats +26.8% since the June [--] bottom. #Lithium shorts On 🔥. If this isnt the Grand Bottom the earth is flat & unicorns are real imho. #LFP #EVs #BESS $PLS $PFE $VUL $LTR $PMT $RIO $IGO $INR $GLN #WC8 #WR1 $QTWO $MIN"
X Link 2025-07-25T03:15Z [----] followers, [----] engagements
"Drivers who never switch to an EV may quietly spend a shocking amount just to keep moving. Over a lifetime of driving a petrol car owner can easily burn $120000+ on fuel alone. Thats decades of weekly fill-ups long commutes road trips price spikes oil shocks and endless exposure to a volatile commodity. Even when prices dip the long-term total never stops climbing. Its death by a thousand fill-ups. Petrol isnt just expensive its a subscription you can never cancel. Every stop at the pump is money burned forever. EVs flip the equation. Electricity is cheaper more stable and increasingly"
X Link 2026-01-06T14:22Z [----] followers, [----] engagements
"Europe just hit a real inflection point: #BEVs outsold petrol cars for the first time in December [----]. Thats not policy or mandates its cost curves & consumer choice. Electrification crossed the line. #Bettrification is now doing the damage. #LFP⚡📉 https://insideevs.com/news/785541/ev-sales-surpass-gas-cars-europe-first-time/ https://insideevs.com/news/785541/ev-sales-surpass-gas-cars-europe-first-time/"
X Link 2026-01-27T12:39Z [----] followers, [----] engagements
"Every civilisation is shaped by its constraints. For most of history energy was ours. This isnt about swapping fuels its about what happens when scarcity fades. Fossil fuels fall silent the lights spread & humanity shifts from survival to understanding then looks outward"
X Link 2026-02-03T05:18Z [----] followers, [----] engagements
"Stop arguing about when EVs take over. The only thing that mattered was battery cost. Once $100/kWh was breachedearlier than I assumedmass adoption became inevitable. 20.7m EVs sold in [----] confirms it. One chart. One threshold. Everything changes. https://evcurvefuturist.com/2026/02/revising-the-battery-cost-curve-why-2025-is-90-kwh/ https://evcurvefuturist.com/2026/02/revising-the-battery-cost-curve-why-2025-is-90-kwh/"
X Link 2026-02-10T21:24Z [----] followers, [----] engagements
"Chinas CO emissions have been flat or falling for [--] months. While the West is still debating China quietly broke the you cant grow and cut emissions myth. Cue the comments explaining why this doesnt count is fake or will reverse any second now. #Bettrification"
X Link 2026-02-12T11:30Z [----] followers, 24.7K engagements
"We criticize whats clean because it stands out & ignore what pollutes because were used to it. Wind turbines are called eyesores while smokestacks get a free pass. Thats not aesthetics its status-quo blindness. Change looks ugly only to habits it disrupts. #Bettrification"
X Link 2026-02-06T22:24Z [----] followers, 62.9K engagements
"Australia isnt planning an energy transition its executing one. While nuclear and coal argue on paper wind solar & batteries have been added at nuke-scale speed for nearly a decade one nuclear-equivalent per year. The numbers tell the story 👇 #Bettrification #BESS Australias renewable transition (measured in nukes) Heres a perspective on the speed of Australias wind solar & battery build-out measured in nuclear power plants. 🧵👇 Theres still a belief that a few nuclear reactors or new coal plants will solve our ageing coal fleet. They wont. Neither can be built anywhere near the speed of"
X Link 2026-02-08T03:38Z [----] followers, 16K engagements
"For the first time in history wind & solar capacity have surpassed coal globally. This doesnt mean they generate more energy yet it means the world is now building more future power from sun & wind than from coal. Capacity leads. Generation follows. #Bettrification rules"
X Link 2026-02-08T23:40Z [----] followers, [----] engagements
"Chinas 10000-ton all-electric containership begun sea trials #bettrification will hit short-sea shipping fast: massive fuel savings dramatically lower maintenance battery swapping instead of bunkering quieter ports cleaner air. Diesel feeders wont compete.⚡🚢 This is a commercial feeder not a demo. 10000-ton vessel [---] TEU capacity [---] m length [--] containerised battery packs = [--] MWh total Likely LFP chemistry (safety cycle life cost) Shore charging or rapid battery swapping [--] [---] kW permanent-magnet propulsion motors Max speed [----] knots Based on battery size propulsion power & realistic"
X Link 2026-02-09T22:45Z [----] followers, 82.6K engagements
"Same planet. Three energy choices. ☀ One builds abundance. 🌍 One builds resilience. 💀 One builds disease. This isnt ideology. Its physics. Its economics. Its lungs. Choose your future. #Bettrification #EnergyReality #DisruptionDecade #LFP #BESS #Solar #Wind"
X Link 2026-02-12T11:58Z [----] followers, [----] engagements
"I bought my [----] Model Y in [----]. Fast forward to [----] and there are already [--] more chargers on the SydneyBrisbane route I drive. Its been stunning to watch. What felt like planning two years ago now feels routine. Leave home at 100% top up when you stop anyway move on. And youre right when youre retired and not chasing the clock it becomes even easier. The infrastructure isnt static. Its compounding. https://twitter.com/i/web/status/2022627056673267856 https://twitter.com/i/web/status/2022627056673267856"
X Link 2026-02-14T11:00Z [----] followers, [--] engagements
"Ill be honest charger quality absolutely varies. Some third-party networks still feel like [----] WiFi. But the half the chargers have miserable people waiting thing just isnt what I see on the routes I drive. Most stops are [----] mins plug in grab coffee back on the road. And yes Tesla Superchargers are seamless. That vertical integration shows. The good news Reliability is improving fast. Uptime app integration payment all getting better year by year. Infrastructure is compounding not static. Early days werent perfect. But neither were early ATMs or mobile networks"
X Link 2026-02-14T11:38Z [----] followers, [---] engagements
"@MarkAClarkson @PeterDGardner Imagine thinking replacing imported diesel with locally generated power is communism." Its an iron ore company reducing fuel risk. Less diesel. Lower operating cost. Less exposure to oil shocks. Thats balance sheet management not Marx"
X Link 2026-02-15T03:28Z [----] followers, [--] engagements
"Ive revised my #EV adoption projections after [--] years of real-world data. Pushback wont stop the transition it merely delays it. 2030: 60% NEV 46% BEV 2035: 97% NEV 88% BEV Full essay + methodology briefing coming. Weve entered the age of #Bettrification #LFP"
X Link 2026-02-04T05:43Z [----] followers, 15.6K engagements
"Data kills the #EV battery myth. Modern #LFP batteries are engineered for [--] MILLION km. ICE drivetrains struggle to reach 1/5th of that before something expensive explodes before the EV drivers lunch. Still arguing from [----] Thats dial-up thinking. #Bettrification 🔋⚡ https://afma.org.au/study-shows-modern-ev-batteries-outlast-typical-vehicle-lifespans/ https://afma.org.au/study-shows-modern-ev-batteries-outlast-typical-vehicle-lifespans/"
X Link 2026-02-10T07:19Z [----] followers, [----] engagements
"I did a 1200km return trip in one day in my Tesla. No range anxiety. Just smooth silent torque and autopilot calm. I charge at home. I save $10k a year in fuel + servicing. Meanwhile ICE drivers are in the rain staring at fuel boards emptying their wallets. #Bettrification"
X Link 2026-02-14T09:39Z [----] followers, 14.1K engagements
"Redid my Top [--] BEV table & blog. VW back into the Top [--] at [------]. Electrification-first OEMs now control 65% of Top [--] global BEV sales. No distortion. No spin. Just structure. Data matters. The next five years wont be gentle for legacy incumbents. https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/ https://evcurvefuturist.com/2026/02/the-great-electric-bev-reordering-of-2025/"
X Link 2026-02-15T00:10Z [----] followers, [---] engagements
"@JonnyCapitalist Cars are 10x more capital intensive and politically sensitive. Doesnt stop the shift just stretches it out. Slower burn heavier consequences etc. Fun to watch from the sidelines not so fun if youre stuck on the wrong stack. Next five years are going to hurt legacy a lot"
X Link 2026-02-15T02:57Z [----] followers, [--] engagements
"Ah yes the weekly EV cremation fan fiction. Lithium battery fires are rare. Statistically rarer than ICE fires. And diesel smoke isnt some aromatherapy session its full of particulates and carcinogens people breathe daily in traffic. If were talking risk lets talk data not horror movie scripts. https://twitter.com/i/web/status/2022870151188840636 https://twitter.com/i/web/status/2022870151188840636"
X Link 2026-02-15T03:06Z [----] followers, [--] engagements
"@New_York_steak @SuzukiRE5 Sorry you loose then snowie ;)"
X Link 2026-02-15T03:10Z [----] followers, [--] engagements
"Fortescue launched [----] MWh battery-electric locomotives in the Pilbara thats 200+ Tesla packs worth of storage rolling through iron ore country. Heavy haul rail. No diesel. Massive regen on the downhill runs. This is industrial #Bettrification ⚡🚆🔋 https://reneweconomy.com.au/fortescue-launches-its-first-electric-locomotives-with-batteries-the-size-of-more-than-200-tesla-evs/ https://reneweconomy.com.au/fortescue-launches-its-first-electric-locomotives-with-batteries-the-size-of-more-than-200-tesla-evs/"
X Link 2026-02-15T03:20Z [----] followers, [---] engagements
"@Noahpinion EVs arent will win theyre already winning. 53% in China. 97% in Norway. Cost curves dont reverse. S-curves dont politely slow down for incumbents. Not ideology. Its phase change.⚡ #Bettrification"
X Link 2026-02-15T03:45Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing