There are still many people in the automotive industry and many policymakers who hold doubts about the future of fully battery electric vehicles (BEV). They do not know why EV batteries keep getting cheaper and cleaner, and they do not see why they will become truly abundant. The thought is … [continued]
In this article, I explain how Wright’s Law is impacting legacy auto sales in the US, Europe, and China, explaining the factors most affecting each market. Background On Wright’s Law ARK Investment Management has been promoting Wright’s Law for years. Wright’s Law is similar to the famous Moore’s Law of … [continued]
For commodities traders, businesses, strategists, and policy makers, I would recommend being very leery of most of the market analyses currently extant for aviation fuels.
Some people have asked when the prices will stop falling. Their understanding is that the decline in price really is unpredictable, and they believe that no definitive answer can be made about what source of energy will be least expensive in the future. In some important ways, they are wrong. The declines are predictable, to a degree.
Since it is being backed by oil industry lobbyists, one might ask, could a carbon tax actually be a benefit for the oil industry in some way? It is a question worth asking.
Prices of solar photovoltaic (PV) systems follow economic laws just like other things, such as computers and cars. That does not mean that the precipitous drop in prices will slow, however.
Recent research from MIT and the Santa Fe Institute confirms that Wright’s Law and Moore’s Law are very good predictors for technological progress, the best known laws for predicting technological efficiency improvements. As the article below notes, Wright’s Law is identified as the top performer. And this is very important for clean energy … [continued]
