BloombergNEF

The Electric Car Cost Tipping Point

One of the most interesting and most challenging things in my career in cleantech media in the past decade has been communicating technology transitions. It is simply so difficult for us humans to deeply comprehend (or “digest”) the arc of the trends as they are occurring. Even a rapid market transition seems like it is going very slowly (“taking forever”) until it happens all of a sudden.

Tesla Model 3 Crushes Original Tesla Roadster — Like A $70,000–100,000 Car With Cost Of…

As you may have seen by now, 7 year Tesla insider David Havasi and I have been getting together in recent months to talk about the deep history of Tesla from an insider (David) and outsider (me) perspective in a podcast and video chat series called Tesla Inside Out. The thing that triggered this chat was recent data from BloombergNEF showing that battery energy density has nearly tripled in the past decade.

BloombergNEF: Lithium-Ion Battery Cell Densities Have Almost Tripled Since 2010

BloombergNEF’s Colin McKerracher took to the stage at the BNEF Summit in San Francisco last week where he made a case for electric vehicles reaching the “end of the beginning.” The case for electric vehicles moving into the mainstream or out of the early adopter stage of growth has been fueled by the increase in energy density in lithium-ion batteries and the corresponding drop in cost that comes along with it.