The headline number is startling. The top 10% of American households now account for roughly half of all consumer spending, according to data reported by the Wall Street Journal and Bloomberg in 2025. That has never been true in the modern era. It creates a situation where the economic pulse … [continued]
The other day, I shared a great chart reader Mike Shurtleff shared with us and wrote an article about it. The article was “Vehicle Sales Growth Since 2020 Is Entirely From Electric Cars,” and the chart came from Our World In Data. It’s a fascinating one that I highly recommend … [continued]
Yesterday, I wrote about the ongoing debate on whether to include PHEVs (plugin hybrid electric vehicles) in EV (electric vehicle) sales reports, or if we should only focus on BEVs (full battery electric vehicles). It’s been a hotly debated topic for more than a decade. Incidentally, we got a couple … [continued]
Austria has quietly joined the list of countries that have stepped away from hydrogen as a transportation fuel. In April 2025 OMV, the Austrian oil and gas major that had operated all of the country’s public hydrogen refueling stations, announced that it would be shutting them down by September. There … [continued]
August saw plugin EVs take 30.6% share of the auto market in Germany, up from 20.6% year on year. BEV volumes were up strongly, while PHEVs increased even more. Overall auto volume was 207,229 units, up some 5% YoY. The best-selling BEV in August was, once again, the Volkswagen ID.3. … [continued]
We’ve covered T&E’s latest EV progress report for the EU, “EV progress report: Which EU carmakers are on track for 2025-27 targets?,” and it includes several interesting findings and arguments. However, one chart jumped out to me as stunning and also sort of lost in the broader narratives of the … [continued]
There’s a popular narrative in the auto industry and among the mainstream media that demand for electric cars is shaky whereas demand for fossil-fueled cars is strong and consistent. The problem is: that’s bunk. Electric car sales have been growing and growing, while fossil-fueled car sales have been shrinking and … [continued]
August’s auto market saw plugin EVs at 38.3% share in the UK, up from 29.4% year on year. BEVs grew volume 15% YoY, and PHEVs grew 69%. Overall auto volume was 82,908 units, down some 2% YoY. The UK’s leading BEV brand was Tesla, with a 15% share of the … [continued]
Tesla saw its market share in the US fall below 40 percent in August, a decline that should worry the board of directors.
A dozen years ago, in 2013, I gave a presentation at a “Renewable Cities” conference in Vancouver, Canada. The title of my presentation was “The Future Is Now,” and I argued that the benefits of electric cars and solar power lead to them seeing increasing adoption along the lines of … [continued]
