6-Year Retrospective On Chinese Electric Cars. How Did I Do?
Six years ago I said, “6 Of 10 Big Electric Car Companies Are In China.” What has changed since then?
Six years ago I said, “6 Of 10 Big Electric Car Companies Are In China.” What has changed since then?
It’s unclear why the EIA 2050 projections are so skewed from observable realities of costs, age of fleets, and global industry transformation. Like most major energy analysis organizations, they are very poor at predicting the rapidly declining costs of wind and solar, very poor at predicting the rapidity of growth of those technologies, and very poor at understanding that the existing technologies are fairly radically outcompeted.
Starting from this year onwards, I will place my predictions for the next 12 months in article form. Most of these predictions are based on historical facts or behavioural economics, and I would be happy if I am 50% correct by end of next year. My purpose for doing this is to mainly get a much broader critique to my predictions in the comments section, so please leave a comment whether you agree or not.
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.
We haven’t reached peak consumption, also known as peak demand. We are likely to reach it globally by 2050, but it’s unlikely to occur before 2030 at the very earliest. There are six major factors which make defining exactly when it will occur very difficult.
Much has been made of the needs of the electricity grid as more and more renewables with their inherent fluctuations are plugged into the grid. No longer can a certain amount of energy be guaranteed, and with burgeoning populations and energy use the world over, it’s becoming increasingly difficult to … [continued]
NPD Solarbuzz have released their final 2013 NPD Solarbuzz Quarterly, and they are predicting that the solar PV industry is set for “explosive growth” in 2014. December is always the busiest time of year for analyst firms, as they look back at the year that was and forward into the … [continued]
December and January hold a very special place in the heart of online reporters and publishers, given the opportunity to reminisce on the past year and predict events for the year to come. Top 10 lists have already started to flood sites like BuzzFeed, and research companies are allowed to … [continued]