Electrification → #Bettrification
Software → Automation → Intelligence
Solar • Wind • Batteries • EVs • BESS • AI • BIO
China’s Geely has deployed new chargers rated at an insane 2,250 kW.
Current test vehicles are already pulling ~1,100 kW:
🔋 10–70%: 4.5 mins
🔋 10–97%: 8.7 mins
“EVs take too long to charge” is rapidly becoming an obsolete argument.
China’s Geely has deployed new chargers rated at an insane 2,250 kW.
Current test vehicles are already pulling ~1,100 kW:
🔋 10–70%: 4.5 mins
🔋 10–97%: 8.7 mins
“EVs take too long to charge” is rapidly becoming an obsolete argument.
This won’t surprise those following disruption, but headline is evocative, and I suspect trend becomes global as soon as by this year.
With diesel above £2/litre in the UK, specialist EV dealers are reporting a surge of people looking to switch to electric.
This won’t surprise those following disruption, but headline is evocative, and I suspect trend becomes global as soon as by this year.
With diesel above £2/litre in the UK, specialist EV dealers are reporting a surge of people looking to switch to electric.
10.5% BEV
34.0% Hybrid
55.5% ICE
Trailing 12 months are:
22.7% BEV
25.3% Hybrid
52.0% ICE
Graphs are available in the Gallery: https://leraffl.github.io/LeRaffl-Gallery/
10.5% BEV
34.0% Hybrid
55.5% ICE
Trailing 12 months are:
22.7% BEV
25.3% Hybrid
52.0% ICE
Graphs are available in the Gallery: https://leraffl.github.io/LeRaffl-Gallery/
Its real breakthrough was perception. It proved an EV could simply be someone’s car.
Its real breakthrough was perception. It proved an EV could simply be someone’s car.
Texas is what makes this chart powerful. This isn't green ideology winning. It's pure economics.
Solar is cheap, modular, scalable & incredibly fast to deploy. Wind keeps growing too. When economics take over, ideology becomes irrelevant.
Texas is what makes this chart powerful. This isn't green ideology winning. It's pure economics.
Solar is cheap, modular, scalable & incredibly fast to deploy. Wind keeps growing too. When economics take over, ideology becomes irrelevant.
⚡ All Top 10 best-selling cars, August = NEVs
🔋 9 of the Top 10 were fully electric BEVs
⛽ The first pure petrol car? #13
It’s an extinction event for the combustion engine. #EV
⚡ All Top 10 best-selling cars, August = NEVs
🔋 9 of the Top 10 were fully electric BEVs
⛽ The first pure petrol car? #13
It’s an extinction event for the combustion engine. #EV
China is scaling fast, #XPeng is joining the race and Chinese operators are going global.
The next battle: scale, cost, density and wait times.
My latest deep dive 👇
400–700 km range. Megawatt charging. Falling TCO.
China e-truck sales surged 182% in 2025, driven by economics, energy security & industrial strategy.
Now they're going global. RIP the diesel era. 👇
400–700 km range. Megawatt charging. Falling TCO.
China e-truck sales surged 182% in 2025, driven by economics, energy security & industrial strategy.
Now they're going global. RIP the diesel era. 👇
Meanwhile, EV owners: plug in at home, wake up with a full “tank”, and drive for peanuts. 😂⚡️
The best part of electrification might be simply not giving a shit what happens at the bowser anymore. 😎🔌🚗 #EVs #Bettrification #RIPICE #Disruption
Meanwhile, EV owners: plug in at home, wake up with a full “tank”, and drive for peanuts. 😂⚡️
The best part of electrification might be simply not giving a shit what happens at the bowser anymore. 😎🔌🚗 #EVs #Bettrification #RIPICE #Disruption
In 15 years, batteries fell ~93%. Utility solar ~90%.
When foundational technologies get ~10× cheaper, they don't just take market share. They restructure entire industries.
And the curves haven't stopped. #Bettrification #SWB
In 15 years, batteries fell ~93%. Utility solar ~90%.
When foundational technologies get ~10× cheaper, they don't just take market share. They restructure entire industries.
And the curves haven't stopped. #Bettrification #SWB
That concern is legitimate. But look deeper at what that demand is unleashing: a massive accelerant for the renewable energy buildout. The Trojan Horse of Energy!
That concern is legitimate. But look deeper at what that demand is unleashing: a massive accelerant for the renewable energy buildout. The Trojan Horse of Energy!
Renewables now generate >30% of US electricity.
H1 2026 YoY:
⚡ Renewables +10.9%
☀️ Utility solar +21.6%
☀️ Rooftop solar +13%
💨 Wind +6.5%
🔥 Coal -11.3%
Renewables now generate >30% of US electricity.
H1 2026 YoY:
⚡ Renewables +10.9%
☀️ Utility solar +21.6%
☀️ Rooftop solar +13%
💨 Wind +6.5%
🔥 Coal -11.3%
AI is going to need enormous amounts of electricity. Make that demand bring new renewable generation with it, and AI becomes an accelerator for solar, wind, batteries and the grid, not a burden on it. #Bettrification #SWB
AI is going to need enormous amounts of electricity. Make that demand bring new renewable generation with it, and AI becomes an accelerator for solar, wind, batteries and the grid, not a burden on it. #Bettrification #SWB