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Solar and wind were growing rapidly in USA.
Now they are under aggressive attack by petrostate politicos.
Impact will slow growth in 2028-2029.
In the first half of 2025, China sold two out of every three EVs worldwide.
North America inched forward with 5% growth.
The result?
The distance between them is no longer narrowing.
It’s growing faster than before.
If the technology is good, it is going to succeed! EVs won't go away even if Trump takes away US tax credits. Trump is allowing china and the EU to control the next generation of energy technologies while the US tries to get the last dollar out of fossil fuel, gasoline and diesel
Relative lack of affordable EVs in NA is hampering growth. So are the confusing incentives that mostly benefit high earners.
While electric cars are cool and I wouldn't mind having one for my commute, any feelings of having been left behind disappear when I press the start button on my V8 and it burbles to life.
John, about 50 Million EVs are on the roads now. 300 Million 2/3 wheelers and about 1 M buses. That should have dented the global oil demand a bit but I have seen no recent number. Almost 2 years ago that number was about 2M bpd.
“World leaves NA behind”
I feel this is going to be a common theme the next few years…
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