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1/ The EV sales growth take-off point is now arriving and everyone is going to have to revise their projections (again). IEA and EIA are of course the farthest behind. But even BNEF may have to revise. China is of course leading the way, but edge-economy California also roaring.
2/ The future of ICE sales growth, already in doubt generally, is very unlikely now in key domains like the UK and especially California. I'd like to see an assertion that ICE vehicles can return to growth in CA when EV share already powering towards 10%. us7.campaign-archive.com/?u=0860f685d9d…
3/ The beat goes on: gently declining auto markets as the EV segment soars. More of this to come.
