Thread by @politicalham

1. Electric vehicles drive peak oil demand.

2. Electrification is accelerating.

3. Alberta oil (esp. oil sands) need an energy transition plan, not just a climate plan.

Canada needs AB to be prosperous. Clinging to the status quo won't accomplish that.

2/Here' the interview with BloombergNEF's Dr. Nikolaos Soulopoulos I referred to.

BNEF is the gold standard of EV adoption forecasts. My guess is that it will be revising its sales forecasts every few years.

Disruption is here.

3/Speaking of disruption, here's my essay arguing that the 2020s will be this energy transition's disruptive decade just as the 1920s was the disruptive decade of the last energy transition.
energi.media/markham-on-ene…

4/Batteries will be the most disruptive technology driving electrification of transportation.

Dr. Harrop predicts 1,000 mile batteries by 2030.

Long trips, cold weather, apartment charging - objections to EV adoption eliminated.

5/The harbinger of EV supremacy, the Ford F-150 Lightning.

Why? Because pickup trucks were supposed to be hard to electrify. Turns out it's' not.

6/If you're an tech adoption wonk, here's Jeff Turner, clean mobility lead for Dunsky Energy Consulting, explaining why EVs will hit the inflection point on the S-curve in 2025.

7/BNEF says policy is the difference between strong EV adoption and a net-zero scenario (100% global sales by 2035). Well, here's the type of policy he's talking about.

Expect to see this strategy spread after COP26.

8/E-semis or hydrogen for long-haul freight and other heavy-duty applications?

Scott thinks electric will be competitive by the end of the decade.

9/Let's not forget light and medium-duty commercial vehicles. That's a huge global market. Amazon says 100,000 e-vans by 2030.
energi.media/energy-climate…

10/Mobility as a Service could be a game-changer, by lower transportation costs 4x-10x (@TonySeba).

MaaS is already here in some US cities (eg Las Vegas), but expect the rollout to start in just 2-3 years).

11/Canada was slow out of the blocks, but EV manufacturing is growing thanks to big investments from GM, Ford, and Canada's auto supply chain.
energi.media/energy-climate…

12/Speaking of Canada's auto supply chain, how cool is this Canadian-designed and soon to be built EV?

Great name! Who's buying an Arrow when it hits the market?

13/No discussion of EVs would be complete without electric transit. @JosipaPetrunic of @CUTRIC_CRITUC is THE Canadian expert in this area.

14/Energi Media has well over 100 interviews, columns, stories, etc. on electric transportation. You can find most of them in the Electric Transportation category of the Energi Student Resources portal.
energi.media/student-resour…