Profile picture
Nathaniel Bullard @NatBullard
, 14 tweets, 9 min read Read on Twitter
.@BloomberNEF's 2018 Electric Vehicle Outlook is just published! about.bnef.com/electric-vehic… Highlights in thread:
1/ Per @colinmckerrache: the world is on pace for 1.6 million electric vehicle sales in 2018, up from just a few hundred thousand in 2014.

Battery pack costs are down 79% since 2010. Average battery density is improving 5-% per year.

about.bnef.com/electric-vehic…
2/ Last year, 21% of all global EV sales were in just six Chinese cities.

EVs are still under 2% of auto sales in most regions.

about.bnef.com/electric-vehic…
3/ The EV product mix has tilted decided in favor of pure electric vehicles too. about.bnef.com/electric-vehic…
4/ per @SalimMorsy, Annual EV sales should read 11 million per year by 2025, and 30 million by 2030.

China will be almost 50% of the global EV market in 2025, where EVs will be 19% of total sales.
5/ more from @SalimMorsy:
6/ The number of internal combustion vehicles sold per year is expected to start declining in the mid-2020s.

Electric bus uptake will be even more rapid than electric car uptake.
about.bnef.com/electric-vehic…
7/ Metals and materials supply will be essential to meet the vehicle production levels @BloombergNEF envisions. @LoganGoldieScot pulls the lithium, cobalt, aluminium, copper, graphite, nickel, and manganese demand together into one handy chart about.bnef.com/electric-vehic…
8/ Lithium supply "will not be a risk to EV adoption in the near term." Cobalt supply, though, "still looks challenging". about.bnef.com/electric-vehic…
9/ Electric buses in cities - they'll be huge. They already are, in a sense: there are 300,000 electric buses on the road already, almost all of them in China. about.bnef.com/electric-vehic…
10/ On a total cost of ownership basis, electric buses can already be cheaper than conventional buses today. about.bnef.com/electric-vehic…
11/ By 2030, @BloombergNEF expects 84% of all municipal bus sales to be electric. By 2040, 80% of all fleets will be electric! about.bnef.com/electric-vehic…
12/ And....impact on oil consumption. By 2040, electric vehicles will displace 7.3 million barrels per day of transport fuel (of which 90% is gasoline). about.bnef.com/electric-vehic…
13/ Check out the executive summary here: about.bnef.com/electric-vehic…

@BloombergNEF clients, you've got about 80 more pages of deep detail to get into behind the paywall.

Thanks for reading, and watch @SalimMorsy and @colinmckerrache and @LoganGoldieScot for more today /END
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Nathaniel Bullard
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @NatBullard see all

Profile picture
THREAD: The @MTA has published ridership trends 2012-17. It projects
-2.1% YoY rides on subway
-4.4% YoY rides on bus
web.mta.info/mta/news/books…
1/
2/ Its numbers in context web.mta.info/mta/news/books…
3/ Weekday subway ridership trend: declining everywhere except the AM peak web.mta.info/mta/news/books…
Read 13 tweets
Profile picture
Folks, we've posted almost every presentation from @BloombergNEF's #bnefsummit. Here's a thread with our CEO Jon Moore's talk to open the event: 1/
2/ The theme of the talk - "The Power of Perspective" - examines energy technology and transport through the lenses of our four global events in New York, London, Shanghai and Palo Alto (those are @Suzlon wind turbine blades by the way)
3/ The lens on Europe: here's what happens in a mature power system with lots of wind and solar, generation in excess of demand, and competitive wholesale power pricing...you get _very_ negative prices .
Read 17 tweets

Related threads

Profile picture
#THREAD

Yesterday's indictment is a major signal that we're nearing the end of the #TrumpRussia prologue.

I interviewed @Mimirocah1 about the story which she said indicates that "prosecutors are putting the pieces together."

I agree.

Here's my $0.02.

washingtonpress.com/2019/01/08/a-m…
Why is Natalia Veselnitskaya's link to the Kremlin so important?

1 - SDNY provides Mueller with apolitical evidence sent from the target that predates all investigations.
2 - Proves Don Jr. met a Kremlin Agent
3 - Burns the Russian prosecution against @Billbrowder

2/
Natalia Veselnitskaya had been working on the Prevezon case for years, but in 2014 she involved herself drafting of the official response to the DoJ's invocation of a treaty for legal assistance.

She sent the evidence that she worked with the Kremlin to SDNY prosecutors.

3/
Read 15 tweets
Profile picture
From DM:

"Convince me to study in Germany"

It's a #Thread
Germany is the world’s most popular non-Anglophone study destination, and the third most popular overall – only the US and the UK welcome more international students each year.
Germany enjoys a global reputation as a world leader for technology innovation and research, has a robust economy and an attractive quality of life, and a particularly renowned tradition in fields such as engineering and manufacturing.
Read 11 tweets
Profile picture
By 2030 all you investors and executives will be operating in a world with either dramatically lower emissions or zero remaining carbon budget. That's just two business cycles away - don't waste them!

My last long piece of the year for @BloombergNEF.
about.bnef.com/blog/liebreich…
Is Paris a metaphor for the state of global climate politics? Three years ago the Paris Agreement, committing the world to limiting global warming. Today, the Paris riots, triggered by increases in fuel tax designed to help deliver France’s climate goals.
about.bnef.com/blog/liebreich…
Lofty climate ideals, soaring rhetoric, ambitious targets – meet popular push-back!

Is that the message of Paris, or is the reality more complicated?

about.bnef.com/blog/liebreich…
Read 33 tweets
Profile picture
«Il fascista più liberale che conosca».

Ora spiego ai Di Battista dove sono stato questa mattina.

#thread
Quella che vedete in foto è la chiesetta di San Quirico, a Biviglione, un borgo minuscolo che si trova sopra un dosso vicino a Luino, in provincia di Varese.

Da una parte l'Italia, dall'altra parte la Svizzera, unite dal fiume Tresa.

#thread
Da Biviglione, si legge su una targa posta fuori dalla chiesetta, «transitarono tra il 1943 e il 1945 centinaia di fuggiaschi, ebrei, prigionieri alleati, partigiani, trovando nella popolazione aiuto e sostegno».

#thread
Read 11 tweets
Profile picture
#THREAD
Gemalto has apologised for publishing erroneous report on Aadhaar data breach. But why would a world class firm mislead the people of India? What has Gemalto to gain from it? Does Gemalto has stakes in #Aadhaar? Lets see which journalist has the courage to report this.
To understand whats really going on you must first know the background of Gemalto and where it comes from, that would bring things into clear perspective. Then we would address the Aadhaar issue and how the People of India is being mislead by UIDAI.

Neville Pattinson Vice President, Government affairs at Gemalto is board member of Smart Card Alliance a RFID industry group, also serving US Department of Homeland Security's Data Privacy & Integrity Advisory Committee - inchanrge of various Govts biometric programs like Aadhaar
Read 20 tweets
Profile picture
🕰Tick Tock🕰

#FunWithFISA🤗

If you are NOT an asset of a hostile foreign gov’t working to subvert the best interests of our nation you have no worries, but if you are an asset of a hostile foreign nation.

#FISAProtectsOurNation from assets/agents of hostile foreign nations.
🕰Tick Tock🕰

📌Yanjun Xu, a Chinese Intel official was extradited to the US to face charges economic espionage vs US & attempting to steal corporate trade secrets from US aviation companies.

📌This was the first time that a Chinese intel official was extradited to the US.
🕰Tick Tock🕰

📌📌📌Even more than Russia, China “represents the most complicated, most long-term counterintelligence threat we face,” the F.B.I. director, Christopher A. Wray,

Trump talked with Jeff Sessions’s own chief of staff about replacing him as attorney general

📌🐔
Read 62 tweets

Trending hashtags

#Ecuadorian #AhvazAttack #Aadhaar #FunWithFISA #SmartCities #MSDyn365CE #ThePatriotTimes #USVIA #Aadhar #manifestation #Russian #IoNonCiSonoMaiCascata #UnitedKingdom #Flic #FISA #GM #facciamorete #Moc #TrumpCampaign #CDS #USD #sacroblog #UnitedStates #conte #TTD

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member and get exclusive features!

Premium member ($3.00/month or $30.00/year)

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!