Colin Mckerracher

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Sector Automotive

Content Type Commentary

Website Twitter

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Twitter Update

Hey there! Due to the recent policy changes implemented by Twitter, I regret to inform you that FinBrowser is currently unable to display any new Tweets. I know this might be disappointing, as Twitter is a valuable source of information and updates for many of us. However, I want to assure you that I am actively working on finding alternative solutions and exploring ways to reintegrate Twitter sources into this website. I appreciate your patience and understanding during this time of transition.

Colin Mckerracher

Retweeted post by @Christoph Rauwald

Christoph Rauwald

International carmakers are slowly but steadily getting squeezed out of China's auto market @business @colinmckerrache

April 4, 2023, 4:41 p.m.

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Colin Mckerracher

Retweeted post by @Justin Guay

Justin Guay

Legacy autos lost the Chinese market because they missed the EV revolution Now Chinese autos are taking the EV revolution global starting in Europe If they take the next step, clean up supply chains, it’s hard to see them ceding the race to truly clean, green EVs to anyone

April 4, 2023, 4:38 p.m.

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Colin Mckerracher

Retweeted post by @Craig Trudell

Craig Trudell

The big incumbent carmakers are doing a lot of happy talk about China that betrays reality: China is slowly but steadily squeezing international OEMs out of its massive market. Today's Hyperdrive newsletter column by @colinmckerrache:

April 4, 2023, 4:38 p.m.

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Colin Mckerracher

Retweeted post by @Felix Hamer • electricfelix

Felix Hamer • electricfelix

@DrSimEvans @colinmckerrache The Ending 🤌 "It’s hard to overstate just how important China’s rise has been for global automakers over the last several decades. Indeed, much of the growth in global vehicle sales in the last 20 years has come from the expansion of China’s middle class. There’s no other ...

April 4, 2023, 4:37 p.m.

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Colin Mckerracher

Retweeted post by @Simon Evans

Simon Evans

"[Legacy automakers] are slowly but steadily getting squeezed out of the Chinese auto market…Many [of them] misjudged how fast the Chinese market was shifting to EVs." Interesting piece by @colinmckerrache

April 4, 2023, 4:37 p.m.

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Colin Mckerracher

Retweeted post by @Nat Bullard

Nat Bullard

Another @hyper_drive banger from @colinmckerrache

April 4, 2023, 4:37 p.m.

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Colin Mckerracher

Retweeted post by @Dr Jan Rosenow

Dr Jan Rosenow

A very basic point but still not widely known: Electrification is energy efficiency. If we electrified the economy to the full potential this would reduce final energy demand by 40%. Data from Prof Nick Eyre @ecioxford @CREDS_UK @oxfordgeography

March 29, 2023, 10:14 a.m.

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Colin Mckerracher

I'm very in favour of reducing cars in cities. More transit, cycling, walking and density please! But this is just wrong. - Primary energy use goes down - LCA benefit still very positive - Small number of sources of pollution easier to deal with than millions of tailpipes

David Zipper

"The electrification of [cars] is neither effective nor equitable. Considering the current electricity mix of the grid, this electrification merely shifts the CO₂ emissions and other pollutants from urban to rural areas."

March 27, 2023, 12:58 p.m.

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Colin Mckerracher

$24/kg = $135 to fill up a Mirai.

March 27, 2023, 8:31 a.m.

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Colin Mckerracher

This is some atrocious levels of reliability. 35/60 hydrogen refueling sites in California currently online: Shell stations there also now cost a remarkable $24/kg of hydrogen

John Voelcker

@EliotHochberg @truezeronetwork Yes, H2 sites are unreliable. Arguably more so than DCFC sites. (Electricity has more fallbacks too.) As of right now, 35 of those 60 hydrogen sites are shown as live + dispensing fuel ... though as the original post conveys, even that may be inaccurate.

March 27, 2023, 8:28 a.m.

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Colin Mckerracher

Retweeted post by @Hannah Ritchie

Hannah Ritchie

I wrote a new article for @voxdotcom on why we need the 'right kind of climate optimism'. The people in the yellow box are the most effective in building a better world. "Optimistic but dissatisfied is the road to progress."

March 22, 2023, 9:37 a.m.

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Colin Mckerracher

Lots more investment still needed in all areas of the battery supply chain, but don't underestimate how well markets respond to these challenges on both the demand and supply side. More thoughts on this here:

March 22, 2023, 9:30 a.m.

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Colin Mckerracher

Cobalt now down 60% from most recent peak.

March 22, 2023, 8:51 a.m.

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Colin Mckerracher

Four years of lithium carbonate prices. High prices cure high prices. Same as it ever was.

March 22, 2023, 8:46 a.m.

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Colin Mckerracher

@YayoiSekine Thanks also @AndyLeachBatt for keeping BNEF on top of this topic. If you're not following Yayoi and Andy, you should!

March 21, 2023, 2:38 p.m.

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Colin Mckerracher

Sodium-ion batteries will probably surprise people later in the 2020s. Inroads coming into both stationary storage and vehicles. More on why from my colleague @YayoiSekine

March 21, 2023, 2:01 p.m.

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Colin Mckerracher

Retweeted post by @Nordic EV Summit

Nordic EV Summit

THE PROGRAM FOR THIS YEAR’S NORDIC EV SUMMIT IS OUT: Renowned as one of the most important venues for the electric mobility industry in Europe, don’t miss Nordic EV Summit on May 4th-5th in Oslo. #nordicevsummit #ElectricVehicles #electricmobility

March 13, 2023, 1:56 p.m.

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Colin Mckerracher

Retweeted post by @Blake Shaffer 📊🇺🇦

Blake Shaffer 📊🇺🇦

Replicating Colin's excellent chart with Canadian data. As goes the globe, so too does Canada 🇨🇦 2017 the peak of internal combustion engine vehicle sales in Canada.

March 10, 2023, 8:52 a.m.

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Colin Mckerracher

Retweeted post by @Kobad Bhavnagri

Kobad Bhavnagri

The global agriculture system is on the verge of a new green revolution. Today @BloombergNEF launches a new research stream on the transition to #Sustainable #Agriculture. Here is our view on how Ag can become nature positive, carbon neutral whilst feeding 10 billion people:

March 10, 2023, 8:44 a.m.

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Colin Mckerracher

Retweeted post by @Tim Latimer

Tim Latimer

“Calling peaks is generally a no-win endeavor. The call will either be correct but seem obvious after the fact, or wrong and cause years of mockery. But with 2022 data, BNEF is confident the global market for internal combustion vehicles peaked in 2017.”

March 9, 2023, 1:48 p.m.

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Colin Mckerracher

Retweeted post by @Nadav Pollak

Nadav Pollak

Excellent piece by @colinmckerrache on how sales of ICE cars had peaked in 2017, and it’s becoming clearer the auto industry is electrifying. Remarkable graphs

March 9, 2023, 1:43 p.m.

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Colin Mckerracher

Retweeted post by @Brian Wheeler

Brian Wheeler

"...it’s becoming clearer that sales of internal combustion vehicles are unlikely to ever return to pre-pandemic levels," writes @colinmckerrache for @hyper_drive #manufacturing #automotive #electricvehicles

March 9, 2023, 12:58 p.m.

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Colin Mckerracher

Retweeted post by @Akshat Rathi

Akshat Rathi

"Sales of internal combustion vehicles are unlikely to ever return to pre-pandemic levels..." "...Forecasts for oil demand issued just a few years ago still assumed steady growth in sales of these vehicles well into the 2030s." by @colinmckerrache

March 9, 2023, 12:52 p.m.

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Colin Mckerracher

Retweeted post by @Nat Bullard

Nat Bullard

Really important charts from @colinmckerrache and @hyper_drive today 1. Internal combustion engine car sales peaked 6 years ago (and are now about where they were in 2010!) 2. China ICE car sales also peaked 6 years ago EVs are the auto industry's growth

March 9, 2023, 12:44 p.m.

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Colin Mckerracher

Retweeted post by @Gerald Butts

Gerald Butts

The ICE is ☠️.

March 9, 2023, 12:23 p.m.

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