#ev revolution

[hope-for-the-planet]

This is What the World's First All-EV Car Market Looks Like

Image and text from this Bloomberg article:

In Norway, Toyota Motor Corp. is going from one electric-powered model to five to better compete with Tesla Inc., fuel stations are ripping out pumps to make space for chargers, and even nursing homes in the rural interior have switched to battery-powered cars despite months of arctic cold. All are signs of the dramatic shift that has put the Nordic country on the cusp of becoming the first market in the world to all but eliminate sales of new combustion-powered cars. “It’s cold here, there are mountains, long distances to drive,” Yngve Slyngstad, the former head of Norway’s $1.8 trillion sovereign wealth fund, said on the way to his electric car in downtown Oslo. “There are so many reasons EVs shouldn’t have been a success here, and yet we’ve done it.” It’s a transition that happened with remarkable speed. While there have long been incentives to encourage EV purchases — mainly to promote short-lived domestic upstarts — adoption only started to accelerate in recent years, as a greater variety of cars became available. Once an inflection point was reached, the ramp-up was rapid.

[awesome-casuallyfamouscollector]

12% Of New Car Sales Now Fully Electric In France!

Plugin vehicles continue to rise in France, with last month’s plugin vehicle registrations ending at 33,851 units, divided between 21,888 BEVs (or 13% share of the overall auto market) and 11,963 PHEVs (7% share of the overall auto market). The former climbed 5% year over year (YoY), while the latter was actually down by 28%, […]

(..) Last month’s best seller was the Peugeot e-208, which scored a record 2,860 registrations. Following the electric Pug, we have two Renaults on the podium. The Twingo EV was in 2nd, with 2,158 registrations, also a new record, while the Zoe was in 3rd, with 2,048 registrations, its best score this year.  Still on Renault, the new Megane EV jumped to 5th, with a record 1,854 deliveries. That meant there were three Renault BEVs in the top 5!(..)

P.S. Decent specs, good performance on long trips, affordability and availability are key factors for success in EV market...Well, the list of nomenclature of the EV market is quite a long with good electric cars, but what good are these offerings if in practice many electric cars are too expensive or simply their delivery time is way too long...

[awesome-casuallyfamouscollector]

Everything You Need To Know About Tesla's New 4680 Battery Cell

Tesla didn't hold back at Battery Day, announcing a new tabless 4680 cell form factor, among many other things.

(..) One of the results of these efforts is a new 4680 tabless cylindrical battery cell format that brings a host of performance, manufacturing, and cost benefits to the table. As the name implies, the new jumbo cells are 46 mm in diameter and 80 mm in height. The larger jelly roll packs more active battery material into the casing for a 5× improvement in energy storage and a 6× increase in power. Scaling up to the pack, the new form factor alone delivers a 16% increase in range.

[vidhucables]

The EV Revolution Starts at Home: Is Your Electrical Wiring Ready?

India is witnessing a remarkable shift toward electric mobility. With electric cars and two-wheelers becoming increasingly common, home char

[blogmassivewitchbouquetstuff]

the copper series: the copperbelt in the EV era

the EV revolution is not simply a demand story for copper as a commodity. it is, potentially, a transformation story for the copperbelt as a place.

the current relationship between the copperbelt and the global economy is extractive in the most literal sense. copper ore taken from the ground. processed. smelted. refined to cathode. exported. the value chain ends — for the copperbelt — at the cathode stage. everything that happens to zambian copper after it leaves as cathode happens somewhere else. wire drawing in china. motor winding in germany and japan. battery interconnects in south korea and the united states. the finished electric vehicle, containing eighty to one hundred kilograms of zambian copper, assembled on other continents, sold in markets the copperbelt will never see.

but the EV revolution creates a different kind of opportunity. less discussed. potentially more transformative for the copperbelt specifically.

it creates the opportunity for the copperbelt to become not just a supplier of copper to the EV industry but a participant in it.

copper wire drawing and rod manufacturing in the copperbelt — taking zambian cathode and transforming it into intermediate products EV manufacturers need. zambian engineers, zambian technicians, zambian production workers. tax revenue that stays in zambia. skilled manufacturing employment that transforms the economic character of a region.

battery component manufacturing — copper current collectors, busbars, interconnects — essential components of lithium-ion battery packs, produced in zambia from zambian copper, close to the source of the raw material. the logistics argument is compelling: reducing distance between raw material and component production reduces cost, reduces carbon footprint, reduces supply chain vulnerability.

a copperbelt that attracts, rather than simply supplies, the investment of the global clean energy transition.

the DRC has been the subject of sustained international attention around battery supply chain investment — from the united states through critical minerals agreements, from the european union through its critical raw materials act. zambia is engaged in similar conversations. the direction is right.

the copperbelt has given the world more than a hundred years of copper.

the EV revolution is the moment in which it could ask for something different in return.

not just a price for its ore.

a place in the industry that ore makes possible.

that ask is legitimate. it is economically rational. and the window — before the supply chains of the global EV industry calcify around existing arrangements — is open now. 🟠

[blogmassivewitchbouquetstuff]

The copper series, part three: the economics

Copper trades on the london metal exchange at USD 9,000 to USD 10,000 per tonne at current prices. a market broadly in balance. but the structural forces building beneath the surface point in one direction.

demand is accelerating.

a conventional internal combustion engine vehicle contains approximately 20 to 25 kilograms of copper. a battery electric vehicle contains 80 to 100 kilograms. as global EV sales grow from approximately 14 million in 2023 to a projected 30 to 40 million annually by 2030, the incremental copper demand from that transition alone is measured in millions of additional tonnes per year.

but EVs are only one component. the electrical grid infrastructure required to charge them — transmission lines, substations, distribution networks, smart grid systems — is intensely copper-dependent. a single wind turbine contains approximately 4 tonnes of copper. an offshore wind farm of 100 turbines: 400 tonnes for the turbines alone, before the subsea cables connecting the farm to the grid are counted. the international energy agency estimates that achieving net-zero by 2050 requires a tripling of mineral inputs to the energy system. copper is among the most significant.

data centres. the AI computing buildout that accelerated dramatically in 2023 and 2024 and continues to grow requires significant copper for power distribution, cooling, and server interconnection. every major technology company in the world is expanding data centre capacity. all of it requires copper.

supply is not keeping pace.

the average grade of copper ore mined globally has declined from approximately 1.2 percent copper in the 1990s to below 0.6 percent today. the same volume of ore is processed to produce less copper. the largest mines in the world are aging. new deposits of the required scale are not being discovered at the rate needed to maintain supply growth. the lead time from discovery to production for a new copper mine is ten to fifteen years.

this is the structural context in which zambia's copper endowment sits.

not a commodity the world needs in roughly the same quantities it always has. a commodity whose demand is growing faster than supply can respond to, in a market where the geological endowment is concentrated in a small number of jurisdictions — chile, peru, the democratic republic of congo, and zambia — that will increasingly be the subject of strategic attention from major economies that cannot produce enough copper domestically.

zambia has more copper in the ground than it has ever fully quantified. it has the infrastructure and the skills of a hundred-year-old mining industry. and it sits at the beginning of the period in which copper's strategic importance will be greater than it has ever been.

the economics of the moment are working in zambia's favour.

the question is whether zambia's response is working in zambia's favour. 🟠

[marknspark]

The Massive Surge in the Lithium-Ion Battery Recycling Market

The global shift toward electrification has placed the Lithium-Ion Battery Recycling Market at the center of the renewable energy revolution. U.S. lithium Ion Battery Recycling Market recorded a recycling volume of 120,000 tons in 2024 and is estimated to reach volume of 1,317,348 tons by 2033 with a CAGR of 32.6% during the forecast period. As millions of electric vehicles reach the end of their first lifecycle, the necessity to recover critical materials like lithium, cobalt, and nickel has become a matter of national economic security. This booming sector is transforming environmental liabilities into a strategic "urban mine," ensuring that the materials needed for tomorrow’s energy storage are sourced sustainably within domestic borders.

Strategic Growth of the U.S. Lithium-Ion Battery Recycling market

Recent developments in the U.S. Lithium-Ion Battery Recycling market indicate that massive investments from both the private sector and federal government are accelerating facility expansions across the "Battery Belt." Companies are focusing on hydrometallurgical processes that allow for the recovery of battery-grade chemicals with significantly lower carbon footprints than traditional mining. This localized approach to material sourcing helps manufacturers stabilize their supply chains against global geopolitical shifts. Furthermore, the rise of second-life applications, where degraded EV batteries are repurposed for stationary grid storage, is providing an additional layer of value to the recycling ecosystem before the cells are finally broken down for chemical recovery.

Innovation in Closed Loop Battery Manufacturing

The industry is moving toward a true closed-loop system where the "black mass" extracted from old batteries is refined and immediately reintegrated into new cell production. This efficiency is vital for reducing the overall cost of electric vehicles and making them accessible to a broader consumer base. Advanced automated dismantling robots are being deployed to safely handle high-voltage packs, reducing the risk to human workers while increasing the speed of processing. By refining these recovery techniques, the United States is positioning itself as a leader in the global circular economy, proving that industrial growth can be perfectly aligned with rigorous environmental protection and resource conservation.

[futurescoops]

The Great EV Markdown Is Here: Resale Prices Plunge, Squeezing Fleets and Early Adopters

Industry analysts expect 2026 to mark a year of recalibration for the electric vehicle market as both supply and demand adjust. For now, however, it remains in flux – its promise of cleaner transpo…