But 2025 has exposed a deeper truth: The EV transition is fragile and heavily dependent on policy scaffolding. As that scaffolding begins to wobble, particularly in the U.S. and Europe,
This post analyzes the OBBB and changes to IRA tax credits, comparing to my earlier analyses.
<span class='st_facebook_buttons' st_title='Assessing the One Big Beautiful Bill: What Does It Mean for
This report aims to separate actual progress from promise, identifying genuine successes and persistent shortcomings in EV infrastructure buildout.
<span class='st_facebook_buttons' st_title='Global State of Play: The EV Charging Gap
The report examines how the global EV and battery ecosystem has evolved through mid-2025, offering a comprehensive, data-driven view across the U.S., EU, China, and a rising cohort of emerging
A USC report warns of refinery closures and policy-driven supply gaps pushing prices sharply higher. My research has showed that that’s exactly what policymakers in California wanted.
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For nearly a decade, I’ve been comparing and analyzing global EV outlooks to track how the market is evolving—and how the forecasts are adapting. The latest projections for 2024 and
Global momentum toward banning internal combustion engine vehicles (ICEVs) and advancing zero-emission vehicle (ZEV) sales targets remains strong on paper—but fractured in practice.
<span class='st_facebook_buttons' st_title='Slowing the Roll:
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My research shows that since Q2 2024 especially, multiple SAF projects have been delayed, scaled back, or outright canceled around the world. The causes—high costs, weak market signals, and policy
This report, the first in a series of reports and posts on transport energies over the next few months, captures research on the state of various projects in these areas.
A WEF report warns that SAF cost, fragmented policies, and hesitant investors remain the biggest roadblocks to aviation decarbonization, despite a doubling of SAF production in 2024.
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In 2024, global automakers faced a rapidly evolving landscape shaped by increasingly stringent regulations, infrastructure challenges, and shifting consumer preferences. This post provides a brief summary of how this is
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