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Joseph A di Paolantonio boosted
Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp 3 days ago

China deploys AI-powered fully electric mining trucks — turning quarries into rolling data centers. Closed sites + 24/7 ops = autonomy at scale. These aren’t 75 kWh cars… they’re multi-MWh beasts. Heavy industry going electric will trigger the next #Lithium demand shock. #LFP #Bettrification

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Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp 3 days ago

China deploys AI-powered fully electric mining trucks — turning quarries into rolling data centers. Closed sites + 24/7 ops = autonomy at scale. These aren’t 75 kWh cars… they’re multi-MWh beasts. Heavy industry going electric will trigger the next #Lithium demand shock. #LFP #Bettrification

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Joseph A di Paolantonio boosted
Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp 3 days ago

Solar isn’t the fastest-growing energy source because of ideology — it’s the lowest cost. When something is structurally cheaper, capital flows, scale compounds and incumbents get squeezed. Gas burns fuel. Solar uses photons. Money walks. Bullshit talks, #BESS 🚀 #Bettrification #LFP

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Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp 3 days ago

Solar isn’t the fastest-growing energy source because of ideology — it’s the lowest cost. When something is structurally cheaper, capital flows, scale compounds and incumbents get squeezed. Gas burns fuel. Solar uses photons. Money walks. Bullshit talks, #BESS 🚀 #Bettrification #LFP

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Joseph A di Paolantonio boosted
Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp last week

Internal combustion won’t collapse from ideology — it’ll collapse from arithmetic. EVs are at price parity, and some are already cheaper than ICE. When TCO flips decisively lower, demand shifts fast, margins compress, and capital runs. Money talks. Cost curves shout. #Bettrification #RIPOIL #LFP 🔋

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Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp last week

Internal combustion won’t collapse from ideology — it’ll collapse from arithmetic. EVs are at price parity, and some are already cheaper than ICE. When TCO flips decisively lower, demand shifts fast, margins compress, and capital runs. Money talks. Cost curves shout. #Bettrification #RIPOIL #LFP 🔋

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Joseph A di Paolantonio boosted
Chris Meder
Chris Meder
@evcurvefuturist.com@bsky.brid.gy  ·  activity timestamp last week

A decade ago this felt ideological. Today it’s mathematical. Solar + wind are the cheapest new power across most of the world. Storage costs are collapsing. EVs are eating oil demand. Heat pumps displacing gas. The energy architecture is shifting fast, system by system. #Battrification #LFP #Solar🔋

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