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Chris Meder

@EVCurveFuturist • 9,257 subscribers

Futurist | Exponentialist | Humanist Electrification → #Bettrification Software → Automation → Intelligence Solar • Wind • Batteries • EVs • BESS • AI • BIO

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Across the Gobi Desert, autonomous tracked robots are transporting & installing solar panels with minimal human intervention, doubling installation efficiency. The energy transition isn't just about building more solar. It's about automating the infrastructure itself. #LFP #SWB

Across the Gobi Desert, autonomous tracked robots are transporting & installing solar panels with minimal human intervention, doubling installation efficiency. The energy transition isn't just about building more solar. It's about automating the infrastructure itself. #LFP #SWB

56,529 görüntüleme

The Dogger Bank Offshore Wind Zone is becoming one of the largest renewable energy projects on Earth. 🌊 ~9.3 GW planned capacity 🏠 Enough electricity for ~14-15 million UK homes ⚡ ~40-50 TWh annual generation 🗼 ~650+ offshore wind turbines 💰 £20B+ invested 📍 North Sea, 130-290 km off England's east coast Dogger Bank A, B & C (3.6 GW) are under construction now and expected to be fully operational by 2026-27. The wider Dogger Bank zone, including Sofia (1.4 GW), Dogger Bank South (3 GW) and Dogger Bank D (~1.5 GW proposed), pushes total capacity beyond 9 GW. For perspective, that's roughly equivalent to the annual output of 6-8 large nuclear reactors.

The Dogger Bank Offshore Wind Zone is becoming one of the largest renewable energy projects on Earth. 🌊 ~9.3 GW planned capacity 🏠 Enough electricity for ~14-15 million UK homes ⚡ ~40-50 TWh annual generation 🗼 ~650+ offshore wind turbines 💰 £20B+ invested 📍 North Sea, 130-290 km off England's east coast Dogger Bank A, B & C (3.6 GW) are under construction now and expected to be fully operational by 2026-27. The wider Dogger Bank zone, including Sofia (1.4 GW), Dogger Bank South (3 GW) and Dogger Bank D (~1.5 GW proposed), pushes total capacity beyond 9 GW. For perspective, that's roughly equivalent to the annual output of 6-8 large nuclear reactors.

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In Australia, under proposed national standards, new data centres must bring their own 100% renewable energy supply, firmed by batteries or gas. Crucially, this means new, additional renewable generation, not simply claiming certificates against generation already on the grid. And the scale is enormous. AEMO is already tracking 225 data centres in development, with data-centre electricity demand forecast to rise from around 3% of NEM consumption today to 13% by 2036, potentially around 34 TWh a year. Climate Change & Energy Minister Chris Bowen puts the challenge bluntly: “Data centres are huge consumers of electricity. They are whales.” In 2024, US data centres consumed as much electricity as the entire country of Sweden. Australia wants to get ahead of this. Australia isn't alone. Similar policy moves are underway in China, Germany and Ireland, but Australia's proposed framework is among the most aggressive: 100% renewable energy, tied to new additional generation and backed by firming, with the new rules intended to begin from 2027. Instead of allowing this enormous new load to compete with households and businesses for existing generation, Australia wants it to help finance the new supply needed to meet it. AI growth → electricity demand → renewable PPAs → new solar & wind → more batteries & transmission → stronger grid. This has always been part of my thesis: AI will become a major new demand engine for Australia's solar, wind and battery buildout, rather than a brake on the energy transition, potentially creating a blueprint the rest of the world can replicate. AI and renewables don't have to compete. Done right, each can accelerate the other. #SWB #Bettrification

In Australia, under proposed national standards, new data centres must bring their own 100% renewable energy supply, firmed by batteries or gas. Crucially, this means new, additional renewable generation, not simply claiming certificates against generation already on the grid. And the scale is enormous. AEMO is already tracking 225 data centres in development, with data-centre electricity demand forecast to rise from around 3% of NEM consumption today to 13% by 2036, potentially around 34 TWh a year. Climate Change & Energy Minister Chris Bowen puts the challenge bluntly: “Data centres are huge consumers of electricity. They are whales.” In 2024, US data centres consumed as much electricity as the entire country of Sweden. Australia wants to get ahead of this. Australia isn't alone. Similar policy moves are underway in China, Germany and Ireland, but Australia's proposed framework is among the most aggressive: 100% renewable energy, tied to new additional generation and backed by firming, with the new rules intended to begin from 2027. Instead of allowing this enormous new load to compete with households and businesses for existing generation, Australia wants it to help finance the new supply needed to meet it. AI growth → electricity demand → renewable PPAs → new solar & wind → more batteries & transmission → stronger grid. This has always been part of my thesis: AI will become a major new demand engine for Australia's solar, wind and battery buildout, rather than a brake on the energy transition, potentially creating a blueprint the rest of the world can replicate. AI and renewables don't have to compete. Done right, each can accelerate the other. #SWB #Bettrification

69,962 görüntüleme • 9 gün önce

🚨 China just became first country in history to surpass 4 TW of installed electricity capacity. • 4.01 TW total capacity • 62% non-fossil • 61% renewable • 1.5% nuclear • 32% coal (down > 61% in 2010) China's electricity system now 1.7× larger than the US and EU combined.

🚨 China just became first country in history to surpass 4 TW of installed electricity capacity. • 4.01 TW total capacity • 62% non-fossil • 61% renewable • 1.5% nuclear • 32% coal (down > 61% in 2010) China's electricity system now 1.7× larger than the US and EU combined.

480,239 görüntüleme • 2 ay önce

China just shipped 900 electric heavy trucks in a single order—its largest ever. So far: 54,000 new energy commercial vehicles were exported in H1 2026 (+9.9% YoY). First deliveries to Australia, Germany & Turkey. Heavy transport’s S-curve has officially begun. ⚡🚛 #BEV #EV #LFP

China just shipped 900 electric heavy trucks in a single order—its largest ever. So far: 54,000 new energy commercial vehicles were exported in H1 2026 (+9.9% YoY). First deliveries to Australia, Germany & Turkey. Heavy transport’s S-curve has officially begun. ⚡🚛 #BEV #EV #LFP

62,289 görüntüleme • 1 ay önce

Congrats to the Tesla team. This is a watershed moment for freight in America. $0.15/mile EV vs ~$0.50 diesel ($0.60+ when diesel spikes) Operating costs are the hero. Once fleets see it at scale and production ramps, sales will rocket. EV trucks will take over the roads. Extended POV: This isn’t about specs. It’s about economics under utilisation. Freight is brutal: high miles, heavy loads, tight margins. That’s exactly where EVs dominate. Core specs that matter: • Range: 325–500 miles (523–805 km) • Gross combination weight: up to ~82,000 lbs (37 t) • Energy use: ~1.7 kWh/mile fully loaded • Battery: ~600–900 kWh est • Motors: 3 independent rear motors Charging flips the model: • Megawatt charging (MCS) capable • ~60–70% in ~30 mins • ~400 miles recovered in a stop (real-world target) • Depot charging overnight = lowest cost energy Now the key part: At ~1.7 kWh/mile → $0.15/mile assumes ~$0.09/kWh depot energy Diesel: → ~6–7 mpg → $3–4/gal = ~$0.45–0.70/mile That gap is everything. And fleets scale that instantly. Then layer in: • near-zero idling losses • far less maintenance (no engine, gearbox, exhaust systems) • regenerative braking reducing wear • higher uptime And the system gets even stronger: → solar + battery depots pushing energy cost toward zero → load balancing across fleets → software routing + charging optimisation → predictable operating costs vs oil volatility This isn’t a truck upgrade. It’s a system rewrite. Diesel = fuel logistics Electric = energy + software Fleets don’t buy hype. They buy cost per mile. Once they hit scale production, it won’t be gradual. Fleet is where the system flips. ⚡🚛

Congrats to the Tesla team. This is a watershed moment for freight in America. $0.15/mile EV vs ~$0.50 diesel ($0.60+ when diesel spikes) Operating costs are the hero. Once fleets see it at scale and production ramps, sales will rocket. EV trucks will take over the roads. Extended POV: This isn’t about specs. It’s about economics under utilisation. Freight is brutal: high miles, heavy loads, tight margins. That’s exactly where EVs dominate. Core specs that matter: • Range: 325–500 miles (523–805 km) • Gross combination weight: up to ~82,000 lbs (37 t) • Energy use: ~1.7 kWh/mile fully loaded • Battery: ~600–900 kWh est • Motors: 3 independent rear motors Charging flips the model: • Megawatt charging (MCS) capable • ~60–70% in ~30 mins • ~400 miles recovered in a stop (real-world target) • Depot charging overnight = lowest cost energy Now the key part: At ~1.7 kWh/mile → $0.15/mile assumes ~$0.09/kWh depot energy Diesel: → ~6–7 mpg → $3–4/gal = ~$0.45–0.70/mile That gap is everything. And fleets scale that instantly. Then layer in: • near-zero idling losses • far less maintenance (no engine, gearbox, exhaust systems) • regenerative braking reducing wear • higher uptime And the system gets even stronger: → solar + battery depots pushing energy cost toward zero → load balancing across fleets → software routing + charging optimisation → predictable operating costs vs oil volatility This isn’t a truck upgrade. It’s a system rewrite. Diesel = fuel logistics Electric = energy + software Fleets don’t buy hype. They buy cost per mile. Once they hit scale production, it won’t be gradual. Fleet is where the system flips. ⚡🚛

213,842 görüntüleme • 4 ay önce

China isn't just exporting EVs anymore, it's exporting electrification. On 29 April 2026, Ethiopia deployed its first fleet of 50 electric heavy-duty trucks at the Bishoftu International Airport megaproject, with another 42 trucks arriving soon. This isn't just about replacing diesel. It's about reducing fuel imports, cutting operating costs, improving air quality and proving that heavy transport can electrify, even in emerging economies. Don't be surprised to see the same model replicated across mining, logistics and construction projects throughout Africa, LATAM and the Global South. The energy transition isn't waiting for the developed world anymore. It's already being built across it. 🌍⚡ #EV #Electrification #Africa #EnergyTransition #Bettrification

China isn't just exporting EVs anymore, it's exporting electrification. On 29 April 2026, Ethiopia deployed its first fleet of 50 electric heavy-duty trucks at the Bishoftu International Airport megaproject, with another 42 trucks arriving soon. This isn't just about replacing diesel. It's about reducing fuel imports, cutting operating costs, improving air quality and proving that heavy transport can electrify, even in emerging economies. Don't be surprised to see the same model replicated across mining, logistics and construction projects throughout Africa, LATAM and the Global South. The energy transition isn't waiting for the developed world anymore. It's already being built across it. 🌍⚡ #EV #Electrification #Africa #EnergyTransition #Bettrification

55,386 görüntüleme • 1 ay önce

Check out this footage of an #EV truck overtaking the usual suspects dragging their heels up a steep grade, slowing traffic and winding everyone up. Fully loaded Tesla Semi, but it could just as easily be Windrose, BYD or Volvo. No shifts. No lag. Just torque. Cost always wins.

Check out this footage of an #EV truck overtaking the usual suspects dragging their heels up a steep grade, slowing traffic and winding everyone up. Fully loaded Tesla Semi, but it could just as easily be Windrose, BYD or Volvo. No shifts. No lag. Just torque. Cost always wins.

51,325 görüntüleme • 4 ay önce

IKEA has installed 1M+ solar panels, owns 49 wind farms and 26 solar parks, and now matches 94.8% of its electricity use with renewables. A furniture retailer has become one of the world's largest corporate renewable energy investors. The transition is bigger than utilities. Ingka Group (the company that runs most IKEA stores worldwide) has already invested €4.3 billion into renewable energy and plans to lift that to €7.5 billion by 2030. Its wind and solar assets already generate enough electricity to match the annual consumption of more than 1.47 million European households, while rooftop solar continues rolling out across IKEA stores and warehouses worldwide. This is what mainstream disruption looks like. Companies aren't waiting for governments or utilities to lead. They're investing billions because renewables increasingly offer the lowest-cost path to long-term energy security and resilience. Furniture retailer? More like a clean energy company that happens to sell flat-pack furniture.

IKEA has installed 1M+ solar panels, owns 49 wind farms and 26 solar parks, and now matches 94.8% of its electricity use with renewables. A furniture retailer has become one of the world's largest corporate renewable energy investors. The transition is bigger than utilities. Ingka Group (the company that runs most IKEA stores worldwide) has already invested €4.3 billion into renewable energy and plans to lift that to €7.5 billion by 2030. Its wind and solar assets already generate enough electricity to match the annual consumption of more than 1.47 million European households, while rooftop solar continues rolling out across IKEA stores and warehouses worldwide. This is what mainstream disruption looks like. Companies aren't waiting for governments or utilities to lead. They're investing billions because renewables increasingly offer the lowest-cost path to long-term energy security and resilience. Furniture retailer? More like a clean energy company that happens to sell flat-pack furniture.

29,784 görüntüleme • 3 ay önce

Here’s the world’s 2nd largest solar farm: Bhadla Solar Park 🇮🇳 ~2.25 GW ~56 km² ~10M panels ~1.4M homes powered Built fast. Fully operational. Massive scale. India isn’t slowing down—it’s scaling up. Solar isn’t limited by tech—only by will. ⚡ #Solar #Bettrification #BESS

Here’s the world’s 2nd largest solar farm: Bhadla Solar Park 🇮🇳 ~2.25 GW ~56 km² ~10M panels ~1.4M homes powered Built fast. Fully operational. Massive scale. India isn’t slowing down—it’s scaling up. Solar isn’t limited by tech—only by will. ⚡ #Solar #Bettrification #BESS

39,967 görüntüleme • 4 ay önce

Midong Solar (Xinjiang) is now fully operational — the largest single solar installation in the world. ~3.5 GW ~6–6.5 TWh/year ~2 million homes Not a prototype. Not a pilot. A template—replicated at scale. China is laying down the blueprint. ⚡#Bettrification #Solar #BESS #LFP

Midong Solar (Xinjiang) is now fully operational — the largest single solar installation in the world. ~3.5 GW ~6–6.5 TWh/year ~2 million homes Not a prototype. Not a pilot. A template—replicated at scale. China is laying down the blueprint. ⚡#Bettrification #Solar #BESS #LFP

33,356 görüntüleme • 5 ay önce

Chile isn't just focusing on #EV growth. It's also building one of the world's largest renewable energy projects, bolstering #VRE growth. Oasis de Atacama combines 2 GW of solar with 11 GWh of battery storage, enough to shift vast amounts of daytime solar into evening peak. #SWB

Chile isn't just focusing on #EV growth. It's also building one of the world's largest renewable energy projects, bolstering #VRE growth. Oasis de Atacama combines 2 GW of solar with 11 GWh of battery storage, enough to shift vast amounts of daytime solar into evening peak. #SWB

16,024 görüntüleme • 2 ay önce

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