California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?We know that there are dozens and dozens more models of electric cars on the market. Ranges are increasing. Consumers like the driving experience. And total costs are creeping downward.But America’s electric vehicle market is anemic. Dealers ... Show More
Jul 28
Why biomining might finally work: How Endolith is using microbes and data to unlock more copper from low-grade ore
Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, and the lead times for bringing new supply online remain brutally long. That matters not just for renewables and electrification, but for the ... Show More
35m 56s
Jul 14
Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance
Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. But the industry’s center of gravity is shifting. The conversation is no longer ju ... Show More
45m 41s
Jun 30
As racks scale, power must change: The AC-to-DC rethink inside AI factories
As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access, and the speed at which new capacity can ... Show More
33m 9s
Oct 2025
Why GM Is Slamming the Brakes on EV Ambitions
In 2021, GM and its CEO Mary Barra announced a bold plan to go all electric by 2035. But falling consumer demand and shriveling government support has undermined GM’s electric plans. Now, as Sharon Terlep reports, GM has gone from one of the industry’s loudest EV champions to a l ... Show More
17m 1s
Jun 2024
The Electric Vehicle Revolution Isn’t Dead—It’s Just Recharging
<p>Brian Collie, BCG’s global leader for the automotive and mobility sector, explains that price and range anxiety remain as barriers to adoption of electric vehicles. Even so, recent BCG research in the US found that nearly 40% of surveyed consumers are considering a switch to e ... Show More
19m 30s