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
Yesterday
The fastest path to more power: How advanced conductors could unlock grid capacity without new transmission
The pressure on the power system is no longer theoretical. AI, data centers, electrification, and new industrial load are arriving faster than utilities can build generation and transmission through conventional timelines. One of the least glamorous but potentially most consequen ... Show More
46m 32s
Sep 8
Speed to power: Why data-center load growth is creating a new opening for C&I solar, storage, and microgrids
After a decade of flat demand, power markets are being forced to absorb a very different problem: rapid load growth arriving faster than transmission, large-scale generation, and utility interconnection processes can respond. The focus shifts from utility-scale procurement to the ... Show More
49m 16s
Aug 25
Thorium’s nuclear pitch: Can molten salt reactors cut cost, use waste, and scale faster than conventional designs?
Electricity demand is rising, capital is tightening, and nuclear is back in the conversation as utilities, governments, and large power users look for firm low-carbon supply. But the central question is not whether advanced nuclear can attract interest. It is whether any new desi ... Show More
39m 26s
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