A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in 2022, according to BloombergNEF.
Still, there have been real signs of changing ... Show More
Sep 3
What comes after the data center backlash?
In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they face fierce opposition. In this episode, Shayle speaks to Brian Janous, co-founder ... Show More
47m 34s
Aug 27
The rise of metal fuels
Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, noise, maintenance requirements, permitting challenges, and growing footprint are be ... Show More
40m 29s
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
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Feb 2025
What the EV Industry’s Challenges Reveal About Innovation and Regulation
Many consumers are buying electric vehicles, thanks to sportscar-like performance, government incentives, and personal motivations to minimize climate change. But the EV industry overall has revved and sputtered in unpredictable ways and offers a case study in managing innovation ... Show More
26m 24s