Colin Mckerracher

@colinmckerrache

Head of Transport analysis at BloombergNEF. Canadian. Tweets about EVs, batteries, charging, and the future of mobility. Opinions are my own.

London, UK
Joined April 2013
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  1. Pinned Tweet
    May 21

    Thread about the findings from 's 2020 Electric Vehicle Outlook. You can find the full executive summary below, here's a quick tour.

    14 replies 121 retweets 237 likes
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  2. 16 hours ago

    Average range for BEVs models rose about 13% a year from 2012-19. My best guess here is that it keeps rising for another 3-5 years, plateaus for a while, and then starts to fall slightly as the charging network improves.

    7 replies 3 retweets 34 likes
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  3. 20 hours ago

    700km range and 200kW charging capability. EVs will keep getting better, and we're nowhere near the end of the road on this.

    16 replies 72 retweets 322 likes
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  4. Dec 9

    I haven't dug into the assumptions here. But eyeballing it, it looks pretty similar to 's latest analysis.

    1 reply 1 retweet 13 likes
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  5. Dec 9

    Their analysis puts the 'carbon payback period' from manufacturing the battery in an EV at just over a year.

    3 replies 4 retweets 31 likes
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  6. Dec 9

    Report also notes that battery electric vehicles need to be 24-56% of UK car sales by 2025 to stay on track with the net zero target. Full details here:

    1 reply 2 retweets 25 likes
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  7. Dec 9

    Here's the life cycle emissions assessment of EVs vs internal combustion vehicles in the UK from the latest report.

    11 replies 81 retweets 175 likes
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  8. Dec 9

    Volvo is moving quickly here. Class 8 electric trucks in urban/regional duty cycles look very promising.

    Volvo Trucks North America announced the sales start of its zero tailpipe emission, battery-electric vehicle to the North American market. The Volvo VNR Electric has a scheduled production start in early 2021. …
    9 retweets 45 likes
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  9. Dec 8

    Reupping this.

    Most negative newspaper articles on electric vehicles and renewables can be summarized as: 'Good Thing Not Perfect'
    6 replies 8 retweets 109 likes
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  10. Dec 8

    China November passenger vehicle sales: -Overall market up 7.8% year-on-year -EVs up over 100%. About 169,000 sold.

    1 reply 9 retweets 48 likes
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  11. Dec 7

    This is very cool, congrats to the team at

    6 retweets 36 likes
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  12. Dec 4

    With almost two years more data now available, this looks almost certain. Combustion vehicle sales probably peaked in 2017, and that is remarkable.

    6 replies 30 retweets 109 likes
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  13. Dec 4

    Two years ago, in our annual '10 things to watch for the year ahead' we flagged that combustion vehicle sales may have already peaked in 2017 Calling peaks is not usually great for credibility: you'll either be wrong, or right but everyone will think it was obvious in retrospect

    3 replies 17 retweets 75 likes
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  14. Dec 4

    BEV sales are up 162% year to date. The benefit in kind tax change is really working.

    2 retweets 18 likes
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  15. Dec 4

    Breakdown here:

    1 reply 1 retweet 6 likes
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  16. Dec 4

    UK November vehicle sales data is out: Plug-ins at 16% share (BEV 9%) Overall market down 27% BEV sales up 122% Plug-in hybrid sales up 77% Happening fast now, and you can start to see it on the streets.

    9 replies 67 retweets 214 likes
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  17. Dec 3

    As companies set aggressive decarbonisation targets, in some cases it is countries that need to keep up to stay competitive.

    6/ The combination of all these factors has created unbearable tension between the country and its leading companies. Sony , told Japan’s minister for administrative reform that if it can't get clean electrons locally, it will relocate factories.
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  18. Dec 3

    For example, hydrogen fuel cells may play a role for heavy duty long haul trucking, but for passenger cars, even if you doubled the FCV fleet every 2 years for the next two decades (hard!), they would still only be about ~2% of the vehicles on the road.

    1 reply 10 likes
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  19. Dec 3

    That will be hard and require large investments. Claiming otherwise underplays the scale of the challenge. But the point is that if you think that's not the right route, you need to propose an alternative or openly state that net zero is off the table.

    4 replies 1 retweet 21 likes
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  20. Dec 3

    Work back from any 2050 net zero target and you find that the vast majority of new vehicle sales need to be electric within about 10 years.

    For a further taster of what you’ll see next week, have a look at this table. Comparing the real-world implications of our new pathway, with the global actions to keep us on track for to Paris by 2030. If the PM accepts our advice, this is very ambitious indeed.
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    4 replies 28 retweets 68 likes
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  21. Retweeted
    Dec 2

    I tuned in to hear , then got to hear my friend as a bonus. Nice lineup on new podcast episode:

    1 reply 4 retweets 6 likes
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