Colin Mckerracher

@colinmckerrache

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

London, UK
Joined April 2013
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  1. Aug 15

    Hi folks, some personal news: last week my wife and I welcomed our new daughter to the world! We're all doing well, and enjoying being a family of four now. I'll be off Twitter for the next few months, take care everybody and and stay safe!

    40 replies 2 retweets 334 likes
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  2. Retweeted
    Aug 5

    The future of the auto industry is electric — and made in America. Today I'm signing an executive order with a goal to make 50% of new vehicles sold by 2030 zero-emission — and unveiling steps to reverse the previous administration’s short-sighted rollback of vehicle standards.

    4,565 replies 7,397 retweets 57,500 likes
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  3. Retweeted
    Aug 5

    Three critical pieces of Biden’s EV agenda will be on display over the next week: fuel economy standards today, charging infrastructure and buses in the bipartisan bill, and additional changes around incentives in the budget resolution (1/2)

    President Joe Biden plans to call for half of all vehicles sold in the U.S. to be emission free by the end of the decade
    1 reply 7 retweets 19 likes
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  4. Retweeted
    Aug 5

    On the morning of what sounds like a big deal announcement for U.S. electric vehicles, some key data cut three ways. Capital expenditure commitments already point to half-EV sales by 2030. Sales = target R&D = vector Capex = destiny

    10 retweets 17 likes
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  5. Aug 5

    *All figures 2020, except passenger cars which is latest June 2021 sales data. Excludes PHEVs and low-speed EVs. Two/three wheelers figure is motorbikes, mopeds, scooters, excludes e-bikes (but the lines are getting blurry there).

    1 reply 2 retweets 6 likes
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  6. Aug 5

    Current EV share of global new vehicle sales by segment: Heavy/medium commercial vehicles: 0.1% Light commercial vehicles: 1% Passenger cars: 6%* Buses: 39% Two/three-wheelers: 44% Source: BloombergNEF 2021 EV Outlook

    Current EV share of global vehicle fleet by segment: Heavy/medium commercial vehicles: 0.04% Light commercial vehicles: 0.4% Passenger cars: 1% Buses: 16% Two/three-wheelers: 25% Source: BloombergNEF 2021 EV Outlook
    2 replies 24 retweets 73 likes
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  7. Aug 5

    Diesel is down to 13% of the UK auto market market in July. Plug-ins well ahead now at 17%.

    Plug-in vehicle uptake accelerates to 17.1% of market with 21,039 units registered in July, with electric vehicles now expected to account for more than one in six new cars acquired in 2021.
    1 reply 8 retweets 31 likes
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  8. Retweeted
    Aug 4

    Talk about the link between ICE emissions and Asthma and feature a woman who went electric b/c her kids have asthma in your next ad

    We're taking our icons, and making them electric. What else is it going to take for EVs to go mainstream?
    7 replies 15 retweets 134 likes
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  9. Retweeted
    Aug 4

    Why a forecast on electric vehicle adoption made in 2015 was out by two decades. via

    5 replies 7 retweets 18 likes
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  10. Retweeted
    Aug 3

    "OPEC’s 2015 World Oil Outlook is a good example of being wrong sooner rather than later: it expected a fleet of 4.7 million BEVs on the road in 2040, with > 98% of the world’s vehicles powered by ICE." That 2040 number was reached last year. (1 of 2)

    2 replies 16 retweets 40 likes
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  11. Aug 3

    Current EV share of global vehicle fleet by segment: Heavy/medium commercial vehicles: 0.04% Light commercial vehicles: 0.4% Passenger cars: 1% Buses: 16% Two/three-wheelers: 25% Source: BloombergNEF 2021 EV Outlook

    8 replies 87 retweets 221 likes
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  12. Aug 3

    As always, you can sign up for the free Hyperdrive daily newsletter at the link below. Great content from around the world.

    1 reply 4 likes
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  13. Aug 3

    Sharing this post was what got me thinking about this again. Twitter is a great sounding board for ideas to develop further, thanks for the input everybody.

    OPEC's 2015 World Oil Outlook expected 4.7 million battery electric vehicles on the road in 2040. Actual tally in mid-2021: over 8 million
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    1 reply 3 retweets 7 likes
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  14. Aug 3

    There's a lot more to cover on this topic than I had room for. But two good questions to ask of any long-term outlooks: how is the report modeling consumer uptake dynamics? And what rate of technology change is assumed on key enabling components for alternatives?

    2 replies 2 likes
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  15. Aug 3

    My piece this week for and looks at what we can learn from past long-term oil/energy outlooks, and how to make them better.

    3 replies 10 retweets 20 likes
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  16. Aug 3

    For a big picture view on decarbonizing aviation, see this excellent piece from

    3 retweets 9 likes
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  17. Aug 3

    Small stuff, but still interesting to see more activity on this.

    1 reply 16 retweets 47 likes
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  18. Aug 3

    I was wondering when this would happen.

    This Tweet is unavailable.
    8 replies 12 retweets 79 likes
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  19. Retweeted
    Aug 1
    Replying to

    I think this follows logically from the fact that newer cars are driven more. E.g. in Finland when 30% of sales are EVs (BEV+PHEV) logically the share of EV driven kms rises faster than the fleet share. Norwegian data clearly demonstrates the direction

    Norjassa 85 % myydyistä autoista oli sähköisiä (PHEV ja BEV). Kasvu erittäin voimakasta ja samalla käyrällä muissakin maissa. Lyhyt ketju ja merkitys Suomelle 1/n
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    2 replies 1 retweet 9 likes
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  20. Jul 30

    To be clear, we were also too conservative in our first outlook. We were literally going out with numbers 100X what people who had been doing this for a long time had. We got grilled many, many times. Straying a long way from consensus is hard work.

    1 reply 4 retweets 76 likes
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