94. Special episode on EVs. Pivotal year!
Every Sunday, Gerard and Laurent debrief last week’s news in the Energy Transition.On the menu this week, a special episode on EVs, a sector which is reaching a turning point this year.Global trends (Market +34% ytd) reaching 14m EV in 2023 (16% market share)Winners (Tesla, BYD) and losers (Start Ups and legacy makers)Technological innovations bringing cheaper EVs Sales of global ICE passenger vehicles are down 20% from their 2017 peak! ICE sales plunged from 86m in 2017 to 69m in 2022.