GM, Ford, Volkswagen and Stellantis are turning EV battery capacity toward grid storage as AI data centres, stalled EV demand and Chinese battery dominance reshape the auto industry.
The hidden productivity hit of public charging for electric van fleets Electrifying van fleets for drivers without off‑street parking moves
The hidden productivity hit of public charging for electric van fleets Read Post »
Field Note The UK Energy Glut: Why Free Electrons Make the Efficiency Argument Irrelevant 14 April 2026 · Tim Harper
Battery payload loss is becoming a structural constraint on 44-tonne electric HGVs. This analysis answers the main objections using RHA survey data, battery energy density trends and fleet economics.
Battery Payload Loss: What the RHA Debate Reveals About Electric HGV Economics Read Post »
For 44-tonne operations — where the two-tonne battery derogation does not apply — the economics of electric HGVs are materially worse than diesel. The problem is not energy costs alone: operators must run more vehicles and more miles to move the same tonnage.
Battery Payload Loss: Why Electric HGVs Are Uneconomic at 44 Tonnes Read Post »
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Summary: The iran war semiconductor supply chain crisis
How the Iran War Is Fracturing the Semiconductor and AI Supply Chain Read Post »
When Policy Ignores Physics: What Fleet Operators Are Really Saying About Zero-Emission HGVs Field Note – The zero emission HGV
Zero Emission HGVs UK: The Policy Gap BVRLA and RHA Operator Data Reveal Read Post »
Field Note — 26 March 2026 UK Zero Emission HGV Funding: £1bn, But Read the Small Print On 25 March
UK Zero Emission HGV Funding: £1bn, But Read the Small Print Read Post »
A real‑world fleet TCO calculator that factors in daily duty cycles, charging downtime, payload loss and driver costs to compare diesel, BEV and hydrogen trucks.
A Real‑World Fleet TCO Calculator (Not a Marketing Graphic) Read Post »
The Iran war triggered history’s largest oil shock and supply disruption. But unlike past crises, higher oil prices won’t speed up renewable energy adoption. The real constraints are sulphur shortages, rare earth bottlenecks, and Chinese manufacturing dominance.
The Oil Shock That Won’t Accelerate the Energy Transition Read Post »