Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Sunday, October 4, 2015

Disruptive technologies: EVs

An interesting article about how EV sales are likely to grow.  Different kinds of buyers buy a new technology at different stages, but--and this is key--once the S-curve has bent upwards, the shift is extremely rapid.  Norway is a good example of this: EV sales are 26% of total car sales now, but a year ago they were just 15%.  Elsewhere we haven't reached the lower flexion point, but it is surely just two or three years away.

Read the rest of the article here.

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