Colin Mckerracher

Head of Clean Transport at @BloombergNEF. Canadian. Tweets about EVs, charging, batteries, clean aviation, shipping and more. Opinions are my own.

[Colin Mckerracher @colinmckerrache]

Signing off here for a while. I'll be sharing content periodically on LinkedIn, you can find me there.

[Corey Cantor🌙 @CoreyBCantor]

It's not the key issue in the forthcoming US election, but one where the two main candidates would steer the country in widely different directions.

My new piece on how next week's elections would impact the US electric vehicle market for @business

https://t.co/3LhFXld4CN

[Cleaning Up Podcast @CleaningUpPod]

"Last year China produced more batteries than the entire world needed" @BloombergNEF Head of Clean Transport @colinmckerrache breaks down the stats on batteries this week with @MLiebreich. Listen now for more on battery markets worldwide and to hear some of Colins predictions.

[Joe Homsy @JoeHomsy]

👇

[Adrian Hiel @AdrianHiel]

The last sentence in this piece is a hell of a kicker. Follow the think and have a read. Well worth your time.

[Colin Mckerracher @colinmckerrache]

Are European regulators really forcing everyone into EVs, or are automakers overplaying their hand?

My latest for @BloombergNEF and @business here:
https://t.co/zAFDgmPmcZ

[Cleaning Up Podcast @CleaningUpPod]

Are EV's getting too cheap in China? Can Europe catch up? @colinmckerrache, Head of Clean Transport @BloombergNEF, joins @MLiebreich this week to discuss the latest trends, dynamics and regional differences of the worldwide EV market. Listen to our latest episode to learn more!

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

My guest this week on @CleaningUpPod is @colinmckerrache, Head of Clean Transportation at @BloombergNEF. We get deep into the data on EVs - you'll laugh (if you already know there's no slowdown), you'll cry (if you're a legacy car company), you'll learn!
https://t.co/U7A4mNHJMY

[Markham Hislop @politicalham]

@colinmckerrache and his @BloombergNEF team are one of my go-to sources for EV analysis, which is grounded in solid, comprehensive data.

Subscribe to the Hyperdrive newsletter. I do.

[Cleaning Up Podcast @CleaningUpPod]

"I think the US is absolutely in a manufacturing renaissance right now" @colinmckerrache, Head of Clean Transport @BloombergNEF joins @MLiebreich on Cleaning Up to discuss the IRA, America's EV market and their drive to beat out the competition. All new episode, out now!

[Lewis Standing @LewisStanding1]

Superb episode from @CleaningUpPod with @colinmckerrache on the EV "slowdown" myth

https://t.co/LmuoxvInFk

Some gems being that fiat charge a £11k premium for the EV fitted with a calculated £3.5k battery 🔋😬 in the 500

[Cleaning Up Podcast @CleaningUpPod]

Is there really an EV slowdown? Are EV's too cheap in China? Can we compete? This week on Cleaning Up, @MLiebreich welcomes @colinmckerrache , Head of Clean Transport @BloombergNEF to answer all of your burning questions on Electric Vehicles. Tonight, 6PM BST.

[Colin Mckerracher @colinmckerrache]

It was a real pleasure to join Cleaning Up with @MLiebreich this week!

We get into the details on what's going on with EVs , batteries and charging infrastructure around the world. Have a listen here:
https://t.co/30k1vwjSYU

[Colin Mckerracher @colinmckerrache]

@Tim_Stevens Hi Tim,
Definitely, send me a dm and we can set up a time.

[Colin Mckerracher @colinmckerrache]

My column for @business and @BloombergNEF this week looks at cobalt going into EVs and how it highlights the ways people often underestimate market forces
https://t.co/P3xsUMCdhs

[Colin Mckerracher @colinmckerrache]

@RebeccaTinucci @WilliamTodts @c40cities @Uber Thanks Rebecca, a pleasure to join you and the others for this!

[Colin Mckerracher @colinmckerrache]

@MathiasSundin Still growing, but slower. Full data in the article if you mouse over the chart.
https://t.co/dXfZIWCQKf

[Colin Mckerracher @colinmckerrache]

Plug-in hybrids are growing faster than full electrics, but BEVs are also still growing, contrary to many headlines.

[Colin Mckerracher @colinmckerrache]

We're a year into the EV slowdown narrative. Where do things actually stand?

Heading for just under 17 million EV sales this year, a new record. Growth rate will be about 20%, down from 33% the previous year.

[Colin Mckerracher @colinmckerrache]

@JJanegle Short version: flat in Europe (regulations tighten again in 2025 and adoption will start rising).
US: dip at the start of the year, growing again now.
Rest of world: still rising. Quickly in % terms but from a small base.

Here's some US data:
https://t.co/haDxYZh5rH

[Michael Thomas @curious_founder]

Well this is good to see.

After a brief slowdown, EV sales are on the rise again.

[Colin Mckerracher @colinmckerrache]

@JJanegle I recommend reading the article and watching the talk, it goes through what's happening in the different regions.

[Brian Wheeler @BrianLWheeler]

.@BloombergNEF estimates that sales of #electricvehicles — including both BEV and PHEV — are headed to 16.7 million units this year, up from 13.9 million in 2023 and in line with its forecast at the start of the year https://t.co/2dm1ClQ1CO via @colinmckerrache

#automotive

[Colin Mckerracher @colinmckerrache]

This piece is based on a talk my colleague Aleksandra O'Donovan gave at the #BNEFSummit last week in London.

Watch the full video here, it's excellent!
https://t.co/0Fdh403BMS

[Colin Mckerracher @colinmckerrache]

More on this in my latest piece for @business and @BloombergNEF here:

https://t.co/VJbQT3Qm0a