Podcast Highlight: The EV Divergence

#China is at 50% #EV penetration today and on track for ~80% by 2030. 

#Europe sits at 26% and is moving steadily. 

The #US has just revised its forecast from 40% → 18% by 2030. 

That’s the part of the 🎙Redefining Energy Energy podcast episode on batteries and EVs that stayed with me — the sheer divergence of industrial strategies.

China treats EVs as a national industrial priority.

Europe frames them through regulation.

The US is now pulling back on incentives and standards.

Same technology, three trajectories.

If you work in #batteries, #mobility, or industrial policy, this episode is worth listening to. It raises uncomfortable but essential questions about competitiveness, supply chains, and the cost curves we’re all implicitly betting on.

🎧 Have a listen, and tell me what you think: 

Is this divergence temporary or permanent?