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Another great piece - thanks. Do you know what happened to cause US imports of EVs to the EU-27 to disappear from Sept 2021 onwards (as per the Eurostat graphic)?

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May 30, 2023·edited May 30, 2023

Thank you for highlighting the political aspects of the energy transition - the within-country politics and the way that they lead to international politics. That's something I hadn't thought about much at all.

Once you start thinking in political terms, there's one other thing that will be exercising a quite few brains in the years and decades to come: what would an electrified defence force look like? Is it even possible? On the face of it, a battery-powered main battle tank is an absurd idea--so are tanks going to be obsolete, or do countries keep bijou fossil fuel and internal combustion engine industries for their defence needs?

A century or more of military doctrine is going to have to be re-thought from first principles.

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