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Prof Ray Wills
@ProfRayWills
Prof Ray Wills Managing Director, Future Smart Strategies; Adjunct Professor, The University of Western Australia
AIE 2026 Energy Professional of the Year
AIE 2026 Energy Professional of the Year
2.9K Following 18K Followers 48K Posts
Latest posts 5
Could US midterms rout start a shift back to a US net-zero transition?
What are US options as it faces up to the deeply-felt cost of fossil fuels
Could it rejoin the world at COP31?
@PeterNewmanCUSP
thenewdaily.com.au/renewable-ener…
@TheNewDailyAu 6 Nov 2026
What are US options as it faces up to the deeply-felt cost of fossil fuels
Could it rejoin the world at COP31?
@PeterNewmanCUSP
thenewdaily.com.au/renewable-ener…
@TheNewDailyAu 6 Nov 2026
Who gets to decide what a 'realistic' energy transition is?
There's a difference between what Australia should do and what our most influential businesses would prefer we don’t do
Our energy debate too often blurs the two by insisting on being ‘realistic’
thepoint.com.au/opinions/26110…
There's a difference between what Australia should do and what our most influential businesses would prefer we don’t do
Our energy debate too often blurs the two by insisting on being ‘realistic’
thepoint.com.au/opinions/26110…
Cheaper EVs will be cheaper & accelerate ICE devaluation
For companies holding large fleets, inventories or fleet devaluation risks corporate wealth destruction: falling asset values against debts that do not fall with them
Lenders need to stress-test that gap now.
For companies holding large fleets, inventories or fleet devaluation risks corporate wealth destruction: falling asset values against debts that do not fall with them
Lenders need to stress-test that gap now.
The world's switch to electric cars. 🌍View quoted post on X
60 countries, about 72 million new cars a year.
Over the last 12 months, 19.8% of new cars were BEV. The fitted model (exclusively dependent on past data) has BEV passing ICE in mid-2030 and reaching 50% a year later.
80% takes until around 2043 if the BEV transition continues without systematic change, which will almost assuredly not be the case, as I see this more as a lower limit.
PHEV peaks at about 13% in 2028 and then fades.
Next decade the whole world will look like this
Even USA will catch up
Even USA will catch up
98.8% BEV in October, just a hair below September's record.View quoted post on X
And that on the biggest October in over 30 years: 15,725 new cars, over 15,500 of them BEV. Year to date the market grew by about 6,300 cars. BEV grew by about 9,900, everything else shrank by about 3,600.