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When Politicians Argue, Engineers Build - #Batteries #Energy #EVs #Sustainability #northvolt Analytics Table

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When Politicians Argue, Engineers Build The battery race is already being won. The question is whether Europe — and Sweden — is still in it. There is a moment in every technological transition when the debate shifts. When the question moves from 'will this work?' to 'who will be left behind?' We are at that moment with batteries. The numbers from 2025 are not projections or scenarios. They are results. One in four cars sold globally last year was electric. In China, electric vehicles crossed 50% of all new car sales for the first time in history. Grid-scale battery storage is now outcompeting gas peakers in Australia — pushing wholesale electricity prices down 12% in a single year. In the United States, 19 gigawatts of battery storage was installed in twelve months, a 60% year-on-year jump. And China? China installed 63 gigawatts. The battery race is not a future event. It is a present reality. And the scoreboard is not close. I had the privilege of sitting down with Christina Lampe-Önnerud — founder and CEO of Cadenza Innovation, PhD from Uppsala University, postdoctoral researcher at MIT — for the latest episode of Transformers: The Sustainability Changemakers. What follows is what I took away from that conversation. The scale of what is happening 116 million electric cars on the road globally in 2026 — a 30% increase year-on-year 21 million new electric cars sold in 2025 — one in four of all new vehicles 63 GW gigawatts of battery storage added by China in 2025 — vs 19 GW in the United States 1.7 million barrels oil consumption displaced by EVs daily in 2025 — projected to rise to 5m by 2030 12% drop in Australian wholesale electricity prices — as batteries overtook gas peakers Sources: IEA, BloombergNEF, AEMO — referenced in the Transformers podcast episode at kajembren.org

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