Volts Clean electrification is inevitable
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Nov 21, 2025 Kingsmill Bond, an energy strategist known for his insights into clean electrification, explores the unstoppable transition towards electrotech. He highlights that efficiency and economics drive this revolution, regardless of political will. Bond discusses how emerging markets are leapfrogging fossil pathways and China’s dominance in manufacturing electrification technologies. He emphasizes the significance of grid innovations and how global dynamics are reshaping energy independence. Ultimately, he argues that electrotech is not just a trend but a fundamental shift in energy use.
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Electrons Are Far More Efficient Than Molecules
- Electrotech delivers two to three times more useful energy than fossil fuels because burning wastes huge shares to heat and loss.
- Kingsmill Bond calculates about two-thirds of primary energy is currently wasted, creating a massive efficiency opportunity.
Storage Is The Granary For Electricity
- Energy storage is transforming electricity like refrigeration transformed food distribution by removing time constraints.
- Batteries turning intermittent solar/wind into reliable, storable supply enable system-wide changes and new business models.
Learning Curves Drive Falling Electrotech Costs
- Electrotech follows learning curves like other digital technologies so costs fall as deployment scales.
- Fossil fuels behave like commodities with stable long-term real prices, so electrotech's falling costs make its economic triumph likely.
