Everything Electric Podcast Clean Energy in a Divided World: The Global Power Struggle!
Oct 13, 2025
Ajai Ahluwalia, Head of Supply Chain at RenewableUK, and James Court, Public Policy Director at Octopus Electric Vehicles, delve into the complex world of clean energy politics. They discuss how rising costs and supply chain challenges impact renewables. James highlights the rapid growth in EV sales and the prospects of achieving price parity soon. Additionally, they address the competitive landscape between Europe and emerging markets and the threat of misinformation on EV perceptions, emphasizing the need for fair pricing and local charge infrastructure in the transition to electric vehicles.
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Renewables Drove Long-Term Cost Falls
- Renewable and wind supply chains cut costs dramatically over 10–15 years, enabling the energy transition.
- Recent commodity and energy price shocks have reversed some of that cost fall, raising project costs again.
EV Sales Are Reaching Mass Adoption
- EV sales have grown steadily and now show 36 months of continuous increases, approaching a quarter of new-car sales.
- Price parity is emerging and cheaper EVs from new brands are accelerating uptake.
Shanghai Showed An Electrified Future
- Robert describes walking a busy Shanghai street where almost every vehicle was electric, from buses to scooters.
- He contrasts that with spotting a lone Ferrari, suggesting petrol cars become luxury curiosities in future cities.