Ben McWilliams

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• Tom Haddon@tomh-analyst.bsky.social26/10/2026 20:14

  The big question on the Beijing Swing was how long China could keep it up for. The bump during the 'MoU' period didn't worry markets as supply did initial loosen up, but now seemingly Chinese demand is coming back in a more structural way.

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• Robbie Andrew@robbieandrew.bsky.social14/10/2026 08:36

  We have to wait another ~10 days for all EU countries' reporting via ACEA, but I've got you covered. Using countries making up >80% of the market and a simple assumption of the rest, it looks like sales of BEVs in the EU reached 30% last month, and 23% so far this year.

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• Adrian Hiel@adrianhiel.bsky.social06/10/2026 13:44

  Exactly. Have a meeting with the head of DG Ener in 45 minutes and I presume she knows this. Will bring along this nice example in case. Germany using existing HPs & EVs flexibly on a random day last Feb would result in 20% drop in peak price for everyone. Likely 30% drop for users done consistently

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• Staffan Dahl@staffand.bsky.social05/10/2026 12:13

  Hopefully new government in Sweden, with the right policies can move closer to Denmark.

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• Georg Zachmann@gzachmann.bsky.social02/10/2026 12:43

  here the data: www.bruegel.org/dataset/euro...

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