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CleanTechnica•3 months ago

•The US EV market share dropped to 5.9% in Q1 2026, a significant decline from 7.6% in Q1 2025 and an industry peak of 10.6% in Q3 2025.
•This trend indicates a potential slowdown in the rate of EV adoption, which could lead to downward revisions in long-term electricity demand growth forecasts.
•Developers and IPPs should monitor these shifting EV market dynamics as they directly influence the need for new generation capacity, transmission infrastructure, and the viability of future Power Purchase Agreements (PPAs).

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CleanTechnica•3 months ago

•Geopolitical events, such as the Strait of Hormuz disruption, can trigger significant LNG supply shocks, leading to delays, diversions, and repricing of natural gas.
•These LNG shocks directly impact the economics and availability of gas-fired generation, making it less attractive or accessible for power producers.
•The article challenges the conventional wisdom that coal automatically benefits from natural gas supply disruptions, suggesting other generation technologies are emerging as 'real winners' on the grid.

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Energy Storage News•3 months ago

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