During my seven years at Reuters I dove into corporate strategy across a range of industries, including real estate, insurance, consumer goods, industrials and chemicals. I analyzed thousands of data points, investigated legal, investment and M&A strategies, dissected earnings statements and picked the brains of executives at some of the world’s largest companies.
But I am most proud of my work covering the monumental transformation of the global auto and transportation industry towards an electric, zero-emissions future. I analyzed efforts to decarbonize the sprawling automotive supply chain, satisfy the growing need for battery raw materials, and build out effective EV charging networks - all while remaining commercially viable and cost-competitive.
Talking to Fortune-500 executives, startup founders, investors, researchers and regulators allowed me to gain a comprehensive perspective on some of the most complex environmental challenges.
Below is a selection of my favorite stories.
Research & Journalism
EV rollout will require huge investments in strained U.S. power grids
The share of electric vehicles on U.S. roads is expected to reach 15% in the coming years. The transition promises new revenue for utilities and an opportunity to store renewable energy - but it also requires large investments to overhaul creaky infrastructure.
How Chinese EV companies use rental car companies to enter Western markets
U.S. and European rental car agencies are developing their EV strategy - but they lack crucial supply in battery-powered vehicles. Chinese manufacturers stand at the ready and have rediscovered an old playbook by other Asian manufacturers to gain a foothold in the West.
Build or buy? Automakers chasing Tesla rethink dependence on suppliers
Automakers have grown increasingly reliant on a global supplier network. Electrification is upending that approach and automakers now scramble to vertically integrate and exert control over supply chains all the way to the mine.
Uber’s struggles to meet California EV mandate
California is mandating that nearly all trips on Uber and Lyft will have to take place in electric vehicles by 2030. That poses a tremendous economic challenge to the companies, which are calling on the state to provide more public subsidies to meet the target.
Electric bus maker BYD exposes China complications in Biden climate push
Chinese EV maker BYD commands a large share of the U.S. electric bus market. The U.S. government wants to boost EV bus sales, but BYD is a thorn in the side of the Biden administration, which wants to reduce the influence of what it considers a Chinese government controlled company.