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.
EV charging’s inequality problem
The vast majority of current U.S. EV charging takes place in the garages of single family homes. The Biden administration trying to incentivize providers to build out charging networks in underserved communities - but it runs up against unfavorable economic realities.
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.
The state of America’s underdeveloped EV charging network
The U.S. wants to rapidly increase the share of its electric vehicle fleet. But the country’s charging network, on a per-capita basis, is lacking that of Europe and charger access differs widely across the country.