Guy Youngs
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Alternative Power Report, January 2026
In the January 2026 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you'll find articles on Tesla's very weak 2025 sales in Europe, CATL's winning position in the shipping electrification race, CATL's upgrade to its sodium-ion battery, and the possibility that China is running out of critical battery materials. Read these articles and more in the January Alternative Power Report today.&n…
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Tesla’s 2025 Europe Data Shows Total Bloodbath

Guy Youngs The data is in for Tesla’s full year 2025 in Europe, and frankly, it’s a bloodbath across most major markets. Every market in Europe showed a substantial decline (ranging from -4.1% to -66.9%). There’s a single exception, Norway, and Tesla can’t even count on this market in 2026 because the growth in Norway was caused by changing regulations for 2026, that brought forward car purchases into the last two month of 2025.
According to registration data compiled from major European markets, Tesla saw its total volume drop from roughly 326,000 units in 2024 to just over 235,000 in 2025. That is a staggering 27.8% year-over-year decline
The truth is that this is an impressive demand cliff by any standard that points to significant brand problems, which are due to a mix of Elon Musk, Tesla’s CEO, becoming highly toxic, and Tesla’s EV lineup becoming stale amid tougher competition.
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Sodium-Ion Battery Cell Cost Could Drop to $40/kWh
A report from the International Renewable Energy Agency (IRENA) notes that while it is still uncertain whether sodium-ion batteries (SIB) will become a disruptive alternative to lithium-ion (LIB) technology, they could offer significant cost-saving opportunities in applications such as electric vehicles and large-scale energy storage.
SIBs hold a potential advantage over LIBs due to the abundance and accessibility of sodium, a material that is considerably cheaper than lithium. IRENA says the price of sodium carbonate between 2020 and 2024 ranged between $100/ton and $500/ton, while the price of lithium carbonate over the same period of time ranged between $6,000/ton and $83,000/ton.
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CATL Winning Shipping Electrification Race
CATL’s batteries and energy management systems are already operating in roughly 900 ships and vessels, a figure that on its own should reframe how maritime decarbonization is discussed.
Shipping is, by its nature, conservative for structural reasons tied to safety, long asset lifetimes, and unforgiving certification regimes, so deployment at this scale signals that electrification is no longer a pilot exercise but operating infrastructure.
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Alternative Power Report, December 2025
In the December 2025 issue of the Alternative Power Report produced by Power Systems Research and authored by Guy Youngs, you’ll find articles on slowing EV Sales, hydrogen power, battery development, China’s shift from diesel powered trucks to electric, and Spain’s growing emphasis on hydrogen power. Read these articles and more in the December Alternative Power Report today. PSR
Guy Youngs is Forecast and Technology Adoption Lead at…
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Spain Doubles Down on Hydrogen Transport

Guy Youngs The European Commission’s latest funding decision for alternative fuels infrastructure landed with a strange twist. On paper, the bloc approved support for 38 new hydrogen refueling stations spread across the continent.
In practice, almost all of them are going to a single country. Spain secured roughly four out of five stations in this round, which puts it at the center of an infrastructure buildout that is moving in the opposite direction from the rest of Europe
The scale of the EU funding approval is substantial, with more than US$ 700 million (€600 million) committed across a wide range of projects that genuinely strengthen Europe’s transport decarbonization efforts
Source: Clean Technica: Read The Article
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China’s Diesel Trucks Shifting To Electric
China is replacing its diesel trucks with electric models faster than expected, potentially reshaping global fuel demand and the future of heavy transport. In 2020, nearly all new trucks in China ran on diesel. By the first half of 2025, battery-powered trucks accounted for 22% of new heavy truck sales, up from 9.2% in the same period in 2024, according to Commercial Vehicle World, a Beijing-based trucking data provider. The British research firm BMI forecasts electric trucks will reach nearly 46% of new sales this year and 60% next year
Heavy trucks carry the lifeblood of modern economies. They also contribute significantly to global emissions of carbon-dioxide: In 2019, road freight generated a third of all transport-related carbon emissions. Trucking has been considered hard to decarbonize since electric trucks with heavy batteries can carry less cargo than those using energy-dense diesel
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Renewables and AI Rapidly Changing Energy Future
Critical minerals essential to clean tech, defense, and AI have become the new fault lines in global supply chains. The IEA also states that energy has become a central focus of geopolitical power struggles, making it one of the defining economic and security challenges of our time
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EV Sales Growth Has Slowed
Over the course of the last two years or so, sales of battery electric vehicles, while continuing to grow, have posted lower year-over-year percentage growth rates than they had in years prior. EV sales used to grow at 50%+ per year, but for the last couple years, they have grown closer to about 25% per year.
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China EV Battery Has Range of 620 Miles
China has developed EV battery technology using all-solid-state batteries that may be the key to unlocking longer range, faster charging, and overall, more EVs.
According to a report from China Central Television (CCTV), scientists achieved three breakthroughs that could be key to unlocking the next-generation battery tech and allow a 100 kg battery pack to deliver over 1,000 km (620 miles) of range.
Source: Electrek: Read The Article
PSR Analysis: It's great to see progress in solid state battery technology…
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