Park It to Spark It: US EV Stall Spells Grid Relief

Companies Mentioned: Stolt-Nielsen, Itochu, WM, Agilyx, DT Midstream, TC Energy, ExxonMobil, Summit Carbon Solutions, Korea Southern Power
Commodities Mentioned: Electric Vehicles (EVs), Internal Combustion Engine (ICE) Vehicles, Battery Electric Vehicles (BEVs), Critical Minerals, Polymers, Plastics, Lithium Carbonate, Hydrogen, Methanol, Ammonia, Solar, Natural Gas, Coal, Bioenergy, Biomass, Ethanol, Corn, Renewable Fuels, LNG, Carbon

1st Topic of the Week: US EV hesitancy and incentive rollbacks ease grid stress, improve alignment with capacity, and safeguard reliability, while Europe struggles with elevated power prices and stalled infrastructure upgrades.
2nd Topic of the Week: China’s integrated green-hydrogen ecosystem exploits scale and policy coherence to drive down costs, while fragmented Western regulations threaten to cede global leadership absent urgent reform.
Otherwise – Surging US ethanol exports underscore its positioning, a looming fate for hydrogen tax credits injects ESG investors with risk and opportunity, and renewable power supply growth appears poised to slow in 2026.

Exhibit 1: US consumer preference shifts away from EVs (only 16 % likely to choose an EV next).