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Gavin Maguire

Verified
  • Global Energy Transition Columnist, Reuters
Colorado
As seen in: Reuters, MSN, MSN Australia, MSN Canada, Daily Mail, ET Energy World, MSN South Africa, Reuters Japan, The Daily Mirror, Yahoo Canada, Yahoo News and
Global Energy Transition Columnist at Reuters. More active on Bluesky @gavinjmaguire.bsky.social Likes = Bookmarks
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Articles

コラム：静かに進むガソリン離れ、中国製ＥＶの世界展開が後押しか

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By Gavin Maguire Verified
| Reuters Japan Verified
写真は中国電気自動車（ＥＶ）大手の比亜迪（ＢＹＤ）のショールーム。2024年2月、シドニーで撮影。REUTERS/Stella Qiu [コロラド州リトルトン ４日 ロイター] - エネルギー転換を巡る予測は長年、お決まりのシナリオに沿ってきた。電気自動車（ＥＶ）が欧州と中国で徐々にガソリン需要を押し下げ、やがて他地域にも広がるという見方だ。 最新の貿易データによると、この動きはすでに、世界経済のより広い範囲で加速している可能性がある。 年初来のガソリン輸入量と中国製ＥＶの輸出を比較すると、複数の主要経済国で、両者の動きに顕著な重なりが見​られる。 オーストラリア、ブラジル、韓国、アラブ首長国連邦（ＵＡＥ）、カナダ、米国、ナイジェリア、日本は、今年、中国製ＥＶの輸入を大幅に増やす一方、ガソリン輸入を減らしてい‌る。 単一のデータだけで因果関係は証明できない。ガソリン輸入量は、製油所の操業状況、在庫、経済成長、政府政策などに左右される。しかし、複数の地域や所得水準で同じパターンが見られる場合、それは単なる偶然というよりは、構造的変化の初期の兆候のように見えてくる。...
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China's EV export boom is starting to show up in the gasoline market: Maguire

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By Gavin Maguire Verified
| Zawya Verified
(The opinions expressed here are those of the author, a columnist for Reuters.) By Gavin Maguire LITTLETON, Colorado, Aug 4 (Reuters) - For years, forecasts of the energy transition followed a familiar script: electric vehicles would gradually dent gasoline demand in Europe and China before eventually spreading elsewhere. The latest trade data suggest that process may already be accelerating across a much broader swath of the global economy.
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China’s EV export boom is starting to show up in the gasoline market

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By Gavin Maguire Verified
| Malaya Business Insight Verified
By Gavin Maguire LITTLETON, Colorado — For years, forecasts of the energy transition followed a familiar script: electric vehicles would gradually dent gasoline demand in Europe and China before eventually spreading elsewhere. The latest trade data suggest that process may already be accelerating across a much broader swath of the global economy. A comparison of year-to-date gasoline imports and Chinese EV exports reveals a striking overlap in several major economies.
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