Dustin Cote

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Dustin Cote

Dustin Cote

@TrudgeDMC

Husband to @ncotesclass. Writing about the business impacts of the energy transition.

Raleigh, NC Se unió Mart 2012
353 Siguiendo197 Seguidores
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Dustin Cote
Dustin Cote@TrudgeDMC·
I quit my job in data infrastructure software to start working on the climate problem. I'm writing about the business of climate change now and would love to have you subscribe to and comment on my work. sustainableadvantages.substack.com
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Dustin Cote
Dustin Cote@TrudgeDMC·
@Carnage4Life Not sure I understand this take. EV sales in every region in the world are up. VW might have a sales growth issue in particular but that doesn't mean EVs are struggling to cross the chasm
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Dustin Cote
Dustin Cote@TrudgeDMC·
Texas is going so much faster deploying clean energy
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Car Dealership Guy
Car Dealership Guy@GuyDealership·
If stock performance is any indicator, we will all be whipping Hyundai Sonatas by 2030 🙃 — Hyundai Motor up over 80% over past year. — GM taking a respectable 2nd place, up nearly 40%. — Ford and Stellantis going backwards. 1-Year Total Return of Top Automotive Stocks:
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John Raymond Hanger 
John Raymond Hanger @johnrhanger·
Gas price skyrocketed in 2021-2022 and then crashed in 2023-2024. Trump promises to cut today's price "in half at least." LOL! Market is oversupplied, despite one of the hottest summers ever. A glut depresses prices & forces drilling cutbacks. wsj.com/finance/commod… via @WSJ
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Dustin Cote retuiteado
Matthew Zeitlin
Matthew Zeitlin@MattZeitlin·
Wind investment is sputtering thanks to permitting, local opposition, and transmission issues, meanwhile carbon management investment is booming because the government will now give you a lot of money to capture co2 heatmap.news/sparks/carbon-…
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Emily Pontecorvo
Emily Pontecorvo@emilypont·
Harris will speak on tackling the “rising cost of living” today in Raleigh, the first peek into her policy platform. @robinsonmeyer writes that she would be wise to pursue housing policy as a form of climate policy. heatmap.news/economy/kamala…
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Craig Lawrence
Craig Lawrence@clawrence·
@TrudgeDMC @austinenergy This particular program doesn't seem to change in winter. Not even sure why they are only doing 3-6pm, since the problems in ERCOT in summer routinely occur at 8pm when utility scale solar is dropping out, wind is still ramping up, and load is still high.
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Craig Lawrence
Craig Lawrence@clawrence·
Apropos of nothing, my July @austinenergy electricity bill, which is typically my 2nd largest bill (Aug being 1st), was 1637kWh, all-in $236.8, so $0.145/kWh (I subtracted out my solar credit). That's about average for TX. And, discovered they have a pilot TOU plan I may try.
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Dustin Cote
Dustin Cote@TrudgeDMC·
@clawrence @austinenergy Just watch out for that winter time switch! Don't want the EV charging during the early morning winter peak when on TOU 🫠
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Craig Lawrence
Craig Lawrence@clawrence·
@TrudgeDMC @austinenergy Thanks! My big ticket items are EV charging and HVAC. Both are programmable to avoid the peak hours (which for this plan are M-F, 3-6pm). So - if I can get the family to buy in to this, we probably can save some money.
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Dustin Cote
Dustin Cote@TrudgeDMC·
@CoreyBCantor I'm pretty surprised about Toyota's BEV production growth. They obviously hedge with hybrids but that BEV production is ramping. Tesla is an obvious disappointment. I am low key sad that Ford says good things that doesn't move very much.
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Corey Cantor🌙
Corey Cantor🌙@CoreyBCantor·
For US EV market followers: thus far in 2024, which company has surprised you in a positive way the most? Which one has fallen below your expectations? And why? (This doesn't have to be limited to OEMs, but curious on what people think)
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Dustin Cote retuiteado
Keung Hui
Keung Hui@nckhui·
Wake County school system has created a districtwide Angel fund to accept monetary donations to help pay the lunches of students who don't have money in their accounts. This lets kids get regular meals instead of only fruits & veggies. Donate by calling 919-856-2918. #wcpss #nced
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@Carnage4Life @GuyDealership @johnrhanger @WSJ @emilypont @robinsonmeyer @mattyglesias @CoreyBCantor