Two things we keep getting consistently wrong:
1⃣ Vastly overestimating future coal demand
2⃣ Massively underestimating future generation of solar PV
Love these graphics from @rethink_x
With hydrogen trucks, you can have emissions reductions OR a low grid impact, but not BOTH.
There's no doubt fuel cell trucks using green hydrogen have the potentially to significantly lower CO2 and smog forming emissions vs a diesel truck.
In fact, per…lnkd.in/eNf9WKpB
Why the upcoming Rivian R2S might be the perfect off road biased SUV
The Rivian R1S is one of the most amazing electric SUVs on the market.
One minute it can destroy a Jeep Wrangler off road, then turn around and spank a Automo…lnkd.in/gNGSsMKAlnkd.in/gTZAkVYW
Why Distributed Energy systems skip the grid for developing countries
"Utilities can also explore the use of smart grid technologies to help manage the increased demand for electricity from EVs while improving system efficiency and reducing costs."
The…lnkd.in/g8_vUq_a
Volvo delivers an electric truck that hauls 74 tonnes for 12 hours a day
"Driving long and heavy loads using electricity works very well so far, and we can carry as much cargo as a diesel truck.
The truck runs 12 hours a day, wit…lnkd.in/gNufzdJ7lnkd.in/gNcY-RJp
6 reasons why the construction industry is switching to electric.
"Electric construction equipment is going to become the norm on job sites.
From demolition and mining to aerial lift and industrial work, electric construction equ…lnkd.in/gxJKBq7Glnkd.in/gEY7t-9Z
Another day, another Tesla record
"In just six months, Model Y has beaten the record for most sales in a year for a single car model. It was set by the Toyota Corolla with just over 1,200 deliveries back in 1988."
One of the th…lnkd.in/gRfDfmt3lnkd.in/gYdEwhNM
Now Mercedes - Tesla NACS fever is sweeping the industry
"Mercedes-Benz will be the first German OEM to implement NACS ports into its new electric vehicles starting in 2025. As part of a phased transition, Mercedes-Benz will init…lnkd.in/gPCgtnZxlnkd.in/gNkT7UBQ
People....this is not good. In fact it's really, really bad.
"Climate scientists aren't surprised about the global daily temperature record being broken, but we are very concerned.
It should be a wake-up call for anyone who thinks the world needs more…lnkd.in/g_ihWZYx
The "many solutions" idea is the equivalent of automotive polygamy
"With the EV shift happening now, companies need to stop thinking about “EV divisions” and go all-in on EV development today.
Sometimes these EV divisions turn…lnkd.in/gv-26J4zlnkd.in/gwrxuUPt
Tesla's engineering solutions are usually brilliant. This one isn't.
A while ago Tesla made a decision to only develop the Model S/X for left hand drive.
I get that. It's a big engineering expense to add right hand drive.
Th…lnkd.in/gvJPxAwrlnkd.in/gUWUsvDd
Battery Electric is fundamentally a better technology than internal combustion.
"Sure, internal combustion currently has some practical advantages – longer-range vehicles, cheaper vehicles, quicker to refuel.
But it is funda…lnkd.in/gQpBQvs2lnkd.in/gW-kDaky
Do consumers really prefer screens over buttons??
(We need your help to find out!)
“VB tested 11 new cars alongside a 2005 Volvo C70, timing how long it took to perform a list of tasks in each car.
The old Volvo was the clear…lnkd.in/gsewRVkRlnkd.in/gm7sY6f4
Waiting for EVs to become easily available before buying? That time is now.
Last year had a crazy set of supply changes for automotive, especially electric vehicles. These pushed order to delivery times out to many months, and in some cases, years.
Ho…lnkd.in/g3nQta6k
EV owners should expect VERY long vehicle life
For any new buyer of an electric vehicle, the last thing to be worried about is battery life.
Most EVs have a 8 year / 160,000km warranty (or more) and are rated for 3,000 to 5,000…lnkd.in/g8gdx9KQlnkd.in/gtxAV6-Z
Suddenly Rivian is the new darling stock
"Rivian says it “believes it is on track to deliver on the 50,000 annual production guidance” it has been standing by all year.
Rivian’s stock was up over 8% in pre-market trading and is…lnkd.in/gRS7y4rrlnkd.in/g8_NfEiE
Solar and batteries save grid in Texas heatwave. In other news: Grass is green, sky is blue.
"This particular event is so extreme that Texas has been hotter than 99% of the Earth."
"It’s all thanks to the rapid additions of sola…lnkd.in/guifnHcTlnkd.in/gM7X6fhK
Tesla crushes it - almost at 2 million production run rate
"Tesla (TSLA) announced its production and delivery numbers for the second quarter of 2023, and the automaker has crushed expectations with deliveries of over 466,000 el…lnkd.in/g3VjC7RSlnkd.in/gmQ2inBD
When everyone digs for gold, sell shovels.
This cartoon has a huge degree of truth, and NVIDIA has done a spectacular job of taking advantage of this.
What's important to understand is that these opportunities exist right through the entire #newmobilit…lnkd.in/gqyyDu2A