Regardless of what happens in Europe and the U.S., the world is moving to EVs. There is nothing that western automakers can do to reverse this trend, and geopolitical risk in oil will only accelerate it. Either get good at EVs, or wither away.

This is to say nothing of autonomy, which massively amplifies the differences in operating costs between combustion and electric. The canary is dead and cold.

@JessePeltan Better kick up coal production!

@JessePeltan If Norway and Denmark were included it would be much better 😅

@JessePeltan Need more energy inputs. US needs to subsidize solar China is ahead

@JessePeltan True, there's nothing you can do against it. It's just the better technology.

The 'fossil fuel fragility' is no longer a theory. It’s a $200B reality check. While the US burns through emergency funds to secure oil chokepoints, Emerging Asia is effectively de-risking its entire GDP. Every 1% increase in EV share in Vietnam or Thailand is a 1% decrease in their vulnerability to the next $11B/day conflict. The geography of energy is being rewritten in real-time.

@JessePeltan Future's gonna be short on mined stuff, they'll definitely be swapped for better things

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@JessePeltan meanwhile back in reality, the US became a net exporter of petroleum products due to the shale and fracking revolution & gas/diesel are still the work horses of transportation EVs have their place for commuting and light duty, so why not both

@JessePeltan @grok Where does UAE stand in EV adoption? Share graph

We think the adoption/transition has been fast in some regions so far, just wait until the ROW jumps on board. Legacy auto has been the main supplier of vehicles in Latin America and Southeast Asia etc. but that period is coming to an end now that cab drivers etc. can buy Chinese EVs. VW, Toyota, GM, Ford, Stellantis etc. are all getting the boot in China and now also ROW (rest of world) too. So, exactly where will these guys sell their ICEs in the future? Their PHEVs are facing the same fate...crashing sales as EVs prove themselves even more. The S Curve is hitting the steep upside now and it is only a matter of time until we start hearing bankruptcy rumors and then the real deal. Sorry all you Rolls Royce fans but you'll only be able to order old ones, no new ones being built!

@JessePeltan And where does the energy needed to charge an EV come from or does it just magically appear from nowhere

What's to stop the threat of countries having the technology to shut your electric car off if leaders deem you a threat or you dont go along with lunacy. Whats the solution to that? I have no problem with EV's aside from basic questions. I mean didnt someone in Mitch McConnells family drive their EV into a lake and died mysteriously?

@JessePeltan As soon as we scale up our energy production like China, the EV market will explode even faster. We just need to massively increase energy, especially solar and nuclear.

@JessePeltan Everything in China is electrified China is all-in, smart move

THIS MAY BE BUT TWO THINGS ARE ALSO TRUE: 1. THERE WILL ALWAYS BE A NEED FOR GAS POWERED VEHICLES BECAUSE OF CLIMATE! 2. NEW & MORE SOURCES FOR POWER MUST BE DEVELOPED & IMPLEMENTED TO MEET THE NEED FOR ENERGY!! SOLAR & WIND CANNOT MEET THE NEED!! IMO FUSION AND NUCLEAR MUST BE INVESTED IN HEAVILY TO MEET THESE NEEDS!! AS POTUS IS DOING WITH AI DEVELOPMENT, ALL NEW PLANTS SHOULD HAVE TO INCLUDE POWER SOURCES THAT CAN SHARE EXCESS ENERGY WITH THE REGION!! IMO ALL NEW OIL DRILLING PROJECTS SHOULD HAVE A PERCENTAGE DESIGNATED AS PAYMENT DIRECTLY AGAINST THE NATIONAL DEBT PRINCIPAL!! IMO CONGRESS SHOULD NEVER BE ALLOWED TO PASS A DEFICIT SPENDING BILL!! END CONGRESSIONAL BORROWING!! THESE THINGS CAN ALL BE DONE WITH A LITTLE COMMON SENSE & DISCIPLINE!!

@JessePeltan It’s not just about going EV it’s who builds them better and cheaper. That’s where the real battle is.

@JessePeltan This again? You sound like those perpetual 30-something soccer moms who have been yapping for 40 years now that soccer is going to soon be more popular than football.

Without Tesla nobody else would be making EV. I think Tesla made great advances in all aspects of EVs that competitors are attempting so far unsuccessfully to emulate but will get there eventually. China likely is the best emulator and as a result far ahead of the game. I think that for EVs to got to the next level several things need to happen. More availability of charges on roads and cities. Faster charging batteries Cheaper to replace batteries, or built in modules where you only replaced the failing part, to cost less than 5k for the entire battery, not 15-20k. More independent service centers, some cities have none and that makes people hesitate plus competition is needed or charges will be too high. Liberals need to get off their horse on demonizing Tesla (their “news” organizations) And more variety of vehicles. Compact pickup trucks (Tacoma), vans, full size pickup trucks with flat bed sides for work. Compact cars Real SUV I think the Robotaxi will have many takes but for the reasons mentioned many will stay on the sidelines. That car should have the ability to add steering and controls or remove. And lower prices. I realize that many EVs today are a better value than their gas counterparts on some ways but adoption is not increasing, lower prices could change a lot of minds. Same about the battery replacement cost.

@JessePeltan The trend is inherently reversible because of the power requirement.

If you have a roof which is able to generate lots of photovoltaic energy and you only have to drive short distances, an EV is a good idea. If you have to drive long distances or you don’t have your own home with a roof suitable for PV, it’s not at all a good idea. So I’m fully against forcing people to buy electric vehicles; it should be an option only.

@JessePeltan EV is fine in some areas, but it can't be the only source, plus it will still take time, it can't be done overnight

@JessePeltan Imagine if we all get EV’s we won’t need any oil and gas - amazing, quite possibly one of the dumbest post.

@JessePeltan For those who doubt this, go and test drive a Tesla. They’re amazing to drive; mind blowing when you engage Full Self Driving.

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@JessePeltan They aren't going over very well here in Northern Montana. There's 1 Cybertruck in the area. I haven't seen it pushing a snowplow.

@JessePeltan The key to this is disposability. None of these EV’s have a ten year lifespan. They’re super cheap and humans go places so. We are one battery evolution away. One technology break thru.

@JessePeltan EVs would have come around eventually but it's a technology that people tried to force way too early

@JessePeltan No. Not really. EVs make no economic sense in the general use case. They rely on massive subsidies.

@JessePeltan Do tell how "the world" is generating electricity for EVs.

@JessePeltan After throwing trillions in development that could have been spend on medicine, healthcare or sanitary facilities, we finally have, wait for it, cars. Thanks for creating something that already existed while ignoring many lives that could have been saved instead.

@JessePeltan Easiest job ever. Configure EV to access Tesla Charging stations, then the rest is just battery and design. Slap good service and self-driving, you live to fight another day.

@JessePeltan We need more electricity that’s cheap. Also, affordable vehicles. As they become more available, it’ll happen naturally.

@JessePeltan The North American market would suggest otherwise.

@JessePeltan Still no sign of a replacement for the 6000+ products that are made from oil / petroleum so expect those products to skyrocket in costs as the refinery loses their main income source

@JessePeltan It would be interesting to understand the policy differences that might be at play here.

@JessePeltan Nah, being FORCED into EVs. The power generation, storage medium, and charging times are nowhere near the levels needed. 95% of the world will still use fossil fuels and it has stayed pretty consistent.