Stationary Battery Energy from Now to 2030

The United States is the largest market for stationary (battery) storage in the world. Bloomberg New Energy Finance predicts that annual demand for lithium-ion batteries will surpass 2.7 terawatt-hours (TWh) by 2030. 800 Gigawatts of battery storage at current prices is about $1.5 trillion. Prices will be high for the next two to three years …

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China Extreme Economic Stimulation of Manufacturing Including the Electric Car Industry Starting 2H2022 $TSLA $CATL $NIO

China’s battery maker and electric car companies were up from 1.5%-11% on hopes of “extraordinary policies to address the lack in downstream manufacturing companies”. CATL largest battery supplier in the world and major Tesla supplier is up about 2% on China’s stock exchange. NIO and Xpeng are high-end electric car makers and are up about …

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Meet Kevin and Bloomberg are Wrong that Volkswagen Will Beat Tesla in EVs by 2024 and 2025

Bloomberg has predicted that Volkwagen Group will outsell Tesla for battery electric vehicles in 2024 and 2025. This is utterly ridiculous. They project Tesla will cap out at 2.3-2.5 million per year car sales. Tesla will have a runrate of 800k cars in China annualized with no shutdowns and 600k in Fremont. They will get …

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Electric Viking Inspired and Convinced by Nextbigfuture

Sam Evans was inspired and convinced by my Nextbigfuture Tesla and the Perfect EV Storm video. Sam obviously saw my Perfect EV Storm video. He uses my thumbnail in his tweeted video announcement and uses my phrase “Perfect Storm” is coming for EV. He then changes his mind about the prospects for legacy auto to …

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2022 Ford US EV Sales Down and Tesla Should Pass Ford by 2024

Ford Mustang Mach-E sales in February, 2022 were 2,001, which is little over half (46.5% less than) than the same month in 2021. Ford has been averaging 2000-3000 mach-e each month. Ford halted Mach-e production for a week due to chip shortages. Ford suspended production at three assembly plants in Michigan, Illinois and Mexico throughout …

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