X-Energy SPAC and Other Funding

On December 6, 2022, X-energy has entered into a definitive business combination agreement with Ares Acquisition Corporation (NYSE: AAC), a publicly-traded special purpose acquisition company. The SPAC is expected to be completed in the second quarter of 2023, the combined company will be named X-Energy, Inc. and its common equity securities and warrants are expected …

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Electric Truck Report Predicted 400 Mile Range in 2030 Not Tesla 500 Mile Semi in 2023

There was a 2021 analysis of electric trucks in China, but the introduction of mega charging and the Tesla Semi has completely outdated the assumptions. The report by The International Council on Clean Transportation (ICCT) looked at the Total Cost of Ownership for Heavy Trucks in China: Battery-electric, fuel-cell electric and diesel trucks. It was …

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For the USA Going All Electric Semi Trucks is Like Getting All of Iraq’s Oil Without War

Jordan of the Limiting Factor goes into detail on electric semi trucks and the megacharging that will be needed. I will go over the scale of the shift for electric trucks. The motivation is that it will make trucks about 30% cheaper to operate by saving 80% of the fuel costs. It also means countries …

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US Thinktank Wargames China Attacking Taiwan and Recommends Arms Buildup

The CSIS International Security Program for the launch of a new report titled The First Battle of the Next War: Wargaming a Chinese Invasion of Taiwan by Mark Cancian, Matthew Cancian, and Eric Heginbotham. This event will feature a presentation by the report’s authors and a panel discussion with Lt Gen David A. Deptula USAF …

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Here is What Peter Zeihan Got Wrong on the Joe Rogan Show

Peter Zeihan was interviewed by Joe Rogan where Zeihan again predicted the collapse of China. This time Zeihan says it will happen within ten years. Zeihan has been predicting China’s meltdown since 2005. He repeats the call for China meltdown and possible breakup or breakdown multiple times. In 2010, he said it would happen within …

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Mineral Shortages or Glut of EV Batteries? Innovating for the Multi-trillion Prize

There are forecasts that there will shortages of key minerals for EV batteries but there is also a potential glut of LFP batteries. It is also possible that both events happen with a temporary 2 year glut of LFP batteries and a shortage of nickel batteries. China’s new production capacity for lithium iron phosphate (LFP) …

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Massive Electric Semi Truck Subsidies

There are huge subsidies for electric semi trucks and several major places like California are requiring 30% of all new tractor-trailer sales by 2030 be electric trucks. I have a detailed shopping guide comparing the price and main capabilities of all class 8 electric trucks on the market in the USA. I also cover some …

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