Tesla cut the prices of their cars in the USA and Europe by up to 23%. This ensures that all by the Model Y performance will get the $7500 tax credit in the US. This price cut and the tax credit means the Model Y is selling for $22,000 less and the Model 3s are …
Peter Zeihan made a series of mostly unsupported and false claims about electric vehicles while being interviewed on the Joe Rogan show. James Stephenson goes through all of the over forty aspects of what Peter Zeihan said. Here is the video and I have below screen shots of the thorough take down of each unsupported …
Peter Zeihan has chosen to claim that the electric car revolution will start to fail around 2030 and “disappear” in the 2030s. This is another convenient claim that will give Peter Zeihan another stream of income lasting until he retires around 2040. It is something where EVs will continue to grow and scale but where …
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) …
There have been about 250 million cars in the US in most years from 2010 to 2022. The level has slowly increased to 280 million. The insurance site Auto Insurance EZ compiled sales and accident data from the Bureau of Transportation Statistics and the National Transportation Safety Board. The site found that hybrid vehicles had …
There are many common materials in batteries like iron, those materials are sourced locally from where the batteries are made. Most of the world’s batteries are made in China. Therefore, most of the materials would be sourced in China. China also has quite a bit of lithium which is one of the primary more scarce …
The Tesla Semi is a category killer for the entire trucking category. Tesla has exclusively solved the issue of efficient torque when towing heavy leads. Large pickup trucks like the diesel F150 drop from 20 mpg down to 9 mpg when they are towing over 3 tons. The diesel Semi weighs about 24000 pounds and …
CATL has achieved a mix of sodium ion and lithium ion which allows them to complement each other and thus increase the energy density of the battery system. This will help the transition to sodium ion batteries by using them at scale for suitable range electric cars and energy storage. Sodium-ion batteries will definitely become …
Tesla drove its Semi truck with a 81,000 pound payload up a 6% incline. They drove 500 miles with a full load. The Tesla Semi has a 1000 volt powertrain versus the 400 volt powertrain in other vehicles. Tesla will use the 1000 volt powertrain in other vehicles. They will have version 4 superchargers that …
Peter Zeihan is a geopolitical forecaster who uses simplified analysis and makes broad generalized predictions. He has predicted financial doom for China for over a decade. He does correctly identify things like demographic challenges which in some cases can cause a -1% drag on GDP growth for a country. However, he broadly assumes that no …
Contemporary Amperex Technology Co. Ltd. (CATL) plans to start mass production of its sodium-ion batteries in 2023. CATL has setup a large supply chain for the batteries and has entered negotiations with some carmakers about their use. Sodium-ion batteries have sodium-ion batteries have already been commercialized in e-bikes and energy storage. Sodium is 2.3% of …
