It’s always interesting to figure out why irrational things occur. In the case of London’s foolish hydrogen buses, apparently Wrightbus going into administration aka bankruptcy proceedings led to well-connected people like Wrightbus owner Jo Bamford’s father, Lord Bamford, the man who inherited British firm JCB and was also knighted for … [continued]
There’s been a lot of great pumped hydro news from around the world in the past month, so a bit of a round up is in order. As a reminder, pumped hydro is the gravity storage solution that actually works, unlike concrete blocks, elevators and hillside rail systems. We’ve been … [continued]
Since 2014 I’ve been tracking the natural experiment in China regarding the ability to scale nuclear generation vs renewables. My hypothesis was that the modularity and manufacturability of wind and solar especially meant that it would be much easier for them to scale up to massive sizes. That hypothesis was … [continued]
In 2021, China’s president, Xi Jinping, called for a dramatic increase in the country’s renewable energy resources. When Xi speaks, things happen — quickly. China has vast deserts in the northwest part of the country that are lightly populated and blessed with abundant sunshine. Eastern parts of the country are … [continued]
I recently reported on Tesla’s impressive quarterly sales trends and yet another record sales quarter. Tesla only reports combined global sales of the Model 3 and Model Y combined and of its other models combined, but we have estimated and split out individual models sales from the beginning. That said, … [continued]
For all the hype around non-lithium-ion battery chemistries in the past decade, nothing has really been competitive with the king of batteries. Until now? We’ve been getting intrigued by sodium-ion batteries for a while. Well, you could say going back 9 years, but for EVs and from established companies, it’s … [continued]
Who is winning in the young Chinese smart EV startup competition? It’s complicated. The funny thing is how similar NIO’s and XPeng’s growth charts look. Of course, there are clear differences too, but overall, their sales charts over the past four years look like close cousins. Starting with the yearly … [continued]
Looking at what the XPeng X9 offers, I think it could be a huge hit. I just wonder about people’s willingness in this generation to buy minivans instead of SUVs. Can XPeng break through current trends and have a sales hit on its hands with the X9?
Plugin vehicles are all the rage in the Chinese auto market. Plugins scored more than 872,000 sales last month, up 39% year over year (YoY), which is this market’s fourth record month in a row. And expect the last month of the year to continue this record streak. November sales … [continued]
There are three long running supporting cast members in stagings of the sad farce that is trials of hydrogen for fleets, FuelCell Energy, Plug Power and Ballard Power Systems. All of their market capitalizations peaked roughly 99% above their current stock valuations in 2000. They’ve all participated in innumerable hydrogen … [continued]
