Why EU Car Manufacturers Are Actually “Slow-Walking” 2020 EV Sales
This title may have caught you off-guard and made you do a double-take. After all, Europe is having a record, blowout, tremendously inspiring year for electric vehicle sales.
BNEF (Bloomberg New Energy Finance)
Corporate America’s Clean Energy Contracts Drop Amid COVID
It seems that corporate America is losing a bit of interest in investing in clean energy. Investments into clean energy fell 30% in the US so far in 2020, and new data shows the risk of leaving an overdue energy transition to companies.
Li-ion Battery Cell Capacity Will Quadruple To 1.3 TWh By 2030, New Report Forecasts
In a new report by Wood Mackenzie, the organization forecasts that the global lithium-ion cell manufacturing capacity pipeline could quadruple and reach 1.4 terawatt-hours (TWh) by 2030 compared to last year.
Debunking Manhattan Institute’s “The ‘New Energy Economy’: An Exercise In Magical Thinking” — Part One
I was discussing the dramatic drop in coal use in the US and the dramatic rise in renewable energy production and one of my many conservative friends* referred me to this report to explain why physics proves that there is no way we can transition to renewable sources affordably, that all the innovation is coming on the fossil fuel side, and that renewables have hit a brick wall and won’t be improving much at all.
An Error In BNEF’s Latest Downbeat Electric Vehicle Outlook
BNEF’s latest EV Outlook released this month is poorly conceived and contains at least one significant error. Let’s help them out.
BloombergNEF: Electric Vehicles = 58% of New Car Sales by 2040
Oil prices are down but that won’t necessarily give gasmobiles a COVID-19 recovery edge against electric vehicle sales, energy storage, and clean power.
3 Reasons To Invest In Renewable Energy Now
As the human tragedy of the COVID-19 pandemic worsens, global restrictions to stop the spread of the virus — including stay-at-home orders, business closures, and travel prohibitions — may contribute to the worst economic downturn since the Great Depression.
Size Matters: Energy Storage Scales Up To Beat Down Fossil Fuels
Natural gas cleaned coal’s clock but turnabout is fair play as low-cost energy storage, wind, and solar vie for a piece of the power generation pie.
Tesla Model 3 Crushes Original Tesla Roadster — Like A $70,000–100,000 Car With Cost Of…
As you may have seen by now, 7 year Tesla insider David Havasi and I have been getting together in recent months to talk about the deep history of Tesla from an insider (David) and outsider (me) perspective in a podcast and video chat series called Tesla Inside Out. The thing that triggered this chat was recent data from BloombergNEF showing that battery energy density has nearly tripled in the past decade.
BloombergNEF: Lithium-Ion Battery Cell Densities Have Almost Tripled Since 2010
BloombergNEF’s Colin McKerracher took to the stage at the BNEF Summit in San Francisco last week where he made a case for electric vehicles reaching the “end of the beginning.” The case for electric vehicles moving into the mainstream or out of the early adopter stage of growth has been fueled by the increase in energy density in lithium-ion batteries and the corresponding drop in cost that comes along with it.
