There’s little doubt about it, essentially the most cleantech headlines of the previous week have been centered round Tesla’s Q3 2023 investor convention name. Partly, that’s as a result of Tesla is the king of cleantech chatter worldwide, nevertheless it’s additionally due to how irregular the decision was and the likelihood that it is going to be a big marker in one more shift within the long-term Tesla story. My huge takeaway was that expectations for Tesla — stemming from Elon Musk’s years-long statements and forecasts concerning the firm — could be far too bullish and unrealistic at this level. Tesla appears distant from its earlier 50% CAGR, which was forecasted to run all through the 2020s however Musk and workforce at the moment are pulling again on. The Cybertruck is delayed (once more) and Musk mentioned on the decision “we dug our personal grave with Cybertruck.” Jennifer Sensiba argues that Cybertruck or no Cybertruck, Tesla ought to have developed a extra standard Tesla pickup truck, extra just like the Truckla or the Ford Maverick. Musk couldn’t even say a lot about his expectations for FSD. Total, he sounded depressed and seemingly started to cry at one level towards the top of the decision. It was odd.
Except for these hyperlinks above, I like to recommend watching our EV Obsession present devoted to the Tesla convention name.
On a extra optimistic entrance, we’ve received the Biden administration’s $3.5 billion funding in “58 tasks throughout 44 states to strengthen electrical grid resilience and reliability throughout America.” We’d like that, and it’ll assist with renewable vitality adoption and use to an excellent extent. This huge funding stems from the Bipartisan Infrastructure Regulation that Congress handed earlier than Republicans took over management of the Home of Representatives in 2022.
And the way about an odd, lighthearted, and fairly complicated piece of cleantech information with the intention to lighten issues up right here? Disney has patented an fascinating EV charging station of types. It’s arduous to know what Disney would use this for, the place and the way it will be carried out. There’s additionally the likelihood nothing comes of the patent — however that may simply be unhappy.
We additionally revealed the newest France EV gross sales report final week. The Tesla Mannequin Y remains to be on the highest of the scoring desk, then adopted by varied small electrical vehicles. Total, Stellantis sells essentially the most plugin autos within the nation — by far — adopted by the Renault–Nissan Alliance after which Tesla.
With the EV revolution and the “Electrify Every thing” revolution, one factor is turning into clear: we want much more electricians! When you’re in search of a job or contemplating a profession transfer, notice that electricians are in excessive demand, and particularly EV charging technicians. In truth, one of many greatest bottlenecks to a faster EV transition might be lack of individuals energy — not sufficient electricians.
Talking of jobs and the financial system, a brand new examine finds that the transition to wash vehicles may present Illinois with $178 billion in advantages for the state itself.
Circling again to Tesla, BMW is the newest automaker to say it would undertake the North American Charging Normal (NACS), Tesla’s charging normal. That principally leaves out Volkswagen Group and Stellantis as essentially the most notable automakers that haven’t but introduced a swap to the NACS.
Ghanaian firm Kofa has partnered with TAILG to create a battery swap community for electrical bikes within the nation. The three way partnership’s goal is “200,000 electrical autos utilizing the Kofa battery swap community by 2030.” That will be one thing!
Haven’t had sufficient? These are Jo Borras’ high selections for electrical vehicles that aren’t Teslas. I agree with a few of them. With others, not a lot. Hearken to our devoted dialogue of this checklist on YouTube.
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