There’s little question about it, probably the most cleantech headlines of the previous week had been centered round Tesla’s Q3 2023 investor convention name. Partially, that’s as a result of Tesla is the king of cleantech chatter worldwide, but it surely’s additionally due to how irregular the decision was and the chance that it is going to be a major 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 in regards to the firm — could be far too bullish and unrealistic at this level. Tesla appears far-off 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 typical 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 tip of the decision. It was odd.
Apart from these hyperlinks above, I like to recommend watching our EV Obsession present devoted to the Tesla convention name.
On a extra constructive entrance, we’ve obtained 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 power adoption and use to an awesome extent. This huge funding stems from the Bipartisan Infrastructure Legislation 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 to be able to lighten issues up right here? Disney has patented an fascinating EV charging station of kinds. It’s exhausting to know what Disney would use this for, the place and the way it could be applied. There’s additionally the chance 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 continues to be on the highest of the scoring desk, then adopted by varied small electrical automobiles. Total, Stellantis sells probably the most plugin automobiles 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 changing into clear: we want much more electricians! If you happen to’re on the lookout for a job or contemplating a profession transfer, notice that electricians are in excessive demand, and particularly EV charging technicians. Actually, one of many largest bottlenecks to a faster EV transition could be lack of individuals energy — not sufficient electricians.
Talking of jobs and the financial system, a brand new research finds that the transition to wash automobiles may present Illinois with $178 billion in advantages for the state itself.
Circling again to Tesla, BMW is the most recent automaker to say it’ll undertake the North American Charging Commonplace (NACS), Tesla’s charging customary. That principally leaves out Volkswagen Group and Stellantis as probably 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 automobiles utilizing the Kofa battery swap community by 2030.” That will be one thing!
Haven’t had sufficient? These are Jo Borras’ prime selections for electrical automobiles that aren’t Teslas. I agree with a few of them. With others, not a lot. Take heed to our devoted dialogue of this record on YouTube.
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