Angelenos, I'm on LAist at 10 am or so this morning to talk about Tesla. Is Elon running the company off a cliff or setting it up for success? Give a listen.
Inflation Reduction Act + 27 months
My students at @Wellesley and I are tracking investments in the US EV supply chain.
Surprise: IRA + 27 months and investments jumped.
We are now tracking:
157 new projects
$101 billion in investments
63,718 new jobs announced
A short 🧵
My Starlink Mini is a MUST-HAVE for every trip.
Just imagine if your family was somewhere without any internet access in an emergency?
With Starlink, you always have a solution on hand.
Just plug and point.
A deep dive into what an incoming Trump admin. means for growing #EV battery supply chains (from mining to manufacturing)
Point: EV battery demand could fall by 20% by 2030 under Trump's campaign promises 🚗
W/@DavidFerris@MikeLeeFW:
https://t.co/Grstsa7oju
Trump could oversee an EV ‘battery boom’ — or bust
@DavidFerris@MikeLeeFW@HMNorthey ✍️ @EENewsUpdates
"President-elect @realDonaldTrump is known for attacking electric vehicle “mandates,” but what’s less clear is how he will affect the EV supply chain, from mining to recycling.
Trump is expected to speed up permitting for new mines, and one analyst predicted a “Trump battery boom.” But mining is just one part of a long and complex battery supply chain that produces EVs. As president, Trump would affect every link in that chain — including industries he publicly has criticized.
“Why build [EV] batteries if you’re not going to have the cars on which they run?” said Dan Becker, director of the Safe Climate Transport Campaign at the @CenterForBioDiv."
Jim Farley, Ford CEO, on earnings call now: new midsize EV truck "matches the cost structure of any Chinese manufacturer building in Mexico in the near future.”
What's going on with EVs in the Southeast? New report finds:
- Share of US money to make EVs and batteries: 38%
- Share of people buying EVs: 7%
https://t.co/gnbzeJTNgE
Atlantans, I will be on WABE with @waberosescott tomorrow at noon / 8 pm to discuss Georgia's electric vehicle identity crisis. It's based on the story below.
Listen in!
https://t.co/uzHyRHql0i
Fred Lambert, editor of Electrek and documenter of all things Tesla, is selling his shares in the company because it has lost its focus on e-transport and renewable energy.
'Now, it’s all about AI, self-driving, and robots.'
https://t.co/T40TvFsQQl