Dustin Cote

Husband to @ncotesclass. Writing about the business impacts of the energy transition.

[Dustin Cote @TrudgeDMC]

I quit my job in data infrastructure software to start working on the climate problem. I'm writing about the business of climate change now and would love to have you subscribe to and comment on my work.
https://t.co/gKxqS1ypm5

[Dustin Cote @TrudgeDMC]

@dannymodiko @Carnage4Life Bloomberg disagrees.
https://t.co/cbp253nFzZ

[Dustin Cote @TrudgeDMC]

Haven't had water in my electricity ruin my EV #alwaysbecharging
https://t.co/hM5CyqUOg5

[Dustin Cote @TrudgeDMC]

@Carnage4Life Not sure I understand this take. EV sales in every region in the world are up. VW might have a sales growth issue in particular but that doesn't mean EVs are struggling to cross the chasm

[Dustin Cote @TrudgeDMC]

Texas is going so much faster deploying clean energy

[Dustin Cote @TrudgeDMC]

Looks like the top secret skunkworks EV in the world for the last 2 years isn't panning out

[Bloomberg @business]

Ford is recalibrating its electrification strategy yet again, canceling plans for a fully electric SUV in a shift that may cost the carmaker around $1.9 billion https://t.co/7i8t63Y7oY

[Dustin Cote @TrudgeDMC]

@GuyDealership IONIQ5s!

[Dustin Cote @TrudgeDMC]

@johnrhanger @WSJ More fossil fuels do nothing for energy prices! Maybe Trump secretly wants to expand national transmission corridors 😂
I wrote about this today actually!
https://t.co/uuxwmxb4BE

[Dustin Cote @TrudgeDMC]

That would be fossil gas electricity with carbon capture and storage growing. Fossil gas on the whole would decline significantly in a net zero scenario.

[Richard Meyer @RichardMeyerDC]

Well this is quite interesting.

Natural gas electricity generation grows fastest into the 2030s in the *Net-Zero* scenario, according to Princeton's updated modeling of U.S. emissions pathways.

[Matthew Zeitlin @MattZeitlin]

Wind investment is sputtering thanks to permitting, local opposition, and transmission issues, meanwhile carbon management investment is booming because the government will now give you a lot of money to capture co2 https://t.co/C6us5Abl8B

[Dustin Cote @TrudgeDMC]

@emilypont @robinsonmeyer Friday can be a state of mind 😅

[Dustin Cote @TrudgeDMC]

34B in oil is pretty shocking

[Andrew Lokenauth @FluentInFinance]

BREAKING: Warren Buffett just updated his investment portfolio.

He has $280 Billion invested in these 41 stocks:

[Dustin Cote @TrudgeDMC]

@mattyglesias Thus turning their massive EV adoption into an advantage!

[Dustin Cote @TrudgeDMC]

@CoreyBCantor 🫡

[Dustin Cote @TrudgeDMC]

@clawrence @austinenergy That's pretty strange 🤔

[Dustin Cote @TrudgeDMC]

@clawrence @austinenergy Just watch out for that winter time switch! Don't want the EV charging during the early morning winter peak when on TOU 🫠

[Dustin Cote @TrudgeDMC]

@SheaSerrano *extreme Breen voice*

[Dustin Cote @TrudgeDMC]

@CoreyBCantor I'm pretty surprised about Toyota's BEV production growth. They obviously hedge with hybrids but that BEV production is ramping. Tesla is an obvious disappointment. I am low key sad that Ford says good things that doesn't move very much.

[Keung Hui @nckhui]

Wake County school system has created a districtwide Angel fund to accept monetary donations to help pay the lunches of students who don't have money in their accounts. This lets kids get regular meals instead of only fruits & veggies. Donate by calling 919-856-2918. #wcpss #nced