I think working on EVs has helped me see that everything in life is a trade off. You can always have more range or faster acceleration if you’re willing to pay for it or lose comfort. What you get is what you prioritize.
“In the grasslands, people rely on the Earth and on each other. Reliance is how we develop deep relationships.
In cities people don’t want to rely on anybody. They want to rely on money” - heard on the Tibetan Plateau
So I see the opposite here - we have a demand problem. If we want sustainable energy, and batteries are the key to sustainable energy systems, then we need to figure out how to get more cells into real world products that people want.
We're heading for serious overcapacity in the battery market. Good news for automakers and EV buyers, but challenging times ahead for new entrants to the battery game.
More in my latest for @BloombergNEF here:
https://t.co/qOSnOPW7DH
With the pandemic over, I brought my parents back to Beijing and back to school. We wandered around and shared memories and occasionally saw someone familiar. There was no ceremony. But it felt like closing a narrative arc spanning decades and continents.
30 years ago this school changed my mom's life. It was a ladder into the middle class, it was a door to the US. 30 years later this school continues to open doors, this time for her son. History doesn't repeat itself, but it does rhyme. Thank you @Tsinghua_Uni@SchwarzmanOrg
The catch-22 of the energy transition
“Rejecting Chinese know-how would make us, ironically, more dependent on China in any future security-related rupture — because we will simply have to import from China what we never learned to make ourselves.”
America’s leaders want to disentangle the US economy from China’s.
They also want to develop a domestic clean-energy industry that competes with China’s.
They probably can’t do both — at least not right away. I wrote about it for The New York Times: https://t.co/anJbi4cYy9
#energytwitter is the interconnect queue a knowledge or a labor problem? Is the queue long because it takes a long time to analyze grids, or is the queue long because it takes a long time to build upgrades to the grid?
Visited my grandparents home today in Anhui. They loved planting trees and dreamed of harvesting fruits each year. At one time, they had grown an entire forest right behind their house.
Today those trees are almost all gone. Replaced by new homes and people with new dreams
At this very moment, 3 of the top 5 apps on Apple US are made by Chinese tech
We are either in a national security crisis, or this is all a big nothing burger, or DC policy elites have so little credibility among ordinary Americans it doesn’t even matter if they are right
The uproar over “Chinese spy balloon” reminds me of Beijing’s reaction to “Pelosi visits Taiwan” and showcases just how childish both of these countries can be
@IEA Found in a callout: "In the case of offshore wind farms,
specialised vessels are required...Outside of China, there are currently around ten vessels that can be used to build offshore wind farms"
We need more boats!