Josh

[Rory Sutherland @rorysutherland]

I'm glad these local "conservation" groups are getting the grief they deserve. You knew you were moving to Soho. If you don't like noise, there are hundreds of alternatives. I like street noise. It's fundamentally lovely.

[Josh @JDStringfellow]

@StepanRehak When will we hear more about the ID.1 👀?

[Josh @JDStringfellow]

@oophus @respectmyplanet Oslo at >50% BEV fleet share (and 7% PHEV), when does Oslo hit the limit? When do the municipalities of Askoy, Bærum, Bergen, and Austevoll hit the limit? https://t.co/tSaRNGaUPS

[Matthew Zeitlin @MattZeitlin]

not exactly a new development but it's fascinating how climate has just dropped out of what sunrise likes to talk about

[Josh @JDStringfellow]

@oophus Looks like the movement is over. H2 station number down, H2 demand down, sales and now fleet down, all while BEVs get more competitive in each category. It's increasingly obvious where this is going. https://t.co/MHtJGK2wGM

[Josh @JDStringfellow]

@oophus @rutgerm @Logist_BCB @BoudewijnC May 2023: 42 tons
May 2024: 45 tons
May 2025: 59 tons
May 2026: 44 tons

Definitely no "clear growth curve".

[Josh @JDStringfellow]

@vaanala @Rocket_Parsons a) most of those incentives apply to FCEVs too b) BEVs reliance on those incentives is decreasing

[Josh @JDStringfellow]

@vaanala @Rocket_Parsons Markets above 30% BEV market share YTD: Norway, Denmark, Nepal, Singapore, Finland, Iceland, Sweden, China, Netherlands, Belgium, Uruguay. Do you think any other markets will join the list next year?

[Josh @JDStringfellow]

@SawyerMerritt Any word on when Tesla's Robotaxi hits 500 Robotaxis in Austin? https://t.co/l4u0y27TAt

[Sawyer Merritt @SawyerMerritt]

NEWS: Elon Musk says Tesla will have 500 Robotaxis in Austin by the end of this year, and over 1,000 cars in the Bay Area.

via @theallinpod

[Josh @JDStringfellow]

@vaanala Europe stations June 2026:

Car - 172 (42)
Truck - 149 (53) [350bar - 149 (53) , 700 bar - 28 (0)]

It went up 😯 lol, though not in Germany where stations and h2 demand are still down: https://t.co/cvllzNKN1L

[Josh @JDStringfellow]

@vaanala @akkuJukka @JeroAhola May 2023: 42 tons
May 2024: 45 tons
May 2025: 59 tons
May 2026: 44 tons

Similar story for March and April, looks like H2 demand has peaked and is now in decline.

[Josh @JDStringfellow]

@vaanala Europe stations:
In August 2022 there were 161 stations open.
In January 2024 there were 165 (43)
Now there are 156 (50).

[Samuel Hughes @SCP_Hughes]

Today, the London Underground is paralysed by strikes as one of the transport unions demands that London 'Make every weekend a long weekend', with their staff allowed to work four days a week for the same generous pay. Two points of context:

1. In 2023, the last Government created powers to require 40% service during strikes, as is the case in France, Germany, Italy, Spain, Portugal, Switzerland and elsewhere. (In New York, transit strikes are simply banned.)

Unfortunately the current Government abolished these powers upon coming to office, leaving TfL (and thus the people of London) almost powerless to resist these rent-seeking antics.

Any future government can easily largely end London's transport strikes by simply reinstating a version of these powers.

2. Notice that the DLR, the London Overground, Thameslink and the Elizabeth Line are unaffected by the strikes. This is because TfL (a greatly underrated organisation) does not employ their staff: it contracts with a concessionaire, which then actually staffs the trains. This somewhat byzantine arrangement has been astonishingly successful in preventing strikes on the old Underground lines from spreading to the newer systems.

It is vital that policy be maintained and extended as TfL takes over more suburban railways in the future.

[Purav Menon @profavi_]

Zack Polanski in April 2016 citing San Francisco as a prime example of why rent controls don’t work and stifle housing supply 🕊️

[Josh @JDStringfellow]

@vaanala Predictably, Nikola could not maintain that growth...and went bust.

[Josh @JDStringfellow]

@vaanala Large percentage growth is a misleading indicator because of the low base effect. Nikola will be unable to maintain even close to that growth, if they continue at all.

[Josh @JDStringfellow]

@vaanala @akkuJukka @JeroAhola May 2023: 42 tons
May 2024: 45 tons
May 2025: 59 tons
May 2026: 44 tons

Similar story for March and April, looks like H2 demand has peaked and is now in decline.

[Josh @JDStringfellow]

@oophus In Germany H2 stations have declined, H2 demand is down, passenger fcev car sales have collapsed and the number on-the-road is declining, fc bus sales appear to have peaked, commercial fcev sales have also likely peaked. It's over.

[Josh @JDStringfellow]

@oophus Fewer stations are now open than there were in 2020, and the H2 demand figures are very suspicious. https://t.co/u3gGkiSDIN

[Josh @JDStringfellow]

@oophus I've noticed an issue with the H2 growth in this chart, the values aren't consistent. E.g. the current version of the chart shows Dec 22 as having 23.4 tons of H2 demand (assume that just means dispensed by H2 Mobility stations), whereas at the time it shows 35.4 tons.

[Josh @JDStringfellow]

@oophus @rutgerm @Logist_BCB @BoudewijnC May 2023: 42 tons
May 2024: 45 tons
May 2025: 59 tons
May 2026: 44 tons

Definitely no "clear growth curve".

[Josh @JDStringfellow]

@oophus @rutgerm @Logist_BCB @BoudewijnC April 2024: 50 tons
April 2026: 45 tons

"clear growth curve"

[Eric Berger @SciGuySpace]

This completely takes Blue Origin out of the Artemis picture for the next 12 months, most likely. All of those Moon Base missions, man, it's bad.

[NSF - NASASpaceflight.com @NASASpaceflight]

Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.

https://t.co/tANS0dWyIH

[Maia @maiamindel]

ten years since this legendary moment

[Josh @JDStringfellow]

@Rocket_Parsons @RemindMe_OfThis Well, 3 years on and @Universal_H2 is defunct, and does ZeroAvia have much to show?