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That's like saying their prices went up because they banned fusion. It took the US frackers over a decade to learn how to make money fracking. Shale gas has been explored in some European, but even the countries doing it haven't produced much. Here's an article. Some Eastern European...

Incorrect. Germany and other European countries shut down coal because Russia was supplying them with cheap NG. But Russia took advantage of that situation to invade Ukraine. Supposedly Ukraine blew up Nordstream and I can't blame them. But if they shut down NG plants... Why was Europe relying...

Ford can still sell hybrids. Hybrids use batteries and electric motors as well. Some of the scale-up for electrification will benefit hybrid powertrains as well. But EVs will continue to penetrate the market and Ford can't cede this market to competitors. It also needs to learn how to...

According to Newsweek, AI use is driving up power demand. Nothing in here about EVs.

As with many manufacturing improvements, it's not just one thing. For example: (1) Cheaper LFP cell chemistry and domestic cell production will the reduce the cost (2) It's smaller, which means lower pricing for the build of materials and probably reduced front area, which means smaller battery...

I think it will be a winner. Reducing costs expands the potential market, and as Maverick sales indicate, there's demand for smaller SUVs and trucks in the U.S., especially with all the price inflation we've been seeing since covid. In addition, a cheaper EV is a no-brainer for many small...

I think EV sales will be pulled forwards in advance of the credit going away. There will be a plunge in sales immediately after expiration, then sales will recover. One thing we don't know is how manufacturers will respond to the loss of the credit. They still need to become profitable on EV...

Congrats, make sure you get a case for it. I stuffed mine into a small camera case with the little foam blocks.

Correct. I don't produce if the batteries are full and there's no household load. I've taken to limiting the charge overnight to absorb some solar output during the day. The batteries don't like being full in high heat, so I try to limit their time at 100% while still hitting full charge...

Based on Maverick demand, that's a no-brainer. People have been clamoring for smaller, less expensive trucks for years. I wonder what size battery they squeezed into it.

I don't know exactly. Usually it's somewhere between 40 and 50 kWh if the weather is clear and I have enough demand.

Sol-ark 15k, 24 jinko 425, and 45 kWh of 300+ ah LFP cells in a pack I built using a DIY kit. TXU is the provider.

I said free nights, because that's how the plan is billed. I don't pay for what I use at night. The tradeoff is a much higher daytime rate. But I also don't use power during the daytime. The cost is all in the upfront investment. It was $22,500 w/ the tax credit. I was spending $3,800 on power...

I was asking Uncle Dave, but yeah. I know precisely how much the LFP cells are.

When I recoup the upfront investment, what will the cost be?

Here's the answer.

Renewables are better. There's a shortage of gas turbine production capacity if you haven't heard. Renewables and storage can be deployed far more quickly than gas generation.

Sure it does. But it also runs more when people are awake to use it. Not all AI is training. A chunk of demand is inference. Latency matters as well, so they aren't deploying data centers in Norway for US inference work. This is why you see data enters expansion in many regions. You're correct...

On the contrary, everyone is trying to add capacity, mostly due to AI. EVs charge at night when surplus power is available.

My daytime rate is 25 cents. But I don't really pay that. I'll let everyone speculate as to why.