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https://www.economist.com/business/2022/03/05/europe-reconsiders-its-energy-future from The Economist [...] At the EU level, a wide-ranging proposal to guarantee the bloc’s “energy independence”, due to be unveiled by the European Commission on March 2nd but postponed as a result of the war...

https://www.economist.com/business/2022/03/05/will-elon-musk-change-germany from The Economist [...] On February 28th Tesla workers elected their first works council, a group of employees that in German law co-decide with managers things like working hours, leave and training. For Elon Musk...

http://www.caiso.com/about/Pages/Blog/Posts/Storage-was-the-compelling-story-of-2021-according-to-our-newly-published-Annual-Stats.aspx Bullish for Tesla Energy: California grid added over 10x more utility-scale battery storage in 2021 than in 2020.

Two new ways of extracting lithium from brine Two new ways of extracting lithium from brine from The Economist

Covid has reset relations between people and robots Covid has reset relations between people and robots from The Economist Excerpts: In the field of manufacturing, car plants lead automation. But, as Henrik Christensen, director of the Contextual Robotics Institute at the University of...

Jeremy Arnold, who wrote an excellent piece debunking the "Elon emeralds" story, just posted a teaser for a new article. I imagine that it may mention Elon Musk once or twice 😉. https://savingjournalism.substack.com/p/the-future-of-this-newsletter Here's the relevant part (text in bold by me)...

The DER Task Force podcast recently took up nuclear, discussing problems with the existing approach, the question of need, and the promise of SMR. Good discussion IMO. Their conclusion was that we'll need some form of nuclear to reach net-zero, but we'll need better technology (for example SMR)...

https://www.reuters.com/business/energy/origin-shut-australias-biggest-coal-fired-power-plant-2025-2022-02-16/ Origin Energy (ORG.AX) said on Thursday it plans to shut the Australia's biggest coal-fired power plant in 2025, seven years earlier than scheduled, as an influx of wind and solar...

Asia is not feeling the same price pressures as the West from The Economist […] there are reasons why Asia’s richer countries have recorded lower inflationary pressure too. For one, supply-chain bottlenecks are not as severe as they are in the West. The cost of shipping a 40-foot container from...

Who buys the dirty energy assets public companies no longer want? from The Economist

Thanks for pulling that data together and sharing the chart. Do you have any insight into the relationship between %-renewable and emissions, as reported by CA ISO? I'm curious because the "Historical CO2 trend" chart makes it look like 2021 was worse than 2020. For example in July, the peak...

If you'd like to educate yourself on the subject, I'd suggest that you google "reach code natural gas". However in my opinion this topic is already off-topic for this thread, and will quickly become political — so please let's not discuss it here.

Oh, I’m not saying that it’s a foregone conclusion. It may never happen. But I suppose Musk respects Dahn, and would listen to his arguments in favor of developing V2G capabilities with an open mind.

I didn't try to take notes on everything Jeff Dahn discussed, but here are some points that caught my attention: TL;DR: proven ability to exceed million mile durability with NMC532 plus electrolyte additives, enabling efficient V2G Useful electrolyte additives react before other electrolyte...

This starts soon, so I hope a reminder isn't unwelcome on this thread.

For tomorrow

https://www3.nhk.or.jp/nhkworld/en/ondemand/video/4001408/ As you'd expect, this NHK documentary puts an emphasis on Japanese automakers: Toyota, Honda, and (via Renault) Nissan. It also touches on Daimler, BMW, and Chinese automakers. Not very deep, and nothing new for astute observers, but...

Here’s a story in the Atlantic about sales restrictions in USA states. Old news to us, but the fact that this is mainstream news is… progress? https://www.theatlantic.com/technology/archive/2022/01/climate-electric-vehicle-car-dealership-power/621330/ […] From 2019 to the middle of last year...

What the Mittelstand wants from The Economist “Bureaucracy is costing German business around €50bn ($57bn) a year,” says Mr Völz. Over the last decade parliament has passed three legislative packages to ease the bureaucratic burden on the Mittelstand. But little real progress has been made...

Can big oil’s bounce-back last? from The Economist The Europeans are increasingly going all in on greenery. The state-controlled giants such as Aramco are biding their time. And the Americans are engaged in a delicate balancing act somewhere in between.

The Kazakh crisis is only one threat hanging over the uranium market from The Economist Beyond the near term, supply may not be able to rise quickly enough to satisfy greater appetite for the metal, supporting prices further. New mines are planned in Africa and the Americas, but they require a...

Tesla is sending out emails about the CPUC proposal for NEM3. The emails link here: https://engage.tesla.com/articles/1105-california-stop-solar-tax

The EU’s green rules will do too little to tackle climate change from The Economist […] The plan to label natural gas as green has been controversial, too. But the rules reflect a hard-headed assessment that it will be a vital transition fuel in the next decade. They treat gas projects as...

Yes, and I noticed that before my purchase. But several Amazon reviewers said it worked with PG&E, so I called PG&E SMD and they said it would work. They were correct. Edit: maybe listing the device with PG&E requires a… uh… “co-marketing contribution”?

Yes, EV2-A. I’ve been on the phone with the PG&E “stream my data” folks more than I’d prefer, but they’ve been very helpful. Be sure to call (877) 743-4357 so you’re talking to the right department. If that’s who told you that you couldn’t have SMD, it might be a case of “dial until you smile”...

NHK is reporting on magnesium: https://www3.nhk.or.jp/nhkworld/en/news/backstories/1838/ [...] But production in China slowed earlier this year on the back of a fuel shortage and Beijing’s decision to limit electricity supply in order to meet environmental goals. Many factories have been hit...

https://teslamotorsclub.com/tmc/threads/tesla-investors-general-macroeconomic-market-discussion.29648/

Nit: I wouldn't say "lost", because that Reuters article says suspended, not revoked. Also "...the suspension does not impact Pony.ai’s permit for testing with a safety driver."

Ah — perhaps I can help? It's all about that word "need". In the sense of utilitarian necessity, "need" has little bearing on the market for new consumer vehicles in the USA. Otherwise the USA would be emptier of premium vehicles of all stripes, and fuller of econoboxes. Instead we redefine...

Yes, that seems to be it. I’d still call that a bug: rotating a tablet shouldn’t require a page refresh. Nor should narrowing a browser window. But as you say, it’s probably an old bug and unrelated to this refresh.

How Bolivian lithium could help fight climate change from The Economist This isn't my area, so I'd welcome any thoughts on how accurate or inaccurate the article is. It covers a number of topics, but the key quote might be: Benchmark does not expect large quantities of Bolivian lithium to hit...

@danny Minor bug in rich-text editor functionality: when the screen is too narrow (eg, ipad mini portrait orientation), the list formatting widget disappears from the toolbar. Next to the alignment widget there's a three-dots "more options" widget, which reveals a paragraph widget but no list...

[bloomberg] Baidu, Pony.ai Nab Commercial Robotaxi Licenses in Beijing Search giant Baidu Inc. and Toyota Motor Corp.-backed Pony.ai Inc. were granted the first batch of licenses from Beijing regulators to start open-road autonomous commercial driving operations in a part of the city equivalent...

You might look into what your browser can do. Many browsers have a configurable "bookmarks bar" or similar. Sometimes you can also set keyboard shortcuts.

Since this June I've been using an Emporia VUE utility connect to monitor power use: https://www.amazon.com/gp/product/B084T6HGNR This is a simple, cheap device that plugs into the wall near any compatible smart meter, and relays data to VUE's servers via wifi. Monitoring and alerting happen...

This sounds like the behavior where TMC "<thread.id>/unread" links show an ignored user's post if it's the only unread post in a thread. If so that isn't particularly new: I think TMC started doing that back in March. It can be little annoying to see posts by ignored users when that wasn't my...

Looks much better here (Safari 15.1, MacOS) — I'd suspect a caching problem on your end, or a browser incompatibility, or perhaps a malfunctioning ad blocker.

https://www3.nhk.or.jp/nhkworld/en/news/20211206_04/

Annual meeting: Wednesday, December 15, 2021 at 9:00 a.m., Pacific Time Link: Welcome to QUANTUMSCAPE CORPORATION's Meeting Business: To elect ten (10) directors for a one-year term to expire at the 2022 annual meeting of stockholders; To ratify the appointment of Ernst & Young LLP as our...

More from Lex Fridman: this time an interview with Waymo's head of trucking Boris Sofman. Worth listening to for a competitive perspective. The trucking content starts at about 1:04, in case the link doesn't go there automatically. As usual Lex asks good questions. It sounds like Waymo trucking...

https://www.peninsulacleanenergy.com/our-path-to-24-7-renewable-power-by-2025/ PCE has published a white paper detailing their plans for 100% renewable power on an hourly basis. News to me that existing “100% renewable” is on an annual basis, apparently per state rules.

Lex Fridman and Steve Viscelli had a wide-ranging discussion about the past, present, and future of trucking. There's a specific timestamp for Tesla discussion at 2:30:00, but I'd recommend starting from about 1:04:00 to hear more about possible futures for autonomous semis. Better still, listen...

[replying in a more appropriate thread] FuelPositive turns out to be the company formerly known as EEStor, which some years back made... extraordinary claims for energy storage using polymer capacitors. That went nowhere, and the company was taken over by ZENN Motors, which first adopted the...

The technology sounds promising. Have you thought about FuelPositive as an investment?

Noble experiment. Instead of gossiping and bickering about personalities and politicians, perhaps we can have more reasoned discussion of policies relevant to TSLA.

Apparently Tesla is trying to stay ahead of supply chain issues wherever possible. While trying to replace the Michelins on my Model 3, I found that Tesla seems to be buying tire makers' entire production of Tesla-spec tires. Local independent tire shops claimed they couldn't order the tire at...

See also: https://teslamotorsclub.com/tmc/threads/by-default-watched-threads-page-hides-threads-started-by-users-ive-ignored.222587

If I understand what you want correctly, just visit New posts and select the filters "Unread threads" and "Watched forums".

You're aware of the "hydrogen ladder" concept, right? If I'm not misinterpreting, it could be a useful shorthand for the above.

This week The Economist published a leader and a briefing on hydrogen. I was expecting the worst... instead it seems fairly well-informed, which made for a pleasant surprise. There's even some discussion of the 'hydrogen ladder", and why FCEV passenger vehicles are a dead-end...