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Now, regarding power and shifting NG-based heating and cooking to electric. We have finite power generation and transmission facilities. Well, we have finite capacities across all sorts of areas. So, where do we get the most "bang for the buck" in terms of CO2 emissions? By converting home heating from NG to electric? Or by converting personal transportation? We can add more solar power and do both? Well, first solar panel production is resource constrained and only growing so rapidly. And with renewables comes the need for grid-scale energy storage. Build more Megapacks? Sure I like that. Only thing is, that takes batteries. Batteries that are desperately needed to get EVs on the road. Build more Megapacks now and you leave that many more ICE vehicles on the road in the immediate future. Oh, and delay Cybertruck, something I don't want to see happen, both as an investor and as someone that wants one.
It's about priorities. My supposition from an emissions standpoint is that we should focus on electric vehicle production and utilize our currently limited electrical and battery supply for that purpose to get the most bang for the buck in terms of CO2 reduction (correct me if I'm wrong). Gasoline is a less efficient fuel from multiple standpoints than NG. Drilling, refining, transportation and combustion all lead to CO2 emissions, and (correct me if I am wrong) a gallon of gas results in far more CO2 (and other) emissions that the equivalent energy content of NG. And of course, NG does not have to be delivered from a foreign source.
On a related note, I question home solar vs "industrial" (large-scale, "grid level") solar. Solar panels and the related hardware, wiring, disconnects, inverters are all resource and manpower intensive to produce and install, as well as expensive. Grid level solar provides economies of scale you don't see with home solar. I believe per KwH, a Megapack is far less expensive than a Powerwall. Homes are rarely designed from the ground up to optimize solar panel placement. Size, solar incidence, potentially shaded due to trees or neighboring structures. And of course they primarily provide power, specifically backup/nighttime power, to only one home. Per dollar spent and per solar panel, I suspect that there is a lot more efficiency in grid level solar, which provides power to all consumers, not just those that can afford the cost of home solar. In order to make electricity based home heating cost competitive with NG in high-cost areas it's important to keep it as efficient and low-cost as possible, specifically to avoid burdening lower-income citizens with excessive heating costs. Which I think IS doable, as solar/storage scales, as we see economies of scale-and as a company with the innovation and focus on excellence and design for manufacturing of Tesla makes it happen. But-that will take time-where does it make sense to focus our priorities in the meantime? Oh, really looking forward to seeing what Tesla does along the lines of highly efficient home-scale heat pump systems-that will really help make electric heating competitive with NG. And with Tesla's focus on manufacturing innovation and design for manufacturing, I think they can come up with not just a more efficient heat pump system than current manufacturers, but a less expensive one as well.
Sorry for the long-winded post, needed to make my thoughts clear, which I failed to do before.