Jay McKinsey + 1,490 January 16, 2022 (edited) 7 minutes ago, Wombat One said: pfffft.... I got solar panels on roof 20 years ago, will get a battery before I get a PHEV, what you done except buy Tesla shares? You are what my mother calls "an armchair communist"! We get all our electricity from renewables and I will also get a BEV before PHEV and I supported Tesla with investments when they were a small company and I haven't voted for coal backing governments. So more than you have done. No one said your mother was very bright. Edited January 16, 2022 by Jay McKinsey Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 16, 2022 3 hours ago, Jay McKinsey said: I'm reporting the numbers, no hypocrisy in that. I'm in it for the economics. Hypocrisy is claiming that coal is the great enemy and then voting and supporting governments hell bent on supporting the coal industry. Jay, you are not just reporting the numbers, give me a break. Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 16, 2022 (edited) Both copper and lithium prices are set to soar and create a brick wall for EV adoption to run into. https://oilprice.com/Energy/Energy-General/Soaring-Lithium-Prices-Become-Major-Headache-For-EV-Makers.html "With lithium prices already trading at a record high in Asia, there is no sign that the rally in this much-sought-after commodity will come to an end this year Logistical challenges and production problems mean that producers in China and South America are reluctant to sell lithium salts on the spot market In China, a relatively new futures contract that was launched six months ago will also play a role in driving lithium prices and market sentiment " Edited January 16, 2022 by Ecocharger Quote Share this post Link to post Share on other sites
ronwagn + 6,290 January 16, 2022 https://www.kbb.com/car-news/report-tesla-cybertruck-delayed-again/ Tesla Cybertruck Reportedly Delayed Again BySean Tucker 01/14/2022 10:53am Quote Share this post Link to post Share on other sites
Eric Gagen + 713 January 16, 2022 22 minutes ago, ronwagn said: https://www.kbb.com/car-news/report-tesla-cybertruck-delayed-again/ Tesla Cybertruck Reportedly Delayed Again BySean Tucker 01/14/2022 10:53am Good think I am signed up for a Ford Lightning. I had a feeling the cybertruck was going to be tough to fabricate. It asks/demands so many things that are unusual in automotive construction over and above the fact that it's electric. 3 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 16, 2022 15 hours ago, Ecocharger said: Jay, you are not just reporting the numbers, give me a break. You just can't handle the numbers. 1 Quote Share this post Link to post Share on other sites
Eyes Wide Open + 3,552 January 17, 2022 17 hours ago, Ecocharger said: Jay, you are not just reporting the numbers, give me a break. Give the old guy a brake, Ice vehicle production in China is off 90%, in the EU ice production is off 70%....In the US its 50%. There is going to be a smidge of spike in EV registrations. Let Jay have his moment...Perhaps he may even calm down a smidge, cash out his options and set sail for a glourios sunset. Cross your fingers. 4 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 17, 2022 3 hours ago, Eyes Wide Open said: Give the old guy a brake, Ice vehicle production in China is off 90%, in the EU ice production is off 70%....In the US its 50%. There is going to be a smidge of spike in EV registrations. Let Jay have his moment...Perhaps he may even calm down a smidge, cash out his options and set sail for a glourios sunset. Cross your fingers. BP claims EV charging stations ‘on the cusp’ of being more profitable than gas pumps Jo Borrás - Jan. 16th 2022 8:00 am PT Oil giant BP claims the use of its BP pulse electric vehicle chargers is “on the cusp” of being more profitable for the company than filling up an internal combustion-powered car with gas. Once that happens, it could mark a major turning point for EVs and “big oil”. The business of EV charging – filling up a car with electrons rather than petroleum-based gas or diesel – has always been a loss leader for oil companies like Shell and BP, who are seemingly being dragged into the electric future kicking and screaming. That may be about to change, however, as BP’s latest numbers show that, on a margin basis, its UK-based “BP pulse” network of fast battery charging stations, is nearing the levels of profitability they see from filling up with petrol. And the division could be profitable on its own by 2025. “If I think about a tank of fuel versus a fast charge, we are nearing a place where the business fundamentals on the fast charge are better than they are on the (fossil) fuel,” BP head of customers and products, Emma Delaney, told Reuters. Delaney did not disclose precisely when BP expects EV charging profits to eclipse traditional fuel profits, but the company did report that its electricity sales for EV charging grew 45% from Q2 to Q3 of 2021, alone. “Overall, we see a huge opportunity in fast charging for consumers and businesses, as well as fleet services more generally,” explains Delaney. “That’s where we see the growth, and where we see the margins.” https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/ 1 Quote Share this post Link to post Share on other sites
Eyes Wide Open + 3,552 January 17, 2022 1 hour ago, Jay McKinsey said: BP claims EV charging stations ‘on the cusp’ of being more profitable than gas pumps Jo Borrás - Jan. 16th 2022 8:00 am PT Oil giant BP claims the use of its BP pulse electric vehicle chargers is “on the cusp” of being more profitable for the company than filling up an internal combustion-powered car with gas. Once that happens, it could mark a major turning point for EVs and “big oil”. The business of EV charging – filling up a car with electrons rather than petroleum-based gas or diesel – has always been a loss leader for oil companies like Shell and BP, who are seemingly being dragged into the electric future kicking and screaming. That may be about to change, however, as BP’s latest numbers show that, on a margin basis, its UK-based “BP pulse” network of fast battery charging stations, is nearing the levels of profitability they see from filling up with petrol. And the division could be profitable on its own by 2025. “If I think about a tank of fuel versus a fast charge, we are nearing a place where the business fundamentals on the fast charge are better than they are on the (fossil) fuel,” BP head of customers and products, Emma Delaney, told Reuters. Delaney did not disclose precisely when BP expects EV charging profits to eclipse traditional fuel profits, but the company did report that its electricity sales for EV charging grew 45% from Q2 to Q3 of 2021, alone. “Overall, we see a huge opportunity in fast charging for consumers and businesses, as well as fleet services more generally,” explains Delaney. “That’s where we see the growth, and where we see the margins.” https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/ Great News, after they have rebuilt their own fuel distribution network's, have them rebuild the grid.. On their dime that is. 1 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 17, 2022 (edited) ... Edited January 17, 2022 by Jay McKinsey Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 17, 2022 22 minutes ago, Eyes Wide Open said: Great News, after they have rebuilt their own fuel distribution network's, have them rebuild the grid.. On their dime that is. This one is just for you: 2022 Chevy Menlo EV Gets A Mickey Kung Fu Edition In China The model is exclusively sold in China, so no dice for Disney fans in the US. Chevy's all-electric offensive in the US has gotten bolder this week with the arrival of the Silverado EV. The zero-emissions truck is set out to represent GM's foray into the electric vehicle market, particularly in the reigning truck segment. In other parts of the world, Chevy's EV offering isn't as burly as the Silverado full-size truck. Meet, the Chevy Menlo EV, which gets a Mickey Kung Fu Edition for the Chinese market. The special edition model is part of GM's collaboration with Disney in the Asian country. Gallery: 2022 Chevrolet Menlo EV Mickey Kung Fu Edition 1 1 Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 17, 2022 23 hours ago, ronwagn said: https://www.kbb.com/car-news/report-tesla-cybertruck-delayed-again/ Tesla Cybertruck Reportedly Delayed Again BySean Tucker 01/14/2022 10:53am The delay is waiting for the next migration to Mars, where this styling belongs. 1 Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 17, 2022 19 hours ago, Jay McKinsey said: You just can't handle the numbers. Look who's talking...just mention Econometrics and you run for the hills. Quote Share this post Link to post Share on other sites
Eyes Wide Open + 3,552 January 17, 2022 (edited) 11 hours ago, Wombat One said: Ummm, actually EWO, the European oil majors are doing just that. I wouldn't be surprised if the likes of RWE and E.on become takeover targets within a decade. Good for them, yet based off both past and present failures of green energy these oil companies need to be removed from govt funding and be made to compete with conventional tech. Edited January 17, 2022 by Eyes Wide Open 2 Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 17, 2022 (edited) Heavy demand for natural gas in Britain has already derailed the supposed Green transition, due to unreliable wind power. https://oilprice.com/Latest-Energy-News/World-News/UK-Power-Prices-Fall-To-One-Month-High-On-Low-Wind-Generation.html "UK peak-hour power prices for Monday evening through 6 p.m. surged to the highest level in a month due to low wind power generation during the weekend. The contract for the 5-6 p.m. slot electricity price in the UK on Monday surged above the 1,000-pounds per megawatt-hour threshold to stand at US$1,585 (1,161 pounds) per MWh, according to data from the N2EX exchange cited by Bloomberg. That’s the highest price since December 16. Most of the jump in power prices was due to very low wind power generation in the UK from Friday through Monday. The power and energy crisis in the UK highlights the challenges that the country faces toward powering every home with wind in 2030, as the government pledged at the end of 2020. The UK will aim to become a global leader in offshore wind energy, powering every home in the country with wind by 2030, Prime Minister Boris Johnson said in October 2020. Yet, coal closures and no immediate replacements for nuclear power have exposed the UK’s vulnerabilities to the whims of the weather, with cold winters stoking natural gas demand and still weather lowering wind power generation. On Friday, gas generated 53.7 percent of British electricity, followed by nuclear 14.7 percent, imports 9.2 percent, biomass 6.9 percent, wind 6.9 percent, coal 3.9 percent, hydro 3.0 percent, and solar 1.7 percent, National Grid ESO said. On Saturday, gas generated 51.0 percent of British electricity, followed by nuclear with 15.9 percent and wind with 10.8 percent, the grid operator said." Edited January 17, 2022 by Ecocharger Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 17, 2022 (edited) 16 hours ago, Jay McKinsey said: BP claims EV charging stations ‘on the cusp’ of being more profitable than gas pumps Jo Borrás - Jan. 16th 2022 8:00 am PT Oil giant BP claims the use of its BP pulse electric vehicle chargers is “on the cusp” of being more profitable for the company than filling up an internal combustion-powered car with gas. Once that happens, it could mark a major turning point for EVs and “big oil”. The business of EV charging – filling up a car with electrons rather than petroleum-based gas or diesel – has always been a loss leader for oil companies like Shell and BP, who are seemingly being dragged into the electric future kicking and screaming. That may be about to change, however, as BP’s latest numbers show that, on a margin basis, its UK-based “BP pulse” network of fast battery charging stations, is nearing the levels of profitability they see from filling up with petrol. And the division could be profitable on its own by 2025. “If I think about a tank of fuel versus a fast charge, we are nearing a place where the business fundamentals on the fast charge are better than they are on the (fossil) fuel,” BP head of customers and products, Emma Delaney, told Reuters. Delaney did not disclose precisely when BP expects EV charging profits to eclipse traditional fuel profits, but the company did report that its electricity sales for EV charging grew 45% from Q2 to Q3 of 2021, alone. “Overall, we see a huge opportunity in fast charging for consumers and businesses, as well as fleet services more generally,” explains Delaney. “That’s where we see the growth, and where we see the margins.” https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/ "Sales grew 45%"...again, these are miniscule numbers. Edited January 17, 2022 by Ecocharger Quote Share this post Link to post Share on other sites
notsonice + 1,211 DM January 17, 2022 On 1/16/2022 at 11:54 AM, ronwagn said: https://www.kbb.com/car-news/report-tesla-cybertruck-delayed-again/ Tesla Cybertruck Reportedly Delayed Again BySean Tucker 01/14/2022 10:53am Musk is going to be buried alive by the electric Ford Trucks. The Musk dream truck looks like a cardboard box put together by 5 year olds. 2 1 Quote Share this post Link to post Share on other sites
notsonice + 1,211 DM January 17, 2022 On 1/15/2022 at 7:05 PM, ronwagn said: https://www.volvotrucks.us/trucks/vnr-electric/ https://www.volvotrucks.us/trucks/vnr-electric/ Yep I looked at Volvos VNR electrics a few months ago.......Top of the line engineering and the price is quite competitive to a diesel. 2 Quote Share this post Link to post Share on other sites
TailingsPond + 633 GE January 17, 2022 (edited) On 1/17/2022 at 2:06 PM, notsonice said: Musk is going to be buried alive by the electric Ford Trucks. The Musk dream truck looks like a cardboard box put together by 5 year olds. Musk does a lot more than trucks. Spaceships, etc... Even Tesla will be just fine - they also do more than trucks. Edited January 18, 2022 by TailingsPond 1 Quote Share this post Link to post Share on other sites
Old-Ruffneck + 1,207 er January 18, 2022 (edited) 3 hours ago, notsonice said: Yep I looked at Volvos VNR electrics a few months ago.......Top of the line engineering and the price is quite competitive to a diesel. Elon Musk will eventually sell his electric vehicle plants and shares. He is no match for the Big 3 here in the states. I suspect that is why he has been selling off 15 billion dollar increments this last year. Alot of folks credit him as the inventor of electric powered vehicles but he wasn't even born when this man was building before ww2. Overland train - Wikipedia LeTourneau was a true genius but money wasn't his gig, he liked building monster electric vehicles and heavy equipment. Edited January 18, 2022 by Old-Ruffneck 2 Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 18, 2022 (edited) Here is what is happening, let's see if I have this right...global warming is causing a rash of frigid cold weather which will push up the price of fossil fuels, which in turn causes all that deep cold global warming/freezing...is that right? Something like that. https://oilprice.com/Energy/Natural-Gas/Arctic-Cold-Snap-Could-Push-US-Natural-Gas-Prices-Higher.html "Forecasters are predicting a cold snap over the next two weeks. United States natural gas prices could climb even higher if the Arctic blasts materialize. If the U.S. experiences a near-repeat of the 2014 polar vortex winter, natural gas prices could test the $6.526/ MMBtu mark once again." Edited January 18, 2022 by Ecocharger 2 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 18, 2022 (edited) 2 hours ago, Old-Ruffneck said: Elon Musk will eventually sell his electric vehicle plants and shares. He is no match for the Big 3 here in the states. I suspect that is why he has been selling off 15 billion dollar increments this last year. Alot of folks credit him as the inventor of electric powered vehicles but he wasn't even born when this man was building before ww2. Overland train - Wikipedia LeTourneau was a true genius but money wasn't his gig, he liked building monster electric vehicles and heavy equipment. And all of LeTourneau's vehicles failed. Not to mention that they were diesel electric not battery electric. Inventing something is less valuable than making it a success in the market. Edited January 18, 2022 by Jay McKinsey Quote Share this post Link to post Share on other sites
Old-Ruffneck + 1,207 er January 18, 2022 2 minutes ago, Jay McKinsey said: And all of LeTourneau's vehicles failed. Not to mention that they were diesel electric not battery electric. Inventing something is less valuable than making it a success in the market. And all of LeTourneau's vehicles failed. Wrong again!! Many worked, just times caught up with his projects. Some are still working, do a little research before ya hit the keyboard. Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 January 18, 2022 Just now, Old-Ruffneck said: And all of LeTourneau's vehicles failed. Wrong again!! Many worked, just times caught up with his projects. Some are still working, do a little research before ya hit the keyboard. Still working in a museum is irrelevant. They all failed in the market place. Quote Share this post Link to post Share on other sites
Ecocharger + 1,423 DL January 18, 2022 (edited) Biden & Co. have failed to halt the rise of oil prices, and most Biden supporters are reliant on low gasoline prices to maintain their standard of living...this is a political quandary with potentially disastrous consequences for the current guy in office. https://oilprice.com/Energy/Energy-General/White-House-Helpless-As-Oil-Prices-Climb-Higher.html "Morgan Stanley expects Brent crude to reach $90 per barrel later this year. This is also the price forecast of Goldman. JP Morgan recently said that crude could reach and exceed $100 this year, noting the decline in OPEC spare production capacity. The latest to join the bullish choir is Vitol, whose head for Asian operations told Bloomberg last week that oil had further up to go because of tight supply. What this means for the Biden administration and its efforts to keep gasoline affordable for voters ahead of the midterms is nothing good. Perhaps more SPR releases could be organized, but that would have little more effective than the first announcement: like plenty of analysts has explained, oil prices are influenced by global rather than local factors, even a major oil-producing country such as the United States. "Assuming China doesn't suffer a sharp slowdown, that Omicron actually becomes Omi-gone, and with OPEC+'s ability to raise production clearly limited, I see no reason why Brent crude cannot move towards $100 in Q1, possibly sooner," OANDA senior market analyst Jeffrey Halley told Reuters last week. If Brent moves towards $100, West Texas Intermediate will not be far behind, even with rising U.S. production. The problem, from a Washington perspective, is that even with rising U.S. production, global supply remains short of demand, ironically because of OPEC, which Biden personally pleaded with to raise oil production so U.S. prices at the pump would ease. "OPEC+ remain steadfast in adding 400,000 bpd back to the market each month, but our data suggests that monthly additions tally closer to 250,000 bpd," said RBC Capital Markets commodity strategist Mike Tran in a note, as quoted by Reuters." Edited January 18, 2022 by Ecocharger Quote Share this post Link to post Share on other sites