Completely agreed with you, except I don’t think Tesla will honor the pricing that was announced when we put down our Benjamin for the cyber truck like forever ago.
Hey good thing Ford sent out a survey on 9/2 to see what trim everyone wants to order so something like this, um, never happens again! Even better that they apparently already knew the results enough by 9/8 to decide what’s sold out—-even though they gave everyone to the 26th to answer. I tell...
Absolutely correct about the megatrends you mentioned, but none of this supports your argument that the grid won’t improve. In fact the opposite will happen: as people concentrate in large urban areas and vast parts of the country depopulate, those parts will now become prime spots for...
Spot on, and FF companies are of course going to be just fine. Their product is still going to be used in plastics etc., and their skills will help power renewables: if you can drill for oil and gas in the ocean you can install wind turbines there, and if you can drill on land you can tap...
5/19 a couple hours after the presentation. Survey yes, invite no. Ford’s original order playbook stated that “remaining 2022 reservations will be invited to order by reservation time stamp when ordering for MY 2023 starts summer 2022.”
Jury’s still out on whether they are actually doing so.
Glad you’re looking at the big picture, but the post that started this thread specifically asked about expanding generating capacity here in the US, hence my attempt to refocus the discussion in that direction. What I don’t really understand is your fatalism and negativity: please be assured...
All probably very true but of course completely irrelevant to this discussion which is obviously about the situation here in the US and other industrialized countries. Here it is already starting, accelerating, and will be completed in a few decades.
This ?. LiFePo batteries already have the required longevity. It’s how our world will operate in 20 years, time for us to plan accordingly today already.
I think this the critical section of the report on the IRA:
“The maximum potential credit is the sum of two amounts: the critical mineral amount and the battery component amount.
ď‚· Critical Minerals ($3,750): Starting in 2023 (and after the Treasury issues guidance on this requirement), to...
Of course nobody likes that, I don’t either, but in the long run it will help establish/enhance a domestic battery supply chain. That is something we can and should all support instead of buying from our global adversaries. Worth a few grand to me!
Yes, you’re absolutely correct. Today. That’s why I said “myopia”: you act as though today’s grid was impossible to improve. But with a reasonable amount of money and political will we’ll build up the grid, shift generating capacity from FF to RE, and solve intermittency with all our shiny new...
Glad to see you’re agreeing with me that it will be solved. Nothing wrong with cleaner, cheaper energy! And yes, you’re right in that we are only at the beginning of the process. We’re lucky enough to do it at the pace we choose instead of being forced by a bully to do it all at once, like Europe.
Please stop with the pointless fear mongering already. Fossil and nuclear are dead ends now that we have the tech to cheaply and cleanly produce all the electricity we need and then some. Game is already over. Storage will be solved by everyone having a 100kWh battery pack sitting in the...
Please stop with the pointless fear mongering already. Fossil and nuclear are dead ends now that we have the tech to cheaply and cleanly produce all the electricity we need and then some. Game is already over.
I appreciate all the insight you have brought to this discussion from the world of luxury watches and handbags—all stuff I’d never heard of before. However, with today’s survey email I’d say we can safely bury your theory that Ford is somehow on another level marketing wise and is doing all this...
I think they specifically addressed me by name, so it’s tied to your reservation. I don’t think answering it faster will get you any brownie points, so why not just wait a week to answer? Just my 2cents of course.