Energy & transportation
First time US made more electricity from wind power than coal & solar top hydropower #32
Wind power eclipsed coal power. These data are discussed together with data showing that wind and solar power are now also the most affordable energy on Earth.
Tesla may lose its crown as world’s largest BEV producer to Chinese BYD in Q4, 2023 #31
Discussion of the epic competition for BEV supremacy between Tesla and BYD and their respective strengths and weaknesses.
Batteries – In debt cost and scalability analysis #22
This video presents an in-debt cost and scalability analysis about the batteries needed to make a fully renewable based economy.
Solutions to cobalt supply chain problems for transitioning to a BEVs only future #21
The video investigates the supply chain for cobalt and suggests 3 ways to deal with the serious problems that exist for the stable supply of cobalt.
Global transition to BEVs – Why Elon Musk is begging miners to mine more nickel #20
The video investigate the reasons why Musk worries more about the supply of nickel rather than other raw materials for BEVs like lithium, cobalt or rare earth
Lithium – Breaking China’s battery monopoly and making 100 million BEVs per year by 2032 #19
How to break China’s monopoly on the supply chain for making lithium-ion batteries and still be able to make 100 million BEVs by 2032 without imports from China
How Tesla’s next generation vehicles may nearly cut the need for copper in half #18
To make 100 million BEVs per year we need more copper. Will there be enough and what about supply chain risk? Can new technology for next gen BEVs save the day?
Tesla’s revolutionary new MAGNET will ruin China’s Rare Earth leverage over the world #17
At Investor day 2023 Tesla presented a new permanent magnet motor that use zero rare earth elements. Its revolutionary magnets will have geopolitical impact
Russian gas leverage over Europe is now forever ruined. Here is why #16
Today’s video investigates how Europe has dealt with the shutdown of Russian gas supply
The Battery Electric Vehicle Revolution as of 2023 #6
Global sales of battery electric vehicles (BEVs). Prediction for when BEVs will be 100% of new sales and when will global vehicle fleet will be 100% BEVs?