Tag: auto industry

Sulfur is the New Cobalt

Sulfur is the New Cobalt

I have been predicting for years that an alternative technology would eventually replace the lithium-ion battery that is now used in electric vehicles.  Some of the reasons being weight, cost, range and, the availability and cost of cobalt.   The following article describes a promising development that could make a huge difference in EV adoption.   We’re getting closer and closer to…

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Here It Comes!  A Seismic Shift in Money Flow

Here It Comes! A Seismic Shift in Money Flow

Almost 40 years ago, 1982, a book was published called “Megatrends”.  The author had been an intelligence officer in WWII and was using a technique that had been developed during the war to intuit what was happening to society, primarily in Germany, at that time.  The general concept was to count the number of lines in the local papers that various…

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Ignore Climate Chaos in your Investments at Your Own Peril

Ignore Climate Chaos in your Investments at Your Own Peril

The planet is already experiencing huge impacts from the increasing heat caused by our emitting heat trapping gasses, primarily CO2 and methane.  The consequences are going to get much worse due to the amount of these compounds we’ve already emitted but also what we will inevitably put into the atmosphere in the next 10 years and beyond.  And while we have and opportunity to mitigate the worse…

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As Predicted

As Predicted

Last April I told you for a second time not to worry about the proposed fuel economy standards (CAFE) rollbacks because even if the Trump Administration did issue lower regulations that most likely they wouldn’t be implemented and if they were, the auto manufacturers would not adhere to them.     10 Months Later the Story’s Still the Same: Trump is Irrelevant You’ve seen that…

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Which Side Will You Be On?

Which Side Will You Be On?

The following article is long and primarily focused on the risk of investments in fossil fuels.  While I have been cautioning you about this for years the chickens are now coming home to roost.  The financial markets are finally seeing the signs of a fundamental shift in where energy production is going.  And the markets are reacting.  While this is…

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Faster Than You Can Go to the Restroom and Buy a Slurpee

Faster Than You Can Go to the Restroom and Buy a Slurpee

In my last post I wrote about the cost of battery technology dropping dramatically and faster and faster.  So now I want to address the other big barrier to EV adaptation and that is speed of charging.  Due out this year is a car that will charge 60 miles in 4 minutes.  That’s 360 miles in 24 minutes.  OK.  Yea, it’s a Porsche…

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How About A Change of Pace?

How About A Change of Pace?

There have been a great deal of articles recently with information and developments which I want to share with you.  My practice has been not to deluge you with emails from me and limit my posts to 2 or 3 a week.  I’ve decided to alter that practice for the time being and write to you more often, if I can find the time.…

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