Electric Vehicles

“So the RFP can, you can drive a RFP driving car to up to 101,000 kilometers long range.”

“We can use for the three wheels scooters short range, which says less than 500 kilometers. It's fine. But for the long range, up to 1000 kilometers, it's, that's the way for this one, for the solid city one.”

“There have been numerous studies that have shown that electric vehicles are the single largest source of grid flexibility that will be on the grid in the not too distant future”

“The IEA recently came out with some data recently on global electricity demand growth, and it turns out that last year in 2025 from about, from a global standpoint, there was almost exactly as much electricity demand growth around the world from electric vehic…”

“Electric vehicles, which I really think are the, sort of the keystone species of this ecosystem, mainly because there's just so much, so many unit sales of electric vehicles, so as that market ramped up, it created a lot more Mass manufacturing demand and capa…”

“Electric vehicles have obviously had, had this tremendous impact on, on batteries, but electric vehicles themselves benefited from early investments from the solar industry in, ah, power electronics, in wide band gap semiconductor materials, which enable highe…”

“Autonomous vehicles are almost certainly endemically electric vehicles. Like, it makes more sense for them to be electric vehicles, and the proof is in the pudding. All of the autonomous vehicles on the road today are electric vehicles, right? That is true of …”

“EVs, PHEVs, hybrids, gasoline, they have overcapacity in every powertrain, and we're seeing exports to last year, half of them were EVs, half of them were gasoline-powered vehicles.”

“It's basically proving that Ferrari, I don't think can ever, I don't think they'll ever be competitive in EVs.”

“I think he's been a net good for the world. inspired the EV race. The space, I mean, seeing that rocket, that booster rocket captured on it as it's falling, that shit's just inspiring.”

“And so right now there's apparently over a hundred different manufacturers of EVs in China.”

“We have a labor shortage in the Netherlands, but also our grid is congested due to the sudden uptake of electric vehicles, solar, energy. So it's difficult for new companies to get access to the grid.”

“The single refinery can supply lithium for over 500,000 EVs per year, and directly challenges China's 60% grip on global lithium refining.”

“Last year, Ford lost about 50,000 dollars for each EV sold.”

“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”

“And it would not surprise me if when we're like crusty old men sitting here, like, you know, At, let's say in our late eighties, that pretty much all the cars and all the trucks were electric, all the ground-based transport was electric.”

“At this point, by the end of this year, one out of every two cars sold in China will be electric”

“There's been a number of EV launches from Existing manufacturers that haven't gone that well, and I think we get the causality backwards. We say, oh, it's because customers aren't ready to buy EVs. And I say, well, no, it's because the EV is not that compellin…”

“It is a small load in the house. If you, what you care about is, you know, electrifying stuff, you should, you really push people toward electric vehicles and electric HVAC and stoves don't really matter at the end of the day. So I just don't get it. I don't g…”

“I don't know, a hundred percent, but I would say, like, it would, a majority of cars will be EV in 10 years, in my mind.”

“They are now facing problems, even though they're the world leader in EVs and the world leader in solar panels, where some of these companies need to go bankrupt, and a province may not want them to because of employment issues, right?”

“You just have a much more natural environment to have this kind of hyper competition that we talked about in EVs or solar, like having that many open source providers gives you that. I would say even maybe more because of the way the models can help one anothe…”

“Within Uber, you know we are moving to EVs five times faster than the general public, so EVs inside of the Uber system are definitely increasing”

“I think it's something like 80% of the energy storage is going into EV. So that's where most of the gigawatt hours are going to come out. Which is really good for grid storage because those are the packs that are going to be easiest to redeploy. Those are the …”

“Commercial fleets are very sensitive to cost, and so when EVs are the right economic choice and they feel confident in the infrastructure availability and, you know, in the performance, the range that they can get, they'll buy them. I think. And that's what, y…”

“If you are charging your car with energy produced from a coal plant, you've actually got a coal fired car there, right? If you're charging your car from the solar units on top of your house, and you're charging it your own garage, well, then you've got a truly…”

“On the rideshare side, in dense urban markets where there's a lot of traffic, we're hearing from operators, it's cost-accretive for them to run EVs instead of traditional vehicles because of the fuel savings.”

“On the rideshare side, in dense urban markets where there's a lot of traffic, we're hearing from operators, it's cost-accretive for them to run EVs instead of traditional vehicles because of the fuel savings.”

“Overhyped in the sense that people over attribute data center load growth with electricity demand inside the United States. You know, manufacturing and EVs are a huge portion of that. So people think it's all data centers. It's not.”

“I think load flexibility though is massively under hyped because a lot of the flexibility is free. Managing when you charge an EV is essentially free.”

“We at Octopus, we 50% of our customers that have EVs have signed up to allow us to manage when we charge their EV in the last 18 months. That's 253 100,000 EVs, because it doesn't cost them anything.”

“Right now, demand has been growing very consistently and linearly. Like it hasn't gone exponential. Like the demand is still growing. If you look at simply, you know, how many EVs are being sold, but relative to the supply that was produced and what was out th…”

“I don't care. Like the average American doesn't care if it's an EV or a gas or it runs on fricking water. Right. They need to be able to afford something.”

“The suite of patented battery components that we make eliminate fire risk and they can make an electric car drive as far as 450 miles on a single charge. We can charge in as little as 15 minutes.”

“Probably more than several is the thing. We're talking about millions and millions of EVs as soon as twenty-thirty, right? So really we need a solution in kind of the next five years. So yeah, there are companies that have solutions that are going to be fantas…”

“And with a hundred and thirty million electric vehicles being sold in Europe alone in the next 10 years, that's a hundred and thirty million potential batteries that could be used to reinforce a power grid, substitute fossil fuel power plants, And allow more r…”

“Sweden's electric vehicle market is a 120% year-on-year growth right now. It's at around forty-something percent of all vehicles being sold today are electric, and they're gonna going to have three million vehicles sold before 2030.”

“50 to 300 is our target distance, is what we call the electric hall, where the economics of electric cars really benefit you. Because further than that, you have to charge the car too much. Shorter than that, like a gas powered car kind of benefits you because…”

“Today you go to Beijing, all their buses are electric. All the two-wheelers are electric. 54% of the cars that they're buying are electric. All the thermal power plants, the coal-fired power plants have been taken far away from Beijing. And all the polluting i…”

“Today, the cost of electric vehicles is lower than the cost of petrol and diesel vehicles.”

“Many customers who might say they don't they're opposed to time of use rates may have no issues at all with signing up for an EV rate, even though an EV rate typically is a time of use rate.”

“24 months ago, electric vehicles were the biggest driver of electrification growth, and now it's a distant third, and that happened stunningly quickly.”

“Is our grid in good enough shape to sustain all these at once? RJ Scaringe: Absolutely not. No, no. It's I mean, that's the thing that makes this such a unique moment in time.”

“I think one that I'm bearish on is electric vehicles. There's several things about EVs that are, when you dive in, they're just not a good fit for your average customer.”

“And now we're looking at like, sell costs of like, 50 dollars a kilowatt hour for reference, like a kilowatt, like a typical Tesla model three pack is like, 60 kilowatt hours or something like that. So it's like, you end up with battery packs that could be lik…”

“So your current exports that you're looking at, whether it is lithium ion batteries, whether it is EVs all of that is a product of this, that you have shifted that flow of capital to these domains.”

“More and more, I see the activity of cycling, the whole mobility, the EV of the future is the two-wheel bike. Not the 8000 pound vehicle. I see that that's the future.”

“The most, so my view, the most important metric for EVs is energy density, defined as watt-hours per liter, volumetric energy density.”

“I think that's a, it's a, it's going to be a huge part of the market, but it can't be the only thing we do because if it's the only thing we do, we may replace the, you know, we may replace half of the ground fleet with EVs, but not a hundred percent.”

“I think sodium ion makes a ton of sense for the grid. I don't think it makes any sense for EVs.”

“One thing to remember is, you know, people aren't going to buy EVs just because they're cheaper than gas cars. People are going to buy EVs faster if they're just better cars. And this is one of those things that EVs can offer that your combustion car just coul…”

“I think eventually, yes, I think they'll see it have better torque, you know, better low end get up and go out of the hole. And I think you'll see a lot more transition.”

“It really got a jilt when Tesla's you know, opened up their factory in Shanghai, and that brought, like, a more of a premium feel to EVs in China, amongst the Chinese consumers.”

“One of the things you notice when you go to, you know, Beijing or Shanghai these days is that it's a lot less polluted and a lot quieter than it was 10 years ago if you went there. And part of the reason is because you see so many EVs, electric buses, and Ther…”

“I bet you next week or maybe in 30 days, I'm making a prediction here. You bank the prediction. In 30 days, Trump comes out magically in support of EVs.”

“The average person driving, you know, less than 40 miles a day on average. In fact, like the 95th percentile trip is, is, is like 40 miles. You only really need to charge today's EVs with ranges of 200 to 300 miles once every Three days, four days”

“Cost of batteries to some degree, although I think we have increasing confidence that cost of batteries is not going to be the constraint on basically electrifying any class of vehicle, but density of batteries definitely does matter.”

“The change that came was through a technology. Not digital meters, but through electric cars. Electric cars, or EVs as they're called, were the defining moment. Customers finally realized That they can lower their charging cost if they just charge during the o…”

“Some of them will raise load growth, EVs and heat pumps certainly being those two. But then there are other DERs which will lower load growth, like energy efficiency, demand response, and certainly solar. So what will be the net effect of those is anybody's gu…”

“These companies are creating more competitive products, not just on AV, not just on landed price point, but even on features consumer care about. Much bigger screens, more interesting features you've never seen before. It's abundantly clear that innovation is …”