electric cars

4 statements across 4 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Nov 12, 2021 by Stephen Lacey · across every show →

Everything said about electric cars, oldest first

Nov 12, 2021 negative
Assertion Not checkable as stated
Lacey: Society remains as dependent on oil as ever despite clean tech
“Despite strong technology leaps in batteries, electric cars, and automobile efficiency, we are still as dependent on oil as ever.”
Stephen Lacey Nov 12, 2021 ▶ 2:03 Our oil addiction is worse than ever
Jun 15, 2022 bearish
Assertion Supported
The decade-long trajectory of falling lithium-ion battery prices has halted
“For many years over the last decade or so, there'd been this perception that lithium ion batteries, they just get cheaper over time. You would hear that again and again, this onward march of lower prices as the factories scale up, and that's a huge reason that…”
Julian Spector Jun 15, 2022 ▶ 7:04 The battery recycling boom
Nov 3, 2023 bullish
Assertion Supported
Gallucci: IEA Projects 650M Electric Cars on the Road by 2040
“So in, in 2020, there were about ten million electric cars on the road, and by 2040, IEA says we could have six hundred fifty million electric cars on the road.”
Maria Gallucci Nov 3, 2023 ▶ 36:33 Inflation plagues clean energy. How bad is it?
Mar 6, 2024 bullish
Assertion Supported
Lacey: Grid load growth forecasts are doubling after decades flat
“Suddenly, after decades of flat demand, load forecasts are doubling, thanks to data centers, expanding ports, new manufacturing plants supported by the IRA, and electric cars.”
Stephen Lacey Mar 6, 2024 ▶ 1:14 New demand is straining the grid. Here’s how to tackle it.
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