electric vehicles

also referred to as: electric vehicle · ev · evs

31 statements across 19 episodes · 15 bullish · 6 bearish · 18 people on the record · first statement Dec 15, 2021 by Stephen Lacey · across every show →

Everything said about electric vehicles, oldest first

Dec 15, 2021 positive
Assertion Supported
Lacey: EV and rooftop solar adoption drives peer contagion
“There's lots of sound research showing that when one person does something, like buy an electric vehicle or install rooftop solar, it drastically increases the chances that their friends and neighbors do the same thing.”
Stephen Lacey Dec 15, 2021 ▶ 18:53 Your ‘carbon footprint’ is a marketing ruse
Dec 22, 2021 positive
Opinion
Wesoff: Despite Musk's lies, Tesla catalyzed the global energy transition
“They are forcing the curve on EVs. They're forcing the price structure of batteries. It's hard not to see them as one of the greatest forces of the last decade in catalyzing the energy transition. For all of the lying and prevaricating and questionable busines…”
Eric Wesoff Dec 22, 2021 ▶ 25:54 Elon Musk is person of the year. What's his Tesla legacy?
Mar 2, 2022 neutral
Opinion
Olson: Electric vehicle sales do not yet make economic sense in Montana
“You know, we're a conservative dealership in a conservative part of the United States, and it doesn't necessarily make sense to sell EVs just yet in Montana. We're getting there. The infrastructure is not where it should be for the drivers.”
Whitney Olson Mar 2, 2022 ▶ 13:12 Will truck lovers go electric?
Mar 2, 2022 positive
Insight
Olson: Dealers refusing manufacturer EV product lines are acting short-sightedly
“I mean, you don't know where it's going to go. You don't know what sort of What backing they're going to put behind it, you don't know what the consumers are going to end up wanting, and so to say I'm not going to sign up for something could be very, very shor…”
Whitney Olson Mar 2, 2022 ▶ 13:36 Will truck lovers go electric?
Mar 2, 2022 positive
Assertion Supported
Lacey: Six of seven 2022 Super Bowl car ads promoted EVs
“Four years ago, there were 12 Super Bowl ads for cars, and none of them promoted EVs. This year, six out of seven car ads were for electric vehicles.”
Stephen Lacey Mar 2, 2022 ▶ 2:54 Will truck lovers go electric?
Mar 2, 2022 neutral
Opinion
Preston: EVs work well for two-car homes but struggle in rural areas
“If we were clearly a two-car household, Having an EV in the garage would be a no-brainer. And then in the situations where we needed something more range or a different kind of capability, then we could just pull out the gas-powered car. But because we're esse…”
Christopher Preston Mar 2, 2022 ▶ 1:22 Will truck lovers go electric?
Jun 15, 2022 positive
Assertion Supported
Electric vehicles reached eight percent of global new car sales
“I think we're now Into the eight percent of new cars globally are electric, and it's just gonna keep growing from there.”
Julian Spector Jun 15, 2022 ▶ 12:03 The battery recycling boom
Jul 12, 2022
Assertion Supported
California mandates 5M EVs by 2030, with SMUD targeting 300k vehicles
“California is mandated to basically put in about 5,000,005 million electric vehicles by 2030. And SMUD's contribution of that is about 300,000 vehicles.”
Paul Lau Jul 12, 2022 ▶ 8:10 The people-centric transition to zero emissions [Partner content]
Jul 12, 2022 positive
Insight
EV adoption mirrors solar because visible technology normalizes consumer behavior
“The good news about electric vehicles is they have far more in common with solar than they do with efficiency. Folks can see them, and they can see that they have been normalized and understand that it is not a risk to actually start to electrify transportatio…”
Matt O'Keefe Jul 12, 2022 ▶ 18:52 The people-centric transition to zero emissions [Partner content]
Aug 10, 2022 positive
Assertion Supported
Hamilton: IRA allocates $30B for renewables, $10B for EVs, and $60B for communities
“It gives, you know, thirty billion to renewables, ten billion to EVs, and sixty billion to low-income and energy communities.”
Katherine Hamilton Aug 10, 2022 ▶ 12:56 America is finally doing something big on climate
Nov 23, 2022 neutral
Assertion Contradicted
EV adoption threatens to shift billions from gas stations to utilities
“The economic stakes are in the hundreds of billions of dollars. Today, gas stations and utilities sell roughly the same dollar amount of fuel and electricity, but the balance could shift dramatically toward utilities as more electric vehicles hit the roads.”
Stephen Lacey Nov 23, 2022 ▶ 3:03 Gas stations vs utilities: battle for the future of charging
Nov 23, 2022 positive
Assertion Supported
Lacey: US Hits 5% EV Sales Tipping Point in 2022
“This year, the U.S. Passed a tipping point for electric vehicles. Five percent of new car sales are battery electric.”
Stephen Lacey Nov 23, 2022 ▶ 0:20 Gas stations vs utilities: battle for the future of charging
Mar 8, 2023 bearish
Prediction Not checkable as stated
Shah: Unmanaged electric vehicle charging will break the current grid
“And then the last thing I would say, it is very obvious to everyone that electric vehicles will break the current grid. It is not possible to do what we're currently doing, letting people just charge whenever they want, do whatever they want, whenever they wan…”
Jigar Shah Mar 8, 2023 ▶ 40:17 Are oil & gas majors abandoning clean energy?
Mar 8, 2023 neutral
Assertion Partly supported
Hamilton: Norway Achieved 90% EV Adoption While Expanding Oil Production
“Norway is at 90% EVs. They've done this massive transition, and yet they're one of the biggest oil producers. They're not going to stop producing oil. They're not going to stop selling it. They're going to increase it. They have 50 more years of oil, and yet t…”
Katherine Hamilton Mar 8, 2023 ▶ 12:38 Are oil & gas majors abandoning clean energy?
May 30, 2023 neutral
Assertion Supported
Slenk: Less than 1% of US school buses are electric
“Today, less than one percent of school buses are electric.”
Yesh Pavlik Slenk May 30, 2023 ▶ 2:25 Degrees: The fastest electric vehicle fleet makeover in the West
Jun 1, 2023 bullish
Prediction Not checkable as stated
Clayton: EV launches will double next year and dominate highways by 2030
“I think, 60 this year, it'll double next year and be a significant part of what's on the highways here. By 2030.”
Annette Clayton Jun 1, 2023 ▶ 2:22 EVs are a catalyst for broader electrification [partner content]
Jun 14, 2023 negative
Assertion Supported
Lacey: Obama-era EV and battery manufacturing targets failed to materialize
“Many of the promises from the Obama era, ah, a million EVs on the roads by 2015, ah, owning 40% of the world's battery manufacturing, creating a million new manufacturing jobs, they just didn't materialize as expected.”
Stephen Lacey Jun 14, 2023 ▶ 0:40 The fall of a battery maker still haunts America
Aug 15, 2023
Assertion Supported
IRA domestic rules disqualify multiple EV models from federal tax credits
“They have, in fact, barred several makes and models of EVs from receiving all of, or any of, the commercial, or the tax credit that you get from when you buy a vehicle”
Jeff St. John Aug 15, 2023 ▶ 16:14 America’s historic climate law, one year on
Oct 6, 2023 positive
Assertion Supported
Lacey: California Reaches 1.8M Rooftop Solar Installations and 25% EV Sales Share
“Nearly 1.8 million rooftop solar installations, a 10 X increase in batteries to more than five gigawatts, and one in four cars sold in the state are now electric.”
Stephen Lacey Oct 6, 2023 ▶ 1:44 Can California pull off its clean energy ambitions?
Nov 3, 2023 bullish
Assertion Supported
Gallucci: IEA Finds EVs on Course for 40% of Car Sales by 2030
“The IEA says that electric vehicles are on course to make up 40% of all new car sales by 2030, up from just 15% of sales today.”
Maria Gallucci Nov 3, 2023 ▶ 36:44 Inflation plagues clean energy. How bad is it?
Nov 16, 2023 negative
Assertion Not checkable as stated
Bhargava: EV home charging between 7-15 kW strains local residential distribution grids
“EVs are a completely new device type, each of them charging anywhere between seven to 15 kilowatts at home, and that is a tremendous amount of load to be putting onto a cul-de-sac that has eight homes, and now suddenly, 2.1 cars per household is starting to lo…”
Apoorv Bhargava Nov 16, 2023 ▶ 18:37 AI in the real world: Solar forecasting, EVs, and virtual power plants
Nov 16, 2023 neutral
Prediction Open · timeframe Nov 2028
EV adoption will heavily shift grid cost-to-serve to local distribution
“There's two hundred eighty million cars in the country. There's a hundred and twenty million households. We designed a century old grid around those hundred twenty million households, and now as all these cars start going electric, there's just going to be a t…”
Apoorv Bhargava Nov 16, 2023 ▶ 29:36 AI in the real world: Solar forecasting, EVs, and virtual power plants
Nov 16, 2023 negative
Insight
Distributed energy rate designs risk favoring the wealthiest ten percent
“I mean, a lot of people who buy these distributed resources today EVs very much being that, solar, whatever, are generally very wealthy people, and so are we now doing rate design and setting operational constraints based on what the richest 10% want, or are w…”
Apoorv Bhargava Nov 16, 2023 ▶ 49:26 AI in the real world: Solar forecasting, EVs, and virtual power plants
Nov 16, 2023 negative
Assertion Supported
New York legally restricts utilities from targeted EV rate marketing
“Like, I can tell you, right now, here in New York, utilities couldn't go and just market. If I know you have an EV, I couldn't just go and market people saying, here's a great rate for you that can save you money. Even though it's a good thing for customers, t…”
Carlos Nouel Nov 16, 2023 ▶ 40:28 AI in the real world: Solar forecasting, EVs, and virtual power plants
Feb 22, 2024 bearish
Opinion
Ramanathan: Electric vehicles make hydrogen passenger cars permanently obsolete
“So Shell announced that it's permanently closing six of its seven hydrogen refueling stations for passenger cars in California, and my forecast is that maybe this is, I hope the end of trying to make hydrogen-powered passenger cars happen, because EVs are simp…”
Shalini Ramanathan Feb 22, 2024 ▶ 37:34 A view of the $1.8 trillion clean energy economy
Feb 22, 2024 positive
Assertion Supported
Ramanathan: BYD overtook Tesla as the world's top EV seller in 2023
“They became at the end of last year, the leading seller of EVs. They edged out Tesla last year for that title”
Shalini Ramanathan Feb 22, 2024 ▶ 14:33 A view of the $1.8 trillion clean energy economy
Apr 17, 2024 neutral
Insight
Bhargava: Automakers do not care about grid integration for EVs
“These are mobile, flexible energy resources, and so their mobility comes first and foremost. It is a device not built for energy purposes. Please deal with the automakers. They will tell you how much they do not care about the energy parts. First and foremost,…”
Apoorv Bhargava Apr 17, 2024 ▶ 29:46 An influx of EVs. Surging peaks. Can AI help?
Apr 17, 2024 neutral
Assertion Supported
Brattle: 20M EVs Will Add 10-20 GW of Peak Load by 2030
“10 to 20 gigawatts of peak load to the system, requiring 12 to 18 gigawatts of renewable capacity.”
Stephen Lacey Apr 17, 2024 ▶ 23:31 An influx of EVs. Surging peaks. Can AI help?
Apr 17, 2024 positive
Insight
Bhargava: Grid operators cannot manage millions of EVs without AI
“The bridge between the distribution operations team and the customer teams, that is coming. You know, that bridge is being built very quickly, and EVs are at the center of that, and I think you cannot actually build it without machine intelligence, because fun…”
Apoorv Bhargava Apr 17, 2024 ▶ 7:24 An influx of EVs. Surging peaks. Can AI help?
Apr 26, 2024 bullish
Prediction Not checkable as stated
Hurlbut: EV debate will soon become obsolete as costs fall
“I think the debate will quickly be obsolete just because it'll be like supporting DVDs over streaming when streaming came out. I mean, it's a better machine in every way. The EV that you buy today will be the most expensive EV ever, because the costs just keep…”
Brandon Hurlbut Apr 26, 2024 ▶ 37:07 Political Climate: Is the IRA under political threat?
May 7, 2025 positive
Assertion Not checkable as stated
Palmer: Urban Rideshare Operators Find Running EVs Cost-Accretive Over ICE Vehicles
“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.”
Neha Palmer May 7, 2025 ▶ 5:35 Terawatt Infrastructure’s billion-dollar strategy
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