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
Dec 22, 2021 positive
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…”
Mar 2, 2022 neutral
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.”
Mar 2, 2022 positive
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…”
Mar 2, 2022 positive
Mar 2, 2022 neutral
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…”
Jun 15, 2022 positive
Jul 12, 2022
Jul 12, 2022 positive
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…”
Aug 10, 2022 positive
Nov 23, 2022 neutral
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.”
Nov 23, 2022 positive
Mar 8, 2023 bearish
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…”
Mar 8, 2023 neutral
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…”
May 30, 2023 neutral
Jun 1, 2023 bullish
Jun 14, 2023 negative
Aug 15, 2023
Oct 6, 2023 positive
Nov 3, 2023 bullish
Nov 16, 2023 negative
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…”
Nov 16, 2023 neutral
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…”
Nov 16, 2023 negative
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…”
Nov 16, 2023 negative
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…”
Feb 22, 2024 bearish
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…”
Feb 22, 2024 positive
Apr 17, 2024 neutral
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,…”
Apr 17, 2024 neutral
Apr 17, 2024 positive
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…”
Apr 26, 2024 bullish
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…”
May 7, 2025 positive