Random EV thoughts.....

In Phnom Penh atm, have traveled most of the country and this is the first EV I have seen. There is an unofficial Tesla centre just opened near airport, must drop in and have a look. There are a good few electric scooters and many electric Tuk Tuks, but unfortunately they are the uninteresting looking Indian 3 wheel version, rather than the classic motor cycle pulled carriage. Afaik there is no charging infrastructure as yet anywhere in the country.

Bz4X

Bjorn

1,000km challenge

14hrs 25mins

Costs more than a Model Y

Ouch!

Jesus. Time is running out very fast for Toyota. They could be gone within a decade. From the biggest car maker in the world to bankrupt within a decade. Sounds like Kodak.

I was in Rome last weekend for the rugby. Did a fair bit of driving around (brother in law lives there) and walked around 25 Kms in the 3 days that we were there.

In total I saw 3 model 3 's, a polestar, 2 ID4's and 1 fiat 500E.

Italians aren't exactly embracing the EV movement.

Are they still not the best selling car brand in Ireland?

Still enough time to change direction I'd say.

Kodak was also the best selling company in the world for all stuff photo. With almost zero competition. Then a few years later they were gone. It's the complacency that kills. Not the quality within the company. The "Sure aren't we still selling loads of cars in some of our markets? We know things are changing, we will adapt at some stage"

I dunno if there is still time to change direction. Their pace of change has been so slow it might not be good enough. Laden with debts as well and a balance sheet full of assets like ICE production plants, which will need to be written off over a much shorter period of time than anticipated.

Long read

Goldman Sachs Equity Research

30 January 2023 | 11:33PM JST

The Ecosystem of Electric Vehicles

From the FT

At the end of January, Goldman Sachs published a big sprawling 95 page (virtual) brick titled The Ecosystem of Electric Vehicles, looking at the entire value chain of companies in the space, from car manufacturers to component makers and infrastructure providers.

if you got 20 minutes it's well worth watching, any of her videos are tbh.

in fairness that ferry in Norway is offering these carrying capacities ....

599 passengers, 
120 cars 
12 trucks

which is tiny, miniscule, compared to Ulyses on the Dublin Hollyhead run:

1,938 passengers
1,342 cars
241 trucks

WB yeats is a tad smaller. Stena adventurer a tad smaller again, but still multiples of the Norwegian ferry.

You'd need dozens of those Norwegian ferries to replace the 3 largest vessels to Hollyhead.

is that not the essence of the whole thing?

In places with really plentiful wind or solar energy (so Irl/ Scotland/ Norway and the likes for wind, sunny barren countries for solar) that you create hydrogen from excess energy that you cannot use at that moment

Nobody is producing vast quanties of energy that they currently cant use but this could (should) be the case in the future