Lars Lysdahl @lysdahllars
Helping to understand the future of energy. Views are my own unless sourced. Oslo, Norway Joined May 2009-
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Energy Twitter Do refrigerators and grain silos make food cheaper or more expensive? Does geologic storage make natural gas cheaper or more expensive? Do batteries make electricity cheaper or more expensive?
The world is just beginning to see solar’s potential. A lot of people didn’t see coal coming when it was mined by hand and carted by horses. The supply chain for solar is already mostly powered by electricity. That electricity is increasingly coming from solar. Cheap solar…
The world is just beginning to see solar’s potential. A lot of people didn’t see coal coming when it was mined by hand and carted by horses. The supply chain for solar is already mostly powered by electricity. That electricity is increasingly coming from solar. Cheap solar…
Autopilot and FSD Supervised are both SAE Level 2 ADAS. Only Autpilot is available in Europe. From a regulatory perspective I don't quite understand why we can't have FSD Supervised in Europe. I understand EU regulations don't allow for autonomous cars, but why not advanced ADAS?
My take on Tesla's comments on in-house 4680 cell production from yesterday's earnings call is that they don't see the need to scale production as aggressively as planned in 2020. This because of better cell availability and that they will have the 4680 as an option if cell…
Yeah, cell prices are around half from one year ago. You can get LFP energy cells from BYD/CATL EXW China for $50-60/kWh today. I would guess automotive cells at $10/kWh more. Prices will continue to decline, may see BYD/CATL energy cells in the $40s later this year due to…
The market doesn't care about AI/FSD/robotaxi, I agree. But this was the first earnings call where analysts had many questions about FSD/robotaxi and less questions about short term margins/volumes. This would indicate that more and more analysts are starting to take FSD/robotaxi…
The market doesn't care about AI/FSD/robotaxi, I agree. But this was the first earnings call where analysts had many questions about FSD/robotaxi and less questions about short term margins/volumes. This would indicate that more and more analysts are starting to take FSD/robotaxi…
can hardly believe how cheap the pricing is for solar panels. for like $80 (in bulk) you can get a 2.4m x 1.3m bifacial panel that's 665 W peak. solar walls / fences economical? 👀
For all the hype around hydrogen, BNEFs net zero scenario sees a bigger investment opportunity in the humble heat pump.
In China the EV share for the first two weeks of April passes 50%. carnewschina.com/2024/04/20/chi…
Renewables are increasingly about capture prices because most of the solar and wind generation today happens when electricity prices are low. If you can produce when prices are high morning/evening or shift the energy in time with a battery that sounds like a good idea.
Renewables are increasingly about capture prices because most of the solar and wind generation today happens when electricity prices are low. If you can produce when prices are high morning/evening or shift the energy in time with a battery that sounds like a good idea.
It boggles my mind that people are still investing in h2 trucks when battery electric are more mature, proven to work, payload not an issue, cheaper to buy and operate, range ok etc etc. Charging is solvable with battery storage support and/or grid upgrades.
It boggles my mind that people are still investing in h2 trucks when battery electric are more mature, proven to work, payload not an issue, cheaper to buy and operate, range ok etc etc. Charging is solvable with battery storage support and/or grid upgrades.
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Storage matches up supply and demand in time. Storage costs money but we build it because it costs less than building more of everything else to meet the same demand. There’s an optimal level of storage in any system. It doesn’t make sense to build 100 years of gas storage or 3…
@lysdahllars @arthur_lassus 💯 We're talking complete ship redesign, new business models and ownership structures, charging infrastructure and route planning, local port and grid integration+++
"Energy is only valuable when it's concentrated" That's why we spend... *checks notes* ...nearly half the cost of electricity on distributing it.
Solar or Nuclear?🤭
Energy Twitter Do refrigerators and grain silos make food cheaper or more expensive? Does geologic storage make natural gas cheaper or more expensive? Do batteries make electricity cheaper or more expensive?
NHTSA on Monday finalized a rule that would require automatic emergency braking systems on all passenger cars and light trucks by 2029. Eventually, advanced AI like FSD will be mandated in every new car and truck sold. This is the long overdue first step.
What is possible with higher energy density and lower cost? Answer:
Obviously this battery electric container ship doesn't exist. Batteries are too expensive and energy density is not high enough. And also you can't use batteries for heavy duty trucks. Let us stick with the in-the-box-thinking
@mariuskfoss @lysdahllars Are you betting Cisco is going to disrupt Maersk and CMA-CGM? I really don't understand why this study isn't more talked about. nature.com/articles/s4156…
@arthur_lassus @lysdahllars Because the cross section of people who understand both the potential of batteries and how shipping works is very small, plus I think people are afraid to stick their head out and stray too far away from consensus
@mariuskfoss @lysdahllars I agree. Do you know why there aren't many people talking about big shipping boats with batteries?
@lysdahllars Batteries will displace 2% of the cargo, almost regardless of route and size. But battery electric ships will be redesigned without engines and with much higher degree of autonomy, thereby increasing available cargo space compared to conventional ships by more than what will be…
@MatchasmMatt Did you watch the All-in pod? Another example of bright individuals that don’t have a basic understanding of Tesla’s autonomous business.. eye opening tbh.. I don’t think we realize how early we are
I was honestly shocked that the BG2 podcast botched this basic math so poorly. These are extremely bright guys who know Elon and are invested in $TSLA, but they couldn't get out of their mental $UBER framework. This level of confusion creates real opportunity for people who can…
Confusion I'm seeing out there: Comparing cybercab economics/business with existing human driven businesses. Where's the flaw? In those businesses the human tends to be the single largest cost. When you remove that, costs can fall and the market can expand dramatically.
"Electrifying shipping will be hard" @COSCOSHIPPING China FIFTY THOUSAND kWh ship just entered the building (water) Accepts addon of 24 BATTERY CONTAINERS totaling installed capacity to EIGHTY THOUSAND KWH I'm sorry but WHAT Rest of World: still asleep
This will not be the last short burn. TSLAQ will be back. Short memory. The idiots.
Ohhhh, so so so very sorry. Looking for my Kleenex box. Where is it?
Tesla, $TSLA, short sellers have lost nearly $5.5 billion over 4 days, per Reuters. See more: unusualwhales.com/shorts
Back when Jimmah @jamesdouma kept his hair short and whenever he came back from a haircut I would shout "TIMMAH" because he looked like Tim Cook. This may explain why he decided to go long. 😂
@cybrtrkguy This looks like it's both model y The Cybertruck uses a different version of the cell But, correct me if I'm wrong
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