Dustin Cote @TrudgeDMC
Husband to @ncotesclass. Writing about the business impacts of the energy transition. sustainableadvantages.substack.com Raleigh, NC Joined March 2012-
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@dannymodiko @Carnage4Life Bloomberg disagrees. about.bnef.com/blog/electric-…
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Haven't had water in my electricity ruin my EV #alwaysbecharging cbs17.com/news/north-car…
@Carnage4Life Not sure I understand this take. EV sales in every region in the world are up. VW might have a sales growth issue in particular but that doesn't mean EVs are struggling to cross the chasm
Texas is going so much faster deploying clean energy
Looks like the top secret skunkworks EV in the world for the last 2 years isn't panning out
Ford is recalibrating its electrification strategy yet again, canceling plans for a fully electric SUV in a shift that may cost the carmaker around $1.9 billion trib.al/SxSVvgV
@johnrhanger @WSJ More fossil fuels do nothing for energy prices! Maybe Trump secretly wants to expand national transmission corridors 😂 I wrote about this today actually! sustainableadvantages.substack.com/p/making-ev-ch…
That would be fossil gas electricity with carbon capture and storage growing. Fossil gas on the whole would decline significantly in a net zero scenario.
Well this is quite interesting. Natural gas electricity generation grows fastest into the 2030s in the *Net-Zero* scenario, according to Princeton's updated modeling of U.S. emissions pathways.
Dustin Cote retweeted
Wind investment is sputtering thanks to permitting, local opposition, and transmission issues, meanwhile carbon management investment is booming because the government will now give you a lot of money to capture co2 heatmap.news/sparks/carbon-…
@emilypont @robinsonmeyer Friday can be a state of mind 😅
34B in oil is pretty shocking
BREAKING: Warren Buffett just updated his investment portfolio. He has $280 Billion invested in these 41 stocks:
@mattyglesias Thus turning their massive EV adoption into an advantage!
@clawrence @austinenergy That's pretty strange 🤔
@clawrence @austinenergy Just watch out for that winter time switch! Don't want the EV charging during the early morning winter peak when on TOU 🫠
@CoreyBCantor I'm pretty surprised about Toyota's BEV production growth. They obviously hedge with hybrids but that BEV production is ramping. Tesla is an obvious disappointment. I am low key sad that Ford says good things that doesn't move very much.
Dustin Cote retweeted
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