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Monthly Archives: November 2024

In Defense of US Fuel Economy Standards

2024-11-26T15:11:50-05:00

I had dinner recently with a friend who is a money manager.  He told me that he planned to buy stock in a major automobile company.  He said that the stock had earnings of $2.00 per share.  But that was because the company was making $3.00 per share on its sale of gasoline-powered cars and losing $1.00 per share on its sales of electric vehicles.  With the incoming Trump administration set to loosen or eliminate the Corporate Average Fuel Economy (CAFE) standards, he figured that the company would soon be out of the EV manufacturing business and back to the [...]

In Defense of US Fuel Economy Standards2024-11-26T15:11:50-05:00

The Advanced Battery Industry on the Day After

2024-11-07T16:43:33-05:00

The 2024 general election is mercifully over.  Many in the advanced battery, renewable energy and electric vehicle industries are apprehensive about the result to say the least.  While some apprehension is warranted, it is important to keep a few of things in mind. First is that advanced batteries and electric vehicles are not the product of government policy.  They are the product of fundamental changes in energy and automotive technologies that will continue regardless of political leadership.  Government policy cannot affect the existence of this change (though it can affect its pace).  Politics will not prevent the adoption of a superior [...]

The Advanced Battery Industry on the Day After2024-11-07T16:43:33-05:00
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