The hottest Electric Vehicles Substack posts right now

And their main takeaways
Category
Top Climate & Environment Topics

Battery production is genuinely difficult

Intercalation Station • 99 implied HN points • 01 Nov 24
🕹 Technology Battery tech Manufacturing Sustainability Electric Vehicles Innovation
  1. Making batteries is really hard. Even small mistakes can lead to big problems and waste.
  2. Northvolt faced issues with unrealistic goals and timelines from its management, leading to disorganization and challenges in their production process.
  3. Quality control and procurement problems contributed to the company's struggles, highlighting a need for clear communication and better management practices.

Reading List 12/14/24

Construction Physics • 14823 implied HN points • 14 Dec 24
🕹 Technology Semiconductors Electric Vehicles Manufacturing Construction
  1. Japan is investing heavily in semiconductor manufacturing. They're trying to produce custom chips in smaller batches, which could change the industry.
  2. Electric vehicles (EVs) are becoming more reliable over time. Although they had more problems than gas cars last year, the gap is getting smaller as manufacturers improve.
  3. New drilling technologies are being explored to access geothermal energy. Some companies are looking into using methods like microwaves to create holes in the Earth without traditional drilling.

America is losing the physical technologies of the future

Noahpinion • 15294 implied HN points • 18 Dec 24
🕹 Technology Electric Vehicles National Security Energy Policy Innovation
  1. America is falling behind in key physical technologies like electric vehicles and renewable energy. This is a big deal for the country's future power and economic success.
  2. The shift in focus towards electrical technologies is often viewed through the lens of climate change rather than national power. This misunderstanding could hurt America's position in global technology.
  3. Countries like China are gaining an advantage in these technologies, which could impact America's leadership in the world. It's essential to prioritize these innovations beyond just climate talk.

Rivian's CEO on Elon's Influence, The Plan For Profitability, And The Grid’s Risky Future

Big Technology • 750 implied HN points • 21 Nov 24
🕹 Technology Electric Vehicles Sustainability Innovation Manufacturing Energy Policy
  1. Rivian wants to make electric cars appealing to everyone, not just one type of buyer. They're focused on inviting all people into the electrification movement and fostering a diverse community of users.
  2. The company is dealing with challenges in becoming profitable while also launching new vehicles. They're now working on lowering costs and improving supply chains to achieve positive cash flow.
  3. Rivian believes that moving away from fossil fuels is essential for the future. They see a big responsibility in transitioning to renewable energy and are committed to creating products that contribute to this change.

An Ode to BYD

Kartick’s Blog • 35 implied HN points • 17 Dec 24
🕹 Technology Automotive Design Innovation Electric Vehicles Consumer Electronics
  1. BYD cars have a really unique and stylish design. They stand out on the road and feel like they are from the future.
  2. Most car companies play it safe with their designs, which can make many cars look very similar. BYD took a chance and created a standout vehicle that works well.
  3. The shift to electric cars often favors new companies like BYD. Established brands struggle to adapt, which gives BYD a chance to grow and attract drivers looking for innovative options.
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Part Skis, Part Scooter: Urban Carving on the Skwheel

The Micromobility Newsletter • 2044 implied HN points • 22 Jan 24
🕹 Technology Micromobility Electric Vehicles AI
  1. The Skwheel is a unique urban mobility solution that combines skiing, roller blades, and an electric scooter.
  2. Innovative DIY projects in micromobility include a mountain bike powered by sled dogs and a hand truck converted into a go-kart.
  3. Mobility companies are exploring AI-driven solutions, such as Shimano's suspension components that adjust based on terrain and rider habits.

Stuck in the Middle With You

Doomberg • 6650 implied HN points • 18 Jun 23
🌞 Climate & Environment Renewable Energy Electric Vehicles
  1. Norway has a successful energy policy with a focus on clean electricity and oil reserve management.
  2. Norway's oil consumption defies expectations despite high renewable energy usage and electric vehicle sales.
  3. The International Energy Agency predicts a peak in global oil demand within six years, emphasizing the importance of transitioning to cleaner energy sources.

Wheels Up

Doomberg • 6819 implied HN points • 15 May 23
🌞 Climate & Environment Renewable Energy Environmental Policy Carbon Emissions Electric Vehicles
  1. Tires are complex products involving multiple components like rubber, steel, and nylon, crucial for driving performance and safety.
  2. End-of-life tires present a significant pollution issue due to difficulty in recycling and burning, leading to emissions of pollutants like zinc.
  3. Government policies can redefine sustainability, such as classifying spent tires as 'biomass,' raising concerns about environmental impact and green energy definitions.

More impressive BEV tech to come from BYD in 2025

TP’s Substack • 31 implied HN points • 13 Dec 24
🕹 Technology Electric Vehicles Battery technology Manufacturing Sustainability
  1. BYD is launching new electric vehicle technology in 2025, focusing on better battery efficiency and faster charging. This means you could charge your car much quicker than before.
  2. Their new SiC power modules will make vehicles lighter and more compact, leading to improved performance and energy efficiency. It will help in making electric cars cheaper and more powerful.
  3. BYD is also planning to expand its charging network to support high-voltage charging stations. This is crucial for supporting their upcoming models that require faster charging.

Batteries: how cheap can they get?

aukehoekstra • 262 HN points • 16 Jun 24
🕹 Technology Battery technology Renewable Energy Electric Vehicles
  1. Sodium batteries will become significantly cheaper, revolutionizing the electricity grid and boosting the integration of solar and wind energy.
  2. Batteries are continuously improving in terms of production methods and material composition, providing lighter, longer-lasting, and more cost-effective solutions.
  3. Predictions suggest that stationary batteries will become widespread and affordable, reshaping the energy grid into a decentralized and resilient system, supporting renewable energy expansion.

471: Relative Valuation, Perplexity AI, RIP Artifact, Hertz Sells Teslas, Marc Andreessen, DARPA Plane, Uranium, LEDs, and Jake Gyllenhaal

Liberty’s Highlights • 1041 implied HN points • 17 Jan 24
🕹 Technology AI Electric Vehicles AI Applications Renewable Energy Aerospace
  1. Opportunity cost is often invisible but significant, so consider it in decision-making.
  2. Relative valuation in investing can be misleading, so always dig deeper.
  3. Mixing children of different ages in schools could offer benefits in learning and social development.

Autos deepdive 🚗

Genuine Impact - Charting Finance, Investing & Tech • 982 implied HN points • 08 Jan 24
💼 Business Automotive Electric Vehicles Revenue
  1. 2022 saw a significant rise in the electric vehicle market, with companies like Tesla and BYD achieving impressive results.
  2. Tesla's revenue in 2022 hit $81.5 billion, showing a 51% increase from the year before, with net income growing by 128%.
  3. BYD, a Chinese company, reported a remarkable 319% year-on-year increase in net profit in 2022 due to the expansion of the new energy vehicle industry.

Hype or Hot Air

The Last Bear Standing • 36 implied HN points • 22 Nov 24
🕹 Technology Aviation Transportation Electric Vehicles Innovations
  1. Electric air taxis, or eVTOLs, are being developed to provide a new form of urban transportation with benefits like lower noise and zero emissions. However, the actual implementation faces many challenges.
  2. There are many companies competing to create eVTOLs, aiming for a future where flying taxis could become common in crowded cities. But just because the technology exists doesn't mean it's easy to bring it to market.
  3. Understanding the economics behind eVTOLs is crucial. It's not just about building them; they also need to make financial sense for businesses and consumers to use them effectively.

🚘 Tesla: AI & Robotics

How They Make Money • 628 implied HN points • 26 Jan 24
🕹 Technology AI Robotics Automotive Electric Vehicles
  1. Elon Musk envisions Tesla becoming the most valuable company in the world, emphasizing the need for flawless execution.
  2. Elon Musk wants to increase his voting control at Tesla to focus on expanding AI and robotics initiatives.
  3. Tesla's recent earnings report highlights challenges such as missed expectations in Q4 FY23 and a slowdown in vehicle sales, along with key financial metrics like revenue growth and margin trends.

What's going on with electric cars?

Off to Lunch • 511 implied HN points • 06 Feb 24
💼 Business Electric Vehicles Government Strategy Sales Data Economic Impact Industry challenges
  1. Sales of battery electric cars to private buyers in the UK fell by 25% in January.
  2. The UK government's plan to end the sale of new petrol and diesel vehicles by 2035 is facing criticism for slow progress.
  3. Challenges in the electric vehicle sector include concerns about demand, government strategies, and business operations.

About that FB EV-bashing meme

The Land Desk • 530 implied HN points • 10 Jan 24
🕹 Technology Social media Electric Vehicles Mining
  1. Some viral posts try to discredit electric vehicles by highlighting the environmental impact of mining materials for their production.
  2. The environmental impact of electric vehicles needs to be compared to that of traditional gas-powered vehicles to provide context.
  3. Despite the mining required for electric vehicles, they often have lower emissions over their lifecycle compared to gasoline-powered cars.

Hybrid Technology is better than ICE

TP’s Substack • 26 implied HN points • 17 Nov 24
🕹 Technology Electric Vehicles Aerospace Defense technology Energy Efficiency
  1. Hybrid technology, like plug-in hybrids, is better for many situations than traditional gasoline engines because they can be more efficient and provide longer ranges.
  2. Electrical systems in hybrid vehicles are more compact and can react faster, making them easier to integrate with advanced technology.
  3. There is growing interest in hybrid technology for various applications, including air travel and military vehicles, as they are seen as more efficient compared to fully battery electric options.

X-Change: The Race to the Top

Renewable Revolution • 199 implied HN points • 26 Mar 24
🌞 Climate & Environment Clean Energy Technology Geopolitics Electric Vehicles Energy transition
  1. China is currently leading the way in clean technology, especially in solar and battery manufacturing, but the US and Europe are increasing their investments quickly.
  2. Europe has a strong position in generating electricity from solar and wind, while China is ahead in electric vehicle sales with plans to grow even more.
  3. The competition between these regions is good for the world as it drives innovation and reduces costs, speeding up the move away from fossil fuels.

Hertz And EV's

Points And Figures • 532 implied HN points • 22 Jan 24
💼 Business Electric Vehicles Operational Efficiency Cost Analysis Industry Impact
  1. Hertz is selling off their 20,000 EVs due to operational challenges and inefficiencies in the EV business.
  2. Tesla is highlighted as the top choice for EVs with the best range, features, and price.
  3. The real issue with EVs isn't the vehicles themselves but rather the government subsidies and operational complexities, such as charging and maintenance, that impact rental car companies like Hertz.

Ante Up, SUV Drivers: Paris Triples Parking Rates

The Micromobility Newsletter • 275 implied HN points • 06 Feb 24
💼 Business Transportation Electric Vehicles Bankruptcy Investment Logistics
  1. Paris has tripled parking rates for SUVs over 1.6 tonnes and electric vehicles over 2 tonnes to promote a bike-able and walk-able city.
  2. Cake, an e-motorcycle manufacturer, filed for bankruptcy after facing challenges with recalls and losing an investor in funding.
  3. DYU, a prominent e-bike manufacturer in China, raised $14M in a funding round, planning to expand operations and enhance supply chain.

Greece’s electric car moment?

The Greek Analyst • 279 implied HN points • 31 Jan 24
🕹 Technology Electric Vehicles Renewable Energy Tech startups Research
  1. The number of electric cars in Greece is rapidly increasing, with more battery electric vehicles sold in the last year than in the previous four years combined.
  2. The country has seen a significant rise in the number of EV charging stations, with the infrastructure growing from less than 50 stations in 2018 to about 5,000 by the end of 2023, expected to reach over 100,000 by 2030.
  3. Greece's surge in electric vehicle adoption is supported by various incentives and subsidies provided by the government to promote alternative-fuel vehicles and infrastructure, with investments totaling nearly €240M since 2020.

Why Not Both? Surge's Moped-to-Rickshaw Transforming EV

The Micromobility Newsletter • 275 implied HN points • 01 Feb 24
🕹 Technology Micromobility Electric Vehicles Innovation
  1. Battery-swapping specialist Gogoro announced details about their upcoming electric moped, featuring smart features like active-matrix lighting.
  2. Pure EV's entire line of electric two-wheelers will now use the AI-driven X software platform for advanced driving features and increased range.
  3. Surge introduced a unique vehicle that transforms between a moped and a rickshaw, offering the flexibility of two vehicles in one.

Battery chemistry is key to EV performance

TP’s Substack • 25 implied HN points • 10 Nov 24
🕹 Technology Electric Vehicles Battery technology Energy Systems
  1. Battery chemistry is really important for how well electric vehicles (EVs) perform. The kind of battery used affects how quickly and efficiently the car can use its power.
  2. High-performance EVs need batteries that can discharge power very quickly, often at high rates. This allows them to reach top speeds and perform well on race tracks.
  3. Some battery types, like LMFP, are better for maintaining power and temperature, which makes them more suitable for high-performance vehicles. They can charge and discharge efficiently without overheating.

📣 Mobility Innovation Awards at Micromobility America

The Micromobility Newsletter • 530 implied HN points • 22 Jun 23
🕹 Technology Electric Vehicles E-Bikes
  1. Micromobility America is hosting the Mobility Innovation Awards for the first time to honor advancements in the mobility sector.
  2. The event will feature a live pitch competition for established transportation leaders showcasing innovation in electric mobility and urbanization.
  3. Industry leaders and companies are coming together to spotlight innovative solutions that can potentially transform travel and transportation.

🫂 McLaren Embraces Micromobility

The Micromobility Newsletter • 471 implied HN points • 29 Jun 23
🕹 Technology Micromobility Electric Vehicles E-Bikes Innovations Conferences
  1. McLaren has introduced their first electric scooter called the Series 1 with impressive features and design.
  2. An upcoming conference, Micromobility America, in the SF Bay Area offers Early Bird tickets for 24 hours with a 75% discount.
  3. Various companies like Super73, GasGas, and Ducati are launching new innovative micromobility rides with unique features and designs.

🗳 Rider’s Choice Awards Are Back

The Micromobility Newsletter • 412 implied HN points • 24 Oct 23
💼 Business Micromobility Electric Vehicles
  1. The Rider's Choice Awards are back for the second edition with more categories and companies eligible for voting.
  2. The Electric Rider Alliance is launched to unite the small electric vehicle community through global partnerships and standards improvement.
  3. Ebike incentives database now features nearly 400 rebates globally to assist in buying an ebike and save money.

💣 Why Micromobility Is a Huge Weapon Against Climate Change

The Micromobility Newsletter • 432 implied HN points • 12 Sep 23
🌞 Climate & Environment Micromobility Electric Vehicles Green Technology
  1. Electric two- and three-wheelers displace significant oil demand, marking the arrival of the EV revolution.
  2. Countries like India are making big moves in the micromobility market, with companies raising substantial funds to accelerate growth.
  3. Partnerships and advancements in bike and scooter technology are driving innovation and sustainability in the micromobility sector.

Electrification of Heavy Duty Truck

TP’s Substack • 21 implied HN points • 31 Oct 24
🕹 Technology Electric Vehicles Transportation Battery technology Charging Infrastructure Environmental Impact
  1. Electrifying heavy-duty trucks is important for reducing transportation emissions. The heavy trucking sector needs focus to make a real impact on climate change.
  2. China sells about 1 million heavy-duty trucks annually, needing a lot of battery power to support this demand. Costs remain high, making it hard for businesses to switch from diesel.
  3. New electric truck options are emerging and gaining popularity in the market. With better battery technology and charging infrastructure, more companies might start using electric trucks in the next few years.

The best argument against electric vehicles are electric vehicles

Tilting At Windmills • 176 implied HN points • 23 Jan 24
🕹 Technology Electric Vehicles Batteries Infrastructure Government support
  1. Cold weather affects electric vehicles' performance, causing issues like dead batteries and long charging times.
  2. Investing in electric vehicles like buses can lead to costly repairs and maintenance, making them less viable than alternatives like biodiesel or hybrid buses.
  3. Pushing for widespread use of electric vehicles may not be practical due to their current limitations, despite government incentives to promote them.