Street Fighting Against Climate Change in a Tesla Model 3

So I have a big announcement to make. And you’ll have to excuse my enthusiasm because this has all been a rather heady experience. But I listened to your feedback and took delivery of a Tesla Model 3 SR+ this past Thursday. If you want to take a look at my new clean energy monster, then feast your eyes below:

IMG_2454

(My new Model 3 SR+ — which I’m calling Clean KITT after Knightrider from the 1980s series.)

It’s a big deal for me for a number of reasons. First, the Model 3 is the most significant vehicle purchase I’ve ever made in terms of cost. Paying 39,500 dollars for a car is something I would have never even dreamed of doing just a decade ago. But when it comes to driving a capable, long-range electric vehicle your prices are going to range from around 36,000 dollars to 40,000 dollars even for the most affordable options. I expect to recoup a decent amount of this cost, though. And I’ll be talking about how in a future blog post.

Comparing the capabilities of other EVs in this price range — such as the Leaf Long Range, the Chevy Bolt, the Hyundai Kona, and the Kia Niro — it became more and more apparent that the Tesla Model 3 was a non-pareil. Here is a vehicle that competes directly with the Mercedes C class and the BMW 3 series on luxury and muscularity. One with a similar all-electric range (240 miles from a 59.5 kW battery pack) and with a similar price, but one that features much faster charging, a far better and more expansive charging network, and integrated electronics intended to maximize its sustainability potential (more on this later as well).

IMG_2471

(Supercharging at the Woodbridge station in Northern Virginia this weekend.)

The disparity became even more apparent after my test-drive on Thursday at the Montgomery Mall Tesla Sales Center followed up by this weekend’s 230 mile round trip journey from Gaithersburg, MD to King George VA and back — including two Supercharger stops in which the Tesla refueled at 50-70 kW and 90-120 kW rates. The kind of fast charging that other vehicle brand EVs only dream of having widespread access to.

Second, this vehicle is really something to be proud of. It’s going to help me cut my driving-based carbon emissions by about 2/3. That’s going to drop my personal emissions by about 2 tons per year. It’s going to enable me to share about another 4 tons per year of carbon cuts through rideshare. And it’s going to let me do it in a very stylish and attractive way. In such a way that will really help me to make the clean energy transition look very, very appealing.

(Introducing Clean KITT!)

Third, my Tesla purchase will be an investment in an all-clean-energy company with an integrated plan to fight climate change. The dollars I sent to Tesla will in turn be spent building massive battery and EV factories, producing solar panels, and sending out more carbon-cutting vehicles and products all over the world. In other words, my actions at home and on the street will help to form part of a global transformation action as well (Planning to buy a Tesla? Click here for 1,000 free Supercharger miles).

In the coming week, I’m heading out on the rideshare circuit in this Tesla through Uber (I’ll be blogging more about how to earn money for a Tesla through rideshare later, but if you want to jump the gun and start now, please help this blog and use my referral code: ROBERTF30288UE).

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(Clean KITT takes on the fossil fueled dinosaurs through rideshare this week!)

So, until next time, I’m off to streetfight against climate change in Tesla Model 3. And if I’m going to go to the increasingly heat-blasted concrete to fight against the biggest challenge ever to face humankind as just little ol’ me, I’m glad that the ally in my corner is this amazing clean machine.

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Best EV Charging Options for Rideshare and Personal Use?

In this more difficult present life, we confront the problems caused by human-forced climate change on a daily basis. And over the past week, midwest flooding resulting in more than a billion dollars in damages with multiple communities disrupted is just the most recent example.

It’s the same kind of persistent extreme weather pattern that many scientists warned was likely to emerge as the Earth warmed into the present range of around 1-1.2 C above 1880s averages. And it’s just one aspect of a crisis brought about by fossil fuel burning that we are all presently called to fight.

(According to NASA, February of 2019 was the third hottest such month in the 139 year climate record. Global temperatures ranging around 1.14 C above average are presently tipping the scale toward more extreme climate change related events. This situation keeps getting worse if we continue to burn fossil fuels. Image source: NASA.)

My personal project in response to this crisis at present is to transition to clean transportation and to share it with others through rideshare technology. And last week many of you helped me to make a first step toward that response. Thank you! The votes are in and most of you appear to favor the Tesla Model 3 vs Nissan Leaf Long Range, the Chevy Bolt, and the Hyundai Kona/Kia Niro (see the results of last week’s poll here).

Before I make my final choice, I’d like to take a look at one last criteria — available charging infrastructure. For my part, I’ve got an added challenge. I do not presently have the ability to charge at home. So I need to be able to access a public or work charging station in order to charge my clean ride. I think a good number of people are probably in the same situation.

(A video walk-through of clean vehicle charging options for climate change response.)

For the work piece, I work at home. So no dice. But luckily for me the sweetie (my wife — Cat) works at the Humane Society of the U.S. which does provide a work charging station. Use of that charging station during her work hours alone would enable me to charge the Tesla for both rideshare and personal use through a level 2 charger (240 outlet and J1772). To practically use this I would probably have to rotate use of my ICE — giving me about 2/3 clean ride coverage. That’s doable, but not ideal. A more perfect method would be to purchase two electric vehicles and rotate those through Cat’s work charger. But, at present, we don’t have the funds for such an endeavor.

As a result, I’m going to have to access public charging infrastructure to fill the gap if I want to maximize my clean riding time. Thankfully, there’s an app called Plugshare which provides a great deal of information about charging infrastructure across the U.S. and around the world. If you’re interested in getting an EV but are anxious about charging — I encourage you to check it out. Very helpful!

According to Plugshare, here in Gaithersburg, there’s a huge number of public chargers. Many of these are nearby.

(My home community of Gaithersburg supports numerous electric vehicle charging stations. Level 2 chargers are shown in green and fast chargers are shown in orange [not origin ;)]. Image source: Plugshare.)

If you look at the above image you’ll see a map of the Gaithersburg area covered in green and orange images. The green images indicate level 2 charging stations which are capable of providing between 15-30 miles worth of vehicle range per hour. The orange images indicate fast chargers which are capable of near full recharge in between 35 minutes to one hour and fifteen minutes. Thankfully, my home location in Gaithersburg is within 1-2 blocks of three level 2 charging stations. Two of these stations cost around 45 cents per kilowatt — which is comparable to present gas prices. Not ideal, but decent in a pinch. One of these stations is free.

So, already, looking at both Plugshare and work options, I have potential access to two free charging stations and two pay stations in rather convenient locations. Pretty cool. Now for the next step — fast charging. And here is where we start to differentiate between electric vehicles. For this evaluation, we will compare between Tesla Model 3 and all the rest. The reason? Chiefly that Tesla has its own massive national network of Superchargers.

The rest — Bolt, Leaf, Kona, Niro — are presently beholden to 50 kW charging in my area. This is due to internal vehicle fast charging ability and due to rated chargers nearby. Networks like CHAdeMO, EVgo, and Charge America, provide 5 such fast chargers within five miles of my home location. Pretty wide coverage and much better options than I’d originally anticipated. But not the same as…

(The Tesla Supercharger network of 12,888 chargers at 1,441 stations across North America provides a major, high tech support for clean energy drivers. Image source: Tesla.)

For Tesla we have the nearby Rio Supercharger which provides up to 120 kW charging at 12 stalls. Such chargers are about 1.5 to 2.5 times faster than the other fast chargers. And soon these chargers will be upgraded to the version 3 — which is rated at 250 kW. It’s worth noting that I couldn’t use this Supercharging station while ridesharing. However, fair use would let me Supercharge my clean energy vehicle 1-2 times per week here at the going rate of 28 to 32 cents per kilowatt. About 40 percent less than gas. Impressive, most impressive!

It’s worth noting that different vehicles are charged by different plugs. And, in total there are at least five plugs available. So any electric vehicle will probably need adapters to access the wider EV charging network. In general, though, most non Tesla vehicles can access non Tesla fast chargers without an adaptor. With an adaptor, Teslas can access both Superchargers and Fast Chargers while non Teslas cannot access the vast Supercharger network.

Overall, there are good charging options in my area. But the most potentially versatile EV for charging, among Bolt, Leaf, Model 3, Kona and Niro is again the Model 3. So it looks like we have a front-runner here.

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Thanks for joining me again! I hope this most recent blog was helpful and informative to you. If it was, please share widely! In addition, if you are interested in participating in clean rideshare to help fight climate change please consider using my Uber referral code ROBERTF3028UE. For the next blog, I’ll be making a big announcement. Hope to see you then!

 

Which Clean Energy Vehicle is Best for Rideshare?

More than 1 billion… That’s how many carbon spewing internal combustion engine vehicles presently operate on the road today. Approximately 2.6 billion — that’s how many tons of carbon the use of this ground transport spews into the atmosphere each year (see also).

We’re Well Behind the 8-Ball on Climate Change — So What to Do?

Simply transforming this system to electrified transport would remove roughly half of these heat-trapping emissions. Emissions that are, even now, worsening our weather, melting our glaciers, warming our world, displacing hundreds of thousands of people, and threatening the emergence of a Hothouse Earth. And 90 percent or more of vehicle based carbon emission could be removed by linking electric vehicles to clean energy generation sources like wind and solar.

hothouse earth

(Tipping into a hothouse Earth state will happen if we keep burning fossil fuels. Individual and group action is now needed to prevent this catastrophe. Image source: The Potsdam Institute.)

Doing this would provide a big step forward in addressing the climate crisis. It would help to peak carbon emissions early on a global scale. It would provide the needed energy storage production for transforming the larger energy system. And it would prove to the world that we do not need to sacrifice quality of life or life-saving technologies in order to clean up our act.

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Welcome to the second installment of Extreme Clean — my personal journey to cut my carbon emissions to zero and to multiply my clean energy footprint by sharing it with others. I hope you will join me in this much-needed endeavor.

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From the standpoint of a single individual in a massive system that presently injects mountains of heat-trapping carbon into the atmosphere each year, the question needs to be asked — what can I do to speed up the clean energy transition process? In such a large world, how can the actions of a single individual matter? And how can I multiply my impact?

Choosing a Clean Energy Vehicle to Meet My Needs

For my part, and for the first phase, I have decided to purchase a clean energy vehicle. But I’m not just going to buy one and keep it for myself. I’m going to rideshare it through the Uber app. Thus multiplying my clean energy impact. I’m already living a veg-vegan lifestyle. My wife, two cats, and I already live in a relatively modest abode. But this is not enough. Not nearly enough. So step one is cleaning up my transport and sharing it with others.

Swallow Falls

(Cat and I hiking at Swallow Falls in 2018. For clean energy to work, it needs to provide for families like mine. We’re going to see if it’s possible to do that and more.)

In order to do this, I’ve go to make a choice. I’ve got to pick a clean energy vehicle that meets my transportation needs. This includes driving my wife to her work at the Humane Society of the U.S. about a mile away. It includes a vehicle capable of making the trek to the mountains where we enjoy hiking and camping. It includes one that is able to make the annual family reunion trip to Murrell’s Inlet some 500 miles away. One that can make the seasonal treks to my parents and grandparents in Virginia Beach — which is about 250 miles from my abode in Gaithersburg, MD. And if I rideshare it, I’m going to need something capable of consistently driving 100 to 200 miles per day on a 4-5+ day a week basis.

In other words, what I need is an affordable advanced clean energy vehicle. And for my purpose, for this blog post, I’ll be evaluating the capabilities of these vehicles before making a choice in a future installment. This first evaluation will look directly at the vehicles themselves. In particular, I’m interested in their range, their features, their price,  their level of efficiency, and their charging speed. In a second blog, I’ll be looking at another key feature — the availability of the charging infrastructure that supports them. This is crucial for me — as I presently live in a condo with no home charging capability. So I’ll need access to nearby local charging stations and fast charging stations. But, for now, I’ll be looking simply at vehicles themselves.

Five Highly Capable Clean Energy Vehicles on Offer

Luckily, at this point in time, there are now numerous affordable, advanced clean energy vehicles on offer. Even just last year, this was not the case. But, for the U.S. market, the number of clean energy vehicles that roughly meet my stated needs is about five. Last year, it might have been 1 — the Chevy Bolt. Arguably, the Tesla Model 3 also met my needs in 2018. But, on price (at around 50,000 dollars and up), it was then unattainable.

No more. The 2019 Model 3 Standard and Standard + are now within reach as well.

In 2019, Nissan is also offering a longer range version of its global best-seller — the Nissan Leaf. In 2018, the longest range a Leaf could achieve was approximately 150 miles. For my needs, this was a bit too short-legged. But the new Leaf + now boasts more than 200 miles of all-electric range. So we can add it to our list.

Rounding out the final two we have that Hyundai Kona Electric and the Kia Niro Electric. Both offer 200+ miles of range and prices in the mid 30s before some still substantial incentives.

If I wait until 2020, there will probably be more electric vehicles on offer that meet my needs. But at this time strong government incentives are now available for early adopters. In addition the purpose, for me, is to help provide a climate saving impact. To send a signal to markets demanding clean energy now. So acting sooner rather than later is very helpful to support this goal.

Evaluating the Cars

What follows is a pretty deep dive into the features and capabilities of these five vehicles. So hold onto your hats! The information is about to get dense!

Chevy Bolt

(Achieving a mass market debut in 2018, the Chevy Bolt is a highly capable, affordable electric vehicle featuring 238 miles of range and a number of highly attractive options. Image source: Chevy.)

Digging deeper into the individual cars on range, we find that the Chevy Bolt presently boasts an EPA range of 238 miles. This compares favorably to the Tesla Model 3 Standard at 220 miles of EPA range. However, the similarly priced Model 3 Standard + edges the Bolt out at 240 miles. Nissan Leaf Long Range is very close but lags a little at 226 miles. It is also worth noting that the Nissan is the only vehicle on offer with a passive cooling system. In the past, this has had negative impacts on battery life — which means that there’s a bit higher risk that the Leaf’s range could degrade more rapidly over time. Depending on local climate and use, my mileage may very. But this is a concern given the big swings in temperature the D.C. area has recently experienced. Moving over to the Hyundai Kona Electric, we get a bit of a break-out with 258 miles of range. This is pretty impressive and is one of the features that makes the Kona a pretty attractive offering to me. Finally, the Kia Niro matches the Standard + version of the Model 3 with 240 miles of electric range.

To me, this is all very impressive and roughly matches what only versions of Tesla’s Model S and X could do on range just a few years ago — but for around 75,000 to 90,000 dollars. Of course, none of these vehicles are as luxurious as the S or X. But the longer legs makes them all far, far more attractive to potential EV buyers — further shrinking the range gap with the ICE.

Looking at features, I’m going to provide a rough overview of the various aspects of each car. This is by no means fully comprehensive, but it does give a rough overview. Chevy Bolt is a relatively roomy sub-compact with 94 cubic feet of interior space and 17 cubic feet of storage. It has five seats, but might be a crunch for some larger folks in ride-share. Like most sub compacts, it can expand its cargo capacity by lowering the rear seats. The base Chevy Bolt comes with a rear camera and a 10.2 inch digital touch screen. Like many electric vehicles, Bolt has a lot of zip with 200 horsepower. Pretty surprising to pack so much torque into a sub-compact body design. Autonomous and more advanced AI features are available on the 41,000 dollar version. But the base version is, well, pretty basic in this respect. In addition, a number of people have complained about the seat comfort of the Bolt. An issue that, hopefully, Chevy is working to address.

Model 3 Standard

(At 35,000 dollars base price, the Model 3 Standard is Tesla’s fulfillment of its promise to provide an affordable mass market electric vehicle. And it’s a real thing of both beauty and clean energy aspirational achievement. Image source: Tesla.)

Features for the Model 3 Standard and Standard + are a bit more luxurious and muscular than the Bolt. The interior for the Model 3 is 97 cubic feet. However, storage is less than the Bolt at a still respectable 15 cubic feet including the front and rear trunks. Seating for the standard version is cloth, but the Standard + boasts vegan leather (faux leather) along with front heated seats. Basic level of autonomy including collision warning is standard for the vehicle. However, full autopilot is a 7,000 dollar upgrade (and out of reach for me). The central screen is 15 inches and includes most control options for the vehicle. Doors and windows both open at the push of a button from the inside (no levers). And outside entry is controlled either by fob or cell phone. Even the Standard Model 3 features sport car performance at 130 mph top speed and 5.6 second 0-60 acceleration. With the Standard + improving to 140 mph and 5.3 second acceleration. Overall, the feel of the Model 3 is that of a pretty awesome clean machine featuring minimalist styling, impressive design, decent AI capability, and powerful road performance. In terms of overall features, it’s a step beyond the competition, putting it in a class all its own.

Nissan Leaf + features include a unique customizeable display panel — which is pretty cool. Standard also includes automatic breaking — a basic autonomous capability. Like many EVs, the 226 mile/62 KwH battery is pretty muscular providing 214 horsepower and quite a bit of torque. Top speed is limited to 98 mph and 0-60 time is about 7 seconds. Central screen is a bit small for the class at 8 inches. Another compact model, the Leaf does boast a rather large storage area at 23.6 cubic feet. Hatchback design allows for good optimization of space. Other standard provisions include a heated steering wheel — nice for cold mornings.

Nissan Leaf Long Range

(Nissan has already sold more than 400,000 all-electric Leafs globally. Its new 226 mile range offering is bound to extend the legacy of this clean energy vehicle brand through seriously expanded capability. Image source: Nissan.)

Hyundai Kona Electric comes standard with another relatively beefy 201 hp electric motor. The vehicle is equipped with a relatively small 7 inch central display screen. Autonomous features include forward and side collision avoidance. A crossover/compact SUV, the vehicle looks really attractive both outside and inside. It sits higher than Bolt, Model 3, and Leaf — which likely provides some additional interior comfort. Overall cargo space is a decent 19.2 cubic feet. Seating for five might be a bit tight in back for larger riders — a repeating theme for the class of new, affordable electrics. Overall, a very attractive vehicle with notably high review ratings.

Kia Niro Electric rounds out our list with another 201 hp motor. It’s worth noting that the basic design is shared with the Kona, so a number of vehicle aspects will be similar. Kia Niro’s body, however, is roomier than Kona — with more space for those five passengers and 19. 4 cubic feet of storage. It is worth noting that Niro is still not yet available in the U.S. — so details are a bit less specific than the other options above. If the vehicle is not available in Maryland by mid April, it may opt itself out of the running for me. In general, there have been some issues with U.S. availability for the Kona as well — which appears to be limited to around a 20,000 vehicle per year global production rate. This compares to Bolt which will likely hit above 30,000, Leaf at around 100,000ish for 2019, and Model 3 at 250,000 to 300,000 (estimated figures).

Price comparisons are pretty comparable between these various high-performance, lower cost EVs. Chevy Bolt starts at $36,500 while the Tesla Model 3 Standard and Standard + start at $35,000 and $37,500 respectively. The longer range Nissan Leaf starts at $37,445. Kona shows a starting price of $36,500 — at the same point as the shorter range Bolt. Meanwhile it’s suggested that Niro will start at $37,500. Model 3 and Bolt have both lost the full $7,500 dollar tax credit, however. So at present that incentive is bumped down to $3,750 dollars. In addition, Maryland offers its own $3,000 dollar subsidy for electric vehicle purchases — which applies to all of the above models. Other features related to price include reported generous rebates on Bolt by Chevy as well as very attractive financing offers by Tesla (3.75 percent) and Bolt (zero percent for some qualifying buyers). Adding money to the ledger could include hidden costs like Tesla’s 1,200 dollar destination fee. All vehicles would be subject to sales taxes for their regions.

Kona Electric

(Kona Electric is a beautiful, highly capable 258 mile range EV crossover. But can Hyundai produce enough to meet expanding global EV demand and will it reach all markets in the U.S. during 2019? Image source: Hyundai.)

Not included in the price is the likely savings over time for lower maintenance and fuel costs. For regular drivers, this is pretty substantial — amounting to $1,000 dollars in savings per year or more. For higher usage drivers involved in rideshare, this savings is likely in the range of $3,000 per year when including reduced fuel costs, reduced wear and tear on brakes, no need for an oil change (I’ve changed my oil once per month on the Hyundai!), and overall return due to more simple design. These savings may be somewhat offset by rarer parts for EVs and potential longer periods in the shop as the maintenance infrastructure for EVs is somewhat smaller than for ICEs at present. In addition, use of aluminum to lighten the frames for Tesla vehicles may also add to body costs as aluminum work tends to be a specialized skill. Reports are, however, that Model 3 was simply designed for ease of use, manufacture and repair. We shall see if these claims hold out.

Efficiency is one factor where electric vehicles are head and shoulders above their ICE counterparts. Electric engines, in general are about 3 times as efficient as internal combustion engines. So far less energy is wasted overall. This is one reason why even EVs plugged into standard grids get far better fuel economy ratings and emit far, far less carbon than their ICE counterparts. EPA rated efficiency numbers for all the above vehicles are quite extraordinary. But it is an interesting metric to compare and determine which vehicle(s) stand out and which lag a bit. In the end, those with the highest efficiency will produce the lowest carbon footprints in use when plugged into the grid — which is important to me.

Kia Niro Electric

(Kia Niro Electric is another beautiful and highly capable affordable EV crossover. Will it release in time and in large enough numbers to have an impact on the U.S. market, much less make it available as a viable choice for me? Image source: Kia.)

EPA testing shows that the Chevy Bolt comes in at 119 mpge fuel efficiency. This is an amazing rating approximately four times better than my present Hyundai. But the Tesla Model 3 Standard and Standard + leap ahead with a 134 mpge rating. This is amazing considering that the vehicles have a rather high curb weight. But Tesla’s newer batteries appear to be breaking ground in a number of respects. Nissan Leaf long range lags both Bolt and Model 3 at a still impressive 112 mile per gallon equivalent. Kona follows at 120 mpge efficiency — which is also pretty strong. Finally, Niro rounds out the pack at 112 mpge. Overall, very impressive but with Tesla coming in as a clear leader.

Last but not least, we finally come to the important metric of charging speed. Typically, most of these vehicles can recharge at a rate of around 15 to 30 miles per hour of range through level 2 charging stations or the same capability charger at a home garage. However, in a pinch, all of these vehicles possess some form of fast charging capability — enabling charging rates of 150 miles per hour or more. For rideshare, this is important due to the fact that I might find myself relatively far afield and need to return home while still a 100 or more miles out. In addition, since I’m going to be using my vehicle for long trips, rate of charge will be a major factor in determining how long it takes for me to get to a distant destination.

Starting with the Chevy Bolt we find that this EV supports up to 50 kW rates for fast charging. What this means is that the Bolt can go from a low level of charge to a near full level of charge in 1 hour and 15 minutes. Nissan Leaf also is capable of recharging at 50 kW per hour rates and produces comparable recharge times during fast charge. True to trend, Kona and Niro also both charge at 50 kW per hour rates. And this rounds out the rest of the pack.

Pretty decent, but nowhere near as fast as the Tesla Model 3 using a Supercharger. Present Superchargers can provide between 72 kW and 120 kW of charge at most locations. For Model 3 Standard, these can provide a near full level of charge within between 40 minutes and an hour. A new version 3 supercharger rated at 250 kW is being introduced in California during early 2019. The Model 3 is equipped to handle this level of charging — which could cut near complete charging times down to 20-30 minutes or less. However, it will take a few years for these ultra-fast chargers to trickle through Tesla’s vast Supercharger network. It is worth noting that the Supercharger Network is presently closed to rideshare drivers. However, a Tesla representative recently noted that fair use of the network was typically considered to be once or twice per week. So on the rare occasion that I’m stranded far from home while ridesharing, I can simply turn off the Uber app, drive to the nearest Supercharger, get enough charge to return home, then link up with a local level 2 charger for the remainder (more on charging networks in another blog). So still useful in a pinch.

Final Thoughts

At this point, I’m 2900 words into the report and what I can say is that I’m very impressed with all the electric vehicles on offer. If you’d have told me 5 years ago that five very attractive EVs with this price range and capability would be available in 2019, I would have hoped you were right, but I might have doubted your conclusion. In addition, I’d like to add that there is a lot to consider when buying an EV for extreme clean energy use. Far more than I had initially thought. The details in this report are pretty extensive and, for me, quite a lot to digest.

At this point, I’m still evaluating which vehicle to choose. And I’d like to ask you for your help and opinions — so please feel free to post them below! I’ve also added a twitter survey at the start for feedback.

For our next blog, we’ll be looking at the ability of various charging networks to meet my stated needs. The availability of chargers is a big deal for me given the fact that I live in a Condo, don’t have a personal garage, and don’t have a charging station presently in my parking lot. So, yeah, access to various chargers nearby is going to be pretty key.

As ever, thank you all for joining me. I hope you have found this evaluation helpful. I also hope that some of you will decide to take the leap and rideshare in a clean energy vehicle. If you do, please help this blog by using my Uber referral code: ROBERTF3028UE. And if you have found this blog helpful and informative, please share widely! Warmest regards and, until next time, ciao!

A Green New Deal For Global Security

As we enter the New Year of 2019, we face the potential for more record global warmth. The fossil fuel burning that has continued for so long, that has been industrialized and unwisely linked (by industry and policy) to economic growth in many regions continues at a devastating pace. A pace that injects about 37 billion tons of heat-trapping carbon dioxide into our atmosphere each year. For in too many cases, the necessary transition to an admittedly much stronger and far more viable clean energy economy has been blocked or delayed.

A Harmful Status Quo

We are a world locked in conflict between old fossil fuel interests and emerging clean energy and pro climate change response interests. Thus far, the conflict has generated a state of both economic and political grid-lock. One that at present perpetuates the harmful status quo.

We face vast continued greenhouse gas emissions presenting a growing danger to everyone and everything living on Earth. The threat of damaging climate change occurring on human time-scales is no longer some far-off object whose emerging reality can easily be hidden from public view by republican deniers in the U.S. government and abroad or related mass media campaigns funded by the fossil fuel monetary and political interests who authored the crisis.

surface melt ponding Amery ice shelf

(Increasing surface melt ponding in both Antarctica and Greenland, as seen in this January 1, 2019 satellite shot of the Amery Ice Shelf, is one visible sign of climate change’s growing impacts. Large land ice sheet melt is the primary driver of both sea level rise and changes to ocean circulation. Just two of many harms driven by fossil fuel burning and related carbon emissions. Image provided by NASA Worldview.)

The threat posed by human-caused climate change is one that impacts us now. And though present impacts are mild compared to a future in which vast fossil fuel burning and related dumping of carbon into Earth’s atmosphere continues, we are faced with growing damage, hurt, and harm today.

How did we get here? It’s a big question. One to be answered fully by future historians. But we can simply say that we haven’t transitioned away from fossil fuel burning fast enough. That we haven’t yet adopted clean energy or clean political thinking at a swift enough pace. That the old ways of power-brokering linked to fossil fuel burning continue with a tenacity which is, itself, difficult to deny.

Old Smoke-Stack Politics vs New Clean Energy Politics

Though a single blog is perhaps too short an article to address such a vast issue fully, it is certainly possible to take a look at the tip of the (metaphorically and literally) melting ice-berg. In doing so, we ask the teasing question — how are such seemingly far-flung objects as Amery Ice Shelf melt ponds, a Green New Deal, Russian meddling in the 2016 election, and Russian nuclear capable bombers in Venezuela linked?

As literary objects go the question is, of course, rhetorical. But it is one that reveals how old smokestack style power-plays can keep us stuck in the ongoing harmful pattern of fossil fuel burning, warming, and increasing global environmental damage together with the related geopolitical conflict that all too frequently results. It also opens up the avenue to a new geopolitical contest to old regimes. One based on clean energy economies of scale and technological innovation coupled with climate change response.

Clean Energy Enabled Obama’s Counter to Russian Aggression

Back during the Obama Administration, there was a larger challenge to old forms of power brokering. It happened when Russia invaded the Ukraine and the U.S. sanctioned Russian oil ventures such as the fossil fuel multinational — Rosneft.

The U.S., under Obama, through both clean energy policy and increased oil extraction at home had become more energy independent. But more importantly, with policies such as EV incentives, increased fuel efficiency standards for automobiles, the sun shot initiative, adherence to the Paris Climate Agreement, and the implementation of the Clean Power Plan taking hold, the U.S. was also turning toward a future that was finally less dependent on fossil fuels and, more importantly, the broad availability of oil and gas. The U.S., under Obama, was thus able to move more and more away from the old oil and gas politics that might have forced our nation to turn a blind eye to Russian aggression in Eastern Europe. Instead, old oil-based global policy gave way to something new as the U.S. effectively canceled an Exxon-Mobil contract with Rosneft even as it moved to hamper Russia’s oil oligarchs in retaliation for its physical aggression.

Russia — Slave to Oil and Gas Revenue

Then and now, Rosneft was a cornerstone of Russian political and economic power. The company, like the East India Trade Company of the old British Empire, serves Russia as a way of projecting its power abroad. We see this in Russia’s past use of gas shipments to influence Europe. We see it in Russia’s past and present use of oil ventures like Rosneft to gain political footholds in places like Venezuela. And we see it in Russia’s attempts to use Rosneft to directly influence U.S. policy through relationships with western oil giants like Exxon.

Western sanctions against Rosneft and related oil oligarchs put a check on Russian power projection. It also leveled a direct threat to Russia’s narrow economic power base. Represented, in part, by its use of Rosneft as a political tool for power projection, Russia is itself fully invested in fossil fuel burning. For not only is Rosneft a lever for Russian power brokering abroad, the company exists in a context in which 16 percent of Russian GDP comes from oil and gas money. Moreover, 52 percent of Russia’s federal budget is funded by fossil fuel revenues from state-corporate entities such as Rosneft. Meanwhile, 70 percent of Russia’s export revenue comes from the oil and gas sector. Unable or, more likely, unwilling to diversify its economy away from oil and gas, Russia is instead a slave to it.

2016 Election Meddling in Context

Given the above, we can see that the Russian economy suffers a kind of resource curse in relation to its dependence on fossil fuels. But Russia has also taken a rather odd stance with regards to climate change. National policy has long considered climate change beneficial to Russia. This despite the fact that recent research shows numerous harms including movement of rains away from most productive soils, expanding wildfires in the north, widespread loss of land due to sea level rise, and destabilization of border states to the south.

(How a Green New Deal would make America great by enabling us to confront foreign adversaries and climate harms in one go.)

That said, after grappling with an Obama Administration more emboldened to sanction its fossil fuel industry, Russia had every short term economic and political incentive to seek regime change in the U.S. Trump, with his climate change denial, promise to double down on old energy sources like oil gas and coal, and his stated aims to withdraw the U.S. from the Paris Climate Agreement while cancelling programs like the Clean Power Plan appeared to be ready to generate policy more beneficial to Russia’s fossil fuel sector. With oil and gas presently so central to Russia’s economy, the motivation to support Trump on an economic and political power basis alone must have been quite strong. This on top of a widely cited motivation to generate chaos and division in the U.S. during election season.

Venezuela: Oil as Power Lever and Motivator for Aggression

Following its meddling in the 2016 U.S. election with the stated aim to place Donald Trump as President, Russia’s oil-based power plays continued. This time, Rosneft gained a lien on 50 percent of Citgo — the Venezuelan state oil company. Venezuela, even more heavily dependent on oil revenue than Russia, has been facing economic decline ever since oil prices crashed during the late 2000s. Smelling opportunity, Russia has moved into Venezuela, funded its debt, and announced joint oil production agreements.

Russia’s increased hold over Venezuela is also reminiscent of past cold war power moves in which easily leveraged resources like oil often played a key role in establishing vassal or proxy states. The most recent move by Russia brings with it the old sabre rattling of nuclear capable weapons system movements and related media sensationalism as Russia’s deployment of two nuclear bombers to a Venezuelan air base ruffled feathers from Europe to the U.S.

Green New Deal — A Way Forward for U.S. Climate and National Security

Russia’s power plays may seem similar to the past. But they occur in a context where the U.S. increasingly has the option to respond by doubling down on clean energy policy as a means to directly counter the might of bad actor regimes dependent on fossil fuel revenue. This is in direct contrast to the cold war where hard power responses like troop movements and weapons systems deployments were seen as central to national defense.

In the new era, such movements of troops may also be seen as necessary. But the response that matters most to long term U.S. national security is the lessening of reliance on fossil fuel to give the U.S. a better bargaining position vis a vis petro states like Russia while simultaneously reducing the nation’s contribution to the climate crisis.

Such synergistic foreign policy benefits evoking a new U.S. economic and moral leadership would seem to make clean energy based programs like the Green New Deal and revitalization of energy efficiency and clean energy supports a no-brainer nationally. These are domestic programs with global consequences for the future of the United States. And the fact that adversaries like Russia are working hard to prevent the implementation of such programs at home should provide a clear incentive for all Americans to support them.

4 Million EVs on the Road Globally — To Hit 5 Million in About Six Months

 

The number of EVs on the road in Europe has hit 1 million with a 42 percent growth rate in the January to June timeframe. Meanwhile, Global EVs have hit 4 million with nearly 2 million sales projected for this year. From January to July, Tesla took the crown as top-selling EV automaker.

Aiming For 1.5 C Part II: This is Your Home

In achieving any kind of real progress toward an important end, it’s necessary to set goals that are difficult to attain. To aim further than you think you can go. And that’s even more important for a climate crisis that will produce catastrophic outcomes if we don’t set some very serious renewable energy, emissions reduction, and sustainability goals.

(This is your home.)

Because the important end that we are now trying to attain involves saving the future. Future prosperity, future vitality, future generations of human beings and living creatures. In the end it’s about the future of your home. For each 0.1 C of additional warming will bring with it more risk. More potential for increased harm.

It doesn’t matter if you live in Miami or Bangladesh. In Norfolk or Washington DC. In London or LA. In Calgary or Quebec. Where you live is where climate change is happening now. And where you live is where the future catastrophic impacts from climate change will be felt if we don’t do the necessary work.

In saying this, I can also say with confidence that we have a pathway out of this crisis. We have the renewable energy technology available now that is capable of replacing fossil fuel burning — so long as it is deployed on a mass scale. We have the ability to make our energy systems more efficient. We have the ability to change the way we manage lands and farms. And we can do all this — getting to net zero carbon emissions — without the kind of (post-Maria Puerto Rico-like) austerity invoking collapse of the global economy that the mongers of fear, uncertainty and doubt falsely say is necessary.

But to do this, to prevent catastrophe — not harm, because we are already going to see harm — we have to set our goals high. We have to try to achieve what might not be possible. And that’s why we aim for 1.5 C. Because this is your home. And we will employ every tool in our kit in our fight to save it.

Hat tip to Dr. Michael E Mann

US EV Sales Likely Hit 26,000 in June

The big surge in electrical vehicle sales within the U.S., primarily driven by clean energy leader Tesla, continues.

According to reports from Inside EVs, total U.S. EV sales are likely to hit near 26,000 for the month of June. Such sales increases have primarily been driven by Tesla — which sold over 11,000 EVs in the U.S. for the month — representing nearly half (42 percent) of the entire U.S. market.

(Unpacking why EVs are so important to confronting climate change.)

Tesla’s dominance was spear headed by its Model 3 — which sold over 6,000 in June to the U.S. (and approximately 2,000 to Canada). Meanwhile, combined Model S and Model X sales were in excess of 5,000 in the U.S.

Other U.S. clean energy vehicle leaders for the month of June included Toyota Prius Prime (a plug in hybrid electrical vehicle), the Nissan Leaf, The Chevy Bolt and the Chevy Volt (plug in hybrid). In total, all of these four models combined represented less sales than Tesla — approximately  5,900 in total or about 55 percent of Tesla’s sales. Of these, only the Prius Prime cracked the 2,000 mark (see more here).

(U.S. EV sales are rapidly increasing in 2018. Image source: Inside EVs.)

Overall, it appears that U.S. EV sales are likely to hit near 400,000 on the back of Tesla’s rapid expansion in production rates. In addition, GM has recently acknowledged that it is unable to meet high demand for the Bolt in the U.S. and has stated that production lines are set to expand by 20 percent. Though this is unlikely to satiate rising EV demand, it will add to the widening trend of ramping clean energy sales here.

GM recently saw big Bolt sales gains in South Korea. And the company recently acknowledged that it is not doing enough to meet consumer’s clean energy needs in North America. Though a bump from 26,000 to approximately 31,000 Bolts sold from 2017 to 2018 is a drop in the bucked compared to the approx 100,000 or more new EVs Tesla will be adding by itself vs 2017 (100,000 total EVs in 2017 to approx 200,000 total in 2018).

(Tesla hits past 5,000 Model 3’s per week in late June and early July. Image source: Bloomberg.)

Looking ahead, Tesla appears set to sell well in excess of 10,000 Model 3s alone in the U.S. in July as weekly production rates surge. According to Bloomberg’s Model 3 Tracker (image above), the company has sky-rocketed weekly Model 3 production rates to above 5,000 during late June and early July. And while some wag is likely between the mid 2,000s to mid 5,000s as Tesla continues to work on its lines, the company is on a clear path for increased production — aiming at another surge to 6,000 per week by August.

Global EV Sales Jumped by 75% in May

A clean energy production surge continues in transportation as global EV sales in May jumped by 75 percent from around 92,000 during 2017 to approximately 159,000 in 2018.

The big surge was led by major production increases from Tesla, BYD, and BAIC, with BMW and Volkswagen running close behind.

(Global EV production appears to be on track for between 1.8 and 2 million by end of 2018 led by Tesla, BYD, and BAIC.)

The large increase in EV interest comes as nations, states and cities move to address a combination of issues including bad air quality due to fossil fuel based vehicle use and increasing impacts from human caused climate change. Numerous cities set about to restrict or ban fossil fuel vehicle use to improve local health by reducing particulate emission and/or due concerns about threats to cities emerging from human caused climate change.

In addition, major state and national policies like those coming from China and California are incentivizing EV purchases even as more attractive and capable EV models are hitting the roads. The result is a kind of perfect storm for EV adoption expansion despite a wide-ranging misinformation campaign against EVs and EV leaders like Tesla spear-headed by the fossil fuel industry.

Overall, between 1.8 and 2 million EVs are likely to hit the roads in 2018. A number which appears set to double through 2020 as traditional automakers race to catch up to the likes of Tesla and the Chinese. As an example, 7 percent of BMW vehicles sold are now electric. A portion that is likely to rapidly expand over the next couple of years as the former all ICE manufacturer tries to fight off major competition from Tesla and others.

Tesla Achieves Model 3 Production Goals

Tesla achieved a major surge in clean energy vehicle production during the second quarter of 2018.

According to reports from Tesla, the all renewable energy corporation produced a whopping 53,339 electrical vehicles during Q2. Of these, 24,751 were Model S and X. Meanwhile, Tesla produced an amazing 28,578 Model 3s.

Overall, this is almost double the 25,708 EVs produced during Q2 of 2017. A very impressive jump that included Tesla exceeding 5,000 Model 3s produced during the final week of June with a total weekly EV production rate of nearly 7,000 (see below).

(Tesla hits clean energy vehicle production milestones during Q2 of 2018.)

These are huge numbers for Tesla — showing that the company is achieving its goal of mass produced clean energy automobiles. A feat that is even now setting off shock-waves through the global auto market (and a major smear and fear campaign at the hands of pro-fossil fuel Tesla shorts).

Tesla appears to be well on its way to hitting around 200,000 EVs produced by the end of 2018 — with 88,000 coming out of Tesla’s factories in the first half of the year. If present trends hold, it appears that Tesla will hit between 60,000 and 75,000 EVs during Q3, with still more on the way during Q4.

(Tesla crushes Q2 production during big Model 3 surge. Image source: Inside EVs.)

Such high rates of production from Tesla’s multiple vehicle lines are now likely to enable Tesla to begin leveraging economies of scale to increase cash influx. Setting up Tesla’s planned profitability during the second half of the year. Meanwhile, Tesla revenues continue to rapidly grow. All good news.

I’ve said it before here, but I’ll say it again. Tesla’s success is critical to the clean energy revolution. It is the only major all-clean energy automaker in the West. One that is leveraging a combination of 100 percent renewable energy technologies — solar, batteries, and EVs — to rapidly and competitively move into markets traditionally dominated by fossil fuel based industries. And it is this kind of direct replacement of fossil fuels with renewables that will enable rapid global carbon emissions reduction and movement away from a future blighted by catastrophic climate change.

(Tesla team celebrates its achievement of 5,000 Model 3s produced within one week. Image source: Tesla.)

 

Full Tesla press release follows:

PALO ALTO, Calif., July 02, 2018 (GLOBE NEWSWIRE) — In the last seven days of Q2, Tesla produced 5,031 Model 3 and 1,913 Model S and X vehicles.

Q2 production totaled 53,339 vehicles, a 55% increase from Q1, making it the most productive quarter in Tesla history by far. For the first time, Model 3 production (28,578) exceeded combined Model S and X production (24,761), and we produced almost three times the amount of Model 3s than we did in Q1. Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality.

GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.

Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.

Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.

11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.

The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.

The last 12 months were some of the most difficult in Tesla’s history, and we are incredibly proud of the whole Tesla team for achieving the 5,000 unit Model 3 production rate. It was not easy, but it was definitely worth it.

**********************

Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.

Forward-Looking Statements
Certain statements herein, including statements regarding future production and delivery of Model S, Model X and Model 3, expected cash flow and net income results, and growth in demand for our vehicles, are “forward-looking statements” that are subject to risks and uncertainties. These forward-looking statements are based on management’s current expectations. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.

 

 

Will Tesla Shorts Be Milked For Billions in Clean Energy Investment Money?

Tesla short sellers have been on a rampage ever since the start of Model 3 production back in July. And to support their position, they’ve penned thousands of Tesla attack articles on blog sites like Seeking Alpha. As a result of this negative media campaign, short interest in Tesla has risen to 12 billion during recent months.

(Tesla shorts are starting to feel the squeeze. But it could get a lot worse real fast if Tesla keeps achieving goals.)

But if shorts get hit with a margin call when Tesla stocks are rising, they’ll end up losing money to the all-clean-energy automaker. If Tesla succeeds, it could ultimately mean that shorts are milked for billions of dollars that will in turn go to building more gigafactories, more electrical vehicles, more solar panels, more batteries.

It’s not beyond the realm of possibility. Back in 2012 when Tesla was ramping up production of the Model S, shorts had a field day. They said that Tesla should have never left behind the Roadster, that Telsa would never produce more than 20,000 Model S’s, that EVs were unprofitable and a failed business model. But as Tesla achieved profitability during 2013, it was the shorts that met with failure. And so as Tesla stock rapidly climbed, short positions were called and Tesla got a big infusion of investment capital.

Short interest remained strong for Tesla during 2013 through 2016. Though it took a bit of a back seat for the Model X ramp. But by 2017 the shorts were back in force. They claimed that the Model 3 ramp would fail, that Tesla would go bankrupt by May, that Tesla’s cash burn was insurmountable, that the Model 3 was unprofitable. Tall anti-clean-energy tales that we’ve all heard versions of before.

(Tesla shorts feeling the squeeze. Image source: Tesla Market Summary.)

And recently as Tesla Model 3 production has raged forward — and is likely to hit near 30,000 during Q2 — the shorts have begun to show a bit of strain. During the past few weeks, Tesla stock has risen from around 280 to around 340. And shorts have lost more than 2 billion dollars in value during the same period. Though just 3 percent of short shares have returned during that time, shorts are starting to feel a bit of a squeeze.

But this small squeeze is likely just a prelude to what will happen when Tesla Model 3 production ramps above 5,000 per week and if Tesla manages to achieve profitability in Q3 and Q4. If Tesla meets those two goals then it will end up milking shorts for billions of clean energy investment dollars. And if/when that happens we can thank the shorts for their unwitting clean energy investment dollars and for helping to fight human-caused climate change.

Crony Central Planning Posing as National Security — Trump Tries to Foist Rising Coal Costs on the American People

Ever since Trump came to office he’s been doing his best to save a polluting, harmful, and increasingly expensive energy source — coal. Why he would do this is rather nonsensical. Coal employs less and less people each year. It pumps toxins into the air and water. And it is a primary enabler of human-caused climate change — which among other things is putting the nation’s cities under threat from rising seas, worsening storms, and more severe wildfires.

Trump and Perry’s various campaigns to save coal bear a similar connotative ring as such moral winners as ‘help Sauron,’ benefits to ‘promote asthma in kids,’ and ‘save smog.’

(The failing coal industry is trying to use its influence over the Trump Administration to force you to prop it up. This stinks of crony capitalism turned Soviet-style central planning.)

But despite the nonsense, harm and immorality, the Trump Administration has actively courted bankrupt coal executives like Bob Murray to write policy that would throw a number of lifelines to an economically failing and pysically dangerous energy source. The most recent related attempt being the claim that coal is necessary for U.S. national security and that economically failing coal plants represent a ‘grid emergency in the making.’ A claim that was just this week decried by Exelon CEO Chris Cane.

In truth what’s really happening is coal can’t compete economically with wind and solar. And that the Trump Administration, through Perry, is asking you and me to pay an extra 12 billion dollars a year in utility bills to support failing, polluting coal plants. In truth, they’re doing this for no reason whatsoever other than to promote the interests of their political backers — in the form of a direct hand-out. And they are doing it in a way that will harm both U.S. competitiveness, hurt the present rate of renewable energy adoption, raise your utility bills all in one.

(Due to higher costs, coal and even gas are being utilized less and less in favor of lower priced and less polluting renewables. Image source: Think Progress and Bloomberg New Energy Finance.)

Such Soviet-style central planning and forced dirty energy use has generated cries of outrage from a broad coalition of energy industry leaders, environmentalists, and, ironically, conservatives groups that promote free market systems. So the Trump Administration is likely to find itself in court — defending spurious claims of ‘national security,’ increased costs to rate payers, and nonsensical government handouts to failing coal.

Key Reason to Support Renewable Energy? The Future Looks Like Hell Without it.

We’ve often talked about the link between renewable energy denial and climate change denial on this site. But in our most recent article and video blog, we’re going to highlight the link in bright colors for all to see. In simple terms, those who attack renewable energy are leading us down a path toward worst-case climate change.

(What does the future look like without a transition to renewable energy? As bad as bad can be.)

In other words, we can’t address worst case climate change without a rather swift transition to renewable energy over the coming decades. The faster we transition, the better off the world will be. The slower we transition, the more pain we will see from climate change on a global scale.

But aside from avoiding climate change, transitioning to renewables produces numerous benefits including increased grid stability and lower electricity costs. For example, a recent Department of Energy study found that:

…renewables will be able to provide 80 percent of the nation’s electricity mix by 2050, while maintaining reliability. Wind and solar already provide many essential reliability services as well or better than inflexible coal and nuclear plants.

This in addition to reducing particulate pollution, greatly reducing air pollution deaths, and removing the source of mercury poisoning in seafood (coal burning).

But despite these and many other obvious benefits, the fossil fuel supporters of the world (call them mass harm and destruction supporters, because that’s what they are) continue to cast a cloud of fear and doubt over renewable energy. A primary false claim being that ‘renewables cause blackouts’ (This one penned by David Mercer).

(Worst case climate change scenarios involve continued fossil fuel burning with very little energy system replacement by renewables. Best case climate change scenarios involve a rapid transition to clean energy. Which future do you want to live in? Image source: Assessment of Greenhouse Gas Emission Pathways.)

In truth, what renewables do, especially when integrated with a moderate proportion of the increasingly available and swiftly dispatchable battery storage systems, is provide a more reliable and sustainable grid over the long term while also reducing pollution and tamping down the degree of global pain inflicted by human-caused climate change.

Moreover renewable energy deniers:

…fail to acknowledge that extreme heat and drought, sea-level rise, and other climate change impacts worsened by fossil fuels should be addressed as they likely pose a greater and growing threat to grid reliability and resilience, increasing the possibility of blackouts. It also completely ignores the large public health and environmental impacts of burning fossil fuels that are not included in electricity prices and huge subsidies coal, natural gas and nuclear power have received for decades. Putting a price on carbon or removing all energy subsidies—ideas mentioned in an earlier draft of the study and currently proposed in Congress—could go a long way in creating a level playing field for energy sources and addressing the growing climate crisis, exacerbated by President Trump’s decision to pull out the Paris Agreement.

So the next time someone tells you that solar and wind cause blackouts, don’t listen to the nonsense and mind-fogging. If we keep burning fossil fuels, the blackouts will be coming, and they’ll be much worse without decentralized, renewable grids.

Tesla is Pwning Markets Traditionally Dominated by ICEs as Manufacturers Desperately Call for More Battery Production

Last year, the world produced more than 1.2 million electrical vehicles. This was nearly 60 percent growth from the previous year when just shy of 800,000 EVs hit the world stage. During 2018, the world is expected to achieve anywhere between 1.6 and 2 million electrical vehicle sales. And by 2020, the number is likely to exceed 3 million. In other words, clean transportation that transitions away from climate change producing fossil fuel burning is a major emerging and rapidly growing global market.

(Tesla is surging ahead in the race to produce clean energy vehicles. But Volkswagen has promised to spend 48 billion on batteries in a bid to catch up. Image source: Inside EVs.)

Today, Tesla presently dominates global clean transport sales. Producing just three models — the S, the X, and the 3 — this new automaker is seriously disrupting a number of traditional segments. During most weeks, Tesla now produces more than 4,000 all electrical vehicles in total. This makes it the largest global EV producer by a long shot at a present pace of more than 200,000 vehicles per year. In the key U.S. market, Tesla appears to have sold between 5,000 and 8,500 vehicles during April alone. And the mass-produced Model 3 is presently making up more than half those sales at between 3,875 and 4,777 according to estimates by InsideEVs and CleanTechnica.

For Tesla, it’s just another milestone on the road to mass vehicle electrification. By summer, the clean energy company expects to be producing around 7,000 electrical vehicles per week in total — with fully 5,000 of that number coming from the Model 3 alone.

What this means is that Tesla is both racing ahead of other automakers in the EV field and that it will also start to dominate markets traditionally ruled by carbon-belching ICE makers. As one example of this trend, the Model 3 is presently the #21 best-selling car in the U.S. — out of all cars sold. By summer, it is likely to be #6. In its segment — small to medium sized premium cars — it is presently crushing the likes of Acura, Infiniti, and Jaguar to take the #5 spot. But with 5,000 per week production on the way, in just a few months it will assuredly take the crown from Mercedes and BMW.

(According to CleanTechnica analysis, Tesla appears likely to dominate the small to mid-size luxury vehicle segment in the U.S. come May to June. Image source: CleanTechnica.)

This from a type of vehicle — electric — that was once thought to be humble and non-competitive. One can practically hear the crack of the world-spanning shot running through the global auto industry at this time. An industry that has been mostly caught flat-footed by a trend that us clean energy advocates have long been predicting.

The reaction by traditional industry has been predictably varied and chaotic. Ford appears to be in full retreat from segments that are now increasingly dominated by high-quality EVs — recently announcing that it will no longer build sedans, but will instead focus on trucks and SUVs. On the other side of the spectrum, a Volkswagen still reeling from the PR disaster that was dieselgate appears to have seen the electric light. That OEM has now pledged to spend 48 billion in battery orders in an effort to beat or at least confront Tesla in the market that it created.

Batteries are the key enabler to mass EV production. Hyundai had a hard lesson in this over past days as the all-electric Ioniq — celebrated for its efficient design — ran into a supply wall. The reason? Hyundai had only planned for 1,200 battery packs per month. But demand for the clean energy vehicle quickly outstripped supply. Hyundai subsequently stretched Ioniq production to 1,800 per month. But, at that point, the automaker was dead in the water on further expansions due to a 2 year lead time for battery contracts. In other words — if you don’t have battery production or suppliers, then you’re out of luck if you want to produce EVs in higher volumes.

(Global lithium battery supply and demand keep running ahead of expectations. By 2021, racing global battery producers are likely to supply 344 GWh of battery production or more. Image source: Bloomberg New Energy Finance.)

Battery manufacturers are thus scrambling to meet a rapidly rising demand. In 2017, global battery production capacity stood at about 100 gigawatt-hours (GWh). And global expansion plans appear to be aiming for around 300 to 350 GWh by 2021. But even this estimate could be low. For Volkwagen’s own recent 48 billion dollar call for EV batteries is likely to generate even more supply chain expansions even as other automakers call for more production.

Returning to Tesla, we would be remiss if we didn’t highlight one of its many key advantages — it owns its battery supply chain. Tesla’s Gigafactory in Reno, through its partner Panasonic, is expected to be able to produce 35 GWh of batteries all by itself over the next year or two. This is enough to support annual Tesla EV production in the range of 400,000 to 500,000. Gigafactory battery capacity is expected to expand to 150 GWh by the early to mid 2020s — which would support two million or more EVs each year.

(Without the Tesla Gigafactory in Reno, U.S. battery production would be dead in the water due to myopic and harmful policies produced by the republican-dominated federal government and various similar state legislatures. Europe, China and Tesla have realized that large scale battery production is necessary for a clean energy future and a related strong response to climate change.)

By contrast, Volkswagen is presently targeting 3 million EVs per year by 2025. In 2018, it is well behind Tesla — unlikely to see sales across all EV models exceeding 100,000 while Tesla is likely to at least double that number. So VW will have to race to catch up. A 48 billion dollar battery buy will be key to achieving this goal. It’s a very aggressive move that will enable the manufacturer to produce millions of EVs in the future. But, at the present time, it is seriously lagging. A situation that doesn’t have much chance of changing until the early 2020s even as Tesla gains both credibility and market share.

At least Volkswagen appears to have seen the proverbial writing on the wall. Transition is, after all, the best option in the face of competition from far more healthy and desirable EVs. For the other laggards in the traditional auto industry — time’s a-wasting.

Tesla’s EV Lead Expands as Production Hits 13,000 to 17,000 in April

In the present day, two forces are helping to drive the potential for a rapid and much-needed transition to clean energy. On the one hand, we have countries like China and states like California providing clean energy leadership and incentive. And on the other hand, we have clean energy innovators like Tesla who continue to stretch the bounds of what’s possible.

This month, Tesla proved naysayers wrong by consistently producing more than 2,000 all electric Model 3 vehicles per week. During late March, Tesla produced 2070 Model 3s in one week. The next week they produced 2100. And the following week they produced 2250. During the third week of March they probably produced around 1,000 as the line shut down for improvements for 3-5 days. However, it’s likely that the final week will show in excess of 2,200 as the production line again expanded.

(Tesla EV production rates saw a big jump in Q1 as Model 3 began to hit a stride. However, Q2 2018 results will likely more than double that of Q4 of 2017 with Model 3 likely averaging over 2,000 per week. Image source: Statista and Tesla. )

Assuming that average weekly Model S and X production rates of around 1,000 (each) continued throughout the month, it appears that Tesla achieved a total rate of 4,000 BEVs produced each week. In sum, that adds up to a yearly rate of 200,000 per year.

Such a rate would make Tesla the present fastest-rate producer of EVs in the world. It would outstrip BYD and BIAC. It would leave BMW, Volkswagen, and Nissan in the dust.

Since Tesla rates of production can vary from week to week and month to month, the estimate I’ve given ranges from 13,000 to 17,000 EVs produced for April. Implied in this number is a one-month rate for the Model 3 that approaches all of Q1 production.

(CO2 emissions per 100 kilometers driven is greatly reduced when EVs are mated to grids with high clean energy penetration — like the one in Ontario. And it is for this reason that mass replacement of ICE vehicles with EVs is a key climate solution. Image source: Plug’n Drive.)

By May, it is likely that we will see 1 week rates for Model 3 exceed 3,000 as Tesla adds a third shift and continues to refine its line. Average total EV production for the month could exceed 20,000 if this ramp is achieved. By June, Tesla is aiming for a peak Model 3 production above 5,000 per week — which would imply a total EV production rate of 7,000 per week.

What all these numbers mean, and what few are reporting, is it appears that Tesla is achieving a break-away rate of electrical vehicle manufacturing. One that other automakers will have major difficulty catching up with. Such large volumes of EVs will displace a significant amount of carbon emitting ICE demand. Fossil fuel luxury and sport vehicles by BMW, Toyota, VW, Volvo, GM and many others will increasingly be replaced by this flood of high quality electrical vehicles. And a signal will be sent to the markets that higher margin ICE sales are taking a serious hit.

(Tesla Model 3 production rates significantly accelerated during early Q2 of 2018. Image source: Bloomberg Model 3 Tracker.)

If Tesla’s ramp continues, it will easily be selling 300,000 to 350,000 EVs per year by 2019 — which is considerably more than Volvo’s annual U.S. sales. This high volume will force other automakers to respond in kind. But since none will likely be able to produce in comparable volume and quality until at least 2020, Tesla is developing a major head start.

Tesla Model 3 Production Keeps Ramping — Hitting Near 2,400 Per Week in Early April

Past behavior can often be predictive of future results. Sometimes, however, we are pleasantly surprised. Such is the case with Tesla’s Model 3 production ramp this week.

Tesla’s Big Surge Continues

According to reports from both Electrek and Bloomberg, Tesla appears to have sustained weekly rates of Model 3 production above 2,000 for more than 14 days. Indicators for this continued surge come in the form of record VIN number releases. For since late March, the number of Model 3 VINs ordered from the U.S. government has doubled from approximately 14,000 to around 28,000. Meanwhile, Bloomberg’s Model 3 production tracker has surged to 2,394 all-electric vehicles per week. A new record.

(Bloomberg’s Model 3 tracker has captured a big surge in Model 3 production translating through to early Q2. Image source: Bloomberg.)

The big jump in VINs comes along with Tesla CEO Elon Musk’s announcement that he planned to continue Model 3 production rates of over 2,000 vehicles per week into early April. This higher production rate is contrary to past production behavior by Tesla — which typically surges late in a financial quarter and then backs off at the start of a new quarter.

5,000 Per Week Model 3 Production Goal in Sight

And though it is still possible that we could see all-electric, zero-tailpipe emissions Model 3 production slackening a bit following this most recent, apparent much longer-running surge, there are indications that Tesla’s capability is rapidly expanding. First, it appears that two lines are now running for Tesla Model 3 and related battery production. Second, it appears that many of the Model 3 bottlenecks have been addressed. And, third, it looks like new Model 3 production infrastructure continues to spring up in the form of dedicated facilities at Tesla’s Fremont plant and Nevada Gigafactory.

(A drone fly-over of the Tesla Fremont factory shows new buildings that appear to be dedicated to Model 3 production efforts. Video source: Tesla Factory Flyover Drone.)

Tesla’s production legs are, therefore, growing longer. And, in light of this fact, it appears that our earlier estimate that Model 3 would produce between 17,000 and 27,000 during Q2 may fall a bit short. As a result, that estimate is now adjusted upward to 18,000-30,000. This steepening ramp is increasingly possible especially if Tesla is able to maintain production rates in excess of 2,000 Model 3s per week through April and May even as it attempts a surge to 5,000 Model 3s per week by June.

Diversification of Model Line Planned For July

Tesla presently still has around 470,000 reservation holders for the Model 3. However, it’s uncertain how many of these are waiting for the long-range, rear-wheel drive version that is now in production. Past indicators are that the number is around 100 to 120K. Most of the rest either appear to be holding out for the dual motor version or for the lower price version. A 5,000 vehicle per week production rate will quickly eat through remaining long range, rear wheel reservation holders. And it is likely for this reason that Elon Musk is planning to start looking at producing the dual motor Model 3 during July of 2018.

So not only is the pace of Model 3 production quickening, the advent of new Model 3 versions is on the horizon. All-in-all this is good news for Model 3 reservation holders and for renewable energy/climate change response backers in general. We’ll have to watch Tesla indicators closely. But it appears, more and more, that the company is able to put Model 3 production hell behind it. To step it out as an all clean energy mass producer.

U.S. Electrical Vehicle Sales Rocket Higher — Breaking New Records in March

A proliferation of attractive electrical vehicle models produced by automakers combined with a surging Tesla to generate a significant new U.S. sales record in March.

The surge is indicative of a break-out ‘moment’ for EVs that will likely result in serious growth in this clean energy segment throughout 2018. The potential now exists that total U.S. EV sales will exceed 300,000 this year. As the global, regional and local impacts of continued high carbon emissions from fossil fuel industry worsens, this surge in clean energy technology couldn’t come on fast enough. However, as is true with all carbon emission reduction efforts, the pace needs to be quickened if we are to provide a navigable pathway through the rising crisis that is human-caused global warming.

44 Percent Growth YoY

In total, March saw 26,373 electrical vehicles sold in the U.S. This is about a 44 percent growth rate over March of 2017 at 18,542 EVs hitting the streets during that time. It was also a new all-time monthly record for the U.S.

(Due to better overall efficiency and zero tailpipe emissions, pure electrical vehicles presently cut annual carbon emissions by more than half. Plug-in hybrids also produce substantial emissions reductions. But the kicker is that when combined with an all renewable grid, pure EV production to roadways carbon emissions fall by 90 percent to up to 100 percent if materials and logistics are decoupled from carbon sources as well. Grids in the U.S. are becoming cleaner. As a result, EV emissions are making further progress over their dirty gas and diesel counterparts. Image source: Union of Concerned Scientists.)

Tesla Model 3, beginning a break out production surge, led the pack by hitting 3,820 sales. Tesla Model S trailed somewhat at 3,375. While Toyota Prius Prime’s plug in hybrid rounded out the top 3 at 2,922.

In the past, sales rates in excess of around 500 for individual models in any given month was seen as significant. And from the Chrysler Pacifica plug in hybrid (480) on upward to the Chevy Volt (1,782) and Tesla Model X (2,825), fully ten attractive models (outside of the top 3) fall within this range at present. These include both the Chevy Bolt (1,774) and the Nissan Leaf (1,500). Bolt, a long range all-electric vehicle rated at over 200 miles produced significant sales in the 2,000s to low 3,000s per month late last year. But as the Model 3 production ramp has increased, Bolt sales have lagged. A 151 mile range version of the Nissan Leaf (1,500) is one of the top selling EVs globally. However, the new Leaf’s production ramp in the U.S. has been a bit slower. That said, it’s expected that the Nissan sales effort for the Leaf in the U.S. will be substantial going forward.

Sales Surge Due to Multiple Factors

Meanwhile, the long tale of models selling between 100 and 400 is extending — with fully 16 models accounted for in that range.

(The U.S. saw a major surge in electrical vehicle sales during March. The start of a trend that will likely continue through the end of 2018. Image source: Inside EVs.)

The primary drivers of the major sales surge, therefore, are multiple. First, Tesla’s own production effort creates a lot of momentum for the surge — so far adding a net gain of around 3,000 vehicles all by itself. A second surge comes in the form of the advent of more attractive long range EV models like the Bolt and the Leaf — both of which are drawing intense interest from buyers. A proliferation of attractive plug in electric hybrid vehicles like the Toyota Prius Prime, The Chrysler Pacifica, The Honda Clarity (1070), and the Chevy Volt is leading a third wave in the surge. A final push comes simply due to model proliferation and increased general sales efforts.

Due to these combined trends, and due to the fact that additional attractive long range EV models are likely to become available during 2018, the 300,000 EV per year mark appears to be well within reach for the U.S. during 2018. Hitting so high would represent more than 50 percent growth over 2017. However, if major EV manufacturers like Tesla manage to step up their production game further, even the 300,000 mark could be substantially overcome.

Exciting if uncertain times.

 

Top Global EV Automaker? Telsa Electrical Vehicle Production Surges During Early 2018

The Tesla bears have all sorts of reasons to cry today.

Not only did Tesla manage to produce four times the number of revolutionary Model 3 vehicles it made during the fourth quarter of 2017, it also hit multiple additional milestones even as CEO Elon Musk derided unfounded rumors that the company was in need of an immediate cash infusion.

Model 3 Surge

Tesla bet its future on the Model 3. And after a nine month period of production chaos and uncertainty, it appears that the bet is starting to pay off.

Late in December of 2017, after struggling through a hellish maze of bottle-necks, Model 3 production rates briefly hit above 1,000 vehicles per week. At year start, this rate slackened somewhat only to reassert by early February. During late February, the Model 3 line was shut down briefly for improvements. Meanwhile, the battery-mass-producing Gigafactory in Nevada (at 11 GWh per year and growing) had opened up a second line for Model 3 batteries after new equipment was shipped in from another Tesla factory in Germany.

With a number of bottle-necks addressed, by mid-March Model 3 production was again surging — hitting around 1,400 per week. A final big late push by the end of the month resulted in weekly production in the range of 2020.

This impressive effort by Tesla generated nearly 10,000 Model 3s for Q1 of 2018. Of this number, about 8,200 are thought to have been sold.

Record First Quarter

With Model 3 selling at nearly as high a rate as Model S and Model X, Tesla appears to have rounded out the first quarter of 2018 with a record 29,980 vehicles delivered. A number that is likely to top 30,000 once all sales are counted. Tesla produced far more — hitting 40 percent growth and 34,494 all-electric vehicles made.

The clean energy company also announced that Model S and X orders were at an all time record high. A slight lag in S and X production during Q4 of 2017, therefore, was the likely cause of slightly lower S/X sales during Q1 of 2018. However, it appears that Tesla is rapidly catching up as it reports that 4060 of these cars were in transit to customers at the start of Q2 even as another 2040 Model 3s were also en route.

Top Selling EV Automaker Globally

Given approximately 30,000 cars sold and 34,500 produced in Q1 of 2018, it appears that Tesla is again in the running for the best-selling maker of electrical vehicles the world over. For it looks like other top contenders — BYD (China) and BMW (Germany) — will sell in the mid 20,000s during the first three months of this year. At the very least, current tracking indicates that Tesla will likely be in the top 3 with BAIC and Nissan trailing behind.

(Top global EV sellers list for January and February from InsideEVs puts Tesla at 5th globally. But a surge in sales during March likely pushed Tesla into the top spot for Q1. Image source: InsideEVs.)

Tesla Model 3 is also likely to hit within the top 6 EVs sold the world over for Q1. Nissan Leaf and the BAIC EC series will likely claim the top two spots. However, the story going into Q 2 is likely to be considerably changed as Tesla tests new limits.

Model 3 Production Likely to Hit 17,000 to 27,000 During Q2

In the U.S., the Model 3 is the uncontested top selling EV already. And its lead is likely to continue to widen.

Tesla notes that it will continue 2,000 Model 3 per week production during the first week of April. If past trends are any reliable indicator, this rate is likely to slacken somewhat as Tesla pauses for breath by mid-April. It doesn’t look like the 3’s production will drop significantly lower than the 1,200 per week mark going forward into April and May, however.

And as the quarter continues, Tesla will also likely attempt another period of surge production aimed at hitting the 5,000 vehicle per week mark. Such a surge will likely occur in June. But we might be treated to a mini surge or two by early to mid May as Tesla tests the 2,000 to 2,500 vehicle per week (or higher) mark again within the next five to six weeks. We expect weekly production during Q2 to average between slightly more than 1,400 per week to 2,250 per week with the number of Model 3s produced approximately doubling to tripling when compared to Q1.

The result is that Tesla appears to be on track to sell between 39,000 and 49,000 EVs (including Model S and Model X) during the second quarter. A surge in sales that will almost certainly propel it to the world’s top EV manufacturer even as Model 3 begins to hit breakout production velocity.

Fossil-Fuel Spear-Headed Fake News Attacks on Electrical Vehicles Intensify as Sales Ramp

In China, the world’s largest automobile market, something amazing is starting to happen. A swarm of electrical vehicles is hitting the streets. The smoggy, smoke-choked air is starting to clear. And oil demand is slowly starting to slacken.

Ramping electrical vehicle production in China takes a bit out of oil demand. Image source: Bloomberg New Energy Finance.

Fossil fuel profit-addicted investors are starting to panic as oil’s very real carbon-spewing death-grip ’round the neck of what is now the world’s largest economy is slowly being pried off.

But big oil is nothing if not a tricky and resourceful beast. So as electrical transportation leaders are marching the world away from dirty energy sources, the fossil-fueled monstrosity is fighting back tooth and nail with its primary weapon of choice…

Fake News 

It’s one of those blanket terms that has been dramatically mis-used by those like Trump to generate a million false impressions of late. To attack credible, public-serving media sources and to generate an assault on freedom of the press in total. But the term has its origins in a very real problem that each of us have to deal with every day. That problem being that some news sources can and often do, intentionally or unintentionally, get the story wrong.

Why?

Well, it can happen for a hundred different reasons not the least of which is social and individual bias. But a key issue for the present day is news generated by special-interest related media aimed at creating an impression that serves that particular interest’s goals. In other words — media that sells to or pushes from a particular political, ideological, or business-related frame of reference.

Public relations campaigns aimed at misinforming the public about harmful products or to tamp down competition by more benevolent industries have long been funded by fossil fuel interests. Image source: Smoke and Fumes.

If, for example, you’re a Fox News viewer, then your information comes with such a heavy conservative and pro-established industry bias that you tend to believe fallacies like ‘climate change isn’t real or dangerous,’ ‘Hillary Clinton sold Uranium to the Russians,’ ‘giving more money to rich people by cutting taxes pays off the national debt,’ ‘Russian interference didn’t alter the outcome of the 2016 election,’ ‘social security is an entitlement and not a government run savings program that you pay into so you have a cushion for retirement,’ and ‘all real energy comes from fossil fuels.’

These media objects and impressions could well be considered fake news.

Fossil Fuel Special Interest Fake News

In the climate and clean energy sphere, we are confronted with these kinds of targeted messages every day. More specifically, what we see is a proliferation of messages aimed at delaying a transition to clean energy and enabling the continued dominance of fossil fuel based energy sources on and on into the future.

The primary messaging issues that we deal with here are smears, doubt promotion, distractions, and myth propagation.

Lately, for anyone that’s been paying attention, we’ve seen an amazing amount of smear-based hyperbole aimed at clean energy leaders like Tesla. Not a single day goes by when we don’t have some ‘journalist’ who holds a short position in Tesla as a company beating the old hackneyed drum over which terrible demise Tesla is ‘destined’ to suffer this day or that. And this short interest is not focused on predicting so much as it is on manufacturing reality.

‘Short EV Interest’

If we’re honest with ourselves, we realize that short interest in clean industry leaders like Tesla is primarily propagated by pro-fossil fuel sources. Most of the short ‘journalists’ have some association with the fossil fuel industry. And practically all take a negative view of the prominent and most widely available clean energy sources of the day.

Some will even promote a prospective clean energy source, like hydrogen, as a distraction from the larger mega-trend represented by wind, solar and batteries. But this is more as a shiny object in the form of systems that are 5-15 years or longer from actual realization. A kind of vapor-ware competition in impression vs the real trends.

Taking this week’s penchant to proffer the hydrogen economy distraction as an example, we find that during 2017 more than 1.2 million electrical vehicles sold worldwide. Hydrogen based vehicles sold far less well — at approximately 3,500 units in 2017 or about 1 hydrogen fueled vehicle to every 350 EVs hitting the roads. Moreover, global EV sales could hit as high as 2 million in 2018 and 4-5 million by 2020. Though hydrogen might get off its laurels and start to show real gains by the early 2020s or later, electrified transport is taking flight now.

Moreover, hydrogen presents its own emissions problems as it is presently 90 percent produced from reformed natural gas in a high-carbon emitting process. The promise of mass-electrolysis based hydrogen from renewables and other low carbon processes are, you guessed it, 5-15 years off. And, even more concerning, major oil companies like Shell are heavily invested in hydrogen — which increases the likelihood that it will serve as a spoiler and not as an enabler of the clean energy transition.

Just as electrical vehicles reach their moment of realization, major media attacks against the clean energy trend emerge. Image source: EV Volumes.

This week the flavor is hydrogen. Next week it will be nuclear. Next it will be something else that can be slow-walked. Anything to distract from the actual electrical, solar, wind revolution that is now in progress and achieving rapid advancements.

It’s at these critical times when the pro fossil fuel and anti renewable energy messaging tends to proliferate on a mass scale. And today is just such a time. For right now, global EV sales are surging. Spear-headed by industry leaders like Tesla and countries like China, the electrification revolution is on. And the oil companies know it. In rather short order, as occurred recently with coal, global oil demand could drop. And those magical, marginal profits that fossil fuel investors have been addicted to for so many years and decades could go up in one final puff of CO2 laden smoke.

Will Tesla Survive The Assault?

So it is at this crucial time that all of the major media guns associated with the fossil fuel industry are now unleashing a furious, focus-fire barrage on Tesla. We’ve hinted at some of the reasons above. But looking deeper we find that Tesla’s all-clean-industry business model is the exact antithesis to that produced by traditional industry.

From its lock to its stock to its barrel, Tesla is clean tech through and through. It builds battery plants, it builds solar panels, it builds battery storage for homes, it builds all clean energy vehicles, it builds EV charging networks. And it works to integrate them all. Not one dollar of Tesla capital is wasted on fossil fuel extraction or machinery that burns fossil fuels. Not one iota. Not one cent.

The Tesla model is the model of a pure path away from carbon emissions and if it gets duplicated in one subset or another by companies the world over, then big fossil fuel is finished. If Tesla generates competition by example, as it is doing, then the clean energy revolution takes flight and there’s nothing that the oil, coal, or gas industry can do to stop it.

So from the fossil fuel point of view, Tesla must die. And that is the primary reason why we are seeing so many negative news stories lately about Tesla. Not because of Tesla’s intrinsic weaknesses. Not due to some puffed up accident investigation. These are the facts — the negative bias against Tesla comes from fossil fuel industry based sources. Fin.

Facing such a massive wall of media, political, and industry opposition isn’t easy. In all honesty, it’s amazing that Tesla has made it as far as it has. And under the present barrage, Tesla’s survival is again somewhat in doubt. I think it will pull through this relatively difficult period to emerge as both a major automaker and a global clean industry leader. But if the shorts win and Tesla goes down it will be due to direct sabotage by fossil fuel special interests — not due to some other failure. And that’s not fake news.

Big Auto Freaks Out as Tesla Model 3 Deliveries for Q1 Track Toward 8,000 to 10,000

The major automakers are increasingly in a bind. They’re faced with a choice — keep investing in dirty energy vehicles that pollute the air, the water and wreck the climate, jump feet first into the EV revolution, or play both sides. And it’s this dichotomy that’s producing some rather freaky behavior.

(GM has often talked big about its EVs like the Volt and the Bolt. But its policy positions are contradictory to a rapid clean energy vehicle ramp.)

We’ve heard a lot of talk from some major automakers about how many electrical vehicles they’ll be producing in one year, two years, three years or more. And even as these companies have been beating the drum about ‘Tesla killers,’ how they have enough capital to own the EV revolution, some of them keep lobbying for dirty energy vehicles by attacking U.S. fuel efficiency standards.

It’s an inherent contradiction between communication and dedicated action. One that has generated a degree of legitimate distrust in the notion that some big auto manufacturers will follow up on their clean energy promises. Whether the talk is little more than a PR campaign aimed at tamping down public loyalty to those like Tesla who operate under a 100 percent clean energy business model. At the very least, it shows that auto industry focus is starting to fragment between traditionals (which include many backward-looking CEOs) who still support harmful legacy combustion engine production while hiding behind token ‘compliance cars,’ and the progressive-minded within the industry who want to rapidly jump into the EV market and compete.

(Not a compliance car. Nissan and a handful of like-minded major auto manufacturers produce and market seriously competitive EVs. Others appear to be dithering and dissembling.)

As uncertainty over auto industry intent expands due to various contradictory behaviors, here in the U.S., Tesla has been consistently ramping its production of 100 percent clean energy vehicles. And this has generated an equally predictable gnashing of teeth from the usual suspects in the financial media.

During the fourth quarter of 2017, Tesla’s factories pumped out a record number of electrical vehicles. In total, it delivered 29,870 zero tailpipe emissions cars. These included 15,200 Model S, 13,120 Model X, and 1,550 of the new Model 3s. This was the highest production quarter for Tesla and it was enough to propel its total sales for the year to over 101,000.

(Tesla Model 3 is one of the major spear-heads of a clean energy revolution. And it’s helping to goad other western automakers into a larger and expanding EV market. Image source: Tesla.)

Q1 of 2018, however, is likely to see even more. Present delivery estimates for Model S and X alone range from 22,000 to 30,000. Meanwhile the Model 3 is likely to have expanded deliveries more than fivefold to between 8,000 and 10,000. So a total of 30,000 to 40,000 Teslas will likely have hit the road by the time March elapses.

This is particularly significant when one considers that the first quarter is typically a lower selling point for most automakers even as sales have tended to peak for Tesla during Q4. During Q1 of 2017, Tesla sold 25,418 EVs. A number that will likely grow by 20 to 60 percent during 2018.

Moreover, recent reports indicate that Model 3 production is surging.

On March 19th, it was found that Tesla had ordered a large new batch of VINS. As a result, the total Tesla Model 3 VIN count had jumped to nearly 16,000. An indicator that Tesla Model 3 production — which has ranged between 700 and 900 per week since January is also likely expanding.

So it seems that the Tesla production bottle necks are starting to clear and that its ramp is jumping yet again. What this represents is a major call on the traditional auto-manufacturers. The time has come to ante up the EVs, or get out of the way for new clean energy leaders. Bluff time is over.

The Electrical Vehicle Revolution Keeps Expanding

While we often highlight the harmful impacts of fossil fuel burning in the form of ongoing crises like sea level rise and increasingly extreme weather, it’s important to keep shining a light on the fact that there are various climate change solutions available to us now. These solutions come in the form of policies and technologies presently at hand. A key solution being the ongoing renewable energy revolution.

A major aspect of this revolution is expanding access to clean energy vehicles and the high energy density batteries that drive their electric motors (see batteries will kill fossil fuels). Though we like to highlight the sustainability advantages of Tesla’s all-renewable business model, there are a number of other automakers who are also contributing. And these producers are manufacturing some increasingly kick-ass clean energy machines.

This widening field produces healthy competition between EV companies even as it results in greater overall appeal for electrical transportation in general. We covered Jaguar’s new I-Pace last week — which is a smaller competitor to the Model X (or maybe it’s not much of a competitor). But one that features high quality, a lower base price of around 70,000 dollars, (down from earlier estimates in the 80s) comparable range and rapid acceleration.

(Hyundai’s Kona SUV is expected to start selling in Europe, Korea and possibly the U.S. later this year.)

Another new high-quality, long-legged entry to the small EV SUV arena is the Hyundai Kona. Reported to have a range between 186 and 292 miles, the Kona is Hyundai’s second EV following the Ioniq. And it’s expected to launch in Europe and South Korea this spring to summer with a hopeful U.S. release for later this year. Like the I-Pace, it’s projected to sell about 20,000 units each year worldwide. But unlike the Jag and the X, it will probably have a sticker price that’s quite a bit lower than $70,000 to $100,000 (no firm word yet on cost). Though Hyundai recently poked fun at Tesla with a billboard, placing its hat in the ring as yet another ‘Tesla competitor,’ Kona is a smaller, slower SUV with a 0-60 acceleration of 9 seconds. But Kona’s sleek exterior and long range prove that you don’t have to travel at ludicrous speed to be attractive.

It’s worth adding that the increasing ranges and capabilities of these new gen EVs are quite compelling overall. The cars are a big jump forward and, in many respects, they’re better than the fossil fuel based vehicles they’re actually competing with (despite all the talk-talk about Tesla killers). Given the fact that billions and billions of dollars are presently being invested in EVs around the globe, we are likely to see a good many more high-quality EV models produced in a number of years.

(EV sales north of 16,000 during February [not yet illustrated] is a big jump that hints at a break-out year for U.S. electrical auto sales. Image source: Inside EVs.)

Not only are big automakers like Volkswagen and Porsche announcing new concept EVs with increasing frequency even as actual models keep coming out from an expanding list of companies, we also have all-electric start-ups jumping into the fray. Notably the China-backed NIO brand just made a $2 billion dollar IPO on the New York Stock Exchange. And, meanwhile, Dyson is backing its own electrical car division — with three clean energy autos on the drawing board so far.

The proliferation of EVs is already having a big impact on U.S. sales. Just during February of 2018, 16,489 electrical cars sold in the U.S. This is up considerably from the record 12,375 sold during the same month of 2017 and is even a big jump from earlier estimates near 14,000. One driver of this increase is rising Model 3 sales. But there’s also a nice fat tail coming in from the expanding number of high quality EVs selling in the range of 250 to 1,000 units per month.

The flow of new offerings from the clean energy revolution in autos is thus starting to look more and more like a fire-hose. And it’s about to get faster.

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