reedeisenhart.bsky.social
Scientist + business development. Energy and the Energy Transition - solar, batteries, semiconductors, biofuels, O&G, refining, mining. Attempting to keep political stuff to a minimum. Love to repost awesome charts.
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0 losses in Allen Fieldhouse
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I assume it's because the MLB is about to announce some partnership with a sports betting company and are trying to avoid the hypocrisy accusations.
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Decarbonization of electricity generation is progressing well, but only since 2007 (before which it was actually falling!)
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Hard to see how the existing incentive structures could encourage anything healthy.
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Most of the results are in: Battery-electric vehicle (BEVs) sales continued their expansion for 1Q 2025. Sales for BEVs grew by more than 10% last quarter according to
Cox Automotive, hitting nearly 300,000 units.
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That's salar lithium, what about spodumene? It has surpassed salar production, after all.
Most of the world's spodumene lithium comes from *a single mine* - Greenbushes, in Australia. Here it is. This one small mine produces most of the world's spodumene lithium.
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Many, many people in my mentions are speaking from hindsight and have clearly never been responsible for forecasting anything lmao.
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249 miles of range from a five-minute charge! Amazing!
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You would not believe how much we argued over this diagram and how much complexity we left out.
Full report: www.bnef.com/insights/36077
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imo the Leaf still holds the record for the best EV ad of all time:
www.youtube.com/watch?v=Nn__...
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And oftentimes: a lack of firm customer commitments and low expected product prices. Risky investments with poor IRR.