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a-niche-guy.bsky.social
I write about batteries, EVs, and climate tech | Associate Researcher at @theicct.bsky.social | On Deck Climate Tech Cohort 1 (#ODCT1) | #Energy Twitter: https://twitter.com/a_niche_guy | LinkedIn: https://www.linkedin.com/in/anishkum
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🔌💡The EPA has found a new way to strike down California waivers to set its own rules for clean environment, including ACC II, ACT and Heavy-Duty Low NOx. EPA Administrator Lee Zeldin said he will subject these rules to Congressional review through the Congressional Review Act. #EVs 1/5

🔌💡EVs are starting the year off with a bang! Globally, January 2025 saw an 18% increase in EV sales compared to January 2024. China saw 12% increase, Europe 21%, US and Canada 22%, and the rest of the world 50%. Will it cross the 20 million annual sales mark this year? #EVs

🔌💡How much impact do EV policies throughout the world have on the actual emissions reduction? Just the policies from last 3 years man that transportation emissions will peak this year and start reducing thereafter. #EVs 1/3

🔌💡Norway is soon going to be the first country with 100% pure EV sales! The latest January sales numbers say it has already reached 96%, very close to the goal of 100% EV sales by 2025. Which country is next to achieve the 100% EV sales target? #EVs #battchat

🔌💡Batteries will eat the world! 🔋 After EVs, the cost of batteries for energy storage has also reduced tremendously in the last 5 years. And again, China is way ahead of the world in this as well where it has reached $66/kWh. #battchat

🔌💡Inflation Reduction Act has been solely responsible for most of the battery manufacturing growth in the last few years👇🏽 Even with these incentives, the US battery manufacturing capacity is 4x less than China's. The US needs more of this, not less. #battchat

🔌💡Just a few years ago, if somebody told me that battery prices would fall to $50/kWh, I would have laughed! But soon they'll be $25/kWh! It's an absolutely astonishing feat! You could get an entire Tesla Model 3 battery pack for $2,000 - $3,000! What a world that would be! #EVs #battchat

🔌💡I have a question about the industry value chain analysis by Volta Foundation. Why are there no battery second-life or repurposing companies included? Is the market too small? And how will you classify companies like Zenobe who are in the Battery-as-a-Service business? #battchat

🔌💡Are sodium-ion batteries just hype? Or can it actually compete with lithium-ion batteries? A group of Stanford scientists tried to answer that question. Basically, it would need improved energy density without using critical minerals like Nickel to reduce costs. #battchat #chemsky 1/3

🔌💡Remember how last year all the news was about EV sales stalling? Turns out they were wrong! EV sales hit a record high of 1.3 million in 2024, reaching 8.1% market share, Cox Automotive says. #EVs #battchat 1/3

🔌💡The innovation coming from CATL is leaving legacy battery makers in the dust. They just announced 2 types of swappable batteries. The CEO believes people will not buy the batteries in the future, rather just pay for their usage. #EVs #battchat 1/3

🔌💡The clean tech trade war between the US and China has started strong this year. Early in the new year, China proposed export restrictions on several components and minerals used in batteries, including Lithium. This was in expectation of Trump's proposed tariffs. #EVs #battchat 1/3

🔌💡California EVs are getting a $122 million new year gift from the US Department of Transportation. This award is to build zero-emission vehicle charging and refueling infrastructure throughout the state, including medium- and heavy-duty vehicles. #EVs #battchat 1/2

🔌💡Saia, a 100-year-old trucking company, has trialed 2 Tesla Semi trucks, and praised them "for their ability to handle local and longer haul applications while still delivering notable power and efficiency”. #EVs #battchat 1/3

🔌💡As the new year rolls in, the annual EV sales numbers for major automakers have started to come in 👇🏽 🚗First up, Tesla posted its first annual sales drop since 2011, dropping 1.1% below 2023 sales, finishing 2024 at 1.78 million. #EVs #battchat 1/4

🔌💡The biggest proof that China is eating everybody's lunch in the EV market? Honda and Nissan are in talks for a merger, with Mitsubishi in contention as well to take on their Chinese rivals. 1/4

🔌💡A new battery is in town to disrupt the market! Coreshell just launched their first commercial scale 60Ah cells. What's new in that? Silicon anodes instead of traditional Graphite and domestically sourced metallurgical silicon instead of synthetic silicon. #battchat #chemsky 1/4