Climate change / heat wave dynamics are scary:
The Asian/SE Asian heat wave is now being called the
'most extreme climate event in history'.

cbsnews.com/news/heat-wave…

Prof Michael E. Mann Prof. Katharine Hayhoe Extinction Rebellion Global

EVs made with Chinese materials will be ineligible for the tax credit under a final rule the Treasury Department released Friday. wapo.st/3y5H2lq

What is up with the US EV market? 🧵...
Given typical S-curve adoption dynamics & 50% annual growth in US EV sales last year, I was expecting ~30-40% growth in 2024. Excluding Tesla, EV sales were up ~35% in Q1, right on pace. Ford, Hyundai, Kia etc posted good April growth...

'Tesla left some really good sites on the table.' Here's wow Revel aims to fill a charging vacuum. insideevs.com/news/718289/re… via InsideEVs

Wait we’re getting the NBA TV rights today??? Or just a TNT related thing? Where is roundball rock rights??? Sopan Deb Benjy Sarlin niko NetsDaily

LOL

The Biden Administration released final rules around 'foreign entities of concern'.

I spoke w/ Maxine Joselow at The Washington Post about its implications on the US tax credit, and important of lowering upfront cost for electric cars.

Check out her piece: washingtonpost.com/climate-enviro…

Corey Cantor🌕 🫶 JCV I think July 2025 would be the soonest because the Panasonic factory in Kansas, which is currently under construction, is expected to start delivering 2170 cells to Tesla in mid-2025.

One of the world's largest producers of Lithium says it may reduce capex because of low current spot prices mining.com/web/albemarle-…

Give Troy Teslike a follow. He does a great job predicting something that is quite difficult (and often takes multiple people to get the job done).

Been thinking a lot about 2Q and how poor it could be given all the recent news, without a clear catalyst for growth.

This is so tense, Mike Bisceglia is on pins and needles.

What has gotten into Buddy Hield Mike Bisceglia Alex B.

Missed this yesterday - Kia America looking really good (especially that EV9). April YoY sales up nearly 200%. H/t Jesse D. Jenkins

Obviously I've got a lot of content to work on for the Beijing auto show, but here are five brands that I think would succeed in the US.

Give it a gander at InsideEVs

insideevs.com/news/718246/fi…

That's a big chunk of change

techcrunch.com/2024/05/02/riv…

Today is going to be insufferable. And by that I mean tonight’s NEW YORK KNICKS v Philadelphia 76ers game. Save us, Mike Bisceglia.