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Cake day: July 2nd, 2023

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  • Clearly EVs aren’t there yet for the very bottom of the market. This market will buy used for another decade and then all the sudden will start buying cheap used EVs. Used EV prices are dropping and will continue to drop, but it takes time. In the meantime, wealthy people that were already planning on spending a lot of money on cars will increasingly buy expensive electric cars and prices will come down. Pretty much every manufacturer is targeting a $10k drop in price for the next generation.

    And to answer your question about where are the affordable EVs - China.





  • This whole post is about GM’s ultium issues, which are very much real. You’re the one bringing up Tesla unnecessarily and attacking the source. This may be uncomfortable for you, but GM and Ms Barra herself talk about Tesla all the time, and it’s not surprising that EV news blogs also talk about Tesla a lot - they are the elephant in the room (at least in the US). The article also mentions Honda, and Kia-Hyundai too. Is that a sign of horrific bias too? It’s a long and detailed article that barely mentions Tesla, and only in relevant ways - GM has stated they will pass Tesla by 2025 (ok sure) and the talent comment. Your entire bias argument rests on the word 'Tesla" being in the article twice, not anything of substance, and that’s not even what we’re here to discuss.

    I don’t even like Tesla personally and won’t consider buying one unless Elon is long gone and they make some design changes. But I won’t buy an ultium car for quite sometime either, because it’s a hot mess.


  • It’s more complicated than private network = more sales, because otherwise why would they open it at all? As a public corporation, the default assumption is that they think they’ll make more money opening the network than keeping it closed. There’s NEVI money, there is whatever backroom deals with the other automakers, there is brand prestige with NACS, there is marketing effect of getting drivers of other brands EVs to engage with their network, there is the long term view that their market share can only shrink and it’s better to ensure their customers have access to every charger, etc. I think time will show that open access is more profitable for everyone.


  • Nonsense. It’s plainly obvious Ultium has been a mess, and this article describes how based on quotes from Ms Barra herself acknowledging issues. There isn’t even a mention of Tesla beyond saying that GM has been reluctant to poach talent from them and preferring to use their own experience and supply chains. GM has a mystery contractor that’s clearly failing on module and pack assembly, in addition to software issues. If anything, this article praises the Chinese manufacturers that are producing “ultium” vehicles since they have more experience assembling packs.







  • What an odd revisionist characterization. Schultz was active in many administrations, including Regan’s. You’re both elevating his relevance to the movement (one which your own link at the Volt describes as left leaning grassroots campaigners) and mischaracterizing the entire approach. Reaganomics is synonymous with tax cuts, deregulation, and “trickle down”. A carbon fee and dividend is not a tax cut, it’s not deregulation, and it’s the opposite of trickle down. Schultz was also a key part of Montreal protocol, literally the most effective international policy of all time. Is the Montreal protocol “Reaganomics” as well?

    https://citizensclimatelobby.org/about-ccl/advisory-board/george-p-shultz/

    There are many, many more people involved in CCL than you’re attempting to characterize here, including a wide mix of academics. That’s because they promote good policy.

    As to the Volt article you linked, while interesting, all it says is that support tends to be static for the first few years in two countries. It should surprise anyone that conservatives in Alberta are still against a carbon tax a few years later. This isn’t even the right success metric - what matters is effectiveness over time. Public perception needs to be high enough to avoid a repeal, and not higher. You still haven’t addressed your original claim that the fossil fuels lobby is behind a carbon tax, which they so obviously are not.

    Your “solutions” are a fine a slow way to transform one sector of the economy - electricity generation. That’s not enough, and it’s not fast enough. I’m not saying don’t do those things too - I love the IRA and I love federal efficiency standards and gas bans and all that good stuff, but no reason to argue against some rocket fuel to accelerate carbon reductions (and touch the rest of the economy).

    Pretty sure if e.g. the US manages to pass a carbon fee, Greta herself wouldn’t say that fossil lobby won, she’d probably say great, now also do XYZ and raise the carbon price higher while you’re at it. That’s a much more mainstream attitude.


  • You can’t just call any market based solution “Reaganomics”, but ok. It’s logically inconsistent to say that carbon taxes are favored by industry and neoliberals, when those very people aren’t actually pushing for carbon taxes. Since neoliberals and industry have a stranglehold on policy and they haven’t done it, I must conclude you’re wrong. Why don’t you cite some of the voices "in the climate movement " that are against carbon taxes? I’m not seeing them. What I see is trust the science, and the desire to build political momentum that will results in the science based solutions coming into effect. Things like ending fossil fuels subsidies, requiring utilities switch to renewables, increasing vehicle emissions standards, incentives for electrification, and yes, carbon taxes.

    I’m really curious what your actual solution is here. How are you going to get everyone to leave the oil and gas in the ground? A white whale is something you can’t actually find - seems like destroying capitalism or whatever your vague idea is fits that description much better than pricing in externalities via a tax, something that can very simply be layered in to our market structures with our current institutions (and something that is actually happening in dozens of countries, but is somehow impossible according to you).


  • Then why does CCL actively promote carbon fee and dividend as its most beneficial policy? Your logic doesn’t even make sense - you’re saying the fossil lobby would love to be taxed further? Nonsense. If that were true, we’d have a carbon fee enacted decades ago. It’s not innately regressive, and your reasoning doesn’t even make sense because your entire premise rests on complexity = bad, not any actual logic. This isn’t to say it’s politically feasible, but you haven’t offered a politically feasible method for just stopping drilling altogether. All a carbon fee does is offer a revenue neutral way to slowly and surely shift everyone’s behavior by pricing in externalities. It’s very much viable and equitable, and if you think it’s somehow harder than banning fuel and banning capitalism you’re simply not being serious. We have a market mechanism to prevent bad behavior - taxes and fees. Let’s use them. Feel free to ban extraction too, but that’s not where I’ll be focusing my personal lobbying efforts.

    https://citizensclimatelobby.org/basics-carbon-fee-dividend/