TT 191? - Year in Review and Predictions

SHOW NOTES: TT 191Best New EV

• Model Y
• Taycan
• VW ID3
• VW ID4
• Mach E

Top Space Story

• SpaceX launches 26 rockets 
• SpaceX Crew 1
• Chang’E 5 Moon Mission
• Boeing Software Failure
• SN8 best flight of the year
• JAXA Touch & Go mission

Best Announced EV 

• Tesla Model $25k
• GM Hummer
• Buick Lyric
• Aptera EV
• Canoo
• Zoox
• Archimoto
• Where’s Rivian?

Biggest Battery Announcement 

• Costs reductions at Tesla Battery Day
• LG signs massive ~$10 billion deal to make batteries in Indonesia
• Tesla battery researcher shows new test results pointing to batteries lasting over 2 million miles
• Battery startup backed by VW and Tesla cofounder JB Straubel QuantumScape (QS) goes public
• Microsoft will be carbon negative by 2030
• https://blogs.microsoft.com/blog/2020/01/16/microsoft-will-be-carbon-negative-by-2030/
• Apple commits to be 100 percent carbon neutral for its supply chain and products by 2030
• https://www.apple.com/newsroom/2020/07/apple-commits-to-be-100-percent-carbon-neutral-for-its-supply-chain-and-products-by-2030/
•  ITC extension (Solar investment tax credit)
• A spending package President Trump signed before the New Year keeps the Investment Tax Credit at 26 percent through 2022 and at 22 percent through 2023, a policy similar to one the White House eliminated during spending negotiations at the same time last year.
• US Presidential Change of Focus on Renewables
• Joe Biden’s win presents major upside for the solar industry. The candidate campaigned on a national plan to reach 100 percent clean electricity by 2035. Solar offers a key technology to achieve that goal, with 2020 marking its second year in a row to claim the largest share of new generating capacity of any resource.
• COVID impact on pollution 
• Half of the world population is under some form of lockdown due to COVID-19.
• Environmental pollution is reduced up to 30%.
• Mobility is reduced up to 90%.
• A  study found that even as NO2 emissions plummeted 60% and fine particulate matter dropped 31%, global average ozone went up slightly around the world. 
• https://www.sciencedirect.com/science/article/abs/pii/S0048969720323378
• https://cen.acs.org/environment/atmospheric-chemistry/COVID-19-lockdowns-had-strange-effects-on-air-pollution-across-the-globe/98/i37#:~:text=When%20viewed%20broadly%20and%20globally,Natl. 

2021 -  Tesla’s Biggest News Story

• Joel - Acquisition of Battery or Auto manufacturing enablement company